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’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
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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.”
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