Sandy Hendry
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sandyhendry.bsky.social
Sandy Hendry
@sandyhendry.bsky.social
Senior editor for Bloomberg's Functions for the Market stories. Showing data insights that explain the world. Opinions are my own.
The China-US relationship is like two drunks squaring up and picking up pieces of bar furniture to chuck at each other, then not throwing them and telling the audience this is a victory. We should be cheering cooperation and not the lack of a fight. COP30 in Brazil without the US means global shame.
October 31, 2025 at 7:07 AM
Hi Ethan,

Looks like its very expensive technology but also generating revenues very fast.

I still worry about the ESG angle given the water and electricity costs of generating this stuff. Consumers will get wise eventually. Perhaps.

www.tipranks.com/news/wall-st...
Wall Street Slashes Meta Price Targets After AI Spending Spree Shocks Investors - TipRanks.com
Social media giant Meta ($META) saw its stock sink on Thursday after the company announced in its Q3 earnings report that it plans to increase AI spending through t...
www.tipranks.com
October 31, 2025 at 6:59 AM
Weren't you prophetic?

Bloomberg story zones in on how expensive all the compute/energy will be for the production of AI slop videos.

www.straitstimes.com/business/com...
Tech giants Meta, Microsoft and Alphabet test investors’ patience with huge AI spending spree
AI spending by the three behemoths soared 89 per cent to some US$78 billion in the last quarter. Read more at straitstimes.com. Read more at straitstimes.com.
www.straitstimes.com
October 30, 2025 at 7:47 AM
Listen to the Podcast yourself, but we allow this guy to say fossil fuels will be with us forever, without pointing out that climate change scientists see the situation getting worse in coming decades. Really no fossil fuel backlash? Come on! Look beyond one quarter please!!
October 29, 2025 at 10:57 AM
Jamaica's strongest-ever storm.

Buried Reuters nut --

"Scientists warn that storms are intensifying faster with greater frequency as a result of warming ocean waters. Many Caribbean leaders have called on wealthy, heavy-polluting nations to provide reparations."

www.reuters.com/sustainabili...
Hurricane Melissa to bring 'catastrophic situation' to Jamaica in storm of the century
Hurricane Melissa was expected to bring catastrophe as it makes landfall in Jamaica with storm surges, flash floods and landslides in the worst storm to hit the Caribbean island this century, a U.N. weather official said on Tuesday.
www.reuters.com
October 29, 2025 at 10:55 AM