Bloomberg’s Ed Ludlow breaks down Anthropic’s third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances.
00:00:00 – Bloomberg Tech Begins
00:01:14 – Bailey Lipschultz, Bloomberg News
00:04:55 – Katherine Schwartz, Bloomberg News
00:07:15 – Marta Norton, Empower
00:12:17 – Minmin Low, Bloomberg News
00:14:35 – Katrina Manson, Bloomberg News
00:19:18 – Jensen Huang, Nvidia CEO
00:23:34 – Mandeep Singh, Bloomberg Intelligence
00:26:17 – Robert Schiffman, Bloomberg Intelligence
00:30:02 – Seth Fiegerman, Bloomberg News
00:32:05 – Preeti Singh, Bloomberg News
00:35:44 – Jennifer Huddleston, Cato Institute
00:41:12 – Samantha Kelly, Bloomberg News
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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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@foxooo
October 15, 2026 at 2:01 pm
The margin has to be bs.
@jasono.1629
October 15, 2026 at 3:48 pm
AI is following same trajectory as electric cars….Stage 1: big interest upfront. Stage 2: physical limitations realized after purchase. Stage 3: lower demand leads to over manufacturing and price reductions.