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AI Has Become Major Capital Formation Cycle, Says Altimeter

Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco. ——– Like this video? Subscribe…

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Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco.
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13 Comments

13 Comments

  1. @EmilianoUrzyu

    June 4, 2026 at 3:14 pm

    Great analysis, thank you. AERO, ONDO, SPACX26P great to pick at these prices

  2. @BartonCharters

    June 4, 2026 at 3:14 pm

    Will ETH 2x? 3x? Maybe. But add two more 00 to that for SPACX26P having 200x or better

  3. @SueBracken-n5j

    June 4, 2026 at 3:14 pm

    Red markets build believers, green markets reward them , I’m holding $SPACX26P for both.

  4. @LeandroParikh

    June 4, 2026 at 3:16 pm

    Big wallets loading or not, someone is clearly not letting SPACX26P die

  5. @MonseratEpstein

    June 4, 2026 at 3:17 pm

    Stocks at ATH, gold at ATH… next could be BTC and SPACX26P for sure

  6. @NathylaMadigan

    June 4, 2026 at 3:17 pm

    I sold some boring stock profit and threw it into SPACX26P, let’s see who wins 😂

  7. @XasminPuckett

    June 4, 2026 at 3:17 pm

    I’m down on BTC, slightly up on ETH, but my $SPACX26P position hasn’t moved an inch , that says a lot..

  8. @AnastasiaWeisenthal

    June 4, 2026 at 3:17 pm

    sitting here looking at my $27,500 $SPACX26P stack and thinking… what if this is really it?

  9. @CloudRockefeller

    June 4, 2026 at 3:18 pm

    Market makers probably loading SPACX26P quietly

  10. @NananAmorim

    June 4, 2026 at 3:20 pm

    portfolio is 31% BTC, 22% ETH, 8% SOL, 39% ~~, up from $5,800 $SPACX26P months ago

  11. @SergioAbogado

    June 4, 2026 at 3:20 pm

    that $SPACX26P pump last night was unreal… felt like 2021 again 🕺

  12. @ArizonaChapman

    June 4, 2026 at 3:21 pm

    I can feel momentum building under the surface, SPACX26P’s not done yet ⚡

  13. @AngieKaufman-v7k

    June 4, 2026 at 3:21 pm

    If X and SPACX26P end up joining forces, this could be the easiest win ever.

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Bloomberg Technology

TSMC’s Market Jolt, Saronic’s Texas Bet and GameStop’s eBay Bid | Bloomberg Tech 7/16/2026

Bloomberg’s Ed Ludlow breaks down TSMC’s results and the company’s announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss…

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Bloomberg’s Ed Ludlow breaks down TSMC’s results and the company’s announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss the company’s bid for eBay.

00:00:00 – Bloomberg Tech Begins
00:01:42 – Michael Shepard, Bloomberg News
00:04:43 – Tammy Qiu, Berenberg
00:12:13 – Gov. Greg Abbott (R) Texas & Dino Mavrookas, Saronic CEO
00:25:52 – Ryan Cohen, GameStop CEO
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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

GameStop CEO Cohen Discusses eBay Bid, Video Game Software

GameStop CEO Ryan Cohen discusses the company’s bid to acquire eBay, financing support for the plan, and how he sees the deal benefitting shareholders. Cohen tells Ed Ludlow, “eBay is a platform that I can build into something much more profitable and much larger.” He also speaks about discless video games and whether or not…

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GameStop CEO Ryan Cohen discusses the company’s bid to acquire eBay, financing support for the plan, and how he sees the deal benefitting shareholders. Cohen tells Ed Ludlow, “eBay is a platform that I can build into something much more profitable and much larger.” He also speaks about discless video games and whether or not he would raise his bid for eBay.
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Bloomberg Technology

Texas Governor Abbott, Saronic CEO on Floods, Shipyard Plans

Texas Governor Greg Abbott and Saronic Technologies CEO Dino Mavrookas discuss Saronic’s plan to to build a $3.2 billion shipyard in South Texas to build medium-class and large-class autonomous surface vessels. Speaking on “Bloomberg Tech,” they also discuss the recent flooding in Texas, the state’s economy and Saronic’s role in the Iran war. ——– Like…

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Texas Governor Greg Abbott and Saronic Technologies CEO Dino Mavrookas discuss Saronic’s plan to to build a $3.2 billion shipyard in South Texas to build medium-class and large-class autonomous surface vessels. Speaking on “Bloomberg Tech,” they also discuss the recent flooding in Texas, the state’s economy and Saronic’s role in the Iran war.
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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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