Bloomberg Tech

Ryan Vlastelica, a Bloomberg reporter, discusses Nvidia's impressive stock rebound after addressing concerns about product delays and growth plans. Michael Green, Portfolio Manager at Simplify Asset Management, shares insights on the booming chip market and the evolving gig economy. Meanwhile, Shantanu Narayen, CEO of Adobe, unveils their revolutionary Firefly AI video generation tools, aimed to transform video editing and enhance user experience. The conversation highlights the intersection of AI advancements and market dynamics.

Join Adam Spice, CFO of Rocket Lab, as he shares insights on the company's financial growth and future ambitions. Nancy Tengler discusses Tesla's autonomous cyber cab and the mixed market reactions surrounding it. Mission commander Jared Isaacman reflects on the transformative impact of SpaceX on space exploration. Catherine Boyle highlights Anduril's strategic success in the defense sector, while Gokul Subramanian reveals their ambitious expansion into space and innovative partnerships. Exciting insights on the future of technology in defense and space await!

Cristobal Valenzuela, CEO of Runway, discusses the groundbreaking use of AI in Hollywood, focusing on its partnership with Lionsgate to enhance storytelling and production. Anjali Sud, CEO of Tubi, shares insights on the surge of ad-supported streaming, catering to viewers looking for free content. Mike Morhaime, co-founder of Blizzard, unveils Dreamhaven's upcoming game, emphasizing accessibility and innovation. The conversation highlights how technology reshapes both film and gaming experiences, revealing exciting transformations in entertainment.

New Jersey Attorney General Matt Platkin discusses the state's lawsuit against TikTok, highlighting its negative effects on youth mental health. Leah Lyle provides insights into the DOJ's potential breakup of Google and the implications of antitrust challenges. Jason Betts shares investment strategies amid antitrust risks in big tech. Peng Zhao examines AI's integration in finance, while Demis Hassabis reflects on DeepMind's Nobel-winning research. Ajit Bhatt presents Aetherflux's innovative approach to harnessing solar energy in space.

Kirsten Todd, former CISA Chief of Staff and current President of Wondros, dives into potential foreign hacking threats to US telecoms. Matt Gell, JP Morgan's head of tech investment banking in Europe, discusses the challenging landscape for European IPOs. They explore Roblox's inflated metrics and the lawsuits against TikTok over its safety claims for children, emphasizing the delicate balance between innovation and accountability in the tech sector.

Janet Mui, head of market analysis at RBC Brewin Dolphin, discusses the $13 billion surge in China's chip sector, fueled by government support and shifting investor sentiment. Jordan Robertson sheds light on the alarming cyber attack on American Water Works and the implications for infrastructure security. Spencer Soper explains Amazon's push for a full return to office life to safeguard its company culture. Meanwhile, Mark Gurman analyzes Apple's evolving product strategy amid changing market conditions and skepticism about new iPhone models.

Vinod Khosla, Founder of Khosla Ventures and an early investor in OpenAI, shares his insights on the evolving landscape of AI and its potential. He compares the rapid rise of AI to the internet boom of the '90s, spotlighting investment opportunities in semiconductors and cloud infrastructure. Discussion shifts to the turmoil in the EV market as the EU plans hefty tariffs on Chinese electric vehicles, potentially igniting trade conflicts. Khosla emphasizes the importance of trust in AI's future as it continues to transform industries.

Dive into the fascinating world of AI investments as OpenAI secures a whopping $10 billion in funding. Discover how AI is taking the venture capital scene by storm, with trends showing its dominance in recent deals. Uncover the implications of AI on the workforce—only a small percentage of jobs at risk, but complexity looms. Also, explore the contrasting fortunes of OpenAI and Nvidia in the tech valuation game, and learn about the rise of innovative wearable tech, like health-tracking rings, reshaping our lives.

The CEO of Pinterest joins to share insights following the company's advertising event. They discuss how AI is reshaping the platform, particularly in reaching Gen Z shoppers through augmented reality. Additionally, they delve into Tesla's quarterly sales disappointments and what that means for the electric vehicle market. The conversation also touches on Apple's upcoming low-end iPhone and how it fits into its broader market strategy, reflecting the ever-evolving landscape of technology and consumer behavior.

Bill Morrow, the CEO of DirecTV, shares valuable insights on the anticipated merger with Dish, examining its potential impact on the satellite TV landscape. The conversation also dives into the escalating tensions between Iran and Israel, discussing how these geopolitical issues are influencing global markets, particularly in tech. Findings reveal struggles faced by major tech companies, the rise of AI technologies akin to the internet boom, and investment opportunities in semiconductors and cloud infrastructure.