Bloomberg Tech The Election And Big Tech
Nov 5, 2024
Guest
Donald Trump
Guest
Kirsten Todd
Guest
Danielle Lee Thompson
Guest
Margie Murphy
Guest
Anna Rathbun
Guest
Kayleigh Lyons
Guest
Mandeep Singh
Mandeep Singh, an Analyst at Bloomberg Intelligence, discusses Palantir's stock surge tied to AI demand. Kayleigh Lyons shares insights on voter turnout trends for the U.S. election. Anna Rathbun talks about market reactions and tech sector regulations. Margie Murphy reveals how Polymarket influences election betting through influencer collaborations. Danielle Lee Thompson addresses misinformation's impact on voter trust. Kirsten Todd emphasizes election security measures, while Donald Trump reflects on his campaign amidst the electoral landscape.
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Transcript
Episode notes
Palantir's AI Success
- Palantir's stock surged 23% due to strong AI demand.
- Their success comes from integrating Large Language Models (LLMs) with their existing data and ontology.
Election Day Focus
- The 2024 election hinges on voter turnout in key battleground states.
- Millions have already voted, but the final outcome may take days to determine due to tight margins.
Market Response and Tech Regulation
- Markets are rallying, possibly anticipating the end of election uncertainty.
- Tech regulation, specifically national security, antitrust issues, and semiconductor policy, are key areas to watch.