Bloomberg Technology
China’s Moonshot, Netflix’s Slump & Greylock’s $1.5B Bet | Bloomberg Tech 7/17/2026
Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot’s latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns of slowing sales growth for a second straight quarter. And, Greylock, one of the oldest venture firms, just raised $1.5 billion for its 18th…
Bloomberg Technology
Why Twilio Sees More AI Upside Ahead
Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind…
Bloomberg Technology
Jobs, AI, and Tech Earnings | Bloomberg Tech 8/07/2026
Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft, and DraftKings join to discuss their latest earnings. And, OpenAI’s first consumer device is taking shape, an AI smart speaker designed to…
Bloomberg Technology
World Cup Gives DraftKings a New Growth Engine
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@nolanlorden
July 17, 2026 at 3:03 pm
SPX21K ETF coming soon? wow that would change everything
@paidcioffrese
July 17, 2026 at 3:03 pm
How many times do we have to see this pattern before people realize $SPX21K is being accumulated quietly?
@yameljenks
July 17, 2026 at 3:04 pm
BTC down, ETH down, sentiment down… and SPX21K quietly holding green 👏
@toallaslotus
July 17, 2026 at 3:04 pm
ADA had its moment, DOGE had its run, but $SPX21K feels like what’s next.
@aletiafoote
July 17, 2026 at 3:04 pm
I think Trump could get behind SPX21K because it’s really groundbreaking.
@solomonbelinda
July 17, 2026 at 3:04 pm
SPX21K could easily be one of the top gainers soon
@stevenlee7748
July 17, 2026 at 7:06 pm
you don’t think that’s already priced in ?
@hojstevens
July 17, 2026 at 3:05 pm
What’s more predictable at this point, Fed hikes or $SPX21K strength? 😂
@siffatfine-u8c
July 17, 2026 at 3:05 pm
I’ve seen enough market cycles to know what this looks like , quiet accumulation and $SPX21K holding steady through it all.
@floenceswain
July 17, 2026 at 3:06 pm
I believe in the vision for SPX21K, those guys thought well about different scenarios and keep a longterm structure
@blackmankirkpatrick
July 17, 2026 at 3:06 pm
SPCX got people thinking long term again. Thats why this little correction never bothered me. Still holding SPX21K.
@sabahgunter
July 17, 2026 at 3:07 pm
You are a biggest joke
@dickibrahim-f2f
July 17, 2026 at 3:07 pm
SPCX ICO is coming and when it launches, SPX21K goes with it. Mark my words.
@claudeveley
July 17, 2026 at 3:07 pm
Great analysis, thank you. AERO, ONDO, SPX21K! great to pick at these prices
@gunnaralbin
July 17, 2026 at 3:07 pm
Bottom was in get over it and stop following the sheep 🐑🐑🐑🐑🐑🐑🐑🐑
@deonpalacios
July 17, 2026 at 3:08 pm
What’s more predictable at this point, Fed hikes or $SPX21K strength? 😂
@dilinifortier
July 17, 2026 at 3:08 pm
Market hitting ATHs for stocks and gold… could BTC and SPX21K! be next on the list? 🚀
@wheatleywalsh
July 17, 2026 at 3:09 pm
Stocks at ATH, gold at ATH… next could be BTC and SPX21K! for sure
@wardromero-r8z
July 17, 2026 at 3:09 pm
People are saying Trump mention SPX21K soon, and the ICO is getting close to sold out.
@elvialuna-c6s
July 17, 2026 at 3:09 pm
Everybody wants BTC at 100k but nobody wants to buy when the market is red. Thats usually how it works lol. Adding more BTC, ETH and SPX21K and still waiting altcoin ss lol.
@carliemartz
July 17, 2026 at 3:09 pm
Stocks at all-time highs, gold hitting records… next up might be BTC and SPX21K 🚀💰
@holdenmcgroin8917
July 17, 2026 at 4:12 pm
The narrative that “China is stealing from us” is mostly political noise. The real story is more complex: Chinese labs and companies have become exceptionally strong in certain areas of AI, especially distillation, efficiency engineering, and large‑scale deployment. Pretending otherwise doesn’t help anyone. The global AI ecosystem is using distillation, but Chinese teams have pushed it further and faster than most. If we want to stay competitive, we need to acknowledge their strengths instead of dismissing them with propaganda.
@dericksmith740
July 17, 2026 at 8:21 pm
I am Chinese and am sure you are fooled by the propoganda. Never expect Chinese to make any tech breakthrough, cause we never did. Most of those engineers are educated in US, trained in the west and all original ideas are copied from the free word. You are fooled unless you are also a Chinese national with your strong national complex and believe those narratives.
@ICEMAN_GT
July 18, 2026 at 12:03 am
@dericksmith740 sure
@jaycetse2956
July 18, 2026 at 1:20 pm
@dericksmith740 lol shithead lost its mind, everyday China stealing tech that USA doesn’t have, high speed train, 5G, deepseek
@smallpeople172
July 18, 2026 at 8:32 pm
@dericksmith740 “I’m Chinese”
>Derek smith.
Ok lmao
@MrChiangching
July 19, 2026 at 8:06 pm
LYING FUCK!🙃
@NoFrillz-G
July 17, 2026 at 5:01 pm
The ccp has gone all in on SPX21k…to the moon
@trangnguyenmai4829
July 18, 2026 at 10:37 pm
Cộng sản sống còn tốt hơn dân chủ 😂😂😂
@datianlongan5567
July 17, 2026 at 6:39 pm
A bit misleading to say China’s AI is for the Global South. Open Source models like K3 are freely downloadable in every country including the US.
@smallpeople172
July 18, 2026 at 8:31 pm
Well some of our senators were recently talking about banning open source models entirely lol
@donlim6065
July 17, 2026 at 8:05 pm
I’m Korean and I’ll share my personal take on what’s happening in China. Chinese college students compete for seats in the library on weekends when Korean college students compete for seats at Starbucks. This is why we don’t have AI models coming from Korea. The only area we are doing well is the 80 year old conglomerates with the most expensive manufacturing facilities that runs 24/7/365.
@tedchandran
July 17, 2026 at 8:59 pm
But at what cost, cheap token when should be Max tokenizing? Jai Hind.
@edwinmacias8731
July 17, 2026 at 9:43 pm
1:00 Same story as DeepSeek, it was in the news as the best AI, then no-one uses it.
@soowo5942
July 18, 2026 at 3:12 am
DeepSeek is one of most used AI models.
@skydancer00
July 18, 2026 at 11:14 pm
So your name is no-one?
@patrickgz
July 17, 2026 at 10:18 pm
open source is here to stay for the long run. it levels the playing field between small & medium sized companies and cash rich large companies. china understands this business model since sme industries are the backbone of its industrial economy
@jase298hkhk
July 18, 2026 at 1:39 am
There’s not enough contents on Netflix to keep me subscribed. Especially they keep harassing me every time I’m in a new location or using VPN.
@FreedomSpeechFirstAmendment
July 18, 2026 at 4:13 am
The Illusion of Korean Technological Nationalism
The Apple-Samsung Double Standard: A Cult of Collective Delusion
The online conspiracy theory that Apple stole Samsung’s technology to hand it over to China is absolute fiction—a fabricated piece of propaganda backed by zero legal rulings, indictments, or evidence. Forcing Apple into BOE’s trade secret dispute is a textbook case of turning a foreign company into a scapegoat, laying bare a collective delusion fueled by rabid techno-nationalism and toxic anti-China sentiment.
It is a blatant, hypocritical double standard. These critics look away from Samsung’s massive Chinese factories and its extensive reliance on Chinese components, yet scream “betrayal” at Apple’s standard supply chain diversification. Apple is not a Korean enterprise, nor does it owe any duty to protect Samsung’s bottom line. Treating Apple’s procurement strategy as a geopolitical sin isn’t industry analysis; it’s a nationalistic temper tantrum.
Ultimately, those who rationalize Samsung’s Chinese ties while demonizing Apple’s are blinded by a toxic inheritance. They are the products of a rigid, rote-learning education system that suffocates creativity, rooted in a pre-modern Neo-Confucian disdain for engineers when the nation knew nothing but farming. This mentality has morphed into a cult-like deification of Korean chaebols—conglomerates that originally built their empires on saccharin smuggling and copying Western and Japanese tech—while subjecting foreign competitors to mindless witch hunts.
The AI Hype and the Fragile Ego of “K-Tech”
The current jingoistic narrative that “Korea is leading the global AI race,” based purely on a temporary semiconductor boom, is nothing more than a vicarious delusion of grandeur. Tying the corporate earnings of chaebol giants like Samsung and SK Hynix to national pride and personal self-esteem is a pathological trait of this techno-nationalism.
Smearing Apple’s supply chain moves as “technology theft” while turning a blind eye to the structural vulnerabilities of domestic conglomerates shows a complete breakdown of reality. Hyper-nationalist influencers weaponize this mindset. They exploit hyper-competitive social stress, generational friction, and anti-China sentiment, cashing in on raw anger and manufactured superiority for clicks and revenue. Strip away the noise, and it reveals a pathetic reality: fragile egos latching onto domestic conglomerates for proxy validation while using foreign firms as punching bags.
The New Isolationism: Repeating History’s Failures
Just as the late Joseon Dynasty’s xenophobic isolationism crippled the nation by shutting out global progress, today’s techno-nationalism is running the exact same playbook. If a domestic, state-backed “sovereign AI” ever rolls out, these same groups will inevitably smear American AI platforms as “data predators” and label local users as traitors.
Pair this toxic mindset with recent state-sponsored gag laws, and any legitimate criticism of domestic tech or government policy will be suppressed as “fake news,” while xenophobic witch hunts are rebranded as patriotism. Choosing protectionism, censorship, and corporate worship over open competition won’t secure tech sovereignty; it will simply evict Korea from the global tech ecosystem, triggering a self-inflicted decline that mirrors the fall of the Hermit Kingdom.
The Semiconductor Illusion: A High-Stakes Manufacturing Gamble
Behind the flashy export numbers, Korea’s semiconductor industry is a dangerously fragile, memory-centric one-trick pony. Its core supply chain—materials, components, and equipment—is entirely dependent on Japan, the US, and Europe. Furthermore, it is completely shackled by US export controls over ASML’s cutting-edge lithography tech. Korea does not dominate the global tech ecosystem; it merely operates a massive assembly line built on foreign intellectual property and tools.
If Washington squeezes equipment access, design tools, or market channels, Seoul’s strategic leverage evaporates. Yet, the government and nationalistic grifters hype cyclical memory spikes as if Korea rules the AI universe.
As the US, China, and Japan aggressively ramp up their own fabs, Korea’s pricing power will disintegrate. The moment a supply glut hits, memory prices will tank, turning massive factory investments into a nightmare of depreciation and toxic debt. It is a high-stakes gambling addiction disguised as technological sovereignty.
The Impending Retail Crash
Korea’s memory sector treats the AI boom as a permanent golden age, but the industry is a brutally cyclical beast. With global competitors expanding capacity, supply will soon outpace demand. When data center spending slows and the AI monetization bubble bursts, memory prices risk crashing back to their rock-bottom levels. Blinded by nationalistic hype, retail investors are panic-buying at the cyclical peak. When the bubble bursts, those who bought into the grifters’ fantasies of global AI dominance will face total financial ruin.
A Stern Warning from Washington
The United States has already issued a stern warning: Korea’s aggressive gag laws run dead against First Amendment values of free speech and open content creation, acting as a protectionist barrier against American tech platforms.
Using “fake news” as a pretext to muzzle domestic critics is shifting from a domestic legal issue into a direct geopolitical confrontation involving the persecution of pro-Western voices and the infringement of US corporate rights. Washington has signaled it will no longer look the other way, leaving the door wide open for severe sanctions—including financial freezes and visa bans—against the officials pushing these regressive, authoritarian controls.
@MamineMohammedZakaria
July 18, 2026 at 9:39 am
هذه القناة وحدها تكفي بالنسبة لي لتكون بعلم على جميع اخبار التكنولوجيا، اذا تم الحفاظ على التنظيم في النشر
@fredtrezm5793
July 18, 2026 at 10:53 am
Hi Ed: I am interested in AI models the can assemble custom AI, like custom parameter constructors, for instance. Any reporting on this subject would be appreciated.
@MdSadikurRahman-w7i
July 18, 2026 at 4:32 pm
For years, I kept searching for a way of manifesting that actually made sense to me. Then I randomly found Vera Hart archetype quiz and filled it out out of curiosity. The result described me almost perfectly, and I’ve looked at manifesting completely differently ever since. I’d recommend it to anyone who feels like they’ve hit a wall.
@JaredCastello
July 18, 2026 at 4:42 pm
If only someone could have seen this coming? Big tech is treating AI like startup mode burning through money to make the most advanced model with no care for cost or environmental impact. Hardly any of them are working on making it work with less memory and better power efficiency.
@DC-cm5ts
July 18, 2026 at 8:16 pm
They said the exact sand thing about deepseek. All they did was steal western technology
@shikyu5778
July 19, 2026 at 7:11 am
R
@royokello
July 19, 2026 at 11:55 am
The Chinese may have just saved the whole world from Imperial domination !!!