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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

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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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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.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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