Bloomberg Tech

The discussion kicks off with an analysis of tech earnings, spotlighting strong results from ServiceNow and IBM's struggles. Insights from ServiceNow's CEO reveal worries over tariffs and cost-cutting. The conversation then shifts to the importance of backing tech founders with coding expertise, despite AI's rise. Predictions surround Alphabet's earnings amidst regulatory hurdles and advertising slowdowns. Additionally, the podcast explores the competitive electric vehicle landscape and the challenges Tesla faces in human capital management.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market gains on the hope of easing trade tensions. Plus, Tesla retail investor Alexandra Merz discusses Elon Musk’s plan to step back from government and why she thinks the company can dominate in full-self-driving. And Jack Mallers, CEO of Twenty One Capital explains how the new Bitcoin firm started by Cantor Fitzgerald, Tether and SoftBank plans to build wealth for investors.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow speak with Northwood CEO Bridgit Mendler about her space infrastructure startup’s Series A funding round, co-led by Andreessen Horowitz. Plus, Construction Capital General Partner, Dayna Grayson discusses its latest $300 million fund focused on tech to improve US manufacturing sectors. And Marta Norton, Chief Investment Strategist at Empower, joins to explain why tech valuations are becoming more approachable for investors.  See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the possible breakup of Google with former Nebraska Attorney General Doug Peterson. Plus, Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Perdue, says TSMC has leverage to prevent its chips from ending up in China. And, Rich Greenfield from Lightshed Partners explains why Netflix’s global production gives it an advantage over competitors. See omnystudio.com/listener for privacy information.

Riley Griffin, a Bloomberg reporter focusing on Meta, shares insights on the ongoing FTC antitrust trial against the tech giant. Meanwhile, Ryan Vlastelica discusses streaming trends, particularly emphasizing Netflix as a safe-haven for investors. The podcast highlights Nvidia's challenges and Jensen Huang's China visit, while Archer Aviation unveils its innovative air taxi plans, promising to revolutionize urban mobility. Together, these topics provide a fascinating glimpse into the evolving tech landscape.

Join Michael Shepard, Bloomberg Technology Editor, and Peter Elstrom, executive editor based in London, as they explore the pressures facing chipmakers like Nvidia and ASML due to U.S. tariff policies. They discuss Lyft's strategic acquisition of FreeNow to expand into Europe and the implications for its growth and tech integration. Additionally, the conversation touches on antitrust challenges within the tech sector and the need for the U.S. to bolster its leadership in critical technologies like AI and quantum computing.

Ross Gerber, CEO of Gerber Kawasaki and expert on technology stocks, discusses critical trade probes affecting semiconductor imports and the potential tariffs initiated by the Trump administration. He highlights Nvidia's plans to expand its AI infrastructure in the U.S. and the significance of fast-tracked permits. The conversation also touches on Taiwan's collaboration with a U.S. satellite startup to prevent digital blackouts, emphasizing its implications for connectivity and the semiconductor industry amid geopolitical tensions.

Kayleigh Lyons, a Bloomberg correspondent based in Washington, D.C., joins to unpack President Trump's remarks on tech tariffs and their potential impacts on the smartphone market. She dives into the ongoing FTC antitrust trial against Meta, discussing its defense strategies and the competitive landscape with platforms like TikTok. The conversation touches on shifting investment dynamics in response to tariffs and celebrates groundbreaking advancements like Blue Origin's all-female space flight, emphasizing representation in aerospace.

Dive into the latest stock market moves with insights on major players like Texas Instruments facing challenges in the semiconductor sector. Discover how U.S.-China trade tensions are influencing tech giants like Broadcom and NVIDIA. Explore how market sentiments are propelling gold stocks like Newmont while Wells Fargo grapples with disappointing earnings. This fast-paced discussion highlights the volatility and dynamics shaping today's investment landscape.

Mitchell Green, Founder at Lead Edge Capital, and Tony Wong, T. Rowe Price's Science and Tech Portfolio Manager, dive into the turbulent U.S.-China tariff tensions and their ripple effects on the tech sector. Green maintains a bullish stance on China despite concerns over ByteDance's complex ownership, while Wong discusses the challenges tech giants face with manufacturing shifts and profit margins. The conversation also explores how these geopolitical dynamics are reshaping investment strategies and the future landscape of technology.