Bloomberg Tech

Join J.B. Straubel, CEO of Redwood Materials, and Joseph Nathan, Co-founder and president of Foresight Robotics, as they delve into Nvidia's ambitious journey toward a $4 trillion market value. They discuss the impact of eased U.S.-China trade tensions and innovative partnerships, including Crusoe's collaboration with Redwood. The conversation takes a turning point into advancements in robotics and AI, highlighting emerging solutions for global challenges and the potential for a sustainable tech future.

In this discussion, Jay Jacobs, the U.S. Head of Equity ETFs at BlackRock, shares his insights on Micron's explosive growth in high-bandwidth memory sales, driven by AI and consumer demand. They delve into investment strategies beyond tech giants, exploring how AI could reshape productivity. Additionally, the conversation touches on defense tech opportunities amidst geopolitical tensions and highlights the surge of Chinese AI startups entering the market, showcasing a rapidly evolving tech landscape.

Caroline Hyde chats with Emily Harding, an expert in intelligence and national security at CSIS, and Neil Keegan, CEO of Marlin Spike, a VC in defense tech. They dive into the implications of the U.S. strike on Iranian nuclear sites, highlighting market reactions and the evolving defense landscape. The trio discusses the critical role of AI and military satellite technology, emphasizing the need for the U.S. defense sector to innovate and support startups addressing asymmetric threats. They also touch on rising cyber threats and new venture capital dynamics in defense.

In this engaging discussion, Kara Cockleman, a Professor of Civil and Transport Engineering at the University of Texas at Austin, dives into SoftBank founder Masayoshi Son's ambitious vision for a $1 trillion AI industrial hub in Arizona. They explore the rapidly evolving global robotaxi market, spotlighting Tesla's upcoming launch in Austin and Baidu's international expansion. Cockleman shares insights on the regulatory landscape for autonomous vehicles and the promise of self-driving technology to enhance road safety.

David Sacks, the White House AI and Crypto Czar, offers insights into new stablecoin legislation and its implications for crypto markets. Klarna's CEO, Sebastian Siemiatkowski, discusses the brand's exciting shift towards a mobile service model, enhancing user experience as a digital financial assistant. Frank McCourt Jr. shares his vision for TikTok’s future amidst ongoing negotiations, advocating for user privacy over surveillance. Together, they navigate the evolving landscape of tech, regulation, and digital finance.

Lei Chu, Chief Investment Officer at Alliance Bernstein, and Casa Yunus, CEO of Applied Intuition, dive into the potential impacts of President Trump's tax bill, boosting chip tax credits to 30%. They discuss how this could catalyze more investments in the semiconductor sector. Casa also shares insights on Applied Intuition's ambitious plans to use their recent $600 million funding for advancing self-driving technologies. The duo examines the intersection of innovation, automation, and the future of U.S. manufacturing as they navigate the changing tech landscape.

Join Bernd Burnick, CEO and CTO of 1X Technologies, as he sheds light on groundbreaking advancements in robotics. He discusses a revolutionary simulator designed to enhance robots' understanding of the physical world. The conversation dives into the pivotal role of humanoid robots in addressing labor shortages and their potential as companions in our homes. Other intriguing topics include President Trump's launch of a self-branded mobile service and the evolving landscape in mobile technology, emphasizing the integration of AI for improved functionality.

Brody Ford, a tech industry reporter at Bloomberg, and Jomana Bisset, who specializes in geopolitical events, dive into Meta's eye-popping $14.3 billion investment in Scale AI to boost their competitive AI edge. They discuss the implications of AI advancements against a backdrop of rising geopolitical tensions, particularly the Israeli-Iranian conflict. The talk also covers Apple's ambitious plans to revamp Siri by 2026, focusing on personalized responses and new features that aim to keep them in the AI race. It's a lively exploration of tech's future!

Micron is making waves with a bold $200 billion investment in U.S. chip manufacturing, aiming to reshape the semiconductor landscape. Meanwhile, Chime CEO Chris Britt shares insights into the company’s optimistic growth as it prepares for an IPO, having raised over $864 million. The discussion also covers Oracle's impressive earnings driven by cloud sales, while highlighting the importance of comprehensive technology solutions for businesses in today’s competitive market.

Kurt Wagner, a Bloomberg reporter focused on technology, reveals Mark Zuckerberg's ambitious recruitment for a new AI group to achieve artificial general intelligence. Mark Gurman, an Apple expert, discusses Apple's recent software redesign and how it highlights an AI 'gap year'. Tiffany Wade, a Senior Portfolio Manager at Columbia Threadneedle Investments, analyzes the impact of trade negotiations on the tech sector and the evolving dynamics between the U.S. and China, showcasing the intersection of geopolitics and technology.