Mandeep Singh, a Senior Technology Analyst for Bloomberg Intelligence, dives into the tech landscape, highlighting how Microsoft’s OpenAI partnership and Google's Anthropic deal could impact cloud competition and AI costs. Meanwhile, Gerry Doyle, Bloomberg's global defense editor, discusses Europe's defense readiness amid geopolitical shifts, the sustainability of defense spending amid Russian threats, and the critical gaps in air defense capabilities. The conversation offers a lively mix of tech innovation and global security dynamics.
