Ed Ludlow

Ed Ludlow, a Bloomberg Tech co-host and commentator, dives into the recent performance of Apple and Amazon. He highlights Apple’s mixed results, with strong overall revenues but disappointing sales in China. Ludlow discusses the strategic challenges Apple faces in the competitive Chinese market and its reliance on services for growth. On the flip side, he analyzes Amazon's impressive AWS growth, attributing it to renewed investor confidence and discussing its AI ambitions, particularly with the development of custom chips.

Richard N. Haass, a foreign policy expert and former diplomat, discusses U.S. strategies for Venezuela, focusing on oil access and regional stability. Ed Ludlow, a tech journalist, explores the potential arrival of robotaxis in 2026, highlighting industry competition and differing business models. The conversation also touches on New Zealand's subsidy-free farming model and its implications for agricultural practices, alongside the rise of ultra-luxury Mount Everest expeditions, raising questions about ethics and accessibility in adventure tourism.

Ed Ludlow, a tech reporter based in San Francisco, discusses SoftBank's sale of its Nvidia stake to invest in AI. Geetha Ranganathan reviews Paramount Skydance's mixed earnings and strategic cost-cutting in media. Justin Teresi explains a landmark Visa/Mastercard settlement worth $38 billion and its potential impact on merchants. Matthew Palazola reflects on Warren Buffett's decision to step back from the public eye and what it means for Berkshire Hathaway's future, following their massive cash reserves.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

Doug Ciocca, CEO of Kavar Capital, discusses market dynamics, highlighting volatility amid high stock values and the implications of Federal Reserve policies. Ed Ludlow analyzes Nvidia's $2 billion investment to boost chip-design efficiency and the tech sector's competitive landscape. Christina Lee addresses rising risks in the private credit market, suggesting caution amid higher leverage. Dana Telsey shares insights on Black Friday performance, noting trends in consumer behavior and the impact of product innovation on retail success.

In this discussion, Ed Ludlow, a technology journalist and co-host of Bloomberg Tech, shares insights from his interview with Nvidia's CEO, Jensen Huang. They dive into Nvidia's impressive earnings that calm AI bubble fears and explore Huang's unique leadership style. The conversation also touches on Nvidia's vast revenue forecast, the implications of circular financing, and the contrasting AI landscapes of China and the U.S. Ed emphasizes Nvidia's crucial role in shaping the future of AI technology and the potential risks if market investments wane.

Bloomberg's Ed Ludlow breaks down Lyft's second quarter earnings after posting its slowest growth since the pandemic. Plus, why Rivian's CEO doesn’t see a need to raise capital before the end of 2025. See omnystudio.com/listener for privacy information.

Ed Ludlow, a tech reporter from Bloomberg B-Tech, shares insights on Mark Zuckerberg's hands-on approach to AI at Meta and its shift towards a closed-source model. Matthew Bloxham discusses a significant survey revealing that 36% of businesses prioritize AI mainly due to competitive pressure. Diana Rosero Pena reports on Chewy's success driven by its loyalty program and subscription services, while Michael Halen analyzes Cracker Barrel's declining sales and the company's plans to revitalize its stores.

In this discussion, Ed Ludlow, a Bloomberg Tech co-host, shares insights on DeepSeek's innovative AI training methods and their competitive implications. Bill Shufelt, CEO of Athletic Brewing Company, reveals how non-alcoholic beer is reshaping the beverage landscape and the strategies fueling its growth. Dakota Smith, President of Hopper, explores the rebound in travel and highlights how Gen Z is maximizing credit card loyalty programs for bookings. Together, they dive into industry shifts that could redefine their respective markets.

Sam Altman, CEO of OpenAI and key figure in AI innovation, discusses the potential restructuring of his company and a possible 7% equity stake that could redefine tech ownership. Ed Ludlow, a seasoned tech journalist, also highlights the impressive surge in Micron shares, the first major gain since 2011, amidst AI advancements. The conversation touches on Meta's augmented reality strategy and the political turmoil surrounding NYC's Mayor Adams, who faces indictment for alleged campaign finance violations.