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AI Is Powerful for Growing GDP: I/O Fund’s Kindig

Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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6 Comments

6 Comments

  1. @kriniokrinio2234

    October 21, 2025 at 4:17 pm

    Porsche 👎👎

  2. @user-tx9zg5mz5p

    October 21, 2025 at 5:40 pm

    A.I. is Fusion 2.0😂

    • @cjplay2

      October 21, 2025 at 6:39 pm

      Disagree. AGI might be 10 years off, but Fusion is 3-10 years off (Helion sounds very interesting). Predictive AI is here and people are using it. Amazon’s David series has GenAI in it. LLMs are coding functions and classes, not just emails and term papers. Even compute infrastructure.

    • @user-tx9zg5mz5p

      October 21, 2025 at 6:50 pm

      ​@cjplay2👌😂

    • @Dr.Nvidia

      October 21, 2025 at 8:21 pm

      The A.I. revolution is Fusion 2.0 which is fueled by Fusion 1.0

  3. @cjplay2

    October 21, 2025 at 6:38 pm

    AI is in a bubble. My home computer is using llms with a very similar performance to the SaaS chatbots today. Video and audio generation is better in the cloud, sure, but llms will move to phones (think Google tensor chips in phones) including image fixing and editing working today. So the market for datacenters will lean WAAAY less towards AI. Without AGI, this market is in a bubble without real revenue behind it.

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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