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Accel Sees AI Opportunity Shifting to Applications

The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley…

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The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley has seen. He also discusses why open-source AI can grow alongside frontier labs such as Anthropic and OpenAI and why trust and safety are becoming key considerations when Accel decides which AI founders to back. He joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Microsoft AI CEO, Mustafa Suleyman on Why Industry Needs a ‘Red Line’ for AI

Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:  …

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Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter.
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Bloomberg Technology

Anthropic Goes Big on Compute, Microsoft Rethinks AI

Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…

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Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by instead merging the consumer and workplace versions of its Copilot AI assistant into one.

00:00:00 – Bloomberg Tech Begins
00:02:15 – Seth Fiegerman, Bloomberg News
00:05:19 – Anna Rathbun, Grenadilla Advisory
00:12:46 – Michael Shepard, Bloomberg News
00:16:22 – Julian Gewirtz, Harvard Belfer Center
00:24:16 – Matt Day, Bloomberg News
00:26:13 – Mustafa Suleyman, Microsoft AI
00:30:07 – Matt Weigand, Accel
00:41:06 – Ryan Vlastelica, 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

Trump-Xi Optics Overshadow Substance, Gewirtz Says

Julian Gewirtz, Harvard Belfer Center fellow and former senior director for China and Taiwan Affairs at the White House National Security Council during the Biden administration, says President Donald Trump’s meeting with Xi Jinping delivered the positive optics Trump was seeking, but little visible progress on the major challenges dividing the US and China. He…

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Julian Gewirtz, Harvard Belfer Center fellow and former senior director for China and Taiwan Affairs at the White House National Security Council during the Biden administration, says President Donald Trump’s meeting with Xi Jinping delivered the positive optics Trump was seeking, but little visible progress on the major challenges dividing the US and China. He discusses unresolved tensions around trade, Iran, Russia, and Taiwan, as well as the intensifying AI race. He joins Tim Stenovec on “Bloomberg Tech.”
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