Investors Aren’t Wild About Big Tech’s AI Forecasts

投资者对大型科技公司的AI预测并不狂热。

Big Take

2026-10-23

17 分钟
PDF

单集简介 ...

Tesla disclosed this week that it had fallen short of its targets for AI infrastructure spending. Investors didn’t like that. Meta revealed its plans to lay out more than $800 billion on AI infrastructure over the next decade. Investors didn’t like that, either. On today’s Big Take podcast, why all eyes are on AI spending plans — and which US tech giants’ earnings to watch. Host Sarah Holder is joined by Michael Regan, managing editor for US equities, and Sarah Frier, managing editor for big tech, AI and startups. Read more:  Meta Credit Risk Gauge Surges to Record on AI Spending Plans Meta Falls After Boosting Spending Plans for AI Bet Tesla’s Lowered Capex Plan Fuels Doubt on AI, Robotics Goals We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Host: Sarah Holder; Guests: Sarah Frier and Michael Regan; Produced by David Fox; Edited by Jeffrey Grocott; Engineering by Emma Munger. See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • This is the Bloomberg Tech Minute brought to you by ChachiPT.

  • I'm Carol Masser.

  • Getting hired at SpaceX requires exceptional ability and may include having Elon Musk review a candidate's resume.

  • So writes Bloomberg Businessweek's Lauren Grush.

  • She reports that the company culture is defined by Musk and job candidates must understand

  • that a commitment to SpaceX means adhering to this culture and exhibiting loyalty to Elon Musk.

  • To get hired, candidates must demonstrate their achievements from past jobs.

  • And hands-on experience matters more to recruiters than advanced degrees,

  • with the company looking for people with raw, innate intelligence.

  • A spokesperson for SpaceX didn't respond to a request for comment on its recruiting and hiring practices.

  • But according to recruiters, advisors, and those who've interviewed for jobs there,

  • it's the space exploration dream that draws people to the company.

  • And Musk invokes that dream regularly.

  • To remind workers why they're there.

  • Prospective hires are told that the job will require stamina, including in job ads that candidates,

  • quote, must be willing to work extended hours and weekends as needed.

  • One major perk for all that hard work, employees' access to equity, either the right to buy shares

  • or payment in the form of restricted stock units that vest over time.

  • That's the Bloomberg Tech Minute brought to you by ChachiPT.

  • Get started at ChachiPT.com.