Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation.
00:00:00 – Bloomberg Tech Begins
00:01:21 – Peter Elstrom, Bloomberg News
00:03:59 – Bailey Lipschultz, Bloomberg News
00:07:35 – Stephanie Aliaga, JPMorgan Asset Management
00:15:04 – Natasha Mascarenhas, Bloomberg News
00:17:13 – Mandeep Singh & George Ferguson, Bloomberg Intelligence
00:22:59 – Isabelle Lee, Bloomberg News
00:25:32 – Kate O’Keeffe, Bloomberg News
00:29:42 – Phillip Buckendorf, ASI, Founder & CEO
00:38:06 – Felix Gillette, Bloomberg News
00:40:41 – Loren Grush, Bloomberg News
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@kartikkarteek
October 20, 2026 at 1:27 pm
Well presented 👍
@citizenpunx
October 20, 2026 at 2:32 pm
Sup Bloomberg
@DanVentarri
October 20, 2026 at 4:38 pm
By the time reality has sunk in completely, there are going to be many, many people in need of some form of emotional counsel. Helluva lot of money is now in the process of rolling itself back to zero.
@Chris-se3nc
October 20, 2026 at 5:15 pm
Anthropic trying to hold up the house of cards
@8bit_paul
October 20, 2026 at 8:07 pm
7:50
“where do you net out?”
“absolutely”.
Huh?
@8bit_paul
October 20, 2026 at 8:11 pm
11:20 “the more money the less risk” – I guess time will tell.
@vme90-y7l
October 20, 2026 at 8:33 pm
It’s AI and will always be AI long after convicted felon Donald Trump is gone and forgottern.
@Blmz1623
October 20, 2026 at 9:08 pm
Hopefully the world boycotts anything that musk is involved with