eric hippeauVeteran venture capitalist discussing early-stage investing discipline, high AI valuations, and focus on second-generation AI applications.
rodrigo liang32-year semiconductor veteran. Founded SambaNova in 2017 to build reconfigurable dataflow accelerators for AI. Led company through six chip tape-outs (SN10-SN50) and $2.5B total fundraising, most recently $1B at $11B valuation led by General Atlantic.
margaret patelGuest investor discussing tech market rotation, semiconductor valuations, and macro impact on tech earnings.
sridhar natarajanBloomberg reporter covering finance and technology deals, including OpenAI and bank lending.
ed ludlowEd Ludlow hosts Bloomberg Tech from San Francisco, covering technology, finance, and innovation with a focus on AI, semiconductors, and venture capital.
mark gurmanManaging editor for Bloomberg's consumer technology team and chief correspondent covering Apple and consumer hardware. He reports on product strategy, devices, and the technology supply chain.