NewsBusiness NewsTech News

Bloomberg Tech

Bloomberg

Listen for news and analysis on global technology companies and investors.

Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Play

Open in

53 episodes
Avg 38 min
English

Episodes 53

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

August 18 · 44 min
Anthropic’s $65 Billion Surge, OpenAI’s Teen Push
Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems, we speak with the CEO of the startup hired to stress-test them. See omnystudio.com/listener for privacy information.
- Transcript
August 17 · 44 min
Anthropic's Revenue Jump, The Wealthy Bet on SpaceX
Bloomberg’s Ed Ludlow breaks down Anthropic's second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX; and Bedrock Robotics launched the first fully autonomous excavator in the US. See omnystudio.com/listener for privacy information.
- Transcript
August 14 · 43 min
OpenAI’s Explosive Growth Continues
Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its delivery workers, and Meta's former chief AI scientist joins a new venture firm to invest in early AI startups. See omnystudio.com/listener for privacy information.
- Transcript
August 13 · 46 min
Anthropic Looks to Buy Decart for $6 Billion
Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth. See omnystudio.com/listener for privacy information.
- Transcript
August 12 · 44 min
CoreWeave, Supermicro Lead Tech Stocks Higher on Results
Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns about theft and AI slop. See omnystudio.com/listener for privacy information.
- Transcript
August 11 · 46 min
Intel Raises Billions, Apple Sticks With Glass iPhone
Bloomberg’s Ed Ludlow breaks down Intel's upsized $20 billion share sale, raising a third more than it was targeting when it announced the deal on Monday. Plus, sources tell Bloomberg Apple's glass-centric iPhone overhaul is still on track for 2027, even after an analyst's report said it had been cancelled. And, drone startup Neros raises $250 million in a funding round that triples its valuation. See omnystudio.com/listener for privacy information.
- Transcript
August 10 · 44 min
Intel Taps AI Boom as Apple Faces Doubts
Bloomberg’s Ed Ludlow breaks down Intel's decision to tap the market for $15 billion in fresh capital, betting renewed AI enthusiasm can help fund its push into chips and physical AI. Plus, Apple gets a rare downgrade from Jefferies on concerns about its iPhone roadmap, and Microsoft explains how AI agents are already transforming the way software gets built. See omnystudio.com/listener for privacy information.
- Transcript
August 7 · 7 min
BONUS: Lyft CEO David Risher Talks Company Expansion
Lyft CEO David Risher discusses the company's growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed Ludlow on "Bloomberg Tech." See omnystudio.com/listener for privacy information.
- Transcript
August 7 · 44 min
Jobs, AI and Tech Earnings
Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft and DraftKings join to discuss their latest earnings, and OpenAI’s first consumer device is taking shape - an AI smart speaker designed to look like a doughnut. See omnystudio.com/listener for privacy information.
- Transcript
August 6 · 46 min
Alphabet's Bond Sale Signals AI Confidence
Bloomberg’s Ed Ludlow breaks down Alphabet's latest jumbo bond sale, receiving about $115 billion of orders after looking to raise $25 billion, signaling renewed investor appetite for debt tied to the AI boom after a recent selloff. Plus, a rough day for Western Digital (WD) after the storage giant's shares slid after a disappointing outlook. And, Sequoia's leaders Alfred Lin and Pat Grady join to discuss the future of the storied venture capital firm. See omnystudio.com/listener for privacy information.
- Transcript
August 6 · 5 min
BONUS: Western Digital CEO Irving Tan Talks AI Storage Demand
Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity. He says long-term supply agreements suggest AI's storage needs will continue to grow well into the next decade. He joins Ed Ludlow on "Bloomberg Tech." See omnystudio.com/listener for privacy information.
- Transcript
August 5 · 8 min
BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook
Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding concerns from investors about the company’s ability to evolve in the robotaxi era. Total gross bookings — a key metric that includes ride hails, delivery orders and driver and merchant earnings but not tips — will be $58.25 billion to $60.25 billion for the quarter ending in September, the company said Wednesday. For more, Uber CEO Dara Khosrowshahi spoke with Bloomberg Tech host Ed Ludlow. See omnystudio.com/listener for privacy information.
- Transcript
August 5 · 44 min
SpaceX, Uber and the Future of Mobility
Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company's earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company's big commercial milestone of starting to charge for rides in Las Vegas. See omnystudio.com/listener for privacy information.
- Transcript
August 4 · 19 min
Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO
SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts. Shares of Elon Musk’s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research See omnystudio.com/listener for privacy information.
- Transcript
August 4 · 43 min
Palantir Surges as AI Demand Accelerates
Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense. See omnystudio.com/listener for privacy information.
- Transcript
August 3 · 19 min
Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack
Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents to think outside the box, they don't want AI to 'think outside the sandbox' and stay in the closed testing environment. Delangue also discussed government involvement in AI regulation and said that there is a risk that too much government intervention would result in a 'concentration of power' and said that is one of the biggest risks in the AI space. He talks to Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.
- Transcript
August 3 · 46 min
China's AI Push Meets Amazon's Cloud Surge
Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker's next era of growth as the company reinvents itself as a subscription giant. See omnystudio.com/listener for privacy information.
- Transcript
July 31 · 45 min
Amazon Soars, Apple Struggles, AI Faces New Scrutiny
Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI's breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests. See omnystudio.com/listener for privacy information.
- Transcript
July 30 · 45 min
AI Winners and Losers Emerge
Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, and all eyes are on Apple as Tim Cook gives his last earnings report as CEO. See omnystudio.com/listener for privacy information.
- Transcript
July 29 · 44 min
Markets Brace for Microsoft and Meta Earnings
Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company's earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with Microsoft and Meta coming next. See omnystudio.com/listener for privacy information.
- Transcript

Showing 21–40 of 53 episodes