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AI Trade is Different From 90’s Says Nancy Tengler

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow…

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Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @jpalventures

    November 26, 2025 at 3:20 pm

    Google is the slumbering dragon, and it finally woke up.

    • @RK-um9tu

      November 27, 2025 at 10:06 pm

      Google is no competition for Nvidia
      Nvidia is an AI ecosystem (chips, software, and networking infrastructure)
      And let not forget physical AI (autonomous driving/flying and robots)

  2. @matthew.stevick

    November 26, 2025 at 8:35 pm

    most annoying week since deep seek. gotyam ppl still have no clue what is happening … not seeing the forest from the trees. 💚🖤

  3. @RK-um9tu

    November 27, 2025 at 10:08 pm

    Finally an analyst understands all this bubble talk is NONSENSE…

  4. @BIG4Investor

    November 29, 2025 at 6:10 pm

    Same dumb questions over and over again. AI bubble garbage network to network.

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Bloomberg Technology

How Waymo’s Driverless Strategy Compares to Tesla’s

Srikanth Thirumalai, vice president of onboard software at Waymo, explains the company’s full-stack approach drive simulator, its safety-critique, and how it stacks up against Tesla’s strategy. He speaks to Bloomberg’s Tom Mackenzie. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Srikanth Thirumalai, vice president of onboard software at Waymo, explains the company’s full-stack approach drive simulator, its safety-critique, and how it stacks up against Tesla’s strategy. He speaks to Bloomberg’s Tom Mackenzie.
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Freight’s Future Is Electric and Autonomous, Einride CEO Says

Roozbeh Charli, chief executive officer of Swedish firm Einride, discusses how platform-driven logistics, electric trucks, and autonomous systems are transforming global freight, and why humans still play a critical role. He speaks to Bloomberg’s Tom Mackenzie. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology”…

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Roozbeh Charli, chief executive officer of Swedish firm Einride, discusses how platform-driven logistics, electric trucks, and autonomous systems are transforming global freight, and why humans still play a critical role. He speaks to Bloomberg’s Tom Mackenzie.
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AI Is Reshaping Self-Driving Cars, Wayve CEO Says

Wayve CEO Alex Kendall explains how an artificial intelligence-driven approach to self-driving — using onboard intelligence and real-world learning — is reshaping how autonomous cars and robotaxis are built and scaled. Kendall speaks to Bloomberg’s Tom Mackenzie. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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Wayve CEO Alex Kendall explains how an artificial intelligence-driven approach to self-driving — using onboard intelligence and real-world learning — is reshaping how autonomous cars and robotaxis are built and scaled. Kendall speaks to Bloomberg’s Tom Mackenzie.
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