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Roblox CEO David Baszucki discusses what is driving the company’s user growth and the opportunity he sees for advertisers. Baszucki joins Caroline Hyde and Ed Ludlow...
Needham Senior Analyst Laura Martin says Amazon’s AI strategy is clear and keeps its cloud business strong despite some short-term pressures. She speaks with Caroline Hyde...
Bloomberg’s Caroline Hyde speaks with Figma CEO Dylan Field from the New York Stock Exchange as his company goes public in one of the year’s biggest...
Wealth Enhancement Group Portfolio Consulting Director Ayako Yoshioka discusses how artificial intelligence boosted Microsoft’s and Meta’s earnings and why she is concerned about Apple’s results. She...
Early Figma investor Mamoon Hamid, partner at Kleiner Perkins, says the depth of engagement with the software attracted him to the design platform back in 2018....
Arm CEO Rene Haas says the company has invested more aggressively than anticipated. Haas discusses how that investment impacted the chip designer’s second-quarter earnings with Ed...
Qualcomm CEO Cristiano Amon discusses how the chipmaker is changing in response to the decline in the handset market. Amon discusses the company’s fiscal third-quarter earnings...
Bloomberg’s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have...
Cato Networks CEO Shlomo Kramer says he doesn’t understand why Palo Alto Networks is buying identity protection firm CyberArk when the network security market still has...
Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see...
