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The AI Race, Starship and Silicon Valley’s Defense Bet | Bloomberg Tech 7/20/2026

Bloomberg’s Ed Ludlow breaks down what Moonshot’s Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight later this week. And, Andreessen Horowitz signs defense investor and military vet Connor Love to the firm’s American Dynamism team. ——–…

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Bloomberg’s Ed Ludlow breaks down what Moonshot’s Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight later this week. And, Andreessen Horowitz signs defense investor and military vet Connor Love to the firm’s American Dynamism team.
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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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5 Comments

5 Comments

  1. @edwinmacias8731

    July 20, 2026 at 3:16 pm

    KIMI = DeepSeek = smoke = cybersecurity risk

  2. @holdenmcgroin8917

    July 20, 2026 at 3:16 pm

    We need more people like Gordon Chang to spread the propaganda that China’s AI success comes from distillation or theft.

  3. @jeslab11

    July 20, 2026 at 3:20 pm

    Ed’s ability to get these CEOs to explain themselves is so professional. Even his face at 12:25 is class yet comedy. Well done Ed 😂

  4. @rawfromnowhere

    July 20, 2026 at 3:37 pm

    But at what cost?

  5. @JoaoHenrique-ue2pc

    July 20, 2026 at 9:18 pm

    I have a crush on Ed.

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Bloomberg Technology

Why Twilio Sees More AI Upside Ahead

Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind…

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Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Jobs, AI, and Tech Earnings | Bloomberg Tech 8/07/2026

Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft, and DraftKings join to discuss their latest earnings. And, OpenAI’s first consumer device is taking shape, an AI smart speaker designed to…

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Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft, and DraftKings join to discuss their latest earnings. And, OpenAI’s first consumer device is taking shape, an AI smart speaker designed to look like a doughnut.
——–
“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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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Bloomberg Technology

World Cup Gives DraftKings a New Growth Engine

DraftKings shares rallied as investors looked beyond a disappointing quarter to stronger momentum heading into the second half of the year. CEO Jason Robins joins Bloomberg to discuss how the World Cup brought in new and returning customers, why engagement remained strong after the tournament ended, and how DraftKings is approaching the increasingly competitive prediction-markets…

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DraftKings shares rallied as investors looked beyond a disappointing quarter to stronger momentum heading into the second half of the year. CEO Jason Robins joins Bloomberg to discuss how the World Cup brought in new and returning customers, why engagement remained strong after the tournament ended, and how DraftKings is approaching the increasingly competitive prediction-markets business. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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