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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

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 –…

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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 Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
——–
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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…

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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 is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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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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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 SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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