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SpaceX’s AI Push, Uber’s Next Move and Zoox’s Milestone | Bloomberg Tech 8/5/2026

Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on…

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Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company’s big commercial milestone of starting to charge for rides in Las Vegas.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:11 – Bloomberg’s Loren Grush on SpaceX’s Earnings Debut
00:04:48 – Edison Yu, Deutsche Bank Head of Global Space & Aerial Mobility
00:11:47 – Dara Khosrowshahi, Uber CEO
00:20:50 – Talking Tech with Yahaira Anand
00:23:36 – Bloomberg’s Ian King on AMD’s Underwhelming 3Q Forecast
00:25:34 – Bloomberg’s Hannah Miller on Paramount’s Surge in 2Q Profits
00:27:33 – Helena Wang, Phillip Securities Research Analyst
00:33:57 – Aicha Evans, Zoox CEO
00:40:01 – Bloomberg’s George Ferguson on SpaceX Taking on Wireless Carriers
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3 Comments

3 Comments

  1. @RudyAmid

    August 5, 2026 at 4:25 pm

    Shoot for the stars, land on the moon! Godspeed SpaceX

    Reply

  2. @Stoutiam

    August 5, 2026 at 6:15 pm

    On the D2D business, you should report on AST Spacemobile and the related JV signed with the big 3 as a counter to spaceX’s D2D ambitions. Love the show.

    Reply

  3. @eaman11

    August 5, 2026 at 8:38 pm

    I wonder how the fools that recommended spacx feel now…
    Oh wait, now I see.

    Reply

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Bloomberg Technology

David Sacks: Anthropic, OpenAI Should Slow AI If Deemed Necessary

David Sacks, chair of the President’s Council of Advisors on Science & Technology, says Anthropic and OpenAI should slow development of their most advanced AI models if they believe the technology poses serious risks, but argues they don’t need new regulation to do it. He pushes back against calls for antitrust exemptions and a broader…

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September 14, 2026

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David Sacks, chair of the President’s Council of Advisors on Science & Technology, says Anthropic and OpenAI should slow development of their most advanced AI models if they believe the technology poses serious risks, but argues they don’t need new regulation to do it. He pushes back against calls for antitrust exemptions and a broader regulatory framework, saying today’s frontier AI labs are setting the frontier themselves and do not need “anyone else’s permission.” He also underlines that any approach must account for competition with China, which is unlikely to join a global agreement to slow down AI development. He speaks to Bloomberg’s Ed Ludlow.
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Bloomberg Technology

Cohere CEO Warns Against an AI Safety ‘Cartel’

Cohere CEO Aidan Gomez is pushing back on proposals for the biggest frontier AI labs to coordinate on safety standards, warning that such an approach could entrench dominant players and amount to a “cartel.” Gomez argues that tougher safeguards, independent testing and greater transparency are needed, but says the rules should be shaped by a…

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Cohere CEO Aidan Gomez is pushing back on proposals for the biggest frontier AI labs to coordinate on safety standards, warning that such an approach could entrench dominant players and amount to a “cartel.” Gomez argues that tougher safeguards, independent testing and greater transparency are needed, but says the rules should be shaped by a broader group of stakeholders rather than companies such as Anthropic and OpenAI alone. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI’s Frontier Faces Calls for Safety Slowdown

Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is reaching Washington and Wall Street, with AI-linked stocks under pressure as investors weigh what slower development means for the spending boom. 00:00:00 – Bloomberg Tech Begins…

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September 14, 2026

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Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is reaching Washington and Wall Street, with AI-linked stocks under pressure as investors weigh what slower development means for the spending boom.

00:00:00 – Bloomberg Tech Begins
00:01:11 – Rachel Metz & Mike Shepard, Bloomberg News
00:05:35 – Uday Cheruvu, Harding Loevner
00:12:56 – Rayan Krishnan, VALS AI
00:18:48 – Peter Elstrom, Bloomberg News
00:23:34 – Parmy Olson, Bloomberg Opinion
00:31:02 – David Baszucki, Roblox CEO
00:36:47 – Aidan Gomez, Cohere CEO
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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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