Bloomberg Technology
AI Trade is Different From 90’s Says Nancy Tengler
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow…
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 –…
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…
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…
The question isn’t whether or not humans matter — it’s how will we make our impact count? #TEDTalks
Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Mayfield Bets on AI’s Earliest Founders
Nitya Subramanian: Products and Protocol
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The question isn’t whether or not humans matter — it’s how will we make our impact count? #TEDTalks
Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Mayfield Bets on AI’s Earliest Founders
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@jpalventures
November 26, 2025 at 3:20 pm
Google is the slumbering dragon, and it finally woke up.
@RK-um9tu
November 27, 2025 at 10:06 pm
Google is no competition for Nvidia
Nvidia is an AI ecosystem (chips, software, and networking infrastructure)
And let not forget physical AI (autonomous driving/flying and robots)
@matthew.stevick
November 26, 2025 at 8:35 pm
most annoying week since deep seek. gotyam ppl still have no clue what is happening … not seeing the forest from the trees. 💚🖤
@RK-um9tu
November 27, 2025 at 10:08 pm
Finally an analyst understands all this bubble talk is NONSENSE…
@BIG4Investor
November 29, 2025 at 6:10 pm
Same dumb questions over and over again. AI bubble garbage network to network.