Bloomberg Intelligence BI Weekend: Boeing Deal, Microsoft Job Cuts, US Drug Prices
17 snips
May 16, 2025 
Austin Carr, a Bloomberg Technology Reporter, dives into the world of DeepSeek, a bold Chinese AI startup shaking up the industry. He highlights how DeepSeek's innovative R1 reasoning model and cost-effective strategies threaten U.S. dominance in AI. The conversation touches on the implications of open-sourcing AI technology versus proprietary models from giants like Google and OpenAI. Carr also discusses the broader landscape of AI development, emphasizing the need for adaptability in the ever-evolving tech landscape.
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Trump's Power To Fire Powell
- President Trump may have strong legal authority to fire Fed Chair Jay Powell despite market reactions or prior legal precedents.
- This reflects an expansive presidential control over independent agencies under Article 2 of the Constitution.
China's Aircraft Market Dynamics
- China depends mostly on Boeing and Airbus for commercial aircraft, with Comac working slowly to produce alternatives.
- Comac's C919 lacks maturity to replace the demand for Western jets in China soon.
Boeing's Production Recovery
- Boeing is recovering with improved factory throughput, delivery of inventory planes, and better supply chain control.
- A 45 to 50% increase in 737 deliveries this year will be crucial for Boeing's profitability and cash flow.