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Shona Ghosh
Bloomberg (tech editor)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Google cash burn on AI spend. hedged with possibly on tape; Tesla named in the same breath
“this is the first quarter possibly since its IPO that we've seen a negative cash flow for the company”
Nasdaq since this was said: ▼ -2.1% · 24,976 → 24,443 · as of 2026-07-29
AI capex returns. she concedes early signals that AI earnings may be catching up
“Not seeing necessarily a ton of returns on that expenditure just yet”
Nasdaq since this was said: ▼ -2.1% · 24,976 → 24,443 · as of 2026-07-29
startups switching to cheap Chinese open-weight models
“I can't afford to spend all my tokens on Claude”
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