$2.55 Trillion in US E-Commerce; AI vs. Cloud

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: 

US E-Commerce Heads to $2.55 Trillion as Amazon Gets Company -- Poonam Goyal lays out how e-commerce could make up 33% of retail sales by 2027 from 25% today. 

EU Appetite for Regulating Big Tech Shows No Signs of Easing -- Tamlin Bason explains the potential impacts of the continuing regulatory push. 

AI Chips, Hardware Pivotal vs. Cloud, Cybersecurity, Metaverse -- Breanne Dougherty explains the distinct differences in these groups and their returns. 

UAW-GM 2019 Strike History Points to 17% Drop in Steel Prices -- Richard Bourke points out which steelmakers are most at risk in a strike. 

AIG’s Exposure to Airplanes Trapped in Russia Likely Manageable -- Matthew Palazola says while insurers face billions in potential losses, AIG doesn’t. 

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. 

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI . See omnystudio.com/listener for privacy information.