Bloomberg Technology cover image

Bloomberg Technology

Arm Disappoints with Outlook, Vanguard Slashes Fees

Feb 7, 2025
Ben Harburg, founder of Core Values Alpha and managing partner of Novo Capital, dives into the implications of DeepSeek and the future of AI. He discusses the booming investor interest in AI and its transformative effects on technology infrastructure, particularly in establishing major AI data centers. Harburg also highlights the unique challenges in the tech and gaming industries, especially for companies like Roblox. Additionally, he shares insights on the necessity for U.S. startups to bolster their infrastructure in the face of global competition with China.
42:04

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Arm's conservative forecast amidst strong revenue growth highlights the impact of smartphone market trends on chip manufacturers' performances.
  • Vanguard's historic fee cuts emphasize its commitment to investor-centric practices, potentially influencing industry standards for cost management.

Deep dives

The Importance of Flexible Financing for Businesses

A flexible spending limit can significantly benefit contracting businesses, allowing them to manage expenses while accommodating growth. The American Express Business Platinum card offers this adaptability, coupled with the opportunity to earn five times membership rewards points on flights and prepaid hotel bookings. This financial backing empowers businesses to focus on building and expanding without the constant worry of cash flow constraints. By leveraging such financial tools, companies can optimize their operations and explore new avenues for revenue generation.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode