Bloomberg Technology

The impact of President Trump's 25% tariff is reshaping the auto industry, giving Tesla and Rivian an edge over foreign competitors. Luminar's CEO discusses a game-changing tech deal with Caterpillar, expanding into the industrial automation market. Meanwhile, the crypto world buzzes with excitement as progress accelerates, contrasting the past four years. The potential nomination of Paul Atkins as SEC chair raises questions about the future balance between crypto growth and regulation.

The discussion dives into the recent dip in Mag 7 stocks amid tariff concerns, sparking worry in the tech sector. Exclusive insights from CEOs of Anthropic and Databricks reveal a partnership aimed at leveraging Claude AI for enterprise benefits. Additionally, new data hints at expected sales growth for X, as advertisers respond to Elon Musk's political influence. The podcast explores the competitive landscape of tech innovations, including the rise of generative AI and implications for the advertising market.

Bailey Lipschitz, a key strategist at ARK Invest, shares insights on Tesla's valuation amid falling sales in Europe, while Morningstar's Seth Goldstein analyzes the electric vehicle market's shifts. They discuss the fierce competition from companies like BYD and the potential for growth despite market challenges. The duo also explores how geopolitical tensions influence tech investments and the evolving landscape of AI and semiconductor regulations, hinting at upcoming opportunities in the sector.

Hari Ravichandran, CEO of Aura, discusses groundbreaking AI tools aimed at enhancing youth mental health and online safety. Jeffrey Katzenberg, Managing Partner at WndrCo, shares insights on the media's role in these developments. Guillaume Faury, CEO of Airbus, talks about ambitions for sustainable aviation fuel and the industry's path to carbon neutrality by 2050. The conversation also touches on BYD's surge in electric vehicle sales, eclipsing Tesla, and the evolving landscape of parenting in the digital age.

A group of young women confronts the unsettling reality of manipulated images being used against them on a porn site. They unite with global investigators and hackers to combat the surge of AI-powered deepfakes. The discussion reveals how technology, once seen as a tool for the American dream, has led to significant privacy violations and new challenges in a digital landscape fraught with danger. Their fight for justice highlights the urgent need for awareness and action in an increasingly complex cyber world.

Nancy Curtin, Global Chief Investment Officer at Alti Teedman, shares insights on the recent dips in Nvidia and Tesla’s stock prices, discussing the tech market's challenges and investment opportunities. Meanwhile, former President Trump announces Boeing’s contract for the next-gen F-47 fighter jet, highlighting innovations in military technology. The conversation also touches on a crypto billionaire's ambitious plan to build the first commercial space station, merging technology with space exploration.

Dive into the fascinating world of quantum computing and AI as industry leaders discuss their groundbreaking potential. Discover the impact of Nvidia's CEO on the future of quantum technologies, emphasizing collaboration and infrastructure needs. Gain insights from D-Wave and IonQ about the evolving landscape and challenges in the field. Explore how quantum capabilities might revolutionize industries like chemistry while keeping an eye on rising travel costs impacting vacation plans. Tune in for a gripping blend of tech innovation and real-world implications.

Vlad Galibov, Research Director at Omdia, shares his expertise on AI compute demand and NVIDIA's strategies. The conversation dives into SoftBank's $6.5 billion acquisition of Ampere Computing, highlighting its impact on the tech landscape. They discuss advancements in AI and the future of EdTech, including a significant investment in a for-profit community college aimed at reducing student debt. Additionally, the dialogue covers the evolving role of quantum computing and innovative approaches to redefining higher education.

Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard enterprise AI. And Elon Musk has been buying more shares of his social media company X, at close to his initial purchase price. See omnystudio.com/listener for privacy information.

Catherine Rooney-Vera, Chief Market Strategist at Stonex Group, brings sharp insights on the tech market's current landscape. She discusses Google's ambitious $32 billion acquisition of Wiz, emphasizing its critical role in enhancing Google's cloud security in a competitive arena. The conversation dives into investor expectations for NVIDIA at GTC, touching on the broader implications of AI advancements in healthcare, while also addressing the market's cautious behavior amidst recent legal disputes in AI technology.