Ed Ludlow

In this discussion, Ed Ludlow, co-anchor of Bloomberg Technology, unpacks the $2 billion investment structure between NVIDIA and xAI, exploring the benefits of SPV financing for AI startups. He tackles concerns about a potential AI bubble amid circular deals. Alice Han, a China economist at Greenmantle, highlights the factors behind the surge in Chinese tech stocks, including Beijing's pivot towards the private sector and AI advancements. She provides insights on emerging investment opportunities in sectors like robotics and semiconductors.

Ed Ludlow, a Bloomberg News reporter focusing on tech, joins Dana Mattioli, Wall Street Journal reporter and author, to discuss the fallout from Elon Musk's feud with Donald Trump. They delve into how this conflict impacts Musk’s companies like Tesla and SpaceX, revealing struggles in investment and public perception. Mattioli offers insights into Musk's family dynamics, including his numerous children and controversial tactics involving their mothers. They explore how personal choices intersect with Musk’s ambitious visions for both Earth and Mars.

Ed Ludlow, Bloomberg Technology co-host, shares insights from Apple's Developers Conference, discussing new products and market strategies. Rachel Adams Hurd investigates the controversial impact of immigration detention facilities on local economies. Wendy Barnes, CEO of GoodRx, highlights challenges facing independent pharmacies amid healthcare changes. Cisco's DJ Sampath and Anurag Dhingra unveil AI strategies revolutionizing workplace collaboration. G2 Patel charts Cisco's journey through AI innovations, emphasizing security and efficiency in tech solutions.

Ed Ludlow reports from OpenAI's Developer Day, dissecting AMD's groundbreaking deal to build AI infrastructure, which skyrockets its shares by 24%. Mandeep Singh analyzes the competitive landscape against Nvidia and the implications of OpenAI diversifying its chip suppliers. Rick Welts, CEO of the Dallas Mavericks, shifts focus to the NBA's ever-evolving business model, discussing private equity’s vital role and the impact of sports betting on fan engagement. Tune in for insights on tech, sports, and market dynamics!

Josh Wingrove, Bloomberg News' senior White House correspondent, discusses the political fallout from the shocking murder of conservative activist Charlie Kirk, exploring implications for Turning Point USA and the broader U.S. political landscape. Ed Ludlow shares insights from his interview with Tesla Board Chair Robyn Denholm, touching on company dynamics under Elon Musk. The podcast also examines trends in gold and precious metals, driven by economic shifts and central bank policies, alongside a look at recent market movements and investment strategies.