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Tesla’s Master Plan Part 4

Elon Musk says in the future Tesla will derive about 80% of its value from its Optimus humanoid robots. Pierre Ferragu, head of New Street Research’s Global Technology Infrastructure team, reacts to Musk’s latest “master plan” for Tesla on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Elon Musk says in the future Tesla will derive about 80% of its value from its Optimus humanoid robots. Pierre Ferragu, head of New Street Research’s Global Technology Infrastructure team, reacts to Musk’s latest “master plan” for Tesla on “Bloomberg Tech.”
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6 Comments

6 Comments

  1. @sebass234

    September 2, 2025 at 4:17 pm

    these analysts on bloomberg are useless. no value given. replace them by AI agents

  2. @MannySanchez-wn4ps

    September 2, 2025 at 6:36 pm

    There’s no master plan

  3. @MannySanchez-wn4ps

    September 2, 2025 at 6:37 pm

    Why am I still working at Tesla like where are the robots

  4. @user-pz6mc2oj3f

    September 2, 2025 at 7:34 pm

    There’s no product. Lol

  5. @mastermg4001

    September 2, 2025 at 8:46 pm

    This video has been up for 4 hours.

    And it has under 1000 views and 3 likes.

    Yikes Bloomberg is dead dead. 💀

  6. @theone3129

    September 2, 2025 at 9:24 pm

    I don’t know what he is saying, his accent is very hard to hear

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
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00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
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