Bloomberg Tech

Mike Krieger, Chief Product Officer at Anthropic, dives into the capabilities of Claude Sonnet 4.5, highlighting its unique ability to code for up to 30 hours. He discusses advancements in memory management and reduced hallucination rates, making it safer for enterprise applications. Krieger emphasizes a focus on productivity over entertainment, aiming to enhance human strengths in the workplace. With impressive early adoption metrics, he outlines how Sonnet 4.5 is positioned to transform developer tasks and improve overall efficiency.

Electronic Arts makes headlines with a historic leveraged buyout, prompting discussions on the future of the gaming industry. Huawei is set to boost production of advanced AI chips to challenge Nvidia's dominance. Meanwhile, Peloton aims to revive its brand with innovative AI software and new hardware. With insights on investor appetite for private ownership and creative risks in gaming, the episode dives into the shifting landscape of tech and investment.

Rachel Tippegraff, Founder and CEO of MicMac, dives into the intricacies of TikTok's potential US sale to investors, valued at $14 billion. She emphasizes how advertisers are navigating uncertainty, looking to shift short-term spending to Meta and Google. The conversation also tackles concerns over TikTok’s algorithm retraining and its impact on user engagement and ad performance metrics. Additionally, she explores the implications of stricter EU and UK ad regulations on market dynamics, highlighting the shifting landscape for digital advertising.

Joanne Feeney, a portfolio manager at Advisors Capital Management, shares insights on Intel's innovations and investor sentiment amid government backing. Tom O'Malley from Barclays highlights the booming AI compute demand and NVIDIA's strategic positioning. Former New York governor Andrew Cuomo discusses his approach in the mayoral race and critiques his opponents. Alexa von Tobel, founder of Inspired Capital, explores the emerging world of quantum computing and physical AI, and how these innovations reshape early-stage investments.

Brody Ford, a Bloomberg tech reporter, analyzes Oracle’s bond sale and OpenAI's expansive data center plans. Kaja Kallas, former Prime Minister of Estonia, discusses the evolving U.S.-EU stance on Ukraine amidst sanctions. Steve Zhang, an early AI investor, shares insights on private-market activity spurred by the AI boom. Fabrizio Bluisi, CEO of Process, highlights significant investments in AI across China and Europe, emphasizing strategies to support regional tech champions. Tune in for a deep dive into the tech landscape!

Nvidia is making waves with a jaw-dropping $100 billion investment in OpenAI for data centers, raising questions about AI industry's sustainability. Snowflake's CEO introduces a new standard to enhance data access for generative AI. Meanwhile, TikTok's potential acquisition faces hurdles as U.S. China tensions escalate. The discussion also touches on the need for U.S. tech leadership, with calls for more semiconductor manufacturing and government-supported investments to compete globally.

Hiba Anba, an immigration attorney and partner at Erickson Immigration Group, shares insights on the proposed $100,000 H-1B fee changes and their legal implications. She discusses the confusion surrounding the proposal and its impact on startups and big tech firms. Anba also highlights potential national-interest carveouts and the likelihood of legal challenges. The conversation delves into Oracle's plans to recreate TikTok's algorithm and leadership shifts at T-Mobile, revealing the dynamic landscape in tech and immigration.

A once-promising fertility startup aimed at millennials has faced serious clinical setbacks, including mislabeling and losing embryos. Backed by celebrities like Gwyneth Paltrow, Kindbody's rapid expansion highlights the risks of navigating a largely unregulated industry. With demand for fertility treatments soaring, the company’s dramatic fall reveals critical lessons about transparency and accountability in healthcare.

In this discussion, FCC Commissioner Anna Gomez shares insights on the potential impacts of the Trump administration's threats to suspend Jimmy Kimmel's show. She addresses the challenges broadcasters face regarding press freedom and the legal boundaries of FCC authority. Gomez also delves into the complexities of corporate responses to government pressure and how they could affect future media operations. This conversation underscores the significant tension between politics and media in today’s landscape.

Jordan Klein, Managing Director at Mizuho Americas, dives into the recent $5 billion investment by Nvidia in Intel and its massive impact on the semiconductor sector. He explores how this deal reshapes the competitive landscape among major players like AMD and ARM. Klein also sheds light on market reactions and investor sentiments surrounding the agreement, discussing the geopolitical backdrop that may influence future moves in tech investments.