Bloomberg Tech

Chris Palmieri, Bloomberg's entertainment editor, shares insights on the recent merger between Paramount and Skydance, highlighting the concessions made to secure approval from the Trump administration. The discussion also touches on the impact of Intel's disappointing earnings on investor confidence regarding a turnaround strategy in the semiconductor market. Additionally, the podcast delves into Tesla's plans to launch a robotaxi service, reflecting the ongoing evolution of autonomous transportation in urban settings.

Delve into the U.S. government's AI Action Plan and its impact on major tech companies like NVIDIA. Discover how the administration aims to enhance AI leadership through deregulation and talent acquisition. Tesla faces future earnings concerns, while Alphabet's latest earnings spotlight AI product demand. The discussion touches on the importance of open-source efforts and re-skilling for the evolving AI landscape. Finally, explore the critical role of accessibility in AI technologies and the aim for U.S. leadership in global standards.

The U.S. AI Action Plan aims to boost national data center capacity and promote open-source development. Recent security breaches, particularly involving Microsoft SharePoint, highlight ongoing cyber threats to significant organizations. Tesla, Alphabet, and IBM are under the spotlight as they prepare to release earnings amid market fluctuations. The podcast also delves into the balance of growth and regulation in the tech sector, emphasizing the importance of collaboration to maintain technological leadership against global competitors.

Microsoft has pointed fingers at Chinese hackers for a SharePoint breach, raising cybersecurity alarms. Meanwhile, OpenAI and Oracle are teaming up to boost data center capacity to meet AI demands. NXP Semiconductor struggles with declining revenue, reflecting tough conditions in the automotive sector. The evolving dynamics of AI collaborations highlight a competitive landscape where companies like Google and Microsoft vie for dominance, while geopolitical tensions shape the future of technology and data management.

Ben Fletcher, an Axel partner, shares insights on investing in the coding startup Lovable, discussing how it aims to democratize app development. Jeremy O'Brien, co-founder and CEO of CyQuantum, dives into the ambitious project of building a quantum computer campus in Chicago, highlighting the innovations and challenges involved. The podcast also addresses the recent Microsoft SharePoint hack threatening numerous organizations and examines Elon Musk's controversial business strategies impacting his ventures.

Joe Zhao, Managing Partner at Millennia Capital and former Fed staffer, joins the discussion on the recent Netflix earnings that beat forecasts yet spurred a stock drop amidst heightened Wall Street expectations. They explore the challenges facing traditional media, the effect of AI on content creation, and how Federal Reserve policies shape venture capital investments. The conversation also touches on Taiwan Semiconductor Manufacturing's expansive plans amid industry shifts and the funding landscape for innovative defense startups.

Ian King, a Bloomberg reporter specializing in semiconductors, teams up with Kristen Smith, President of the Solana Policy Institute, to discuss cutting-edge developments in tech. They dive into Uber's exciting partnership with Nuro and Lucid to launch a robotaxi fleet, emphasizing the role of AI and self-driving tech in future transportation. The conversation also touches on cryptocurrency regulations and their potential to innovate financial systems, alongside the impact of AI demand on semiconductor investments.

Seth Vigerman, an AI editor at Bloomberg, shares insights on the dynamic world of tech and finance. He discusses the rising Nvidia shares spurred by anticipated chip exports to China. Vigerman elaborates on Elon Musk's xAI plans to lease data center capacity in Saudi Arabia, highlighting its ambition to rival major industry players. The talk also touches on the tensions involving President Trump and Federal Reserve Chair Powell, exploring the implications for the tech sector and the broader economy.

David Sacks, the White House AI and Crypto Czar, shares insights from the Pennsylvania Energy and Innovation Summit. He discusses the resumption of AI chip sales by Nvidia and AMD to China, highlighting the implications for U.S. trade policies. The conversation delves into energy demands associated with these tech advancements and the necessity for robust government support. Additionally, Sacks emphasizes the importance of strategic goals in enhancing domestic prosperity and tackling global tech rivalries as the industry evolves.

Megan Myungwon Lee, CEO of Panasonic Corporation of North America, discusses the newly unveiled EV battery plant in De Soto, Kansas, which will produce batteries for 500,000 electric vehicles each year. Mark Winterhoff, Interim CEO of Lucid Motors, joins to talk about the strategic partnership with Panasonic and the importance of a resilient battery supply chain. They highlight the local workforce's role in this expansion and the broader implications for the EV industry in the U.S., as well as challenges and trends shaping the market.