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Wall Street Bets on If, When AI Bubble Will Pop | Bloomberg Tech 12/15/2025

Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, while Intel eyes AI startup SambaNova Systems. And shares of Italian football club Juventus jump after a bid from stablecoin firm Tether…

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Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, while Intel eyes AI startup SambaNova Systems. And shares of Italian football club Juventus jump after a bid from stablecoin firm Tether is rejected.
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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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17 Comments

17 Comments

  1. @fuzzyschwartz

    December 15, 2025 at 5:26 pm

    Hopefully sooner, I just looked up how to remove AI input. It’s bias not always factual and if you have enough money you can tell AI what the new truths are.

    • @blacksheepcat

      December 16, 2025 at 7:07 am

      the current ai models will never be factual. It’s super educated guess, basically. they choose the right output based on the probabilities and if their accuracy is say 99.999%, they still make a mistake if they guess 10,000 times

  2. @JuperneleNgoma

    December 16, 2025 at 9:15 am

    Mes opération de Poitiers la France ça pu nicolas nicooooo

  3. @Letsgo44444

    December 16, 2025 at 9:56 am

    Caroline’s arms are so sexy 😂🥰🥰

  4. @toyeebgodo

    December 16, 2025 at 10:53 am

    Emily Chang, thanks a billion for setting the pace with this show in the form of Bloomberg West about 15 years ago. I have watched 95 percent of all the shows since all the way from my humble beginnings in Baltimore County, USA to Valencia, Spain. Caroline Hyde and Ed Ludlow, and the rest of the team, thanks for keeping the show alive.

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  13. @RammHunt

    December 16, 2025 at 1:59 pm

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    December 16, 2025 at 2:00 pm

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Bloomberg Technology

Crusoe CEO: Data Center Indusry Has a ‘Marketing Issue’

Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and…

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Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and pushes back against growing opposition to data centers, arguing the industry has a “marketing issue” and needs to better communicate its impact on water, jobs and local tax revenue. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Former FTC Technologist Warns Against an AI ‘Cartel’

As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and…

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As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and liability laws already provide tools for addressing harms caused by AI. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Investor Franklin: AI Safety Concerns Won’t Slow Spending

Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why…

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Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why heightened AI safety concerns could boost demand for cybersecurity and why she doesn’t expect the debate to derail funding or anticipated AI IPOs. She joins Ed Ludlow on “Bloomberg Tech.”
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