Rachel Metz

Rene Haas, CEO of Arm Holdings, discusses the pivotal role of energy-efficient processors in AI infrastructure investments. Rachel Metz shares insights on the collaborations among tech giants like SoftBank and OpenAI, emphasizing the transformative potential of government support in AI. Najat Khan explains how AI is revolutionizing drug discovery, speeding up the path to clinical trials. Ben Harburg analyzes the implications of new investment strategies in China, while Rich Greenfield evaluates Netflix's growth amidst intense streaming competition.

Rachel Metz, Bloomberg's AI reporter, dives into Europe's battle for AI independence. She discusses the continent's worries about reliance on American giants like NVIDIA and OpenAI, emphasizing the importance of local investment and talent retention. Metz explores the challenges Europe faces in defining its own AI sovereignty and the funding gaps that hinder progress. She also considers the realistic prospects for collaboration with global firms, painting a picture of a region striving for technological resilience amidst competitive pressures.

John Stankey, CEO of AT&T, shares insights into the company's latest earnings and subscriber growth, especially in the wake of the iPhone 17 launch. Rachel Metz, a tech and AI reporter, dives into the high-stakes discussions between Anthropic and Google regarding a multibillion-dollar cloud deal to enhance AI capabilities. They explore what this means for the tech landscape and the implications of AI startup partnerships. The episode wraps up with a look at mixed earnings from major tech players, setting the stage for a shifting market.

Bloomberg News AI Reporter Rachel Metz talks about OpenAI's new AI model, Wells Fargo CIB Co-CEO Jon Weiss discusses veteran appreciation, and Personal Finance Reporter Alice Kantor shares a story. The podcast also covers Gen Z's career preferences and Wells Fargo's market insights.

Jason Liberty, President and CEO of Royal Caribbean Group, reveals impressive earnings and the industry’s optimistic outlook post-COVID. He highlights the trend toward experiential travel and the demand for cruises. Rachel Metz, Bloomberg News AI reporter, explores DeepSeek's game-changing AI advancements, stirring excitement in Silicon Valley. Larry Pitkowsky shares insights on market trends and investment strategies, emphasizing the importance of adaptability in today's volatile environment. This discussion navigates the intersections of travel, tech, and finance.