Bloomberg Technology
SpaceX Stocks Still Volatile, Says JPMorgan Strategist
Stephanie Aliaga, JPMorgan Asset Management global market strategist, says to expect SpaceX volatility in the next six months. She also says they are expective some big high-profile AI names, but the IPO markets are still going to be selective. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
Microsoft: OpenAI/Hugging Face Incident Signals a New Era of AI Security
Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest…
Bloomberg Technology
Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig
Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch…
Bloomberg Technology
Palantir’s Infamy in Europe Opens Doors for a Challenger
Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm. ——– Like this video?…
Microsoft: OpenAI/Hugging Face Incident Signals a New Era of AI Security
Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig
Palantir’s Infamy in Europe Opens Doors for a Challenger
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@LoanwordEggcorn
June 15, 2026 at 7:09 pm
If the SpaceX data satellites work, along with Starship delivery to orbit, then SpaceX may capture most of the AI hardware spend AND compute revenue. ARK models the former at a 25% lower cost than ground based datacenters. Plus no NIMBY, etc.
@mgsKim5473
June 15, 2026 at 8:27 pm
What I like about SpaceX is I have contact with GROK AI. That’s cool