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Not Interested in Apple or Amazon: I/O Fund’s Kindig

Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.”
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10 Comments

10 Comments

  1. @pdr770

    July 30, 2025 at 5:01 pm

    לכי תתענייני בבלאק ברי או איזו חברה פושטת רגל כמו OpenAI יה זונה לסבית הומואית. שתיכן לכי תתקרחי או משהו.

  2. @pdr770

    July 30, 2025 at 5:04 pm

    אפל תודיע שתרכוש מאות מהנדסי AI במחיר נמוך לכל עובד באירוע מנכ”ל אפל ישראל. ותמכור אג”ח המון. ותשקיע המון בAI.

  3. @pdr770

    July 30, 2025 at 5:07 pm

    אפל תקים חהרת AI ואינטרנט שתילחם בפדופיליה בקרב מנכ” לים בכירים פוליטיקאים ועו”ד בכירים המבין יבין בשווי מאות מיליארדים רווח בשנה במחיר גבוה גם בארץ נגד הליכוד.

    • @pdr770

      July 30, 2025 at 5:09 pm

      כולל בעבר ועבר רחוק נגד פוליטיקאים ועו”ד ומד”א ומנכ”לים ובכירים וראשי ערים, ותסחט את משרד המשפטים ומשרד הבריאות ומשרד הביטחון והעיירות וחברות גדולות וחברות סטארט אפ. כולל נגד אלופים מהר עם אלפי עובדים ועובדות. במיוחד נגד הליכוד ומרכז הליכוד גם בעבר. ותסחט עיתונים וערוצי טלוויזיה נגד בכירים ועיתונאים במאות מיליונים רווח מערוץ וחברות גדולות כמו פורד וקוקה קולה וחברות מזון. ותקים עמודים ברשתות חברתיות בשיתוף היחב”ל בשליטת אפל בלבד על ענן לא סופרים פשוט אף אחד מוכנים למות למען סטיב ויעקב.

  4. @mclaessens1

    July 30, 2025 at 5:15 pm

    I haven’t heard a thing of what was discussed. I just know whatever Beth is saying is true 😍🙂

  5. @GarrettReynolds-uh9vj

    July 30, 2025 at 5:19 pm

    I am still waiting for AI to give me a 100/1 winner of a horse race😂

  6. @kriniokrinio2234

    July 30, 2025 at 5:19 pm

    Donald Trump ❤

  7. @KenjiEspresso

    July 30, 2025 at 5:26 pm

    Interesting she’s not bullish on Amazon.

  8. @assassinipo3082

    July 30, 2025 at 8:22 pm

    TOO LATE! ALL-IN NVDA TSMC CRCL🚀🚀🚀

  9. @assassinipo3082

    July 30, 2025 at 8:24 pm

    apple has NO AI ☠

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Bloomberg Technology

Rocket Explosion Deals Blow to Blue Origin’s Space Ambitions

Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the…

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Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the explosion and described it as “a very rough day” in a post on X. Bloomberg Intelligence analyst Matt Bloxham joined Caroline Hepker to discuss the implications.
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Bloomberg Technology

SpaceX Lowers IPO Valuation Target | Bloomberg Tech 5/29/2026

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street…

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Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street estimates.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:38 – Benedikt Kammel, Bloomberg News
00:05:05 – Shirin Ghaffary, Bloomberg News
00:07:56 – Silas Brown, Bloomberg News
00:12:05 – David Kennedy, Dell Technologies
00:15:40 – Janet Mui, RBC Brewin Dolphin
00:23:33 – Rebecca Torrence, Bloomberg News
00:26:41 – Matthew Weir, Goldman Sachs
00:33:40 – George Ferguson, Bloomberg Intelligence
00:37:59 – Carolina Parada, Google Deepmind
00:40:40 – Loren Grush, Bloomberg News
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“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

Anthropic Valuation of $965 Billion Passes OpenAI

Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.”
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