Bloomberg Tech

Excitement builds for CES 2025 with anticipated innovations, especially from NVIDIA. Shares in Fubo surge after their deal with Disney's Hulu + Live TV reshapes the pay TV landscape. TikTok faces scrutiny over serious allegations tied to user safety and data practices. The conversation also highlights the growing emphasis on trustworthy AI in business, fueled by Microsoft's massive investment in AI technology. Lastly, themes of mental health awareness surface, encouraging a holistic approach to well-being.

Bloomberg's Tim Stenovec and Katie Greifeld discuss Meta's new political position as longtime Republican Joel Kaplan takes the helm as President of Global Affairs. And, what's next for TikTok as its ban deadline draws ever closer. Plus, China flexes its lithium dominance by planning tougher scrutiny on exports of technology to make battery materials.See omnystudio.com/listener for privacy information.

Keith Buchanan, a Senior Portfolio Manager at Global Investments, shares insights on Tesla's troubling trends as the company faces its first annual sales decline in a decade. He discusses the impact of increased competition and a shocking Cybertruck incident that has shaken consumer trust. Additionally, Buchanan explores broader market dynamics and the likely political influences affecting Tesla’s future growth. The conversation also touches on the ongoing debates about AI applications, revealing the crucial differences between genuinely useful tools and mere hype.

The discussion reveals how tech titans like Musk and Bezos are navigating their influence with Trump amidst a government crisis. It also highlights the fierce competition among private equity firms eyeing Intel's Altera chip unit. Additionally, the dynamics of tech leaders meeting at Mar-a-Lago underscore shifting political relationships. There's a focus on mergers and acquisitions, AI advancements, and labor strikes impacting major companies like Amazon and Starbucks, showcasing the intricate dance between politics and technology.

Micron's stock takes a nosedive as analysts dissect a bleak outlook amidst weak chip demand. Meanwhile, Elon Musk leverages his political influence during a looming US government shutdown. The PC market eyes a potential recovery by 2025, spurred by AI advancements. Additionally, Apple cancels its hardware subscription plans while discussions about immigration reform highlight the vital role of immigrant entrepreneurs in driving tech innovation.

Explore how content creators are seizing financial power back from traditional platforms by going onchain. Discover the impact of blockchain technology on the creator economy, enhancing ownership and revenue streams. Learn about platforms that deepen artist-fan connections and how on-chain solutions are revolutionizing engagement in various sectors, including dining. This shift toward decentralization is paving the way for a new era of creative freedom and community empowerment.

Omar Sadiq, a government reporter at Greenberg, walks us through the bipartisan congressional report on AI regulation. He highlights the urgency for effective regulations amidst rapid technological advancements. The discussion shifts to a potential merger between Nissan and Honda, aiming to boost their competitiveness as electric vehicle markets evolve. Sadiq also touches on the significant growth of Databricks, which just raised $10 billion, marking a pivotal moment for AI and tech innovation.

Amy Klobuchar, a U.S. Senator from Minnesota renowned for her work in antitrust and tech regulation, joins Callie Cox, chief market strategist at Ritholtz Wealth Management, to delve into the intriguing dynamics of the semiconductor market. They discuss Broadcom's rise amid Nvidia's market challenges and the implications for AI investments. Klobuchar highlights the pressing need for sound antitrust measures to combat AI deepfakes and tackle legal issues around TikTok and other tech giants, emphasizing the intersection of innovation and regulation.

In this engaging conversation, former President Donald Trump shares insights from his press conference about SoftBank's ambitious $100 billion pledge aimed at job creation in the U.S. Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, discusses current tech market trends and how these investments could shift the landscape for AI and autonomous driving. The duo also examines Bitcoin's soaring potential and the energy demands as businesses adapt to a rapidly evolving technological future.

Broadcom's stock skyrockets by 19%, fueled by booming AI demand and a $1 trillion valuation. Jeff Bezos seeks Trump’s assistance for his space initiatives amidst challenges with Amazon's satellite internet. San Francisco's new mayor, Daniel Lurie, envisions a city revitalized by AI innovation. The podcast explores transformative AI applications in sports and the evolving landscape of military aviation technology. Plus, discussions on the cryptocurrency market’s regulatory future and self-driving car advancements add to the engaging tech dialogue.