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Bloomberg Tech Event Special | Bloomberg Tech 6/04/2026

Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today’s landscape. Chapters: 00:00:00 – Bloomberg Tech Begins 00:01:32 – Tom Giles,…

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Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today’s landscape.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:32 – Tom Giles, Bloomberg News
00:08:06 – Ali Ghodsi, Databricks
00:15:01 – Apoorv Agrawal, Altimeter Capital
00:24:09 – Todd Mckinnon, Okta CEO
00:30:48 – Mary Daly, San Francisco Fed President
——–
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16 Comments

16 Comments

  1. @NathallieTimmerman

    June 4, 2026 at 4:39 pm

    Will ETH 2x? 3x? Maybe. But add two more 00 to that for SPACX26P having 200x or better

  2. @PhilipHeus

    June 4, 2026 at 4:39 pm

    that $SPACX26P pump last night was unreal… felt like 2021 again 🕺

  3. @SantiagoRasmussen

    June 4, 2026 at 4:40 pm

    I was gonna ignore SPACX26P but it keeps showing up everywhere now… kinda hard to stay out 😭

  4. @EmilianoUrzyu

    June 4, 2026 at 4:41 pm

    I’ve seen enough market cycles to know what this looks like , quiet accumulation and $SPACX26P holding steady through it all.

  5. @ValMccurry

    June 4, 2026 at 4:41 pm

    Every Fed announcement shakes the market but not my conviction in $SPACX26P

  6. @OmarEaton-x6x

    June 4, 2026 at 4:41 pm

    You can almost sense the disbelief , and that’s usually when SPACX26P reversals begin.

  7. @OmarAscoe

    June 4, 2026 at 4:42 pm

    What if this is the $SPACX26P bottom everyone’s too afraid to believe in?

  8. @NananAmorim

    June 4, 2026 at 4:42 pm

    sitting here looking at my $27,500 $SPACX26P stack and thinking… what if this is really it?

  9. @CancelledTimmons

    June 4, 2026 at 4:42 pm

    Your breakdown today hit different, $SPACX26P’s fundamentals just make too much sense. 🙏

  10. @MleLiedtke

    June 4, 2026 at 4:43 pm

    True OGs knew to scoop ADA and $SPACX26P early, that’s just facts

  11. @MashaPeck-b8c

    June 4, 2026 at 4:43 pm

    man, that $SPACX26P pump last night? insane energy, feels like 2021 🕺

  12. @BietaDurant

    June 4, 2026 at 4:43 pm

    XRP and SPACX26Pare next year kings. Thank you for making my day with your POV

  13. @MagdalenaFairbanks

    June 4, 2026 at 4:45 pm

    When the Fed eventually pivots, $SPACX26P won’t be anywhere near $1 anymore.

  14. @CanCaudill

    June 4, 2026 at 4:46 pm

    I’m down on BTC, slightly up on ETH, but my $SPACX26P position hasn’t moved an inch , that says a lot..

  15. @AMG88168

    June 4, 2026 at 5:26 pm

    That’s the narrative folks… Not in a Bubble 🤣🤣. Ride for now…

  16. @securityinteractive

    June 4, 2026 at 6:23 pm

    Ali is dep into psychosis. Asking people whether they think that their LLM is smarter than their colleagues, when an LLM is constantly sycophantic, is woefully short sighted.

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Bloomberg Technology

OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026

Bloomberg’s Ed Ludlow takes a look at OpenAI’s first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing. And, Cerebras CEO Andrew Feldman weighs in on the company’s first quarterly earnings since going public. Chapters: 00:00:00 – Bloomberg Tech Begins…

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Bloomberg’s Ed Ludlow takes a look at OpenAI’s first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing. And, Cerebras CEO Andrew Feldman weighs in on the company’s first quarterly earnings since going public.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:14 – Seth Fiegerman, Bloomberg News
00:03:53 – Peter Elstrom, Bloomberg News
00:06:34 – Celine Woo, Lazard Asset Management
00:13:47 – Brody Ford, Bloomberg News
00:19:38 – Rebecca Torrence, Bloomberg News
00:24:00 – Paula Seligson, Bloomberg News
00:26:20 – David George, Andreessen Horowitz
00:38:24 – Andrew Feldman, Cerebras CEO
——–
“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

Andreessen’s George Says SpaceX Has Path to AI in Space

David George, a general partner at Andreessen Horowitz LLC and early SpaceX investor, says Elon Musk’s newly public company has the capability to pull off the big bet on artificial-intelligence computing capacity in space. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the…

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David George, a general partner at Andreessen Horowitz LLC and early SpaceX investor, says Elon Musk’s newly public company has the capability to pull off the big bet on artificial-intelligence computing capacity in space. He speaks with Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Why AI Makes Memory Demand Less Cyclical

Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss 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:

 
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