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TSMC’s US Plant and White House’s Military AI Plan

Bloomberg’s Caroline Hyde and Ed Ludlow break down TSMC’s US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military’s use of AI in warfare, and Alphabet’s autonomous driving unit Waymo raises $5.6 billion…

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Bloomberg’s Caroline Hyde and Ed Ludlow break down TSMC’s US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military’s use of AI in warfare, and Alphabet’s autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round.

Chapters:
00:02:03 – TSMC Arizona Chip Yield Surpasses Taiwan’s
00:04:58 – Rising China-US Tech Tensions
00:12:30 – UK PM Starmer’s Plan to Lead on AI
00:16:48 – Talking Tech: Space X, Putin and Musk, Tesla Drive-in
00:17:53 – White House Urges Agencies to Adopt AI for Military Use
00:23:38 – Keybanc Questions Apple’s Growth Plan
00:27:24 – Major Tech Earnings Coming Next Week
00:32:11 – Crypto’s Impact on the US Election
00:35:29 – VC Spotlight: Waymo, WeRide, Humanoid Robot Startup
00:36:19 – Report: $1.1T Global Growth in Mdiea and Tech Before 2028
00:41:51 – Revitalizing American Chip Manufacturing
——–
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21 Comments

21 Comments

  1. @adohmnail6445

    October 25, 2024 at 4:42 pm

    The biggest issue is the current state government of Arizona. They are completely against business and have caused problems for the chip maker. They have had serious confrontations in which they have needed the current far left government to step in against the radical leftist state government.

  2. @FloridaFun10007

    October 25, 2024 at 5:09 pm

    Cerebras

    • @colenelson3840

      October 25, 2024 at 6:03 pm

      Si

  3. @helen9183

    October 25, 2024 at 5:30 pm

    Bloomberg traitor lies😢

  4. @joependleton6293

    October 25, 2024 at 6:54 pm

    What advancements do we see today, good shows this week,… cheers 🍻

  5. @rude_people_die_young

    October 25, 2024 at 7:29 pm

    Caroline and Anja should run for President. Such an impressive dialog.

  6. @RK-um9tu

    October 25, 2024 at 7:40 pm

    Apple = 5% projected increase in revenue and 3-4% increases for several years.
    Nvidia = triple digit increase in revenue for 12 straight quarters.

  7. @luisbeck0075

    October 26, 2024 at 12:02 am

    sdf No company leads because no company is the future…. they may sell something but they dont lead…

  8. @otherZinc

    October 26, 2024 at 12:46 am

    Ian King is Garbage! Get someone else that’s credible!

  9. @1nherit0r

    October 26, 2024 at 12:48 am

    Anja Manuel crushing it no matter the industry. Noice!

    • @1nherit0r

      October 26, 2024 at 1:26 pm

      @@arturoa8754 Lol Haturrrr…

  10. @Emily-t8h7q

    October 26, 2024 at 11:44 am

    Hi Bloomberg Technology, I love your content and believe I can help make it even better with professional video editing. Let me know if you’re open to a quick chat!

  11. @BernardineMottai

    October 26, 2024 at 12:06 pm

    Super helpful video! Interesting thoughts on the upcoming market changes! Check out my bio if you’re looking for additional insights. Excited to see more from you!

  12. @khairulnaeim756

    October 26, 2024 at 6:47 pm

    Unknown what to say about this white…are they stupid or no brain at all….the more they talking lie the more it getting worst….🥸

  13. @khairulnaeim756

    October 26, 2024 at 6:51 pm

    Capitalism….. money talks…it is not cheap when talking about this Chip… extremely expensive……🥸…it is not drop from the sky just like that ..

  14. @khairulnaeim756

    October 26, 2024 at 7:00 pm

    Not…not do that.. already happen, they not honest about… working thing ..they only want take something…🥸…after they get what they wanted…they will change their tone…🥸…

  15. @khairulnaeim756

    October 26, 2024 at 7:02 pm

    No and fools know money talks but in this issue more to security…what china show about that stole technology…it is alarms….🥸….

  16. @SmokingJoe-y3g

    October 27, 2024 at 6:20 am

    If Trump is “very tough” on China, but bends over for Putin, what does that mean for future chip policy?

  17. @1981Frederick

    October 27, 2024 at 3:46 pm

    is mark bergen hair style a thing in UK?

  18. @manuelbeltranvalle

    October 28, 2024 at 12:24 pm

    Ed’s comment about Starliner Astronauts being “stuck” is pure fake news. Butch and Suni’s ride is docked and available. If NASA wanted to rotate them out they would have splashed down yesterday. Instead NASA scheduled them to return in February. Everyone but Ed knows this. Disappointed in Ed’s penchant for sensationalism.

  19. @pratikmadrecha

    October 28, 2024 at 1:39 pm

    Heyy Bloomberg team, love this podcast, please add chapter timestamps in text within the RSS episode podcast description so that we can click those in Apple Podcasts and jump around – like on YouTube (if nat natively supporting chapters

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Bloomberg Technology

China Tech In Bear Market, Google’s Chrome Future | Bloomberg Technology

Bloomberg’s Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. Plus, what’s next for Google’s Chrome browser after the DOJ says it must be divested, and Project Liberty on a potential opportunity to buy out TikTok. Chapters: 00:09:00 – Chamber of Progress CEO Adam Kovacevich 00:18:00 –…

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Bloomberg’s Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. Plus, what’s next for Google’s Chrome browser after the DOJ says it must be divested, and Project Liberty on a potential opportunity to buy out TikTok.

Chapters:
00:09:00 – Chamber of Progress CEO Adam Kovacevich
00:18:00 – Talking Tech
00:32:20 – Menlo Ventures Partner Tim Tully
00:38:10 – Project Liberty Founder Frank McCourt Jr.
——–
“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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Bloomberg Technology

Project Liberty: We’re In a Position to Buy TikTok

Frank McCourt Jr., founder of Project Liberty, says the company may have the opportunity to buy TikTok “when and if it is sold.” He joins Caroline Hyde to discuss on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Frank McCourt Jr., founder of Project Liberty, says the company may have the opportunity to buy TikTok “when and if it is sold.” He joins Caroline Hyde to discuss on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Following the AI Money Trail

Tim Tully of Menlo Ventures discusses their latest report on where enterprises are spending within the Gen AI landscape. He joins Caroline Hyde to discuss on “Bloomberg Technology.” ——– 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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Tim Tully of Menlo Ventures discusses their latest report on where enterprises are spending within the Gen AI landscape. He joins Caroline Hyde to discuss on “Bloomberg Technology.”
——–
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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