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podcast
Bloomberg Tech
host · unknown
episodes
29
mentions
323
tickers
127
net sentiment
61%
tickers discussed · 127
$SPCX×25$AAPL×19$NVDA×13$AMZN×13$GOOGL×12$MU×12$META×11$MSFT×10$000660.KS×10$ANTHROPIC×9$TSLA×7$AMD×6
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$PLTR×6$OPENAI×6$WDC×4$TSM×4$QCOM×4$AVGO×4$FIG×3$UBER×3$DIS×3$BABA×3$VALAR-ATOMICS×3$ARM×3$MOONSHOT-AI×3$INTC×3$ANDURIL×3$HYNIX×3$005930.KS×3$TWLO×2$DKNG×2$LYFT×2$PARA×2$SHOP×2$ZOOX×2$XAI×2$COATUE-MANAGEMENT×2$BASE-POWER×2$K2-SPACE×2$CXMT×2$ASML×2$CBRS×2$IBM×2$NFLX×2$SARONIC×2$LMT×2$CURSOR$WAAVE$GROK$WAYMO$GRAB$FOUNDER-100-ETF$FOUNDERS-100-ETF$RIVN$1001-AI$SYNON-HEALTH$SITUATIONAL-AWARENESS$LUX-CAPITAL$MODULAR$BERINGEA$LOGI$SOFI$SNDK$SAPPHIRE-VENTURES$SIERRA$CATO-NETWORKS$JANUS-HENDERSON$OVERMATCH-VENTURES$PRINCIPLED-MINERALS$ARMADA$THE-EXPLORATION-COMPANY$DETERRENT$SAFE-SUPERINTELLIGENCE$VIKING-GLOBAL$SCRIBE-THERAPEUTICS$KHOSLA-VENTURES$MBLY$NOW$SMCI$KLAR$FRANKLIN-VENTURE$T$FIREWORKS-AI$INTERLUNE$RESOLVE-AI$GREYLOCK$EBAY$GME$ASTS$HELSING$GSAT$COGNITION$RTX$FOUNDERS-FUND$UTHR$BEN$SBUX$SAMBANOVA$BLUE-ORIGIN$LERER-HIPPEAU$BAC$KNOWLEDGE-ATLAS-TECHNOLOGY$DEEPSEEK$SAAB$PREMISE$RDDT$RUNWAY$FFF$ONDS$SAP$EREBOR$KALSHI$MARLIN-SPIKE-PARTNERS$CRWV$BYTEDANCE$MTX$LIME$ETCHED-AI$HUGGING-FACE$RKLB$IRDM$THRIVE-CAPITAL$GS$MS$9984.T$IREN$ANDREESSEN-HOROWITZ
guests & speakers · 127
khozeema shipchandlerjason robinsdavid risherkhozema shipchandlerirving tanrobert schiffmanalfred linpat gradydylan fielded ludlowedison yudara khosrowshahigeorge fergusonhannah millerhelena wangianaicha evanspeter huiceline wuemma palmermariana perez moralauren cassidymarkzach dellmatt garmanhenrylizette chapmanisaiah taylormark gurmanjordan kleindeenabrodie fordbrody fordhemaryankaran kunjurcristiano amonshwetagabriella borgesriley griffinjake silvermankunjan sobhanikaren mccormickbailey lipschultzanthony notopeterkathy gaodana wollmanhayete gallotkurt wagnershantishlomo krameralison porterryan vlastelicajensen huangmorgan hitzighema parmarsanaandrew feldmanantoine chkaibanjennifer doudnaian kingeric sheridanivanamnon shashuaarvind krishnabrady forddina basssara araghicurt wagnerjohn stankeyjoanne feeneypeter elstromsameer dholakiastephanie aliagajordan fitzgeraldmandeep singhconnor lovebrett lindsayrob meyersonanthony hughessaam motameditammie qiudinoryan cohenjoe lonsdalebrendan carrchey tae-wondelian asparouhovlouiskatrina dudleybrianrodrigo liangmargaret patelsridhar natarajaneric hippeauyahairajoel shulmanrobert shipmanmichelle davisvanessa larcoanurag ranajanet muicristóbal valenzuelajason schreierericfiona cincottajenny suranejudson althoffstephanie valdez streatyneil keeganmanddeep singhwayne tingrob thummelgavin uberticlem delanguepeter beckteresa paytonterryanthonynvidia vp of roboticscaroljulia loveazeem azharcelinedavid georgehock tan
episodes · 29
Jobs, AI, and Tech Earnings | Bloomberg Tech 8/07/20266 insights
2026-08-07 · Twilio CEO positions company as Switzerland of AI era with secular tailwind
Sequoia, Alphabet, and the AI Capital Cycle | Bloomberg Tech 8/06/202611 insights
2026-08-06 · Western Digital CEO sees 5-year HDD demand visibility driven by AI storage needs
SpaceX's AI Push, Uber's Next Move and Zoox's Milestone | Bloomberg Tech 8/5/202624 insights
2026-08-05 · CEO targets 15 robotaxi markets by year-end, sees multiple winners like foundation models
Palantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/20269 insights
2026-08-04 · TSMC's $100B CapEx increase signals multi-year AI demand visibility
Alibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/202617 insights
2026-08-03 · Founder 100 ETF sees inevitable Tesla-SpaceX merger creating closed-loop AI network
Apple's Stumble, Amazon's Surge and Anthropic's Hacks | Bloomberg Tech 7/31/202616 insights
2026-07-31 · Rivian CFO: R2 SUV launch driving 50k demo drives, 70k annual guidance, second-half infle…
Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech14 insights
2026-07-30 · K2 Space raises $500M at ~$7B valuation to mass-produce high-power satellites for orbital…
SK Hynix Slips Ahead of Big Tech Results | Bloomberg Tech 7/29/20269 insights
2026-07-29 · SoFi CEO: 40% revenue growth, raising revenue guidance but holding earnings flat to fund…
Chip Selloff, SpaceX, and Apple's $5 Trillion Milestone | Bloomberg Tech 7/28/202610 insights
2026-07-28 · China's CXMT goes public, challenging SK Hynix and Samsung in memory
Nvidia Sparks Renewed Circular Financing Concerns with New Deals | Bloomberg Tech 7/27/202621 insights
2026-07-27 · Jensen Huang outlines $750B AI infrastructure pipeline and 10x semiconductor growth thesis
Open-Weight AI Debate Takes Center Stage6 insights
2026-07-24 · Cerebras CEO touts AMD partnership for world's fastest disaggregated inference
AI Spending Takes Center Stage in Big Tech Earnings | Bloomberg Tech 7/23/20266 insights
2026-07-23 · Tigris COO calls Tesla selloff a buying opportunity on physical AI thesis
OpenAI's AI Hack, AMD's Anthropic Bet & Apple's Next Macs | Bloomberg Tech 7/22/202613 insights
2026-07-22 · Anthropic secures AMD compute and equity for 2GW deployment
Nvidia Ships New AI Chips as Washington Eyes China | Bloomberg Tech 7/21/202610 insights
2026-07-21 · Broadcom and Nvidia favored as durable AI infrastructure plays over model companies
The AI Race, Starship and Silicon Valley's Defense Bet | Bloomberg Tech 7/20/20264 insights
2026-07-20 · Interlune CEO says helium-3 shortage threatens quantum scaling; lunar harvesting and terr…
China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet | Bloomberg Tech 7/17/202611 insights
2026-07-17 · Greylock backs Anthropic as full-stack AI leader with fastest-growing revenue in history
TSMC's Market Jolt, Saronic's Texas Bet and GameStop's eBay Bid | Bloomberg Tech 7/16/20265 insights
2026-07-16 · Saronic commits $3.2B to build largest US shipyard in Brownsville, Texas
AI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/202619 insights
2026-07-13 · Lonsdale: Palantir's valuation surged 10x to over $300B on AI wave, exemplifying industri…
SK Hynix US Listing Demand Soars | Bloomberg Tech 7/09/202611 insights
2026-07-09 · SpaceX Starlink dominates telecom, data center leases with Anthropic and Google drive $2.…
Jittery Tech Markets; OpenAI Gets BofA Credit Line | Bloomberg Tech 7/08/202615 insights
2026-07-08 · SambaNova raises $1B at $11B valuation for inference-focused dataflow architecture
AI Chip Selloff Spreads Across Global Markets | Bloomberg Tech 7/07/202613 insights
2026-07-07 · New venture fund Premise targets pre-seed AI with founder-first thesis
Apple, Broadcom Expand Custom Chip Partnership | Bloomberg Tech 7/06/202614 insights
2026-07-06 · Runway invests $300M in global expansion as Hollywood fully adopts AI video
Tesla Deliveries Jump 25% | Bloomberg Tech 7/02/20267 insights
2026-07-02 · Valar Atomics demonstrates first advanced reactor powering Nvidia chip, targets waterless…
Meta to Build Cloud Business to Sell Excess AI Compute | Bloomberg Tech 7/01/202612 insights
2026-07-01 · Marlin Spike closes oversubscribed Fund II at $75M targeting defense tech national champi…
Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/20264 insights
2026-06-30 · Etched.ai CEO touts rack-scale inference chips with cluster memory
Rocket Lab Targets SpaceX's Starlink Dominance in New Deal | Bloomberg Tech 6/29/20269 insights
2026-06-29 · Hugging Face CEO says open-source AI booming with 1M new models quarterly, critical for r…
OpenAI Weighs IPO in 2027 | Bloomberg Tech 6/26/202612 insights
2026-06-26 · Nvidia VP: Humanoid robotics breakthrough hinges on 'AI brain' not hardware — ChatGPT mom…
Apple Raises Prices, Micron Rallies | Bloomberg Tech 6/25/202610 insights
2026-06-25 · Qualcomm CEO targets $5B data center revenue by FY27, $15B by FY29 with Meta CPU contract…
OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/20265 insights
2026-06-24 · a16z GP David George bullish on SpaceX orbital data centers and Starlink optionality