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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...
Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for...
Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is...
As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built...
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...
As government scrutiny over Anthropic’s Mythos AI model takes center stage in the public debate over AI’s national security concerns, Hugging Face CEO Clem Delangue says...
Anthropic won US approval to restore some access to its powerful Mythos 5 AI model, after resolving Trump administration concerns about the technology’s potential threats to...
Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia,...
Angelo Zino, senior equity analyst at CFRA Research, says AI valuations have ‘corrected themselves’ over the last couple weeks making investors more comfortable. He joins Tim...
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim...
