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Unpacking Geopolitics Behind the AI Race

AI regulation needs a global approach, according to Nikolaus Lang, managing director and senior partner at the Boston Consulting Group and global leader of the BCG Henderson Institute. He discusses the geopolitics of AI with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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AI regulation needs a global approach, according to Nikolaus Lang, managing director and senior partner at the Boston Consulting Group and global leader of the BCG Henderson Institute. He discusses the geopolitics of AI with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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25 Comments

25 Comments

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    $ONDO and $XA22P will reign supreme in this cycle $XA22P will move much faster than Solana. Youre welcome.

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    SOLANA DOWN, XA22P UP 🏆

  21. @DouglasElizabethLopez

    July 22, 2025 at 5:34 pm

    Nice video. Not a criticism, I enjoy your insights. I tend to think prices could go higher if XA22P rockets. But understand the logic for sandbagging estimates. My opinion is XA22P breaks 1, perhaps reaches 10 ATH, if conditions are right. But broader forces are at play now. We’re moving into really unknown territory. And these entities are shrewd. I think there’s massive manipulation ahead. If XA22P survives that, well, we’re likely in for a good pump.

  22. @GeorgeThomasAdams_7794

    July 22, 2025 at 5:35 pm

    I sold all my ETH for $XA22P 3 hours ago

  23. @LawrenceJohnson_2871

    July 22, 2025 at 5:36 pm

    I sold everything and bought XA22P on the dip! Holding until 20B! The best way to get millions during bullrun IMHO!

  24. @RonaldPeterBailey

    July 22, 2025 at 5:37 pm

    Top news: $XA22P to the moon 😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

  25. @ObsoleteTutorials

    July 22, 2025 at 5:47 pm

    what percentage of the US top AI talents are chinese?

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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
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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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

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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Bloomberg Technology

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.”
——–
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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