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How the OpenAI, Anthropic IPOs Could Lift the Veil on AI Economics

VistaShares portfolio manager and DVX Ventures principal David Fetherstonhaugh says investors are increasingly looking for proof that massive AI spending is generating returns. He discusses why private companies like OpenAI and Anthropic leave a key part of the AI economy opaque and how their eventual IPOs could bring greater transparency to the ecosystem. He joins…

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VistaShares portfolio manager and DVX Ventures principal David Fetherstonhaugh says investors are increasingly looking for proof that massive AI spending is generating returns. He discusses why private companies like OpenAI and Anthropic leave a key part of the AI economy opaque and how their eventual IPOs could bring greater transparency to the ecosystem. He joins Ed Ludlow on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @Temptit

    October 12, 2026 at 4:12 pm

    Man this guy is really good at absolutely saying nothing. 4:19

    • @mto6420

      October 12, 2026 at 8:08 pm

      Dude, you just don’t get it. It’s all about the layers. Also, there’s a flywheel that does something that’s really important.

  2. @linkbrockman1010

    October 12, 2026 at 6:25 pm

    Look at all the latest business analytics surveys…ceos are not seeing any measurable productivity gains or ROI from using Ai….you can’t expect a company to pay a fortune to automate workflow or a few tasks that don’t event make money for the company ….at least with internet it allowed every business on earth to increase their sales and commerce directly with little cost all on fiber in the ground….Ai tales massive infrastructure massive energy massive maintenance and operation cost all to automate workflow that doesn’t sell anything…doesn’t increase exposure…

  3. @linkbrockman1010

    October 12, 2026 at 6:27 pm

    I deal with tons of business owners here in Florida and none of them are using Ai to run their business….nine .the ones that use software say it does exactly what they want

  4. @linkbrockman1010

    October 12, 2026 at 6:29 pm

    I’ll give you an example of one of the business I deal with that doesn’t use Ai…my dentist…he tiold me ..if I’m still here doing the work why would I pay for an Ai exray machine to tell me what I already see from look ing at the exray …why would I pay for that …

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Bloomberg Technology

Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth

Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…

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Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world.

00:00:00 – Bloomberg Tech Begins
00:01:00 – Ian King on Intel Shares Plunge
00:03:41 – JoAnne Feeney, Advisors Capital on Intel
00:09:39 – Poonam Goyal on Amazon drop after earnings
00:13:23 – Dave Baszucki, Roblox CEO on Roblox 3Q Results
00:19:36 – Emily Nicolle on Binance Hack
00:23:37 – Matt Garman, AWS CEO on AWS Growth
00:36:02 – Peter Singlehurst, Baillie Gifford on Anthropic IPO
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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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Bloomberg Technology

Why Anthropic’s AI Edge Appeals to Long-Term Investors

Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Roblox Sees AI Content Surge as Daily Active Users Fall

Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.”
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