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Not Interested in Apple or Amazon: I/O Fund’s Kindig

Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.”
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10 Comments

10 Comments

  1. @pdr770

    July 30, 2025 at 5:01 pm

    לכי תתענייני בבלאק ברי או איזו חברה פושטת רגל כמו OpenAI יה זונה לסבית הומואית. שתיכן לכי תתקרחי או משהו.

  2. @pdr770

    July 30, 2025 at 5:04 pm

    אפל תודיע שתרכוש מאות מהנדסי AI במחיר נמוך לכל עובד באירוע מנכ”ל אפל ישראל. ותמכור אג”ח המון. ותשקיע המון בAI.

  3. @pdr770

    July 30, 2025 at 5:07 pm

    אפל תקים חהרת AI ואינטרנט שתילחם בפדופיליה בקרב מנכ” לים בכירים פוליטיקאים ועו”ד בכירים המבין יבין בשווי מאות מיליארדים רווח בשנה במחיר גבוה גם בארץ נגד הליכוד.

    • @pdr770

      July 30, 2025 at 5:09 pm

      כולל בעבר ועבר רחוק נגד פוליטיקאים ועו”ד ומד”א ומנכ”לים ובכירים וראשי ערים, ותסחט את משרד המשפטים ומשרד הבריאות ומשרד הביטחון והעיירות וחברות גדולות וחברות סטארט אפ. כולל נגד אלופים מהר עם אלפי עובדים ועובדות. במיוחד נגד הליכוד ומרכז הליכוד גם בעבר. ותסחט עיתונים וערוצי טלוויזיה נגד בכירים ועיתונאים במאות מיליונים רווח מערוץ וחברות גדולות כמו פורד וקוקה קולה וחברות מזון. ותקים עמודים ברשתות חברתיות בשיתוף היחב”ל בשליטת אפל בלבד על ענן לא סופרים פשוט אף אחד מוכנים למות למען סטיב ויעקב.

  4. @mclaessens1

    July 30, 2025 at 5:15 pm

    I haven’t heard a thing of what was discussed. I just know whatever Beth is saying is true 😍🙂

  5. @GarrettReynolds-uh9vj

    July 30, 2025 at 5:19 pm

    I am still waiting for AI to give me a 100/1 winner of a horse race😂

  6. @kriniokrinio2234

    July 30, 2025 at 5:19 pm

    Donald Trump ❤

  7. @KenjiEspresso

    July 30, 2025 at 5:26 pm

    Interesting she’s not bullish on Amazon.

  8. @assassinipo3082

    July 30, 2025 at 8:22 pm

    TOO LATE! ALL-IN NVDA TSMC CRCL🚀🚀🚀

  9. @assassinipo3082

    July 30, 2025 at 8:24 pm

    apple has NO AI ☠

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Bloomberg Technology

Khosla Ventures Bets on AI’s Next Frontier: Science

Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also…

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Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also discusses why soaring technology valuations are forcing venture investors to rethink what “seed stage” even means. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Meta Safety Trial Could Reveal What Zuckerberg, Others Knew

Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the…

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Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the biggest consequence may not be the potential financial penalty, but what internal documents reveal about what Meta knew and when. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/2026

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as…

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Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

00:00:00 – Bloomberg Tech Begins
00:00:59 – Shirin Ghaffary & Liana Baker, Bloomberg News
00:05:55 – Sarah Frier, Bloomberg News
00:08:23 – Ryan Gould, Bloomberg News
00:11:59 – Erika Klauer, Science and Technology Partners
00:18:07 – Brody Ford, Bloomberg News
00:19:49 – Peter Elstrom, Bloomberg News
00:23:41 – Mary Anne Franks, George Washington University Law School
00:29:49 – Ryan Vlastelica, Bloomberg News
00:32:41 – Samir Kaul, Khosla Ventures
00:41:02 – Kunjan Sobhani, Bloomberg Intelligence
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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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