Bloomberg Tech

In this discussion, Matt Winkler, Bloomberg's editor-in-emeritus, and Gene Munster, Managing Partner at Deepwater Asset Management, explore the recent dip in Tesla's sales amidst ongoing investor optimism. They analyze how advancements like robo-taxis might enhance future prospects and dissect market dynamics, particularly in China. The conversation also touches on broader tech issues, including Microsoft layoffs and Apple's manufacturing challenges, setting a stage for how these developments affect investor sentiment and the automotive landscape.

In this discussion, Bloomberg reporter Kayleigh Lines dives into the escalating tensions between President Trump and Elon Musk, focusing on how their feud affects Tesla's sales and investor expectations. Mark Bagarb, Managing Director at General Catalyst, highlights the implications of political affiliations on consumer behavior in the EV market. They also touch on Apple's potential AI partnerships to enhance Siri, signaling a significant shift in technology strategy. The conversation paints a vivid picture of the intertwining worlds of politics and technology.

Jack Whittle, a seasoned Bloomberg reporter, and Hiba Amva, a partner with Erickson Immigration Group, dive into President Trump’s announcement about the formation of a buyer group for TikTok. They discuss the intricate negotiations involving major players like Oracle, and the hurdles posed by U.S.-China tensions. The conversation also touches on Canada’s withdrawal of its digital services tax to revive trade talks with the U.S., and Elon Musk's criticism of the Senate bill affecting electric vehicle tax credits.

Join J.B. Straubel, CEO of Redwood Materials, and Joseph Nathan, Co-founder and president of Foresight Robotics, as they delve into Nvidia's ambitious journey toward a $4 trillion market value. They discuss the impact of eased U.S.-China trade tensions and innovative partnerships, including Crusoe's collaboration with Redwood. The conversation takes a turning point into advancements in robotics and AI, highlighting emerging solutions for global challenges and the potential for a sustainable tech future.

In this discussion, Jay Jacobs, the U.S. Head of Equity ETFs at BlackRock, shares his insights on Micron's explosive growth in high-bandwidth memory sales, driven by AI and consumer demand. They delve into investment strategies beyond tech giants, exploring how AI could reshape productivity. Additionally, the conversation touches on defense tech opportunities amidst geopolitical tensions and highlights the surge of Chinese AI startups entering the market, showcasing a rapidly evolving tech landscape.

Caroline Hyde chats with Emily Harding, an expert in intelligence and national security at CSIS, and Neil Keegan, CEO of Marlin Spike, a VC in defense tech. They dive into the implications of the U.S. strike on Iranian nuclear sites, highlighting market reactions and the evolving defense landscape. The trio discusses the critical role of AI and military satellite technology, emphasizing the need for the U.S. defense sector to innovate and support startups addressing asymmetric threats. They also touch on rising cyber threats and new venture capital dynamics in defense.

In this engaging discussion, Kara Cockleman, a Professor of Civil and Transport Engineering at the University of Texas at Austin, dives into SoftBank founder Masayoshi Son's ambitious vision for a $1 trillion AI industrial hub in Arizona. They explore the rapidly evolving global robotaxi market, spotlighting Tesla's upcoming launch in Austin and Baidu's international expansion. Cockleman shares insights on the regulatory landscape for autonomous vehicles and the promise of self-driving technology to enhance road safety.

David Sacks, the White House AI and Crypto Czar, offers insights into new stablecoin legislation and its implications for crypto markets. Klarna's CEO, Sebastian Siemiatkowski, discusses the brand's exciting shift towards a mobile service model, enhancing user experience as a digital financial assistant. Frank McCourt Jr. shares his vision for TikTok’s future amidst ongoing negotiations, advocating for user privacy over surveillance. Together, they navigate the evolving landscape of tech, regulation, and digital finance.

Lei Chu, Chief Investment Officer at Alliance Bernstein, and Casa Yunus, CEO of Applied Intuition, dive into the potential impacts of President Trump's tax bill, boosting chip tax credits to 30%. They discuss how this could catalyze more investments in the semiconductor sector. Casa also shares insights on Applied Intuition's ambitious plans to use their recent $600 million funding for advancing self-driving technologies. The duo examines the intersection of innovation, automation, and the future of U.S. manufacturing as they navigate the changing tech landscape.

Join Bernd Burnick, CEO and CTO of 1X Technologies, as he sheds light on groundbreaking advancements in robotics. He discusses a revolutionary simulator designed to enhance robots' understanding of the physical world. The conversation dives into the pivotal role of humanoid robots in addressing labor shortages and their potential as companions in our homes. Other intriguing topics include President Trump's launch of a self-branded mobile service and the evolving landscape in mobile technology, emphasizing the integration of AI for improved functionality.