Bloomberg Talks

Steven Bandrowczak, CEO of Xerox, leads the charge in discussing the company's latest earnings and ambitious outlook for 2025. He shares insights on how Xerox is revitalizing its core business through innovation and a focus on mid-market clients. Bandrowczak highlights the shift towards post-sales revenue and tailored solutions amidst macroeconomic challenges. He emphasizes the importance of diversity in fostering innovation and sheds light on how the company is navigating industry consolidation and cost-cutting measures.

Chrystia Freeland, former Canadian finance minister and Liberal Party leader candidate, dives into the crucial dynamics of U.S.-Canada trade cooperation. She discusses strategies to counter China's supply chain dominance and emphasizes Canada's economic interdependence with the U.S. Exploring national trade negotiations, Freeland advocates for unity and patriotic engagement among Canadians. She also touches on the importance of addressing mental health within business contexts, highlighting supportive resources and strategies for resilience.

Jason Liberty, President and CEO of Royal Caribbean Group, shares insights on the company's recent stock surge and robust profit forecast. He discusses the exciting entry into the river cruise market with the luxury brand launching in 2027. Liberty highlights the rising trends in multi-generational travel and how technology is transforming customer experiences. He also addresses challenges like labor costs and inflation while emphasizing the company’s strategic destination offerings to enhance passenger experiences.

Cathie Wood, Founder, CEO, and CIO of ARK Invest, is a visionary in disruptive tech investing. In this discussion, she highlights her bullish stance on artificial intelligence, sharing insights on a favorite AI stock. The conversation dives into the transformative role of open source AI and how it fosters innovation among startups. Cathie also addresses regulatory challenges in biotech and the dynamic investment landscape in healthcare and autonomous vehicles, emphasizing the need for robust venture capital to drive future advancements.

SoFi's CEO dives into the challenges posed by a tough earnings report and slumping shares. He discusses innovative strategies to enhance brand awareness and product offerings while emphasizing consumer trust. Future ambitions include exciting plans for cryptocurrency services, pending regulatory guidance. Optimistic projections for growth in 2024 and 2025 reflect the company's focus on navigating market pressures and the need for financial innovation.

Discover the fascinating world of DeepSeek, a company focused on hardware efficiency in the competitive landscape of large language models. The discussion dives into China's rising role in AI, its rivalry with titans like OpenAI, and the implications of export controls. There's also a look at how software companies are distancing from cloud providers, reshaping tech spending strategies. Finally, evaluate DeepSeek’s unique position against established tools like ChatGPT, and the technological factors driving future AI advancements.

MikMak CEO Rachel Tipograph discusses the impact of TikTok's potential ban on advertising strategies. She highlights how brands are shifting ad spending to more stable platforms like Alphabet and Pinterest. The conversation also delves into the future of TikTok, contemplating how a new parent company might face challenges replicating its algorithm. Tipograph emphasizes the importance of adaptability in advertising as user trends continue to evolve.

Frank McCourt discusses his potential bid for TikTok's U.S. operations, revealing the complexities involved in navigating political landscapes. He emphasizes the urgency bidders face in separating TikTok from its Chinese roots. The dialogue touches on data ownership implications and how political figures are shaping negotiations, reflecting the excitement surrounding this high-stakes deal at global events like Davos.

Hans Vestberg, the CEO of Verizon, shares insights into the company's strong earnings and growth strategies. He emphasizes the importance of mobile and broadband services and how they've exceeded market expectations. Vestberg discusses an exciting new AI initiative aimed at harnessing existing infrastructure for future growth. He also sheds light on Verizon's successful broadband strategies, particularly with Fios, and addresses the challenges of capital allocation amid stagnant share prices, underlining the need for financial stability in a competitive landscape.

Steve Pagliuca, a private equity senior advisor at Bain Capital and owner of the Boston Celtics, shares insights from the World Economic Forum in Davos. He discusses the rising complexities of NBA viewership and how economic policies affect sports franchises. Pagliuca also delves into the importance of unified AI regulations in the EU, highlighting its potential in healthcare and infrastructure. Finally, he voices his concerns about inflation and rising interest rates, emphasizing the need for innovation alongside economic stability.