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The Winners and Losers of the AI Race

ClearBridge Investments Senior Research Analyst for Technology Software Hilary Frisch joins Caroline Hyde and Ed Ludlow to share her thoughts on SoftBank’s standing in the AI race, and which companies our poised to outperform on AI bets. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology”…

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ClearBridge Investments Senior Research Analyst for Technology Software Hilary Frisch joins Caroline Hyde and Ed Ludlow to share her thoughts on SoftBank’s standing in the AI race, and which companies our poised to outperform on AI bets.
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2 Comments

2 Comments

  1. Jeff Harris

    June 20, 2023 at 6:24 pm

    Thank you!! Doing some research of whom to invest in. Seems like a bunch of companies out there and a few big hitters.

  2. Paul danne Lachica

    June 20, 2023 at 7:48 pm

    Thanks

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Bloomberg Technology

Breaking down Nvidia’s blowout quarter

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Nvidia Stock Surges and the DOJ Comes After Live Nation | Bloomberg Technology

Bloomberg’s Caroline Hyde and Ed Ludlow break down Nvidia’s earnings as its sales forecast lives up to high expectations. Plus, the Department of Justice takes aim to break up Live Nation, and Tesla CEO Elon Musk speaks at the VivaTech conference in Paris. 00:00 – Bloomberg Technology begins 04:15 – JP Scandalios, Franklin Equity Group…

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Bloomberg’s Caroline Hyde and Ed Ludlow break down Nvidia’s earnings as its sales forecast lives up to high expectations. Plus, the Department of Justice takes aim to break up Live Nation, and Tesla CEO Elon Musk speaks at the VivaTech conference in Paris.

00:00 – Bloomberg Technology begins
04:15 – JP Scandalios, Franklin Equity Group Senior Vice President
19:55 – John Stankey, AT&T CEO
39:35 – Arjun Sethi, Tribe Capital co-founder
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Tribe Capital: 50x Future Growth Pattern for xAI, OpenAI

Arjun Sethi, co-founder of Tribe Capital and of the AI software platform Termina.ai, joins Ed Ludlow and Caroline Hyde to discuss the state of VC investing in generative AI and where he sees growth going for companies like xAI and OpenAI in the future. He speaks on “Bloomberg Technology.” ——– Like this video? Subscribe to…

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Arjun Sethi, co-founder of Tribe Capital and of the AI software platform Termina.ai, joins Ed Ludlow and Caroline Hyde to discuss the state of VC investing in generative AI and where he sees growth going for companies like xAI and OpenAI in the future. He speaks on “Bloomberg Technology.”
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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