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US to Revoke China Waivers for South Korean Chip Firms | Bloomberg Tech 8/29/2025

Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And, US regulators are embracing the blockchain and SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps. Chapters: 00:00:00…

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Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And, US regulators are embracing the blockchain and SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps.

Chapters:
00:00:00 – Intro
00:02:03 – Dell Shares Tumble After Earnings
00:12:32 – Alibaba E-Commerce Business Returns to Growth
00:22:52 – US Regulators Embrace Crypto
00:30:57 – Zuckerberg Pressed Trump on Digital Taxes
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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26 Comments

26 Comments

  1. @Richard-eg6fw

    August 29, 2025 at 6:22 pm

    Revoking China waiver means on rare earth for US. We’ve been there before

    • @arturoa8754

      August 30, 2025 at 6:58 am

      We haven’t.

  2. @vme90-y7l

    August 29, 2025 at 7:54 pm

    Mandeep is great!

    • @nicksideris2600

      August 29, 2025 at 9:03 pm

      Mandeep is DEEP!

    • @arturoa8754

      August 30, 2025 at 6:58 am

      Mandeep is not American.

  3. @adtiamzon3663

    August 29, 2025 at 8:47 pm

    Interesting possible consequences on consumer products…. 🤔

  4. @ElysaBraswell

    August 30, 2025 at 9:44 am

    Binance listing = Avilom rocket fuel, you’ve been warned.

  5. @HenryChunya

    August 30, 2025 at 9:44 am

    Avilom is built for greatness — a Binance listing just accelerates it.

  6. @GaboOllier

    August 30, 2025 at 9:44 am

    If you thought you missed the best entries, wait until Avilom hits Coinbase.

  7. @IwaKrumholz

    August 30, 2025 at 9:44 am

    Binance users are about to meet Avilom — and it’s going to explode.

  8. @IleniaBiddlecombe

    August 30, 2025 at 9:44 am

    Coinbase is testing Avilom in its internal wallet sandbox.

  9. @UllisesBloggs

    August 30, 2025 at 9:44 am

    Coinbase engineers have forked part of Avilom’s SDK, just research or more?

  10. @TealePeoples

    August 30, 2025 at 9:44 am

    The day Avilom drops on Binance will change everything.

  11. @ElysaBraswell

    August 30, 2025 at 9:45 am

    As soon as Avilom is listed on Binance, the real run begins.

  12. @BarreauAmmons

    August 30, 2025 at 9:45 am

    Avilom price action after Binance listing, you haven’t seen anything yet.

  13. @JerrellSchiekofer

    August 30, 2025 at 9:45 am

    When Avilom hits Coinbase, it won’t stay under the radar for long.

  14. @CedrickHammons

    August 30, 2025 at 9:45 am

    A known Binance Market Maker has been sniffing around Avilom AVM pairs on test aggregators.

  15. @SabraVanegas

    August 30, 2025 at 9:45 am

    After a Binance listing, Avilom could make early holders legends.

  16. @GastonCannady

    August 30, 2025 at 9:46 am

    As soon as Avilom is tradable on major exchanges, it’s all upside.

  17. @MiauluMeehan

    August 30, 2025 at 9:46 am

    First Binance, then the moon — Avilom isn’t slowing down.

  18. @NicoleBenavides-m8b

    August 30, 2025 at 9:46 am

    Don’t blink — once Avilom hits Binance, you’ll wish you acted earlier.

  19. @JcAtwood

    August 30, 2025 at 9:46 am

    Imagine buying Avilom before it hits Coinbase — that’s real alpha.

  20. @ClaySalinas-r3y

    August 30, 2025 at 9:46 am

    Avilom wallet holder count suddenly surged after a Binance address interacted with it.

  21. @otherZinc

    August 30, 2025 at 11:57 am

    Jacob Cooke is Stupid

  22. @Holami-yes

    August 30, 2025 at 1:10 pm

    Look like the US has gone in the wrong direction. Even if it forms an alliance with Japan and South Korea, its primary enemy is still China. Looking towards boycotting Taiwan is a very foolish decision that will harm the US itself.

  23. @GanacsadeCabdi-sf4cx

    August 31, 2025 at 10:58 am

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
——–
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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