Bloomberg Intelligence BI Weekend: Kraft Heinz Split, Macy’s Earnings
Sep 5, 2025
Antoine Vagneur-Jones, Head of Trade and Supply Chains at Bloomberg BNEF, dives into the clean energy transition influenced by the Trump administration. He discusses the significant uncertainties affecting manufacturers due to new trade policies and federal support. The conversation touches on the challenges of onshore manufacturing and ventures in clean energy funding amidst a changing regulatory landscape. With insights on how these factors shape the future of energy, Vagneur-Jones provides a critical perspective on the industry’s evolution.
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Court Limits Remedies But Keeps Default Deals Short-Term
- Judge Mehta rejected Chrome divestiture but allowed limited default search payments for one year.
- The remedy appears inconsistent with findings that default deals were exclusionary, raising legal tension.
AI Shaped The Court's View On Remedies
- AI developments materially influenced the judge's view on remedies.
- Rapid AI progress changed competitive dynamics since the liability phase.
Apple Losing AI Talent Risks Product Lag
- Apple is losing AI talent and lags competitors in AI-driven consumer features like Siri.
- Partnerships or acquisitions could be faster routes to close the gap than organic hiring alone.