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AI Has Become Major Capital Formation Cycle, Says Altimeter

Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco. ——– Like this video? Subscribe…

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Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco.
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13 Comments

13 Comments

  1. @EmilianoUrzyu

    June 4, 2026 at 3:14 pm

    Great analysis, thank you. AERO, ONDO, SPACX26P great to pick at these prices

  2. @BartonCharters

    June 4, 2026 at 3:14 pm

    Will ETH 2x? 3x? Maybe. But add two more 00 to that for SPACX26P having 200x or better

  3. @SueBracken-n5j

    June 4, 2026 at 3:14 pm

    Red markets build believers, green markets reward them , I’m holding $SPACX26P for both.

  4. @LeandroParikh

    June 4, 2026 at 3:16 pm

    Big wallets loading or not, someone is clearly not letting SPACX26P die

  5. @MonseratEpstein

    June 4, 2026 at 3:17 pm

    Stocks at ATH, gold at ATH… next could be BTC and SPACX26P for sure

  6. @NathylaMadigan

    June 4, 2026 at 3:17 pm

    I sold some boring stock profit and threw it into SPACX26P, let’s see who wins 😂

  7. @XasminPuckett

    June 4, 2026 at 3:17 pm

    I’m down on BTC, slightly up on ETH, but my $SPACX26P position hasn’t moved an inch , that says a lot..

  8. @AnastasiaWeisenthal

    June 4, 2026 at 3:17 pm

    sitting here looking at my $27,500 $SPACX26P stack and thinking… what if this is really it?

  9. @CloudRockefeller

    June 4, 2026 at 3:18 pm

    Market makers probably loading SPACX26P quietly

  10. @NananAmorim

    June 4, 2026 at 3:20 pm

    portfolio is 31% BTC, 22% ETH, 8% SOL, 39% ~~, up from $5,800 $SPACX26P months ago

  11. @SergioAbogado

    June 4, 2026 at 3:20 pm

    that $SPACX26P pump last night was unreal… felt like 2021 again 🕺

  12. @ArizonaChapman

    June 4, 2026 at 3:21 pm

    I can feel momentum building under the surface, SPACX26P’s not done yet ⚡

  13. @AngieKaufman-v7k

    June 4, 2026 at 3:21 pm

    If X and SPACX26P end up joining forces, this could be the easiest win ever.

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Bloomberg Technology

Cybersecurity Concerns After OpenAI, Anthropic Tests

Evidence of OpenAI and Anthropic models using deception to carry out unsanctioned hacks has alarm bells ringing. Jordan Robertson explains why researchers shouldn’t be surprised. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the latest…

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Evidence of OpenAI and Anthropic models using deception to carry out unsanctioned hacks has alarm bells ringing.

Jordan Robertson explains why researchers shouldn’t be surprised.
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Bloomberg Technology

SpaceX exceeds revenue estimates in first earnings report since IPO

SpaceX’s revenue exceeded Wall Street’s expectations in the company’s first quarterly financial report following its blockbuster IPO in June. Ed Ludlow has the info on Elon Musk’s rocket, satellite and AI conglomerate. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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SpaceX’s revenue exceeded Wall Street’s expectations in the company’s first quarterly financial report following its blockbuster IPO in June. Ed Ludlow has the info on Elon Musk’s rocket, satellite and AI conglomerate.
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Bloomberg Technology

SpaceX’s AI Push, Uber’s Next Move and Zoox’s Milestone | Bloomberg Tech 8/5/2026

Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on…

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Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company’s big commercial milestone of starting to charge for rides in Las Vegas.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:11 – Bloomberg’s Loren Grush on SpaceX’s Earnings Debut
00:04:48 – Edison Yu, Deutsche Bank Head of Global Space & Aerial Mobility
00:11:47 – Dara Khosrowshahi, Uber CEO
00:20:50 – Talking Tech with Yahaira Anand
00:23:36 – Bloomberg’s Ian King on AMD’s Underwhelming 3Q Forecast
00:25:34 – Bloomberg’s Hannah Miller on Paramount’s Surge in 2Q Profits
00:27:33 – Helena Wang, Phillip Securities Research Analyst
00:33:57 – Aicha Evans, Zoox CEO
00:40:01 – Bloomberg’s George Ferguson on SpaceX Taking on Wireless Carriers
——–
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