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Bloomberg Technology Full Show (10/22/2024)

Bloomberg’s Ed Ludlow discusses Arm’s cancellation of a license that allowed Qualcomm to use some chip designs in an escalation of a feud over smartphone tech. Plus, earnings expectations from Tesla as the company is set to report results after the closing bell, and Wayve dips its toes in the US market as the AI…

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Bloomberg’s Ed Ludlow discusses Arm’s cancellation of a license that allowed Qualcomm to use some chip designs in an escalation of a feud over smartphone tech. Plus, earnings expectations from Tesla as the company is set to report results after the closing bell, and Wayve dips its toes in the US market as the AI car software maker begins testing in San Francisco.

Chapters:
00:00:54 – Arm to Scrap Qualcomm Chip Design License in Feud Escalation
00:04:59 – Market Has Increased Demand for Cloud Migrations and AI
00:10:35 – Tim Cook Visits China, Apple Scales Back Vision Pro Production
00:14:06 – Tesla Earnings Out After the Closing Bell
00:18:05 – Asana Announces No-Code AI Tools; Asana Head of AI Paige Costello Joins
00:23:54 – Arm’s Qualcomm License Termination Likely a Leverage Play
00:28:00 – Qualcomm Responds to Arm License Termination
00:33:24 – Wayve Begins AI Test Drives in SF; CEO Alex Kendall Joins
00:37:29 – Google Brazil President Fábio Coelho at B20 Business Forum
——–
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    October 23, 2024 at 5:52 pm

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Science & Technology

Black Founders Had a Great Fundraising Quarter…With a Catch

On one hand, US-based, Black-founded startups have already raised $643M, 70% of what was raised in the entirety of last year. But dig a little deeper into the numbers, and you’ll find that in the words of Crunchbase’s head of research: “…data has shown a persistent decline in funding to Black-founded companies that outpaces the…

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On one hand, US-based, Black-founded startups have already raised $643M, 70% of what was raised in the entirety of last year.

But dig a little deeper into the numbers, and you’ll find that in the words of Crunchbase’s head of research: “…data has shown a persistent decline in funding to Black-founded companies that outpaces the overall decline in startup funding.”

Continue Reading

Bloomberg Technology

Anthropic Disables AI Access for Foreign Nationals | Bloomberg Tech 6/15/2026

Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to…

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Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:31 – Mike Shepard & Seth Fiegerman, Bloomberg News
00:05:46 – Joelle Pineau, Cohere
00:12:07 – Robert Schiffman, Bloomberg Intelligence
00:14:35 – Stephanie Aliaga, JPMorgan
00:20:00 – Michelle Davis, Bloomberg News
00:23:55 – Tyler Kendall, Bloomberg News
00:26:14 – Alicia Yap, Citi
00:32:39 – Carmen Reinicke, Bloomberg News
00:35:17 – Mike Schroepfer, Gigascale Capital
00:41:12 – Mark Gurman, Bloomberg News
——–
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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Bloomberg Technology

China’s AI Markets Still ‘A Source of Funds’ Says Citigroup

Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She…

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Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She joins Ed Ludlow 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 latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
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Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
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