Bloomberg Tech

The future of TikTok hangs in the balance as the Supreme Court upholds a law that could lead to its ban, stirring debates on national security and free speech. Meanwhile, tech leaders gather as Trump’s inauguration looms. SpaceX faces setbacks with its Starship rocket, while Blue Origin celebrates a successful launch. The rise of new social media competitors like Clapper adds to the shifting landscape, and discussions on responsible AI practices highlight emerging challenges in tech branding and business communications.

Chad Anderson, Managing Partner at Space Capital, discusses the commercial space race and advances in lunar rover missions. He highlights SpaceX's recent success in launching probes to the moon and the rescheduling of their Starship test flight. The conversation also touches on regulatory pressures faced by tech giants like Elon Musk from the SEC and the growing concerns around TikTok's future in light of national security issues. Anderson emphasizes the dynamic interplay between technology and regulation shaping the next frontier in space exploration.

Alan Baratz, CEO of D-Wave Quantum, discusses the transformative potential of quantum computing and its real-world applications. The conversation delves into how advancements in this field could redefine industries. They also explore the implications of Biden's restrictions on tech trade with China, particularly NVIDIA's strategy. Interesting connections are made between quantum computing and the evolving tech landscape, emphasizing the innovative paths ahead for both startups and established companies.

Mark Gurman, a Bloomberg reporter known for his insights on Apple, shares his analysis of the tech giant's recent challenges. He discusses Apple's 5% drop in iPhone sales amid fierce competition from China. Gurman also dives into Nvidia's struggles with regulatory hurdles and the impact of looming chip export restrictions. The conversation highlights shifting leadership dynamics and the broader implications for major tech players in a cautious market environment, shedding light on how these factors are reshaping the industry's landscape.

Frank McCourt, Executive Chairman of McCourt Global and founder of Project Liberty, discusses his recent bid to acquire TikTok amidst legal turmoil. He highlights the clash between national security and free speech as the Supreme Court weighs a ban. McCourt elaborates on the implications of TikTok's ownership on data privacy and user control. The conversation further touches on potential tech trends for 2025 and the impact of TikTok's legal challenges on the broader tech sector and M&A landscape.

In this special edition, the focus is on Samsung's disappointing results juxtaposed with Nvidia's stock optimism. Insights from Mobileye, Panasonic, and Siemens reveal how AI is shaping their strategies for 2025. The evolution of electric vehicle technology and its integration with data and automation takes center stage. Exciting advancements at CES highlight innovations in consumer electronics, emphasizing AI's transformative impact on everyday technology. The discussion also touches on autonomous driving trends and the future of market dynamics.

In this conversation with Jensen Huang, CEO of Nvidia, he reveals the company's latest innovations, including the RTX Blackwell GPUs unveiled at CES. Huang emphasizes Nvidia's commitment to making advanced AI more accessible for gamers and developers. He also discusses the growing role of AI in business strategies, noting that 89% of leaders prioritize AI solutions. Additionally, the podcast touches on Nvidia's significant impact on robotics and autonomous vehicles, signaling a transformative era for the tech industry.

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.