Dave Lee

1 week ago | news.bloomberglaw.com | Dave Lee

Ahead of this quarter’s crop of tech earnings, I predicted companies would be reluctant to offer much in the way of forward guidance given the almost Covid-like upheaval of the global economy thanks to President Donald Trump’s tariffs. I was half right: There was some guidance — though it arrived with a large asterisk. “It’s hard to tell what’s going to happen with tariffs right now,” Amazon.com Inc. Chief Executive Officer Andy Jassy said on Thursday.

2 weeks ago | bloomberg.com | Dave Lee

Confusion day. (Bloomberg Opinion) -- The Big Tech stocks are beginning the year’s earnings season with mild optimism. After signs from the White House that President Donald Trump may be softening his scorched-earth tariff plan, the Magnificent Seven stocks have been up more than 6% this week. On Thursday, Google parent Alphabet Inc. will report its numbers and set the tone for a delicate run of results reminiscent of the Covid era’s confusion.

4 weeks ago | bloomberg.com | Dave Lee

More input, please. (Bloomberg Opinion) -- A film I loved growing up was the 1986 classic . In one scene, Johnny Five, the incredible robot that becomes “alive” after being struck by lightning, devours book after book, spending seconds on each title. Soon he runs out. “Ahh! More input, Stephanie! More!” “There isn’t anything more!” replies Stephanie, the woman who found him. “You’ve read everything in the house!” I asked OpenAI’s ChatGPT if it could relate.

1 month ago | bloomberg.com | Dave Lee

From what we have seen, Elon Musk can’t be trusted to rewrite the code that underpins some of the government’s most critical operations. Elon Musk’s so-called Department of Government Efficiency has set its sight on one of the most enduring technologies: The Common Business Oriented Language, better known as COBOL.

1 month ago | bloomberg.com | Dave Lee

The provider of access to Nvidia-outfitted data centers will be the first significant pure-play AI company obligated to share financial details with investors. I’ve often complained that much of the AI-driven stock price bump enjoyed by big tech companies has come despite the absence of any real data on how this new business is truly performing.