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How AI Is Transforming Europe’s Defense Industry | Bloomberg Tech: Europe 11/14/2025

Artificial Intelligence is profoundly changing the way nations fight and how they defend themselves. In this episode of “Bloomberg Tech: Europe,” Tom Mackenzie meets the European innovators rewriting the rules of defense, challenging the old guard, as well as driving a new era of tech sovereignty. And with war on Europe’s doorstep, Bloomberg speaks to…

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Artificial Intelligence is profoundly changing the way nations fight and how they defend themselves. In this episode of “Bloomberg Tech: Europe,” Tom Mackenzie meets the European innovators rewriting the rules of defense, challenging the old guard, as well as driving a new era of tech sovereignty. And with war on Europe’s doorstep, Bloomberg speaks to companies including Palantir and Helsing on how they are helping Ukraine’s resistance against Russia.

“Bloomberg Tech: Europe” spotlights the biggest names and trends shaping the region’s technology ecosystem as the global competition heats up. This monthly, 30-minute magazine-style show features in-depth interviews with top technology leaders, as well as major investors and policymakers – giving you a compelling A to Z of the most consequential innovations, opportunities and challenges.

Chapters:
00:00:00 – Bloomberg Tech: Europe
00:01:11 – AI reshaping defense tech
00:03:19 – Helsing Co-Founder & Co-CEO Torsten Reil
00:05:31 – Helsing: Europe’s biggest AI defense startup
00:08:47 – Rheinmetall on 2026 production plans
00:10:30 – Palantir’s defense AI surge
00:11:25 – Palantir UK Head Louis Mosley
00:16:23 – Palantir’s UK push
00:17:33 – Ukrainian drone industry
00:19:06 – Europe’s path to sovereign defense tech industry
00:19:41 – General Catalyst Managing Director Jeannette zu Fürstenberg
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2 Comments

2 Comments

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    November 15, 2025 at 3:12 am

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Bloomberg Technology

Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
——–
“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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Bloomberg Technology

Roblox Shares Dive on Slower User Growth

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Twilio CEO on Its ‘Milestone Quarter’

Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and 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:

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