Bloomberg’s Ed Ludlow breaks down Meta’s plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic’s Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq.

00:00:00 – Bloomberg Tech Begins
00:01:17 – Lynn Doan, Bloomberg News
00:04:25 – Seema Shah, Principal Asset Management
00:09:36 – Shirin Ghaffary, Bloomberg News
00:12:11 – Allie Mellen, Forrester Research
00:16:58 – Wayne Ting, Lime CEO
00:23:43 – Mandeep Singh, Bloomberg Intelligence
00:29:08 – Mark Gurman, Bloomberg News
00:32:09 – Matthew Boesler, Bloomberg News
00:35:17 – Neil Keegan, Marlinspike CEO
00:41:37 – Katherine Doherty, 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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Marlinspike Partners just raised an oversubscribed $127 million Fund II to “rearm America,” the latest sign that investors are piling into defense startups. Marlinspike co-founder and CEO Neil Keegan, who also served six years as a US Navy Surface Warfare Officer, joins Ed Ludlow on “Bloomberg Tech.”
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The IPO window is showing more signs of life, with Uber-backed Lime raising $174 million in its public debut, pricing its shares right at the midpoint of the expected range. Lime CEO Wayne Ting says the company is going public to attract new investors, and is thinking about M&A, though “the bar is high.” He joins Ed Ludlow from the Nasdaq on “Bloomberg Tech.”
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