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SpaceX’s AI Push, Uber’s Next Move and Zoox’s Milestone | Bloomberg Tech 8/5/2026

Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on…

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Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company’s big commercial milestone of starting to charge for rides in Las Vegas.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:11 – Bloomberg’s Loren Grush on SpaceX’s Earnings Debut
00:04:48 – Edison Yu, Deutsche Bank Head of Global Space & Aerial Mobility
00:11:47 – Dara Khosrowshahi, Uber CEO
00:20:50 – Talking Tech with Yahaira Anand
00:23:36 – Bloomberg’s Ian King on AMD’s Underwhelming 3Q Forecast
00:25:34 – Bloomberg’s Hannah Miller on Paramount’s Surge in 2Q Profits
00:27:33 – Helena Wang, Phillip Securities Research Analyst
00:33:57 – Aicha Evans, Zoox CEO
00:40:01 – Bloomberg’s George Ferguson on SpaceX Taking on Wireless Carriers
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3 Comments

3 Comments

  1. @RudyAmid

    August 5, 2026 at 4:25 pm

    Shoot for the stars, land on the moon! Godspeed SpaceX

    Reply

  2. @Stoutiam

    August 5, 2026 at 6:15 pm

    On the D2D business, you should report on AST Spacemobile and the related JV signed with the big 3 as a counter to spaceX’s D2D ambitions. Love the show.

    Reply

  3. @eaman11

    August 5, 2026 at 8:38 pm

    I wonder how the fools that recommended spacx feel now…
    Oh wait, now I see.

    Reply

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Bloomberg Technology

Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch

At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription. Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s…

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October 5, 2026

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At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription.

Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s strategy, including cultivating niche genres like horror and offering free, edgy merchandise to capture the Gen Z audience.
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Bloomberg Technology

AI Spending Rolls On as Tech Wealth Hits Records

Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice…

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October 5, 2026

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Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice to help its portfolio companies build that capability. He joins Ed Ludlow on “Bloomberg Tech.”

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:14 – Bloomberg’s Mike Shepard on Hon Hai Beating Sales Estimates
00:04:13 – Carol Schleif, BMO Wealth Management Chief Markets Strategist
00:11:45 – Pablo Dominguez, Insight Partners Operating Partner
00:18:02 – Talking Tech with Yahaira Anand
00:19:14 – Bloomberg’s Nacha Cattan Discusses NYC AI Safety Hearing
00:24:26 – Bloomberg’s Liana Baker Talks Schneider’s Record $23B Acquisition
00:26:48 – Bloomberg’s Dylan Sloan on AI Boom Driving Tech Billionaires’ Best Year Ever
00:32:27 – Tiffany Luck, NEA Partner
00:40:19 – Bloomberg’s Mark Gurman Discusses Apple’s Ternus Putting Focus Back on Design
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Bloomberg Technology

Apple New CEO Ternus Puts Focus Back on Design

Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg…

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October 5, 2026

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Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg Tech.”
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