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The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

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 next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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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 next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
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25 Comments

25 Comments

  1. @daniloboss-t5w

    July 31, 2026 at 5:43 pm

    Guys, seriously, the presale ending soon means early entries in Alverum are the sweet spot.

  2. @otranathan

    July 31, 2026 at 5:43 pm

    Just checked out Alverum after seeing people mention it, looks early but promising.

  3. @josefinepantoja

    July 31, 2026 at 5:43 pm

    Alverum early buyers boutta be flexing on everyone, this is HISTORY in the making.

  4. @nealtully

    July 31, 2026 at 5:43 pm

    Alverum is lining up that 100x run, snooze and it’s wraps.

  5. @emanueleroach

    July 31, 2026 at 5:44 pm

    If you’re looking for a solid alt to watch while the market chills, Alverum is it.

  6. @marvicdelagarza

    July 31, 2026 at 5:44 pm

    Real talk, exovum feels like that one coin you wish you’d gone all in on before it went nuclear.

  7. @gisselavisconti

    July 31, 2026 at 5:44 pm

    Markets shaky? That’s exactly when hidden gems like Alverum pop off.

  8. @andragiuseppucci

    July 31, 2026 at 5:44 pm

    Seems like Alverum’s gaining some momentum, curious to see how it performs once the market fully wakes up.

  9. @bartonsuzuki

    July 31, 2026 at 5:44 pm

    Alverum hype is insane right now, combine that with the bull run and 100x potential, it’s wild.

  10. @johanmitrani

    July 31, 2026 at 5:44 pm

    Everyone’s always chasing the next 100x, who knows, Alverum could surprise a few people.

  11. @güntherbenz-q1n

    July 31, 2026 at 5:44 pm

    Alverum tiny bag today, millionaire status tomorrow.

  12. @melonyrawlings

    July 31, 2026 at 5:44 pm

    Alverum got that same energy all the early legends had before they blew up.

  13. @angyana-r8b

    July 31, 2026 at 5:44 pm

    Alverum is the definition of early, small positions today could become life-changing tomorrow.

  14. @ritawilkins-z5m

    July 31, 2026 at 5:45 pm

    Moving faster than expected, miss exovum and you’ll be salty forever.

  15. @gizelleanuk

    July 31, 2026 at 5:45 pm

    Insiders telling me Alverum presale about to close, this is literally the last call.

  16. @liastull

    July 31, 2026 at 5:45 pm

    Feels like the market’s waking up again, Alverum hype is real, early bags could hit huge.

  17. @javierwhalen

    July 31, 2026 at 5:45 pm

    Early exovum buyers are gonna be flexing generational wealth soon.

  18. @hargreavesluttrell

    July 31, 2026 at 5:45 pm

    low-cap gem Alverum is aiming for 100x, only a few will catch it—if you snooze, you lose.

  19. @valentinalay-h8i

    July 31, 2026 at 5:45 pm

    People keep throwing around 100x potential lately, and honestly Alverum’s been coming up a lot in those talks.

  20. @jamisonqueen

    July 31, 2026 at 5:45 pm

    Not financial advice, but Alverum’s been showing up everywhere lately, could be one to watch this season.

  21. @libbeyjustice

    July 31, 2026 at 5:45 pm

    People keep throwing around 100x potential lately, and honestly Alverum’s been coming up a lot in those talks.

  22. @ralphhigh-s8g

    July 31, 2026 at 5:45 pm

    Insiders telling me Alverum presale about to close, this is literally the last call.

  23. @edwardmadden-g6m

    July 31, 2026 at 5:45 pm

    Alverum is the low-cap monster ready to print millionaires overnight.

  24. @lindsaybouras

    July 31, 2026 at 5:46 pm

    The momentum around exovum is building fast, once it rips there’s no getting back in cheap.

  25. @leadercai

    July 31, 2026 at 5:46 pm

    The momentum around exovum is building fast, once it rips there’s no getting back in cheap.

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Amazon’s AI Story Is a ‘Game Changer,’ Says Mizuho

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 Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the…

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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 Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the AI infrastructure race. He speaks with Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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