Bloomberg Tech

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.

Eric Baker, CEO of StubHub, delves into the ticket reseller's IPO, exploring its strategy, potential in AI, and upcoming regulatory hurdles. David Risher, Lyft's CEO, discusses the exciting partnership with Waymo to roll out autonomous taxis, focusing on fleet management and scaling robotaxi services. Jonathan Ross, founder of Grok, shares insights on a recent $750M funding round and their innovative LPU architecture aimed at enhancing AI inference in data centers. The conversation weaves through the interplay of technology, finance, and regulation.

Lizzie Burden, Bloomberg's UK correspondent, and Lei Chu, Chief Investment Officer at Alliance Bernstein, dive into the safety probe on Tesla's door handles, exploring its potential impact on the brand’s image and consumer trust. They also discuss Google's $7 billion investment to boost the AI economy in the UK. Additionally, Lei emphasizes the need for cautious optimism within AI investments, balancing transformative technology with market realities. The conversation sheds light on crucial industry dynamics and the regulatory landscape shaping tech innovations.

U.S. Energy Secretary Chris Wright discusses his recent European trip, emphasizing the vital role nuclear energy plays in powering the AI revolution. He highlights the need for significant investment in scientific AI startups to tackle challenges in medicine and climate technology. The conversation also touches on the evolving energy policies in the U.S., especially amidst geopolitical tensions. With the implications of energy advancements on national security and climate science, Wright provides a compelling insight into the future of energy in a tech-driven world.

Robin Denholm, Chair of the Board at Tesla, emphasizes that only Elon Musk can steer the company as it evolves into AI and robotics. The discussion addresses Tesla's ambitious $1 trillion compensation plan for Musk, which ties to vital operational targets. There’s a dive into the regulatory scrutiny faced by tech giants like Amazon and Google over advertising practices, and how this landscape is changing. Denholm also highlights the critical importance of succession planning to maintain Tesla's innovative edge.

Mike Cagney, co-founder and Executive Chairman of blockchain lender Figure, discusses the buzz around their IPO and how it's opening doors for retail investors. He explores the challenges and opportunities in the crypto lending landscape. Meanwhile, Amjad Massad, CEO of AI coding platform Replit, shares insights on 'vibe coding'—a new approach that democratizes software development for non-coders. Together, they shed light on how these innovations are reshaping finance and tech, bridging traditional and emerging markets.

Sebastian Siemiatkowski, CEO of Klarna, shares insights on his company’s shift from a buy now, pay later provider to an 'everything app' as it approaches a high-demand IPO. He highlights the competitive fintech landscape, consumer preferences for alternative payment methods, and how Klarna's integration of AI aims to improve user experiences. The conversation also touches on the impact of Oracle’s recent stock surge and the broader implications of AI in business, setting the stage for innovation in fintech.

Join Jitu Patel, Cisco's Chief Product Officer, as he delves into innovative AI solutions and enterprise advancements that shape modern workforces. Meanwhile, Bloomberg reporter Emily Birnbaum shares insights on the intricate ties between Democrats and Silicon Valley, shedding light on corporate lobbying. The discussion also touches on the exciting launches from Apple's recent event, including the new iPhone 17 and innovative wearables, all while analyzing the future of tech amidst evolving market dynamics.

Shane Goodwin, Executive Director of the SMU Corporate Governance Initiative and former adviser to Tesla’s special committee, dives into SpaceX’s $17 billion acquisition of wireless spectrum from EchoStar. He discusses the strategic advantages this brings to SpaceX while easing regulatory challenges for EchoStar. The conversation also touches on the implications for the competitive landscape of the wireless market and the proposed ambitious $1 trillion pay package for Elon Musk, highlighting corporate governance in a rapidly evolving tech world.

Kunjan Sabani, a Bloomberg Intelligence analyst, dives into Elon Musk's eye-popping $1 trillion pay package tied to ambitious Tesla goals. They discuss the implications for Tesla and the broader auto industry. Furthermore, there's a fascinating look at Tesla shareholders' potential vote on investing in Musk's AI startup, xAI. Meanwhile, Qualcomm CEO Cristiano Amon highlights innovations in automated driving set to debut in BMW cars, showcasing the fast-paced evolution of automotive technology.