Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic’s revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an Anthropic investor, joins to discuss new details from the amended IPO filing. And Apple is trading at its priciest level since 2008, ahead of its earnings.
00:00:00 – Bloomberg Tech Begins
00:00:50 – Brody Ford on Alphabet & Oracle
00:03:07 – Celine Woo, Lazard Asset Management on Hyperscaler Growth
00:08:35 – Bailey Lipschultz on Anthropic New S-1 Details
00:11:19 – Matt Witheiler, Wellington Management on Anthropic IPO
00:18:18 – Ryan Vlastelica on Apple Results Today
00:23:07 – Ryan Gould on Marvell for Lumentum
00:26:07 – Bridgit Mendler, Northwood CEO on Raising $375M
00:32:37 – Will Manudis, Scienceio Founder on Value of AI
00:39:45 – Felipe Marques on Midterms effects on Tech Industry
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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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@nextcurve
November 2, 2026 at 3:54 pm
You haven’t figured out the monetization picture yet? You are not looking high enough up the stack…..
@truthtrtube
November 2, 2026 at 3:55 pm
The only issue with this channel is the ads. Too many!
@RuntimeWire
November 2, 2026 at 4:05 pm
Oracle going to the market for $20 billion says a lot about what the buildout actually costs. Funding the capacity is turning into the main story.
@nextcurve
November 2, 2026 at 4:06 pm
You don’t do RCI for inference. It is for training and improving models.
@FeeOrlando-u1x
November 2, 2026 at 4:51 pm
This deserves a standing ovation.
@nellym25
November 2, 2026 at 7:31 pm
11:48 Re: Anthropic: ‘The company remains profitable’ ??? WTF Tech journalism needs to improve and keep guys like Matt Wiltheiler in check.
@bretthagey7916
November 2, 2026 at 7:58 pm
Trying to, anyway 😮