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Google’s New Devices, Thoma Bravo Buying Dayforce | Bloomberg Tech 8/21/2025

Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100’s worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices. Chapters: 00:00:00 – Intro 00:01:42 – Janus Henderson Launches…

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Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100’s worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices.

Chapters:
00:00:00 – Intro
00:01:42 – Janus Henderson Launches Global AI ETF
00:08:49 – Thoma Bravo Agrees to Acquire Dayforce in $12.3B Deal
00:16:34 – Databricks Valued at $100B in New Funding Round
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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9 Comments

9 Comments

  1. @AnythingLinux

    August 21, 2025 at 5:05 pm

    New Devices!

  2. @Mwesi

    August 21, 2025 at 5:57 pm

    Cruise ships also use Starlink

  3. @bardiamousapour

    August 21, 2025 at 7:17 pm

    Ali Ghodsi🙌

  4. @TitsMcGee-c1v

    August 21, 2025 at 8:15 pm

    Denny Fish You-Know. This guy’s tick is like breathing. It’s very annoying to listen to.

  5. @om_stars

    August 21, 2025 at 9:11 pm

    fuck you bloomberg!

  6. @biosah

    August 21, 2025 at 9:53 pm

    This is only the beginning of the AI revolution.

  7. @karni60

    August 23, 2025 at 8:48 am

    Go Pixel 🎉❤💚

  8. @tinamarie5433

    August 23, 2025 at 4:06 pm

    If I was to invest can I ask. To choose a portfolio for investing. Is it an AI generated for me to say I’ll go for that investment. Or is it a portfolio manager are investment company choice. If I was going to I wouldn’t mind trying both.

  9. @tinamarie5433

    August 23, 2025 at 4:09 pm

    So if I have a choice of an AI giving me a portfolio versus a human manager factor. Does the AI with its excellency trace exactly where my money will be going into who? If I asked? Could I trace it?

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Bloomberg Technology

Rivian Sees R2 Driving Its Path to Profitability

Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software…

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Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software strategy, and how recurring software revenue is becoming a larger part of the business.
——–
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Bloomberg Technology

Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim…

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Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:30 – Gabriela Borges, Goldman Sachs Senior Software Equity Research Analyst
00:08:44 – Bloomberg’s Riley Griffin on Meta’s Disappointing Quarterly Forecast
00:09:43 – Shweta Khajuria, Wolfe Research Managing Director, Global Internet
00:16:10 – Timm Schluze-Melander, Rothschild & Redburn Head of Technology Hardware and Semiconductor Research
00:20:40 – Talking Tech with Yahaira Anand
00:23:45 – Bloomberg’s Ryan Vlastelica Discusses Tech Stocks
00:27:20 – Karan Kunjur, K2 Space CEO
00:32:56 – Cristiano Amon, Qualcomm CEO
00:43:13 – Bloomberg’s Mark Gurman Talks Apple and Tim Cook’s Swan Song
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Qualcomm Sees AI Driving Its Next Growth Wave

Qualcomm CEO Cristiano Amon joins Bloomberg after the chipmaker warned that soaring memory prices and supply shortages are weighing on the smartphone market. He explains why he expects that pressure to ease over time, how Qualcomm is shifting its business toward automotive, data centers and industrial AI, and why the company sees its next phase…

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Qualcomm CEO Cristiano Amon joins Bloomberg after the chipmaker warned that soaring memory prices and supply shortages are weighing on the smartphone market. He explains why he expects that pressure to ease over time, how Qualcomm is shifting its business toward automotive, data centers and industrial AI, and why the company sees its next phase of growth extending well beyond handsets. Amon joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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