Podcast
Bloomberg Tech
Hosted by Bloomberg · EN
Listen for news and analysis on global technology companies and investors.
Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
266episodes
Episodes
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Instant Reaction: Intel's Revenue Shatters Wall Street Estimates
3w ago00:17:36Summary readyIntel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.
SummaryAI Spending, Mobileye's CEO Exit & IBM CEO on Results
3w ago00:47:22Summary readyBloomberg’s Ed Ludlow breaks down Alphabet and Tesla's earnings as the Google parent company boosts its investment plans, while Tesla burns through cash to fund Elon Musk's AI ambitions. Plus, Mobileye founder and CEO Amnon Shashua will be stepping down after 27 years. And we speak with IBM CEO Arvind Krishna after a steep drop in mainframe sales weighed on the company's results.See omnystudio.com/listener for privacy information.
SummaryEarnings Roundup: Alphabet Beats on Cloud Sales, Tesla's Profit Disappoints
3w ago00:18:40Summary readyListen for instant reaction and analysis of megacap tech earnings from Alphabet and Tesla.Alphabet reported second-quarter cloud revenue that far surpassed Wall Street’s expectations and said the division’s backlog of contracted business ballooned to more than $500 billion, offering fresh evidence that the company’s massive AI investments are paying off. Meanwhile, Tesla missed Wall Street’s profit expectations even after a strong quarter of auto sales, a setback for the electric-vehicle maker as it looks to build out new lines of business in robotics, autonomy and AI.To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Keith Naughton, Bloomberg News Auto Reporter Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research See omnystudio.com/listener for privacy information.
SummaryOpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap
3w ago00:44:13Summary readyBloomberg’s Ed Ludlow breaks down the news of OpenAI's advanced AI models unexpectedly hacking Hugging Face's system during testing, raising fresh concerns about AI safety. Plus, AMD is making a major AI bet by investing up to $5 billion in Anthropic, and Apple is readying a major overhaul to its Mac lineup beginning later this year, as Samsung makes its biggest consumer hardware push of the year at its Galaxy Unpacked event.See omnystudio.com/listener for privacy information.
SummaryNvidia's AI Push, Paramount's Merger Pause & China's AI Race
3w ago00:39:27Summary readyBloomberg's Ed Ludlow breaks down Nvidia's latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount's merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss the AI race's next phase, with Washington promising to scrutinize Chinese models as investors hunt for the next big winners.See omnystudio.com/listener for privacy information.
SummaryThe AI Race, Starship and Silicon Valley's Defense Bet
3w ago00:43:53Summary readyBloomberg’s Ed Ludlow breaks down what Moonshot's Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight later this week, and Andreessen Horowitz signs defense investor and military vet Connor Love to the firm's American Dynamism team.See omnystudio.com/listener for privacy information.
SummaryChina's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
3w ago00:44:03Summary readyBloomberg’s Ed Ludlow looks at Chinese startup Moonshot's latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns of slowing sales growth for a second straight quarter, and Greylock - one of the oldest venture firms - just raised $1.5 billion for its 18th fund. We speak with partner Saam Motamedi.See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Netflix Disappoints Again with Slow Growth
4w ago00:19:13Summary readyNetflix forecast a second consecutive quarter of slowing sales growth, feeding investor anxiety about the streaming giant’s future.The company projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts’ expectations. The shares fell as much as 9% in after-hours trading.Second-quarter results were in line with Wall Street’s consensus, but most of the attention has been on future performance.Shares in Netflix have declined more than 40% over the last year, as the company’s pursuit of Warner Bros. Discovery Inc. and subsequent financial results have caused investors to worry that the leader in streaming has lost momentum.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Carol Massar speak with: Felix Gillette, Bloomberg News Media and Entertainment Editor Eric Clark, Portfolio Manager, LOGO ETF and CIO, Accuvest Global Advisors Geetha Ranganathan, Bloomberg Intelligence Senior Media Analyst Ed Ludlow, Bloomberg Tech Host See omnystudio.com/listener for privacy information.
SummaryTSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
4w ago00:48:05Summary readyBloomberg’s Ed Ludlow breaks down TSMC's results and the company's announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss the company's bid for eBay.See omnystudio.com/listener for privacy information.
SummaryAI Selloff, Apple vs. OpenAI & the Future of Defense Tech
4w ago00:48:45Summary readyBloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenAI's AI rivalry enters the courtroom, with Apple filing a sweeping trade secrets lawsuit against the ChatGPT maker. And, FCC Chairman Brendan Carr joins to talk regulating space, and Palantir co-founder and 8VC managing partner Joe Lonsdale sits down with Ed to discuss his outlook for the defense tech sector.See omnystudio.com/listener for privacy information.
Summary