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Netflix Beats Every Wall St. Metric, iPhone Demand Surges in China

Bloomberg’s Ed Ludlow and Caroline Hyde discuss Netflix as the company reported subscribers that beat analyst estimates. Plus, new data out from Counterpoint Research shows a jump in iPhone demand in China, and Tesla faces a US probe over its Full Self-Driving feature after a series of crashes. Chapters: 00:00:01 – Bloomberg Technology Starts Now…

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Bloomberg’s Ed Ludlow and Caroline Hyde discuss Netflix as the company reported subscribers that beat analyst estimates. Plus, new data out from Counterpoint Research shows a jump in iPhone demand in China, and Tesla faces a US probe over its Full Self-Driving feature after a series of crashes.

Chapters:
00:00:01 – Bloomberg Technology Starts Now
00:00:52 – Netflix Beats Wall Street’s Forecasts
00:04:49 – Netflix Consumers Should Expect Future Price Hikes: Brandon Katz, Parrot Analytics
00:11:36 – Apple Stock Rises Due to iPhone 16 China Demand
00:15:51 – Tech Remains a Bright Spot in the Market: Angelo Kourkafas, Edward Jones
00:19:26 – China ETFs Among Top Wealth Destroyers
00:23:39 – Semiconductors Face Week of Volatility
00:26:33 – Tech Diplomacy and the Future of Chips, Michelle Giuda, Krach Institute for Tech Diplomacy
00:32:30 – Tesla ‘Full Self-Driving’ Faces Probe
00:37:24 – Talking Tech: Fujisoft KKR Offer, Google’s Gemini AI Team, and Verizon Purchases
00:38:34 – Netflix Flexes User Muscle, Focuses on Top Line
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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7 Comments

7 Comments

  1. @РодионЧаускин

    October 18, 2024 at 5:28 pm

    Garcia Kenneth Thomas Timothy Harris Michael

  2. @joependleton6293

    October 18, 2024 at 6:19 pm

    Enjoyed ???? the show ???? tonight.

  3. @HippieP629

    October 18, 2024 at 6:22 pm

    Take a shot every time Gurman says “Right”

  4. @luis-lf4fs

    October 18, 2024 at 6:27 pm

    df Netflix revenues last year was 33.7 billion dollars… but it is a wasted company because they didnt invest a dime on the best technologies… if you invest on me it can save you thousands of years on technological aspects…

  5. @EdouardBrasseaux

    October 18, 2024 at 10:19 pm

    Thanks for the analysis! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

  6. @Sereno44

    October 18, 2024 at 11:21 pm

    Netflix is surging because its rivals socks. But it has no quality content… just volume

  7. @Sereno44

    October 18, 2024 at 11:55 pm

    This program socks … defending Trump and Tesla… Mr. Bloomberg must intervene it

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Science & Technology

Black Founders Had a Great Fundraising Quarter…With a Catch

On one hand, US-based, Black-founded startups have already raised $643M, 70% of what was raised in the entirety of last year. But dig a little deeper into the numbers, and you’ll find that in the words of Crunchbase’s head of research: “…data has shown a persistent decline in funding to Black-founded companies that outpaces the…

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On one hand, US-based, Black-founded startups have already raised $643M, 70% of what was raised in the entirety of last year.

But dig a little deeper into the numbers, and you’ll find that in the words of Crunchbase’s head of research: “…data has shown a persistent decline in funding to Black-founded companies that outpaces the overall decline in startup funding.”

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Bloomberg Technology

Anthropic Disables AI Access for Foreign Nationals | Bloomberg Tech 6/15/2026

Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to…

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Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:31 – Mike Shepard & Seth Fiegerman, Bloomberg News
00:05:46 – Joelle Pineau, Cohere
00:12:07 – Robert Schiffman, Bloomberg Intelligence
00:14:35 – Stephanie Aliaga, JPMorgan
00:20:00 – Michelle Davis, Bloomberg News
00:23:55 – Tyler Kendall, Bloomberg News
00:26:14 – Alicia Yap, Citi
00:32:39 – Carmen Reinicke, Bloomberg News
00:35:17 – Mike Schroepfer, Gigascale Capital
00:41:12 – Mark Gurman, Bloomberg News
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

China’s AI Markets Still ‘A Source of Funds’ Says Citigroup

Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She…

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Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She joins 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:

 
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