Bloomberg Tech

Ted Mortensen, a managing partner at Baird with deep market expertise, weighs in on AI, software, cloud spending, and semiconductor demand. He discusses the tension between AI hype and real investment cycles. He breaks down compute and memory pressures, hyperscaler capex strains, and what chipmakers must prove to calm markets.

They discuss the Pentagon briefly listing then removing major Chinese tech firms tied to national security concerns. There is talk of a massive $30 billion funding round that doubled an AI company’s valuation. Earnings beats and misses from Rivian, Coinbase, Instacart and Airbnb get quick coverage. Reporters unpack AI-fueled market swings and investor behavior in startup funding.

Jason Wenk, CEO of Altruist and founder of Hazel, an AI tax-planning startup. Conversation covers rising memory chip prices hitting Cisco amid AI demand. Apple’s Siri revamp faces testing delays and feature timing shifts. Wenk explains Hazel’s productivity boost for financial advisors and how integrated data and infrastructure give it an edge.

Tekedra Mawakana, co-CEO of Waymo and leader of its commercial and safety strategy. She talks about Waymo’s $16B fundraise and city-by-city launches. She discusses scaling operations, safety metrics, international plans for London and Tokyo, and the push toward one million weekly paid robotaxi rides.

David Risher, CEO of Lyft, shares a brief bio as the leader of a major rideshare company. He talks about the company’s quarterly results and profitability outlook. He discusses robo-taxi partnerships and plans for micromobility operations. Short, clear takes on earnings, autonomous vehicle plans, and e-bike strategy.

They unpack Spotify’s record user surge tied to its Wrapped campaign. Paramount’s escalated offer to win Warner Bros. Discovery and the financial mechanics behind it get broken down. Startup funding and AI moves take center stage with Runway’s $5.3B valuation and developments in video and world models. Broader tech themes include AI's role across devices, chip design tools, and regulatory scrutiny around platform harm.

Kevin Krim, President and CEO of EDO, a media analytics leader, breaks down Super Bowl ad performance. He highlights which ads drove the most engagement. Short, punchy takes cover AI-themed spots and pharma commercials. Quick-fire analysis of viewer attention and metric trends.

Emily Nicolle, a crypto markets reporter, breaks down Bitcoin's recent plunge and rebound. Robert Kyncl, CEO of Warner Music Group, discusses AI partnerships and music catalog value. Dave Baszucki, CEO of Roblox, covers massive user growth, creator-led content, and AI-driven discovery and safety improvements. The conversation centers on Amazon's huge AI capex shock, crypto volatility, and platform strategies.

Cristiano Amon, Qualcomm CEO, talks diversification into automotive, IoT, robotics and data-center products. Rene Haas, Arm CEO, outlines record revenue and fast data-center royalty growth. They discuss memory-driven handset impacts, cloud capex and a big AI infrastructure build-out. Short, lively conversation about chip cycles and where compute money is flowing.

Mitesh Agrawal, CEO of Positron AI, building energy-efficient inference chips. Dave Clark, former Amazon operations chief and founder of Augur, deploying supply-chain OSs at enterprises. Jessica Malugian, competition policy director at CEI, on antitrust in media and streaming. Kunjan Sfani, Bloomberg Intelligence semiconductor analyst, on chipmakers, M&A, and market trends. They discuss AMD’s disappointing forecast, AI-driven market sell-offs, Nvidia–OpenAI ties, and chip industry moves.