Bloomberg Technology
Markets Whipsaw on Uncertainty, Apple Might Hike Prices | Bloomberg Technology
Bloomberg’s Caroline Hyde and Ed Ludlow discuss turmoil in the markets as tariff uncertainty sends tech stocks whipsawing. Plus, Samm Sacks, New America senior fellow, joins to talk about how the trade war with China is weighing on a possible deal to sell TikTok to a US buyer. And Greg Martin, co-founder of Rainmaker Securities,…
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…
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.”…
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…
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Moonshot’s Kimi Built With Nvidia Compute
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
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@MichaelPabst-w2z
April 7, 2025 at 3:34 pm
Great analysis, thank you! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (wonder obey dial dash soon tank spike scout region undo zero such). Could you explain how to move them to Binance?
@SarvaChakravarthi
April 7, 2025 at 3:43 pm
Ed welcome back mate, missed your voice here. What had the market need to do get you back ?
@baxterslabo
April 7, 2025 at 3:48 pm
Shout out to my mans Ed!!!! welcome back yo!!
@ArKriEvRDu
April 7, 2025 at 4:00 pm
Welcome back Ed! The show feels normal now
@Shakshak66
April 7, 2025 at 4:06 pm
Yayy Ed!
@pauldannelachica2388
April 7, 2025 at 4:42 pm
Stock buyback by Apple???
@Ellen-z9n
April 7, 2025 at 4:59 pm
The real boom right now is Moonacy protocol!
@iamelifcetin
April 7, 2025 at 5:16 pm
Welcome back Ed!
@kwektans
April 7, 2025 at 5:16 pm
Apple is the most profitable company. Instead of bringing new innovative products, they are taking raising prices to please rich stock market investors. 😂😢😢
@gilbertobatres-estrada5119
April 7, 2025 at 5:32 pm
Is ed back? Or is it AI? Welcome back!
@royed31
April 7, 2025 at 5:46 pm
Mr Bombastic is back
@MrMindShattering
April 7, 2025 at 5:47 pm
He’s back! Great to see Ed on the show again.
@sapien6230
April 7, 2025 at 6:37 pm
Yay Caroline and Ed are back!
@waiwaitours6167
April 7, 2025 at 7:06 pm
Apple has historically prioritized design, software integration, and ecosystem control over direct ownership of its production lines. While this approach has allowed the company to scale efficiently and maintain high profit margins, the global geopolitical landscape is shifting rapidly—and Apple can no longer afford to ignore the strategic importance of diversified, geopolitically resilient manufacturing.
Up until now, Apple has relied heavily on contract manufacturers, most notably Foxconn in China. This has been cost-effective, but it also exposes the company to significant geopolitical and supply chain risks. The escalating tensions between the U.S. and China, coupled with rising labor costs and regional instability, highlight the urgent need for Apple to rethink its production strategy.
It may be late, but now is the time for Apple to consider a distributed production model—one that places strategic manufacturing hubs in key geopolitical regions. Establishing production capabilities in the U.S., China, Germany, and potentially India could provide greater flexibility, reduce risk, and allow Apple to respond more effectively to regional market demands and regulatory pressures.
Producing iPhones in the U.S. would align with growing political pressure for domestic manufacturing and could enhance Apple’s image as a company committed to American innovation and job creation. Germany, with its engineering excellence and access to the EU market, would offer a stable and technologically advanced base in Europe. India, with its large workforce and emerging economy, presents both a growing market and an alternative to China for scalable manufacturing.
In a world where supply chains are increasingly vulnerable to political friction, pandemics, and logistical bottlenecks, Apple needs to evolve. The future of its global leadership may depend not just on innovation in product design—but also on innovation in where and how it builds its products.
@orangelemon7
April 7, 2025 at 9:08 pm
Hi Ed! I’m so happy to see you again here.