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Bloomberg Tech

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Jan 8, 2024 • 40min

Nvidia's New Chip and Elon Musk's Reported Drug Use

Nvidia's new chips and Elon Musk's reported drug use are discussed at CES. The podcast explores Nvidia's success in AI, Apple's stock and China sales, Instacart's advertising expansion, competition in Grocery Delivery, Bitcoin and crypto's potential, AI in the biotech industry, and Twilio's CEO departure.
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Jan 5, 2024 • 39min

AI's Impact on Hiring and Huawei Laptop Teardown

Discussion on AI's impact on hiring in 2024 and Huawei laptop teardown. Increase in job postings for generative AI skills and concerns about the aging workforce. Analysis of Huawei's latest laptop revealing the processor used. Progress and potential for Bitcoin ETF approval. OpenAI's tender offer and valuation growth. Demand for AI companies and challenges in valuing them.
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Jan 4, 2024 • 43min

Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout

This podcast discusses Apple's second downgrade in a week and Mobileye's stock drop. They also touch on the bleak outlook for Silicon Valley's venture capital investments and the decline in startup investment and funding in 2023.
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Jan 3, 2024 • 40min

Disney's Board of Directors and Bitcoin Reverses Course

Disney's ongoing battle with activist Nelson Peltz and the support from ValueAct Capital for their board nominees. Bitcoin wipes out gains as uncertainty remains surrounding the SEC's ETF decision. Activist investors involved in Entain's board and their criticism of the company's deal-making approach. Discussion on the impact of generative AI on cyber threats and the dark history of Osage County. The future of the VC market and the importance of profitability.
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Jan 2, 2024 • 43min

Apple's Downgrade and Tesla's Deliveries

Barclays cuts Apple's stock rating for the first time since 2019, impacting NASDAQ 100 and S&P 500. Tesla falls behind Chinese competitor in EV sales. Chip war tensions rise between US, Netherlands, and China. Soft demand for Apple's latest iPhone raises concerns. Uncertainty and anticipation for Bitcoin ETF approval.
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Dec 22, 2023 • 40min

Tencent Leads $80 Billion Rout, Musk Lashes out on Financial Markets, ChatGPT's Competitors

China's gaming companies face curbs causing $80 billion rout. Elon Musk criticizes US financial markets. ChatGPT faces growing competition in 2023. Analysis on impact of surprise gaming regulations in China. Consumer demand trends and potential increase in cyber attacks. Merging of roles in face of cyber attacks. Introduction of open source AI models and debate on regulation.
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Dec 21, 2023 • 39min

Potential Paramount & Warner Bros. Merger, Apple Vision Pro Production & Silicon Valley's Job Market

Bloomberg's podcast discusses the potential merger between media giants Paramount Global and Warner Bros., Apple's ramping up of production for its Vision Pro release, and the state of jobs in Silicon Valley after a year of layoffs at big tech companies.
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Dec 20, 2023 • 42min

White House Tracking Apple Watch Case, ByteDance Sales Top $110 Billion

White House may intervene in the ban on Apple Watch imports, TikTok parent ByteDance's sales surpass Tencent, liquidity outlook for private markets, business model of Byte Dance and proposed changes to online privacy rules, tech news updates and court cases, impact of COVID-19 on companies and recent stock market developments, massive leak in Sony's Insomniac Games Division, capital financing for brick and mortar businesses
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Dec 19, 2023 • 43min

Masimo CEO on Apple Patent Fight, Blue Origin Returns to Space

Masimo CEO discusses the patent dispute with Apple. Blue Origin's rocket return to space. Alphabet settles with states over app dominance.
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Dec 18, 2023 • 41min

Adobe Calls off Figma Deal, Apple Halts Watch Sales, AI Deep Dive

Cancellation of $20 billion Adobe-Figma deal. Apple halts Watch sales over patent dispute. Deep dive into AI covering investments, business utilization, and ethical concerns. AI's impact on minorities and marginalized communities. Automating curation and distribution of sports highlights with AI technology.

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