Bloomberg Tech

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.

Explore the performance of Tesla and Snap, including Snap's plan to cut ten percent of its global workforce. The podcast also covers the semiconductor industry's sales forecast, the decline of Coinbase shares, the impact of AI on earnings reports, controversies around Taylor Swift's songs on TikTok, and Snap's challenges in diversification and monetization. Additionally, it discusses the global expansion of AI capabilities, the shift in technology supply chains, and changes in the gaming industry.

Nvidia's CEO discusses the increasing demand for their products and the importance of artificial intelligence. The podcast also covers the latest earnings results from Amazon, Meta, and Apple, including Meta's focus on cost discipline and AI investments. It highlights Apple's Vision Pro and their virtual reality headset, as well as the impact of AI on hourly workers and the preference for human touch. The podcast also touches on investing in sovereign AI capabilities and the failed music licensing negotiations between TikTok and Universal Music Group.

Qualcomm CEO Cristiano Amon discusses on-device processing, financial impact, and partnerships. Peloton's struggles and potential acquisition are highlighted. Expectations for Apple's earnings and the importance of iPhone's performance are discussed. AMD's optimistic outlook and the potential of AI are explored. The use of AI to revolutionize financial audits is explained.

The podcast discusses Microsoft, Alphabet, and AMD's struggles to meet AI expectations, Elon Musk's compensation package being voided by a Delaware judge, and the impact of AI on earnings in the semiconductor industry. It also covers Byron Allen's bid for Paramount and the testimony of tech CEOs at a Senate hearing on children's online safety.

In this podcast, topics such as Alphabet and Microsoft earnings, the impact of AI on tech giants, Neuralink's brain implant technology, the current Bitcoin-dominated news cycle, the potential of blockchain technology, and issues with counterfeit items on TikTok are discussed.

SoFi shares surge after announcing first-ever profit. iRobot deal with Amazon canceled and CEO steps down. Layoffs at iRobot and potential IPOs discussed. Potential valuation of Reddit if it goes public explored. Amazon scraps deal to acquire iRobot. Shoppable TV in Asia and decreasing number of public companies impact VC strategists. Pop culture's influence and Blackstone's investment in AI data centers discussed.

Intel's disappointing forecast and plummeting stock prices, Amazon and Microsoft facing FTC probes over their investments and partnerships with AI companies, Intel's CEO Pat Gelsinger's turnaround plan, creating a safe social platform for children, world positive investing and healthcare innovations, and factors influencing price movements in a specific asset.

Tesla warns of slower growth rate causing shares to slump, while ServiceNow reports strong results. Discussion on Elon Musk's performance in Tesla's earnings call. Porsche's optimistic outlook for their electric McCann. Discrimination lawsuit against Fearless Fund and its implications for venture capital industry. Declining value and regulatory scrutiny for a fashion company.

Netflix's impressive subscriber growth and competitive landscape, Tesla's earnings call and the thrill of riding in a Tesla vehicle in the Vegas Loop, the use of generative AI in the upcoming election and its impact on election security, the recent $200 million funding round raised by Built Rewards.