Bloomberg Tech

Denny Fish, portfolio manager on Janus Henderson’s global tech and innovation team, gives quick takes on tech market momentum and AI infrastructure investing. Conversation covers Amazon’s bid for Globalstar and the value of spectrum. They also touch on Lucid’s new leadership and capital, Mythos AI being used by the US Treasury, and why AI demand keeps lifting tech stocks.

Dave Baszucki, CEO of Roblox, outlines his role shaping product and safety for the online gaming platform. He discusses new age-based accounts, how age estimation and parental controls work, and why safety guides product decisions. He also covers monetization moves like subscriptions, parental allowances, and creator revenue models.

Shereen Ghafari, Bloomberg AI reporter who tracks model releases and compute trends. Michael Intrator, CEO of CoreWeave, on multi-year deals and supplying AI compute. Brent Thill, Jefferies analyst, on hardware demand and semiconductor implications. They discuss Anthropic’s new model and regulatory concern, banks’ rapid meeting about cyber risks, and the surge in demand for AI data-center capacity.

Nico Rosberg, former Formula One champion turned investor, talks AI startups and parallels between racing tech and venture investing. Riley Griffin, Bloomberg reporter on Meta, breaks down Meta’s massive compute deal and its new closed AI model MuseSpark. They discuss Meta’s compute strategy, third-party model use, and the financing behind big AI infrastructure projects.

Brooke / Dane, an asset management analyst at Goldman Sachs Asset Management, and Tyler Kendall, a White House correspondent, join the conversation. They discuss tech stocks rallying after a US–Iran two-week ceasefire and the fall in energy prices. They cover durable AI-driven capital spending, semiconductor and data center financing implications, and geopolitical fragility around the Strait of Hormuz.

Benoit Bertolo, Bloomberg media reporter who unpacks Bill Ackman’s Universal Music move. Tyler Kendall, geopolitical reporter who outlines the U.S.-Iran timeline and market fallout. Ian King, chip reporter who breaks down Intel joining Elon Musk’s TerraFab plan. They discuss Intel’s role in TerraFab, fab economics and risks, U.S.-Iran market effects, and AI infrastructure deals.

Seth Figgerman, Bloomberg AI editor who covers OpenAI and policy shifts, and Chris Lehane, OpenAI’s chief global affairs officer focused on AI governance and outreach. They dig into OpenAI’s new policy proposals and timing. They discuss leadership and strategy changes, how compute and funding shape plans, and efforts to push AI policy into public debate.

Ben Callow, senior research analyst at Baird, weighs in on Tesla valuation, product roadmap and capital spending. He discusses the company’s recent sales miss and the strain on cash flow. Conversations probe CyberCab, Optimus and the robo-taxi strategy. The segment also touches on links to SpaceX and how Tesla might fund its next moves.

Hema Parmar, a Bloomberg reporter on hedge funds and secondary markets, and Shireen Ghaffari, a Bloomberg AI reporter, discuss OpenAI’s $852B fundraising and investor appetite for AI startups. They cover Anthropic’s accidental source-code exposure and its fallout. The conversation also touches on cybersecurity risks, secondary trading dynamics, and implications for future AI financings.

Will Ahmed, Founder and CEO of Whoop, talks funding, product tiers, and medical sensing as Whoop scales toward an IPO. Ryan Vlastelica, Bloomberg equities reporter, covers Supermicro’s governance and investor fallout. They dive into Nvidia’s $2B move into photonics, large AI data‑center financing, and the ripple effects across chip makers and cloud builders.