Tom McKenzie
Bloomberg Tech Europe anchor and reporter specializing in technology coverage, who explains Anthropic's AI plugin and its market impact during the episode.
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25 snips
Nov 22, 2025 • 11min
Special Episode: Here's Why AI Costs Still Worry Investors
Tom McKenzie, host of Bloomberg Tech Europe and a keen analyst on tech investing, dives into the complex world of AI data centers and the hefty costs associated with them. He discusses the investor worries surrounding operational expenses and rapid chip obsolescence, especially highlighted by Michael Burry’s cautionary thesis. McKenzie also explores the potential revenue gaps facing companies amid soaring infrastructure costs, while weighing the justifications from hyperscalers and forecasting the growing need for patience from investors by 2026.
21 snips
Feb 4, 2026 • 17min
$285B Software Wipeout, Bitcoin 'Death Spiral', EU Seeks US Minerals Deal
Oliver Crook, Bloomberg chief Europe correspondent reporting on the EU’s push for a critical minerals partnership with the US. Tom McKenzie, Bloomberg Tech Europe anchor explaining Anthropic’s AI plugin and why markets reacted. They discuss a $285 billion software sell-off sparked by the AI tool, concerns about Bitcoin’s plunge and warnings of a ‘death spiral’, and the EU’s strategy to curb China’s mineral influence.
