Bloomberg Technology
Investors Reevaluating Tech Companies with Selloff
Upholdings Portfolio Manager Robert Cantwell joins Emily Chang amidst the tech selloff and argues something bigger is going on, and that investors are reevaluating whether big tech companies are indeed tech companies.
Bloomberg Technology
Oura CMO Says Wearable Health Tracking Moving Beyond Checkups
Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits. Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is…
Bloomberg Technology
OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge
loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the…
Bloomberg Technology
From Anthropic to Waymo: Kleiner Perkins Bets on AI’s Next Act
Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private…
Oura CMO Says Wearable Health Tracking Moving Beyond Checkups
These are the inherent human skills that machines can’t replace #TEDTalks
OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge
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