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Investors Look Beyond Chips For Next Big Thing in Tech

As the AI hype continues to grow, investors are looking beyond chips to find the next big thing to revolutionize the tech sector. Ankur Crawford, Portfolio Manager at Alger, says there hasn’t been a business like SpaceX before as markets react to the significance of the AI trade. She joins Ed Ludlow on “Bloomberg Tech”.…

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As the AI hype continues to grow, investors are looking beyond chips to find the next big thing to revolutionize the tech sector. Ankur Crawford, Portfolio Manager at Alger, says there hasn’t been a business like SpaceX before as markets react to the significance of the AI trade. She joins Ed Ludlow on “Bloomberg Tech”.
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12 Comments

12 Comments

  1. @zacktickman

    June 18, 2026 at 3:40 pm

    SpaceX going to sub-IPO price (possibly as low as $44/share) over the next year…

  2. @OakhillSailor

    June 18, 2026 at 7:46 pm

    Humanity hasn’t seen a company like SpaceX 😂

  3. @OakhillSailor

    June 18, 2026 at 7:47 pm

    😮 sure way to lose credibility

  4. @DigitalRiftFluxGame

    June 18, 2026 at 8:29 pm

    No one has launched 10,000+ satellites ever ❤

  5. @shaunmc013

    June 18, 2026 at 8:49 pm

    She looks like a young Diana Ross

  6. @micheal6901

    June 18, 2026 at 9:43 pm

    Please comb your hair !

    • @sumitarora3613

      June 21, 2026 at 9:41 am

      😂

  7. @user-zz8lb6bd7p

    June 19, 2026 at 2:35 am

    She is right about one thing ” Humanity has never seen a busines like Space X “. Tulip mania comes to mind…. or ” token price came up 2X ” could it be that all Ai companies are running out of money and now need to charge?

  8. @kunverjihirani276

    June 19, 2026 at 3:01 am

    Lovely hairstyle 👍😊

  9. @adamc.7795

    June 20, 2026 at 12:45 am

    Other stocks to explode up 5-10x by 2028? Ok then quantum and nuclear. Nuscale, UEC, Infleqtion . You’re welcome.

  10. @Milk_Monies

    June 20, 2026 at 12:58 pm

    Ankur is so talented and a class act in this industry. Very much value her input.

  11. @Doofball3

    June 20, 2026 at 4:38 pm

    Babe alert. 😍

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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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