Bloomberg Tech

Nvidia is aggressively expanding its autonomous research in China, navigating U.S. trade barriers and economic tensions. The co-founders of ServiceTitan discuss their journey to a big IPO in the home repair software space. Klarna is leveraging AI to boost savings for consumers while exploring the evolving buy now, pay later market. The podcast also highlights a new partnership between Google and Samsung aimed at mixed reality, revealing shifting consumer trends and regulatory challenges in the tech landscape.

Mark Wade, CEO of IR Labs, dives into the exciting world of AI chip technology and Apple's partnership with Broadcom. He elaborates on how this collaboration could reshape the tech landscape. The discussion also reveals SpaceX's soaring valuation of $350 billion, a testament to its groundbreaking advancements. Wade highlights the competitive dynamics among tech giants like Nvidia, AMD, and Intel as they invest in innovative startups, revolutionizing chip production while addressing the increasing energy demands from AI.

Micron celebrates a substantial $6 billion grant from the U.S. to bolster the semiconductor sector. Oracle faces its biggest drop in a year due to underwhelming quarterly results. Meanwhile, TSMC flourishes amidst the AI boom, showcasing impressive revenue growth. The podcast also highlights a significant merger in the advertising world, merging Omnicom and Interpublic to form a marketing behemoth. Additionally, they explore the critical rise of cybersecurity amidst increasing threats, including ransomware and supply chain vulnerabilities.

Bloomberg's Caroline Hyde break downs China's probe into Nvidia as global tech tensions escalate and adding to broader geopolitical risks weighing on US tech stocks. Plus, Alphabet reveals new details on the progress it's made in quantum computing.See omnystudio.com/listener for privacy information.

Alexandra Levine, a Bloomberg reporter specializing in social media and TikTok, shares insights on the recent appeals court ruling that could lead to a U.S. TikTok ban. She discusses the broader implications for tech regulation and national security. The conversation also highlights the accelerating impact of AI on the labor market and the necessary shift toward employee training and AI literacy. Additionally, the podcast touches on the robust performance of AI server technologies and how economic trends are shaping the future of venture capital.

Rebecca Lynn, co-founder of Canvas Ventures, dives into the evolving landscape of startup valuations and what it means to be a unicorn today. She discusses the rise of Bitcoin, fueled by pro-crypto sentiments with Paul Atkins likely heading the SEC. Political uncertainties in France are explored, highlighting their effects on startups. The conversation also touches on the impact of Generative AI on business, the challenges unicorns face in achieving profitability, and the importance of clear regulations in the ever-evolving tech and crypto markets.

Tony Wong, Managing Director of T. Rowe Price's Science and Technology Fund, shares keen insights into the evolving chip market and AI investments. He discusses Intel's unique approach in seeking an outsider for its CEO role for the first time. The conversation pivots to Microsoft's challenges, including an FTC investigation over its cloud dominance and AI partnerships. Wong also highlights the competitive dynamics involving AWS and NVIDIA, focusing on how advancements in technology are reshaping investment strategies in the AI landscape.

Rose Wang, COO of Blue Sky, discusses the platform's explosive growth following recent elections, emphasizing user trust and safety. She details challenges in scaling operations and introduces new subscription features to enhance user experience. The podcast also covers South Korea's martial law announcement and the repercussions on tech giants like Samsung and SK Hynix amid rising U.S.-China tensions, exploring how these dynamics affect global markets and technology strategies.

As Intel faces a pivotal moment with CEO Pat Gelsinger's retirement, the stock sees a surprising surge. The discussion dives into Intel's market struggles against competitors and the need for strategic partnerships. Meanwhile, retailers brace for a potentially record-breaking Cyber Monday amid shifting consumer behaviors and social media influences. TikTok's uncertain future looms as U.S.-China relations impact investments in technology and the entertainment landscape evolves with blockbuster successes.

Dell's disappointing earnings reflect a broader slump in PC sales, leaving major manufacturers worried. SoftBank is eyeing a bigger piece of OpenAI's pie, while the holiday box office is set to thrive with films like Wicked and Gladiator II lighting up screens. As consumers hesitate to upgrade PCs, the semiconductor industry sees potential in advanced tech and generative AI. Meanwhile, streaming services are offering enticing Black Friday discounts, signaling a shift in entertainment consumption. The financial landscape in tech continues to evolve.