Bloomberg Technology
We’re in a ‘Golden Age of Technology,’ Says IVP’s Wilhelm
The AI boom could face a capital-markets adjustment without undermining the technology’s long-term potential, according to Cack Wilhelm, general partner at IVP. She discusses why AI productivity may take time to show up in corporate results, the “compounding advantage” that helped drive IVP’s early bet on Perplexity, and why venture returns are becoming even more…
Bloomberg Technology
Exploring AI Investment Opportunities Beyond Mega-Cap Tech Giants
Lori Keith, Parnassus Investments portfolio manager and senior analyst, says megacaps are not the only way to play the AI boom. She shares where she sees opportunities in mid-caps — from the companies powering the buildout to those using AI to boost productivity. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…
Bloomberg Technology
Anthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/2026
Bloomberg’s Ed Ludlow breaks down what could be Anthropic’s biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras’ second-quarter earnings send…
Bloomberg Technology
SpaceX Adds $500 Billion After Lockup Expiry
SpaceX shares surged 35% following the expiration of its first post-IPO lockup, adding roughly $500 billion in market value and defying fears that insider selling would weigh on the stock. Bloomberg’s Carmen Reinicke explains why more lockup expirations could bring fresh volatility. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to…
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@ampedampson5140
August 13, 2026 at 2:12 pm
Golden age for the stock holders and CEOs. Consumer technology is going to skyrocket in price over the next few years
@ElfProduct
August 13, 2026 at 2:27 pm
Cack you stumbled there a little bit on here
@jacqueline7389
August 13, 2026 at 2:32 pm
Such an asinine headline. There are scores of protests around data center development and Flock systems. There is a constant stream of business news reporting about whether we’re in a bubble and how spectacular the fall will be. The delusion of guests like Cack is what’s triggering a crisis of credibility. We see through the bs, lady.
@citadelo5ricks
August 13, 2026 at 4:23 pm
If you are absolutely OP, wear a tshirt.
@havok5565
August 13, 2026 at 4:32 pm
Interesting
@FoundingFathersUSA1
August 13, 2026 at 4:59 pm
5:45 Business history porn. 👍
@psvr2_wins
August 13, 2026 at 5:20 pm
She needs to lay off the booze for a few. Seriously where do they find these people?
@Ed_Hominem
August 13, 2026 at 5:34 pm
We’re in a Golden Age of people overusing the phrase “Golden Age”.
Which you would never catch me doing
@wcen60
August 13, 2026 at 8:48 pm
Full of it