Science & Technology
Uber’s AI Budget Crisis Is a Warning Sign for Not Just Anthropic
The economics of AI are getting harder to ignore. Uber went from over-budget to capping internal AI usage in roughly six weeks, which sparks a bigger question…can AI labs bring costs down fast enough to meet what enterprises and consumers are actually willing to pay?
Science & Technology
Why So Many Companies Are Now Chasing Neoclouds
While OpenAI is busy building its own chips, Groq, SpaceX, and even companies that used to make shoes are racing to lease out compute. The Equity Podcast crew asks: Are neoclouds the new oil? And how long will the demand last?
Bloomberg Technology
iPhone Price Hikes Will Come, Says IDC
Apple announced price hikes across its hardware products, citing unprecedented price gains in memory chips. Missing from that price hike list, for now, is the iPhone. Nabila Popal, Senior Research Director at IDC, joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes…
Bloomberg Technology
OpenAI Weighs IPO in 2027 | Bloomberg Tech 6/26/2026
Bloomberg’s Ed Ludlow breaks down OpenAI’s decision to potentially hold off on an IPO until next year – sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX’s $25 billion bond sale is off to a rocky start. ——– Like this video? Subscribe…
Why So Many Companies Are Now Chasing Neoclouds
iPhone Price Hikes Will Come, Says IDC
OpenAI Weighs IPO in 2027 | Bloomberg Tech 6/26/2026
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