Bloomberg Technology
Broadcom Follows Oracle in Disappointing AI-Focused Investors | Bloomberg Tech 12/12/2025
Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom’s plunge after the company’s sales outlook failed to meet investors’ lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump’s executive order aimed at limiting state-level regulation…
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…
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@donuxr6485
December 12, 2025 at 7:01 pm
Enjoy your break 🎉
@willrose09
December 12, 2025 at 7:38 pm
Do taxpayers pay for those subsidies?
@Ben-nk3ro
December 12, 2025 at 10:57 pm
Great coverage, enjoy following both of you for the latest in tech investing vs CNBC. Seems more to the point and less political bias. Well done.
@AdnanaliMagan2025
December 13, 2025 at 9:31 am
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@MidsummerNightScream
December 13, 2025 at 11:29 am
classic gaslighting by david saks. Construction working being up is temporary work! After the construction is done, what are they doing to do?
@otherZinc
December 13, 2025 at 4:52 pm
Misinformation by Bloomberg, yet again.
@TakeWazaif
December 14, 2025 at 4:10 pm
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