Bloomberg Surveillance Single Best Idea with Tom Keene: Gil Luria & Caroline Hyde
Feb 27, 2025
Dive into the latest market movements influenced by proposed tariffs and the pivotal roles of tech giants like NVIDIA and Snowflake in AI evolution. Explore the challenges faced by technology infrastructure companies amidst shifting U.S.-UK relations, particularly the impact of influential figures like Elon Musk. The episode also touches on the importance of therapy and promotes innovative devices like Lenovo's Yoga PCs, making it a blend of finance, tech, and wellness.
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AI and Infrastructure Software
- NVIDIA was previously considered an AI trade, but now Salesforce and Snowflake are gaining traction.
- Infrastructure software companies like Snowflake enable AI applications by preparing data, making them important for AI development.
Snowflake's Role in AI
- Snowflake's success is attributed to its leading analytical database, which helps companies prepare data for AI applications.
- Infrastructure software companies such as Datadog, Dynatrace, and JFrog are also important in this domain.
Elon Musk's Influence
- Amazon's Jesse and Caroline Hyde discussed technology, including Elon Musk's impact on UK-US relations.
- Hyde mentioned the pushback against Musk, with people choosing not to buy his cars due to his focus on Keir Starmer.