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From Anthropic to Robots: AI’s Next Frontier

Bloomberg’s Ed Ludlow breaks down Anthropic’s new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley’s Adam Jonas discusses SpaceX, Tesla and the robotics boom, and Bloomberg reports Apple aims to take on Whoop with its own screenless health and fitness tracker. 00:00:00 – Bloomberg…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley’s Adam Jonas discusses SpaceX, Tesla and the robotics boom, and Bloomberg reports Apple aims to take on Whoop with its own screenless health and fitness tracker.

00:00:00 – Bloomberg Tech Begins
00:00:59 – Rachel Metz, Bloomberg News
00:04:00 – Shirin Ghaffary, Bloomberg News
00:07:44 – Adam Jonas, Morgan Stanley
00:20:40 – Sarah Frier, Bloomberg News
00:23:15 – Sharon Chen, Bloomberg Intelligence
00:26:31 – Catharine Trebnick, Rosenblatt Securities
00:32:59 – Sameer Dholakia, Bessemer Partner
00:41:15 – Mark Gurman, 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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6 Comments

6 Comments

  1. @zl7460

    September 23, 2026 at 3:03 pm

    When IPO?

  2. @DrEdwardMercer

    September 23, 2026 at 3:31 pm

    The “two companies” framing is a market structure argument. Market structure doesn’t change the objective function. Whether it’s a duopoly or a fragmented market, the loop optimizes for capability and treats safety as friction. More companies just mean more loops running in parallel. The problem isn’t consolidation. It’s that the brake was never installed.

  3. @gon-yenshen5311

    September 23, 2026 at 5:35 pm

    Yeah, Robots, our next AI frontier is now China’s AI backyard.

  4. @shuycg

    September 23, 2026 at 6:48 pm

    The amway Adam speaks is so annoying. Find someone else to talk to, maybe a robot replacing him.

  5. @shuycg

    September 23, 2026 at 7:01 pm

    Daily FSD user… So much time lost driving needlessly below the speed limit while also hitting all the potholes.

  6. @Gibson54637

    September 23, 2026 at 8:36 pm

    All of the 5 most important AI companies are led by white men. I think we need to introduce dei into this and force two of them to fire their ceo and hire black women.

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Bloomberg Technology

Microsoft AI CEO, Mustafa Suleyman on Why Industry Needs a ‘Red Line’ for AI

Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:  …

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Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter.
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Bloomberg Technology

Accel Sees AI Opportunity Shifting to Applications

The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley…

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The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley has seen. He also discusses why open-source AI can grow alongside frontier labs such as Anthropic and OpenAI and why trust and safety are becoming key considerations when Accel decides which AI founders to back. He joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Goes Big on Compute, Microsoft Rethinks AI

Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…

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Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by instead merging the consumer and workplace versions of its Copilot AI assistant into one.

00:00:00 – Bloomberg Tech Begins
00:02:15 – Seth Fiegerman, Bloomberg News
00:05:19 – Anna Rathbun, Grenadilla Advisory
00:12:46 – Michael Shepard, Bloomberg News
00:16:22 – Julian Gewirtz, Harvard Belfer Center
00:24:16 – Matt Day, Bloomberg News
00:26:13 – Mustafa Suleyman, Microsoft AI
00:30:07 – Matt Weigand, Accel
00:41:06 – Ryan Vlastelica, Bloomberg News
——–
“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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