Bloomberg Talks

Weekend programming preview and the new format for Saturday and Sunday broadcasts. Conversations span business, news, lifestyle and culture. Scheduling details for live TV, radio and podcast listening are highlighted.

Rob Bonta, California Attorney General and former state legislator who enforces consumer protection and antitrust law, breaks down the Warner Bros./Paramount deal. He talks about regulatory review, which markets are most at risk, concerns over news consolidation, and possible interim actions California might take. He also discusses recent Supreme Court tariff rulings and legal limits on presidential tariff authority.

Luis von Ahn, entrepreneur and computer scientist who co-founded Duolingo, discusses leveraging AI to build a fun one-on-one tutor. He talks about Duolingo’s scale and data edge, balancing short-term metrics with long-term user growth, and plans to improve teaching, expand the free experience and offer new subjects.

Jay Chaudhry, founder, chairman and CEO of cloud security firm Zscaler, discusses company earnings and billing nuances. He outlines risks from agentic AI and how zero-trust architecture secures AI agents. He also covers sovereign cloud opportunities, hyperscaler dynamics, and strong federal adoption.

Emil Michael, U.S. Undersecretary of Defense for Research and Engineering, who leads Pentagon research and tech policy, talks about recent talks with Anthropic and concessions offered. He discusses negotiations, minor differences that stalled progress, options like the Defense Production Act, and the role of autonomous systems and other AI vendors for classified use.

Chris Miller, professor at Tufts and author of Chip War, studies the geopolitics of semiconductors. He breaks down the AI-driven surge in chip spending and why this may be a step-change like smartphones. He maps which players in the GPU supply chain matter and how export controls and industrial policy are reshaping global manufacturing.

Sridhar Ramaswamy, CEO of Snowflake and leader of its enterprise AI and data cloud push, talks big AI-driven growth. He describes massive multi‑hundred‑million deals and how Cortex‑Code and partnerships speed customer adoption. He also covers dramatic developer speedups and the company’s rapid AI product organization.

Dan Ives, managing director and head of tech research at Wedbush Securities, lays out why Nvidia’s data-center surge stunned the market and how it stacks up against AMD. He weighs vendor diversity and Nvidia’s staying power. He also previews Apple’s AI plans and names his top stock pick amid current tech market dynamics.

Stephanie Ferris, CEO of FIS who leads a global fintech firm that powers payments and banking tech. She discusses AI's role as an accelerant, the rise of new payment rails like crypto and tokenization, workforce upskilling for AI, and why consumer and banking data suggest resilience. Short, clear takes on industry change and how FIS is preparing.

Jamieson Greer, former U.S. Trade Representative who handled tariffs and trade agreements, discusses plans to raise certain tariffs to 15% and preserve continuity with prior measures. He outlines coordination with the EU and UK on existing deals. He also covers reviews and potential fixes to USMCA and use of Section 301 probes for trade enforcement.