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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

Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth

Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…

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Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world.

00:00:00 – Bloomberg Tech Begins
00:01:00 – Ian King on Intel Shares Plunge
00:03:41 – JoAnne Feeney, Advisors Capital on Intel
00:09:39 – Poonam Goyal on Amazon drop after earnings
00:13:23 – Dave Baszucki, Roblox CEO on Roblox 3Q Results
00:19:36 – Emily Nicolle on Binance Hack
00:23:37 – Matt Garman, AWS CEO on AWS Growth
00:36:02 – Peter Singlehurst, Baillie Gifford on Anthropic IPO
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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

Why Anthropic’s AI Edge Appeals to Long-Term Investors

Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Roblox Sees AI Content Surge as Daily Active Users Fall

Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

 
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