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
——–
“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.
Like this video? Subscribe and turn on the notifications for 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:
Follow Ed Ludlow on Twitter here:
Follow Caroline Hyde on Twitter here:
Connect with us on…
Twitter:
Facebook:
Instagram:
@zl7460
September 23, 2026 at 3:03 pm
When IPO?
@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.
@gon-yenshen5311
September 23, 2026 at 5:35 pm
Yeah, Robots, our next AI frontier is now China’s AI backyard.
@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.
@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.
@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.