Bloomberg Tech

Cosmo Jiang, Pantera Capital partner who applies equity-style analysis to crypto protocols, and Omid Malikin, Wall Street veteran and Columbia adjunct teaching crypto, discuss digital assets. They explore Bitcoin as a scarce, portable form of money and its role as diversification. They contrast Bitcoin with other blockchains, cover DeFi and AI intersections, and explain protocol underwriting and institutional implications.

Markets wobble as the Nasdaq slips into correction and AI capex pressures squeeze big tech. Meta plans to bankroll seven new natural gas plants for a massive Louisiana data center. Energy and geopolitics ripple through LNG, helium and oil markets. AI companies eye IPO moves while regulators and firms spar over export rules and military use.

Minda Smiley, senior analyst at eMarketer who tracks social media trends and ad impacts. She discusses how the LA jury verdict could ripple across platforms and advertisers. She outlines which networks might be next and how youth attention is shifting. Short-term ad pullbacks vs longer-term reputational risk are debated.

Ilya Fushman, Partner at Kleiner Perkins who leads AI and frontier tech investments, joins to discuss big moves in AI funding and venture strategy. Conversation covers SpaceX’s potential IPO filing and why space stocks popped. Also covers Arm selling its first chip with Meta as a key customer and the firm’s $3.5B raise to back AI startups.

Market whiplash after diplomatic signals with oil and semiconductor moves. Elon Musk’s plan for joint Tesla–SpaceX chip fabs and orbital data centers. Apple leadership shifts as John Ternus rises. Big AI plays in semiconductor financing, an activist push at Synopsys, and Nscale’s rapid climb with vertical infrastructure and Sheryl Sandberg joining its board.

Micron's big spending spree to meet soaring memory demand and how that reshapes the chip supply chain. Alibaba's bold $100B cloud and AI revenue target amid profitability questions. Uber's planned multibillion-dollar bet on Rivian robotaxis and what fleet scale-up looks like. Broader tug-of-war between AI infrastructure demand, regional risks, and investor sentiment.

Tarek Mansour, co‑founder and CEO of Kalshi, a prediction market platform, defends his company after Arizona filed charges and outlines legal strategy. He discusses federal preemption, how Kalshi’s marketplace differs from gambling, and potential state restrictions. The conversation focuses on regulatory fights and the future scope of market offerings.

Jake Lusararian, CEO and co-founder of Gecko Robotics, explains how his company uses AI-driven robots to inspect and monitor U.S. Navy ships. He discusses speeding inspections from months to days, creating persistent digital records, and turning sensor data into a central digital thread for predictive maintenance. He highlights how robotics plus software delivers faster, richer readiness insights for fleets.

Discussion of Meta’s expanded $27B compute deal and its share surge amid reported layoffs. Coverage of OpenAI’s talks with private equity to scale enterprise AI adoption. Preview of NVIDIA’s GTC and how the company must reassure investors about long-term data center demand. Notes on global AI funding moves, export concerns for H200 chips, and big tech reorganizations chasing AI profits.

Ayoko Yoshioka, Portfolio Consulting Director offering investor perspective on tech earnings and AI bets. Olivia Solon, Bloomberg technology editor who reported on Meta pausing the 2Africa subsea cable. They talk about how the Iran conflict is stalling major internet infrastructure in the Middle East and Africa. They also cover investor reactions to AI competition and tech-capex implications.