Bloomberg Tech

The podcast discusses Wall Street's expectations for Nvidia's earnings, Apple loyalists returning Vision Pro headset, and Bitcoin's four-week climb. Topics also include Nvidia's growth and competition, Ford's EV price cuts, AI investments and market trends, venture capital firm lobbying in Washington, tech perception shift, and alternative leadership scenarios for Twitter.

DoorDash's disappointing earnings, DraftKings' big bet on the lottery, and Super Micro's roller coaster stock ride are the most interesting topics discussed. The podcast also delves into DoorDash's growth strategy, Super Micro's advantages and market growth, Apple's plans to integrate AI, Microsoft and Google's focus on semiconductor systems, DraftKings' Q4 results and acquisition of Jack Pocket, and the importance of open debate in AI development.

Cisco shares slump after disappointing outlook and job cuts, while Coinbase shares surge after JPMorgan upgrade. Hedge funds invest in big tech names. Other topics include SpaceX mission, Renesas acquisition, challenges of government childcare subsidies, and smartphone usage in children.

Former Salesforce CEO and OpenAI Board Member, Bret Taylor, raises $110 million to bring AI agents to business. Lyft CEO's financial results and a clerical error that temporarily boosted the company's shares are analyzed. The podcast also discusses Uber and Lyft's recent performance, Akamai's growth in security and compute, and a comparison between Apple's Vision Pro and Meta's Quest III.

US inflation numbers surpass expectations, impacting rate-cut hopes. A discussion on the health of the gig economy through post-market reports. Topics include cryptocurrency, market performance, new advertisers vs. YouTube, erroneous trades, AI testing, Bitcoin's surge, challenges for big tech to become AI-first, and biotech clinical trials.

The podcast discusses the Super Bowl by the numbers, including streaming and advertising. It also covers Bitcoin's surge past $49,000 and President Biden's use of TikTok for political engagement.

Paramount CEO Bob Bakish discusses the company's Super Bowl stream. X announces a partnership with WWE. The hosts explore tech valuations, fear of missing out, profitability of partnerships, and content strategy. They discuss the excitement around the Super Bowl, TV ad battles, and betting predictions. The impact of the Super Bowl on sports betting platforms is also discussed.

Arm's surge in stock after a bullish outlook on sales and its role in AI strategy, Disney's spike due to cost cutting and strength in international theme parks, challenges faced by media buyers in associating with unpredictable figures like Elon Musk, the current state of the stock market rally and tech dominance, and the release of Ultra One as a rival to Open AI.

Snap's earnings cause shares to plunge while Tesla prepares for potential layoffs. The podcast also covers updates in the tech industry including Alibaba's efforts to boost investor confidence, ByteDance's focus on AI, and Roblox's record revenue. Additionally, it discusses cybersecurity consulting and partnering with automakers, the fear of job cuts at Tesla, and the controversy surrounding Leo Messi's involvement in a football match in Japan.

Shares of Spotify and Palantir surge on strong earnings, while strategists warn of a potential market rout in tech stocks. WeWork's potential buyout, updates on Hertz, and cybersecurity issues are also discussed. Meta's measures to combat misinformation and deep fakes in elections and the success of Nintendo Switch sales in Japan are explored. Additionally, the launch of a new fund for investing in B2B software startups and the responsible development of AI technologies are covered. The hosts wrap up with earnings reports and share some optimism.