Bloomberg Tech Databricks Raises $4 Billion, TikTok Finds Its Shopping Stride
26 snips
Dec 16, 2025 
Joanna Garrity, CEO of JetBlue, discusses the airline's exciting JetForward strategy, premium products, and the launch of their first lounge. Jacob Helberg, U.S. Under Secretary of State for Economic Affairs, delves into the importance of securing AI supply chains and promoting economic stability. Eric Wolczykowski, CEO of Bespoke Partners, explains how AI is revolutionizing executive recruiting amidst a tightening labor market. Meanwhile, TikTok is making waves with its innovative livestream shopping.
AI Snips
Chapters
Transcript
Episode notes
Private AI Frenzy Fuels Huge Valuations
- Databricks raised over $4 billion at a $134 billion valuation driven by private investor demand for AI stories.
- Investors favor companies that combine clean financials with clear AI data and LLM use cases, per Brody Ford and Caroline Hyde.
Hidden Lease Costs Raise AI Infrastructure Worries
- Oracle disclosed massive new data center lease commitments that raised market concern about AI infrastructure costs.
- Large, long-term lease obligations can create investor indigestion about the true cost of scaling AI data centers.
Be Selective When Investing In AI Names
- Be discerning when allocating capital into AI plays and prefer firms with transparent financials and sustainable spending.
- Use hedges and targeted instruments to manage concentrated tech exposure rather than blindly chasing private valuations.