Bloomberg Businessweek Bloomberg Businessweek Weekend - August 1st, 2025
4 snips
Aug 1, 2025 
Guest
Hannah Elliott
Guest
Kabir Nath
Guest
Francis D'Souza
Guest
Ted Alcorn
Guest
Pascal Soriot
Guest
Laura Martin
Laura Martin, a senior analyst at Needham & Company, dives into the dynamics of the Mag7 stocks and market trends. Pascal Soriot, CEO of AstraZeneca, discusses the company's ambitious $50 billion investment in U.S. production and the competition with China. Kabir Nath, of Compass Pathways, shares insights into developing psilocybin for depression treatment. Meanwhile, Hannah Elliott explores the quirky Tesla Diner experience and its connection to key fobs. Ted Alcorn reveals Burning Man's financial struggles and cultural essence, highlighting the festival's complex financial landscape.
AI Snips
Chapters
Transcript
Episode notes
Apple as a Safe AI Bet
- Investors should consider Apple's delayed AI integration and tariff risks impacting future growth.
- Apple's cautious approach offers safety for those skeptical about AI disruptions.
iOS Trails Android AI Integration
- iOS currently lags Android as Google deeply integrates Gemini AI into Android apps and services.
- Google's AI boosts productivity and accelerates product innovation across its platforms.
Meta's AI Spending Risks
- Meta shows strong fundamentals but faces risks from huge capital spending on futuristic projects with uncertain ROI.
- Its superintelligence investments aim to replace humans with AI but lack clear profitability timelines.