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We’re in a ‘Golden Age of Technology,’ Says IVP’s Wilhelm

The AI boom could face a capital-markets adjustment without undermining the technology’s long-term potential, according to Cack Wilhelm, general partner at IVP. She discusses why AI productivity may take time to show up in corporate results, the “compounding advantage” that helped drive IVP’s early bet on Perplexity, and why venture returns are becoming even more…

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The AI boom could face a capital-markets adjustment without undermining the technology’s long-term potential, according to Cack Wilhelm, general partner at IVP. She discusses why AI productivity may take time to show up in corporate results, the “compounding advantage” that helped drive IVP’s early bet on Perplexity, and why venture returns are becoming even more concentrated around a small number of breakout winners. She joins Ed Ludlow on “Bloomberg Tech.”
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9 Comments

9 Comments

  1. @ampedampson5140

    August 13, 2026 at 2:12 pm

    Golden age for the stock holders and CEOs. Consumer technology is going to skyrocket in price over the next few years

  2. @ElfProduct

    August 13, 2026 at 2:27 pm

    Cack you stumbled there a little bit on here

  3. @jacqueline7389

    August 13, 2026 at 2:32 pm

    Such an asinine headline. There are scores of protests around data center development and Flock systems. There is a constant stream of business news reporting about whether we’re in a bubble and how spectacular the fall will be. The delusion of guests like Cack is what’s triggering a crisis of credibility. We see through the bs, lady.

  4. @citadelo5ricks

    August 13, 2026 at 4:23 pm

    If you are absolutely OP, wear a tshirt.

  5. @havok5565

    August 13, 2026 at 4:32 pm

    Interesting

  6. @FoundingFathersUSA1

    August 13, 2026 at 4:59 pm

    5:45 Business history porn. 👍

  7. @psvr2_wins

    August 13, 2026 at 5:20 pm

    She needs to lay off the booze for a few. Seriously where do they find these people?

  8. @Ed_Hominem

    August 13, 2026 at 5:34 pm

    We’re in a Golden Age of people overusing the phrase “Golden Age”.

    Which you would never catch me doing

  9. @wcen60

    August 13, 2026 at 8:48 pm

    Full of it

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Bloomberg Technology

Apple Explores Screenless Fitness Tracker to Rival Whoop

Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables…

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Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables lineup, alongside new smart-home products, smart glasses and other devices in development. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Bessemer: Anthropic Has Been Consistent on AI Safety

Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on…

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Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on Anthropic, and why he believes intelligence could ultimately become an economic input comparable to oil. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Agents Fuel a New Cybersecurity Boom

As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models…

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As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models are more likely to strengthen established cybersecurity platforms. She joins Ed Ludlow on “Bloomberg Tech.”
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