Bloomberg Technology
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…
Bloomberg Technology
Z.AI Founds Worked with Accused Chinese Spy Group
Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies. Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch…
Bloomberg Technology
ASI’s Buckendorf on Winning FAA, Military Deals
ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow…
Bloomberg Technology
AI Fears Roar Back After Elice IPO Flop
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…
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@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)
@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. 💚🖤
@RK-um9tu
November 27, 2025 at 10:08 pm
Finally an analyst understands all this bubble talk is NONSENSE…
@BIG4Investor
November 29, 2025 at 6:10 pm
Same dumb questions over and over again. AI bubble garbage network to network.