Bloomberg Tech

Investors are rethinking their faith in Nvidia despite a strong earnings report, raising questions about the future of AI technology. Meanwhile, the Trump administration is contemplating a groundbreaking crypto policy role. Cybersecurity experts predict an easier path ahead as industries transition to software solutions. The podcast also explores Google’s potential antitrust challenges regarding its Chrome browser and the competitive landscape for chipmakers amidst changing market dynamics.

Ryan Vlastelica, an equities reporter at Bloomberg News, provides keen insights into Nvidia's recent revenue forecast, which fell short of the market's lofty expectations. He discusses the implications of this performance, including a notable 4% drop in after-hours trading. Vlastelica highlights the paradox of strong product demand against the backdrop of supply chain challenges. The conversation also touches on Nvidia's investments in R&D, its partnerships with major tech firms, and the broader market dynamics driving competition in the semiconductor industry.

Joining the discussion are Kunjan Sabani, a Bloomberg Intelligence analyst focused on NVIDIA and semiconductors, and Lucas Shaw, a Bloomberg reporter covering Comcast's strategic shifts. They delve into Qualcomm's ambitious $22 billion growth plan driven by automotive chips and IoT. The conversation also highlights the crypto landscape's evolution, especially following pro-digital currency candidates' success in elections, and Comcast's cable network spin-off in the face of subscriber decline.

The DOJ is pressuring Google to divest Chrome due to monopoly concerns, sparking a heated discussion about the tech giant's future. Roblox is stepping up child safety by utilizing AI for better age verification and threat protection. Meanwhile, SpaceX is preparing for a milestone Starship launch with President-Elect Trump in attendance. Financial maneuvers in the tech world highlight major IPOs and potential acquisitions, reflecting the rapidly evolving landscape of technology and regulation.

Terry O'Day, COO of In Charge Energy, shares insights on the significant implications of potential cuts to the $7,500 EV tax credit under a new administration. He discusses how these changes could reshape consumer demand and slow industry growth. The conversation also highlights the evolving landscape of electric vehicle adoption and the hurdles faced by companies in the clean energy transition. O'Day emphasizes the importance of regulatory support in fostering innovation and driving the EV market forward.

Hugh Johnston, Disney's CFO, discusses the company's impressive financial performance and innovative streaming strategies. He shares insights into Disney's commitment to high-quality content and the interconnectedness of its entertainment ecosystem. Emma Taylor from Barclays delves into the anticipated tech IPO boom in 2025, discussing reasons behind recent delays and the role of AI in shaping the market. David Lee, CFO of Webtoon, highlights how the platform is leveraging AI for storytelling, showcasing its impressive revenue growth amidst evolving user demographics.

Elon Musk has taken on a new role co-heading a task force to improve government efficiency. The podcast discusses the implications of blending corporate strategies with public services. Meanwhile, Bitcoin has soared past $90K, signaling a booming interest in cryptocurrency. Swiggy's impressive debut in India's trading market highlights the growing tech landscape. The discussion also touches on AI development challenges and the potential of neurotechnology to restore vision.

Peter Uy, the CFO of Grab with a solid track record in finance and tech, shares insights on his company's robust Q3 results and future growth plans. The conversation touches on Bitcoin's dramatic rise to nearly $90,000 and its recent pullback, reflecting the ongoing volatility in the crypto space. Uy also discusses how Grab is navigating market challenges while capitalizing on user engagement, alongside the broader impact of technology and AI innovation on Southeast Asia's economy.

Katherine Boyle, General Partner at Andreessen Horowitz and co-founder of the firm’s American Dynamism Practice, shares insights on the evolving landscape of defense tech. She discusses the implications of Bitcoin's surge to over $84,000, linking it to recent political shifts. The conversation shifts to hedge funds suffering losses from shorting Tesla, underscoring trends in investment behavior. Boyle emphasizes the critical need for technological advancements in defense innovation, highlighting its relevance to national security.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the race to complete subsidy deals under the Chips Act. Plus, a conversation with DraftKings CEO Jason Robins on the company’s earnings.See omnystudio.com/listener for privacy information.