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US and China Trade Talks Impact Tech Ecosystem | Bloomberg Tech 7/29/2025

Bloomberg’s Caroline Hyde and Ed Ludlow discuss ongoing trade talks between the US and China taking place in Stockholm and how those could affect AI and the sale of rare earths. Plus, for the first time ever, Apple is shuttering a retail store in China. And Microsoft and OpenAI are in advanced talks to change…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss ongoing trade talks between the US and China taking place in Stockholm and how those could affect AI and the sale of rare earths. Plus, for the first time ever, Apple is shuttering a retail store in China. And Microsoft and OpenAI are in advanced talks to change the partnership that helped kick off the AI boom.

Chapters:
00:00:00 – Intro
00:01:45 – Apple to Shutter a Retail Store in China
00:17:32 – OpenAI-Backed Health Startup Ambience Valued at Over $1B
00:34:58 – SoFi CEO Anthony Noto
——–
“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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2 Comments

2 Comments

  1. @fengzheng888-l6m

    July 29, 2025 at 7:40 pm

    easy to say than done: do a clean rare earth sector in the US.” empty talks.

    Reply

  2. @rich1one1one

    July 29, 2025 at 8:57 pm

    Chinese Communist Party huh? Once you siad that, you are either racist or lost the game. Did China call you funny stupid names?

    Reply

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Bloomberg Technology

Chip Selloff, SpaceX, and Apple’s $5 Trillion Milestone | Bloomberg Tech 7/28/2026

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk’s company, as investors start to…

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July 28, 2026

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Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk’s company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:45 – Bloomberg’s Peter Elstrom on China’s Chip Advances
00:03:56 – Bloomberg’s Bailey Lipschultz on SpaceX’s Post-IPO Slide
00:07:21 – Shanti Kelemen, 7IM Co-Chief Investment Officer
00:12:57 – Bloomberg’s Michael Shepard on Tech Leaders Warning Against US Ban on Open-Weight AI
00:16:28 – Hayete Gallot, Microsoft Security Executive Vice President
00:19:41 – Talking Tech
00:20:36 – Bloomberg’s Kurt Wagner on Meta and BlackRock’s Plan to Build $14B Data Center
00:23:51 – Bloomberg’s Ryan Vlastelica on Chip Selloff, AI Spending Concerns
00:26:55 – Bloomberg Intelligence’s George Ferguson Discusses SpaceX’s Post-IPO Slide
00:29:41 – Bloomberg’s Dana Wollman on Apple’s Newest Smart Home Products
00:31:42 – Cathy Gao, Sapphire Ventures Partner
00:41:47 – Bloomberg’s Brody Ford on AI’s Decimation of Call Center Jobs
——–
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Bloomberg Technology

Apple’s Big Smart Home Push, With Siri AI Front and Center

Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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July 28, 2026

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Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Open-Weight Backers Stand to Profit, Says Sapphire Ventures

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 for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins…

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July 28, 2026

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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 for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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