Bloomberg Tech

Ian King, a Bloomberg reporter specializing in semiconductors, teams up with Kristen Smith, President of the Solana Policy Institute, to discuss cutting-edge developments in tech. They dive into Uber's exciting partnership with Nuro and Lucid to launch a robotaxi fleet, emphasizing the role of AI and self-driving tech in future transportation. The conversation also touches on cryptocurrency regulations and their potential to innovate financial systems, alongside the impact of AI demand on semiconductor investments.

Seth Vigerman, an AI editor at Bloomberg, shares insights on the dynamic world of tech and finance. He discusses the rising Nvidia shares spurred by anticipated chip exports to China. Vigerman elaborates on Elon Musk's xAI plans to lease data center capacity in Saudi Arabia, highlighting its ambition to rival major industry players. The talk also touches on the tensions involving President Trump and Federal Reserve Chair Powell, exploring the implications for the tech sector and the broader economy.

David Sacks, the White House AI and Crypto Czar, shares insights from the Pennsylvania Energy and Innovation Summit. He discusses the resumption of AI chip sales by Nvidia and AMD to China, highlighting the implications for U.S. trade policies. The conversation delves into energy demands associated with these tech advancements and the necessity for robust government support. Additionally, Sacks emphasizes the importance of strategic goals in enhancing domestic prosperity and tackling global tech rivalries as the industry evolves.

Megan Myungwon Lee, CEO of Panasonic Corporation of North America, discusses the newly unveiled EV battery plant in De Soto, Kansas, which will produce batteries for 500,000 electric vehicles each year. Mark Winterhoff, Interim CEO of Lucid Motors, joins to talk about the strategic partnership with Panasonic and the importance of a resilient battery supply chain. They highlight the local workforce's role in this expansion and the broader implications for the EV industry in the U.S., as well as challenges and trends shaping the market.

Nvidia's CEO Jensen Huang chats with President Trump about navigating the Chinese market. Meanwhile, Tesla gears up to launch its driverless taxis in California and Arizona, marking an ambitious expansion. The conversation shifts to potential cryptocurrency regulations as the Blockchain Association's CEO shares insights ahead of Crypto Week in Washington. As tech developments continue, Tesla faces challenges in catching up to competitors in the autonomous vehicle race.

In this discussion, Spencer Soper, a Bloomberg reporter focused on Amazon, unpacks the implications of Elon Musk's AI venture Grok, set to debut in Tesla vehicles soon. The conversation dives into the fierce competition for AI talent, emphasizing the hefty pay packages emerging in the industry. Significant funding for Varda Space, aimed at innovating drug development in microgravity, also captures attention as it highlights the intersection of space exploration and healthcare. Tune in for a blend of tech insights and future-forward ideas!

Nvidia has made history as the first company to reach a staggering $4 trillion market cap. SpaceX is eyeing a valuation of $400 billion by discussing a potential share sale. The White House is criticizing Apple for its sluggish production shifts, implying they think they’re immune to tariffs. The podcast also dives into technological advancements like Waymo's self-driving taxis and California’s AI transparency efforts, highlighting the evolving landscape in both tech strategies and consumer engagement.

In this engaging discussion, Michael Intrator, CEO of CoreWeave, shares his expertise in cloud infrastructure. He delves into Apple's recent loss of a key AI executive to Meta, shedding light on the fierce competition for top talent in tech. The conversation also highlights the sluggish start of Amazon's Prime Day and examines how tariffs are affecting both retailers and consumers. Intrator emphasizes the significance of proactive business strategies in navigating tech disruptions and the ongoing evolution of AI infrastructure.

James Fishback, CEO of Azoria Partners and former advisor on government efficiency, shares his concerns about Elon Musk’s political aspirations with the emergence of the 'America Party,' questioning what this means for Tesla's stock amid regulatory changes. Liza Tobin, Managing Director at Garnaud Global, discusses the complexities of global tariffs and the repercussions of President Trump's warnings as nations rush to negotiate trade terms. The interplay between politics, technology, and market stability is fascinating and revealing.

Eric Wasikowski, CEO of Bespoke Partners and an expert in executive search, joins the discussion on OpenAI's groundbreaking collaboration with Oracle to expand the Stargate project, enhancing compute capacity significantly. They explore the implications for cloud computing and market dynamics. Additionally, the conversation delves into current labor market trends, AI's influence on productivity, and the challenges faced by seed stage startups in the tech landscape. Insights into legislative maneuvers and the evolving semiconductor sector also provide a rich context for the tech industry's future.