Bloomberg Tech

Anya Manuel, an expert on U.S.-China relations and technology policy, joins Michael Wolff, CEO of Activate Consulting, to discuss TSMC's impressive chip yields at its U.S. plant. They dive into the implications for U.S. semiconductor ambitions and the competitive landscape with China. Courtney Rosen provides insights into the Biden administration's military AI strategy, while Thomas Martin analyzes the earnings and outlook of the Magnificent Seven tech companies. The conversation also touches on the significant funding boost for Waymo and the evolving tech sector.

David Einhorn, President of Greenlight Capital and a savvy market commentator, joins to discuss Tesla's remarkable earnings boost and its impact on stock performance. He delves into the challenges Tesla faces with its ambitious growth and autonomous future. The conversation also touches on Nvidia's strategic partnership in India and the evolving landscape of AI investment opportunities. Einhorn shares insights into innovative strategies for navigating today's volatile market, emphasizing the importance of adapting to rapid technological changes.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

In this engaging discussion, Hilary Frisch, a Senior Research Analyst at Clearbridge, dives into the escalating legal feud between Qualcomm and Arm over chip licensing. Mark Gurman shares insights into Apple's strategies amid the turmoil, while Paige Costello discusses how Asana's new AI tools are transforming workflow efficiency. Alex Kendall highlights Wave's expansion into the U.S. autonomous vehicle market, and Fabio Coelho sheds light on Brazil's digital landscape and the ethical use of AI in addressing misinformation.

Join Gary Gensler, Chair of the SEC, as he dives into the intricate world of AI and crypto regulation, highlighting the balance between innovation and investor protection. Ayoko Yashioca shares insights on the semiconductor industry's fluctuating fortunes amid geopolitical tensions. Elise Killeen discusses Bitcoin's evolving role and future within the regulatory landscape, especially as the 2024 elections approach. The conversation also touches on AI's impact on finance and the potential of technologies like stablecoins in reshaping digital money.

In this engaging discussion, Seema Shah dives into the bullish outlook on US equities and global investment strategies. Cho Jung-tai shares intriguing insights on Taiwan's semiconductor industry and trade ambitions. Alberto Nadelli discusses the dire implications of Russia's hacking efforts in Georgia. Meanwhile, Rajul Zapadeh highlights how AI is revolutionizing procurement processes with his startup, Zip. Mark Gurman wraps up with news on Apple's latest iPad Mini and its AI capabilities, emphasizing innovation in technology.

Brandon Katz, a senior entertainment strategist, shares insights about Netflix's impressive subscriber growth and future strategies. Michelle Guida, CEO of the Cratch Institute, discusses the critical intersection of technology and U.S.-China relations regarding chip regulations. Craig Trudell examines the NHTSA's investigation into Tesla's Full Self-Driving system after recent crashes. Geeta Rangane dives into Netflix's financial health and market challenges, painting a picture of a company adapting amidst fierce competition.

Matt Garman, the CEO of AWS, discusses Amazon's groundbreaking investment in nuclear clean energy to support AI demands. Matt Bromberg, CEO of Unity, highlights the launch of Unity 6, emphasizing its impact on gaming development and the need for stronger ties with developers. Alexandra Mousavizadeh, CEO of Evident, dives into the swift adoption of AI in the financial industry, pointing to how banks are measuring ROI on their AI initiatives. Overall, the conversation explores innovation, sustainability, and the intersection of technology and finance.

Former President Donald Trump discusses the vital role of Google in tech and his views on regulation, balancing national security and First Amendment rights. Chan Koch shares insights on ASML's disappointing forecast and its impact on the semiconductor market, while Oleg Polovinko talks about AI's role in Kyiv's digitalization amid conflict. Scott Wisniewski elaborates on a new satellite network competing with SpaceX, and Michael Terrell highlights Google's investment in nuclear power for its AI ambitions.

Ian King, Bloomberg's semiconductor reporter, dives into the implications of potential U.S. export restrictions on AI chips, discussing how this may impact tech giants like Nvidia and AMD. Lisa Erickson shares insights on investment trends in the semiconductor industry amid these challenges. Max Chafkin reveals intriguing details about Tesla's Optimus robot, hinting at the unexpected human efforts behind its development. Arthur Lewis discusses Dell's rollout of Nvidia's latest Blackwell chips, highlighting significant advancements in AI technology.