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Balance Sheets Starting to Fray, Says JP Morgan’s Aliaga

JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde 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 here:   Get the…

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JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde on “Bloomberg Tech.”
——–
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5 Comments

5 Comments

  1. @michael2275

    December 19, 2025 at 5:14 pm

    She feels like a diversity hire

  2. @MrMaguuuuuuuuu

    December 19, 2025 at 11:38 pm

    Fluffy useless noise

  3. @DR-wr8qj

    December 20, 2025 at 9:14 am

    “Growing at a scale that we‘ve never seen before“. This lady‘s most loved phrase. Bloomberg, you can take down this clip.

    • @billykotsos4642

      December 21, 2025 at 10:36 am

      most of these faces are talking GPTs.

      we know now that we don’t need too much to replicate them. Truly 20% of people account for 80% of productivity

  4. @matt.stevick

    December 21, 2025 at 4:59 am

    heyy

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Bloomberg Technology

Flow Engineering Raises $50M to Bring AI to Hardware

As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital –…

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As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital – join Ed Ludlow to discuss how faster hardware development could support a broader revival of US manufacturing. They speak on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s $30B Bet, Trump’s AI Safety Shift and Apple’s Next Act

Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope…

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Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the smart-home market.

00:00:00 – Bloomberg Tech Begins
00:01:06 – Seth Fiegerman, Bloomberg News
00:04:59 – Michael Shepard, Bloomberg News
00:08:57 – Michael Intrator, CoreWeave CEO
00:17:33 – Dino Mavrookas, Saronic CEO
00:26:21 – Beth Kindig, I/O Fund
00:29:03 – Pari Singh, Flow Engineering & Roelof Botha, Flow Investor
00:40:20 – Dana Woolman, 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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Bloomberg Technology

Saronic CEO: ‘Speed Is Everything’ in Shipbuilding

Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks…

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Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks on “Bloomberg Tech.”
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