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Dec 4, 2023
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we want to bring in ed ludlow, who has been tracking the story.e just got through a conversation about an uncertain economic outlook. if you are spotify and trying to stay lean four uncertain times, this would play into that? ed: yeah. it is also about the bottom line. for all streaming platforms, there has been a question about profitability. everybody is stating the positive impact this will have on their operating margin going to worry. it is the third time they've have trimmed the workforce this year. 1500 people. what daniel said in his statement is they considered smaller trims over a period of time but decided the best way to go is substantial cuts, making sure that those remaining are directly contributing to something that is profitable, that is giving output. alix: contributing to something that is profitable seems obvious. i am wondering is it their existing, main business that was the problem or other stuff they are trying to do? ed: they through millions of dollars at growing a podcast business that they pulled back from to try and br
we want to bring in ed ludlow, who has been tracking the story.e just got through a conversation about an uncertain economic outlook. if you are spotify and trying to stay lean four uncertain times, this would play into that? ed: yeah. it is also about the bottom line. for all streaming platforms, there has been a question about profitability. everybody is stating the positive impact this will have on their operating margin going to worry. it is the third time they've have trimmed the workforce...
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Dec 8, 2023
12/23
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ed: i am ed ludlow in san francisco and this is "bloomberg technology." caroline: openai and microsoft partnership facing antitrust scrutiny in the u.k. and the u.s.. we will break down the concern. ed: e.u. negotiators continue to debate rules for ai and the sticking points as a balance the risk of artificial intelligence and potential benefits. caroline: 112 -- 100 $25 million invested for new stage startups. we sit down with the founder, but first let us check in on the markets, completely flat on the nasdaq. we tried to digest the macro picture. a strong jobs market and confidence building. we are one point to the downside in the nasdaq. we saw the injection abiding yesterday. we do see big moves, 14 basis points to the upside on the two year. perhaps we got a little bit too exuberant about thinking we would have rate cuts as soon as march. those probabilities falling back. brent crude prop -- popping up after oil has been under pressure. some u.s. stockpiles managing to push up a little bit higher. let us look about what is happening in the rest of t
ed: i am ed ludlow in san francisco and this is "bloomberg technology." caroline: openai and microsoft partnership facing antitrust scrutiny in the u.k. and the u.s.. we will break down the concern. ed: e.u. negotiators continue to debate rules for ai and the sticking points as a balance the risk of artificial intelligence and potential benefits. caroline: 112 -- 100 $25 million invested for new stage startups. we sit down with the founder, but first let us check in on the markets,...
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Dec 7, 2023
12/23
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ed: i am ed ludlow in san francisco.the most valuable u.s. startup discusses a tender offer inside sales. ed:
ed: i am ed ludlow in san francisco.the most valuable u.s. startup discusses a tender offer inside sales. ed:
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Dec 21, 2023
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ed: i am ed ludlow in san francisco and this is "bloomberg technology."amount, warner bros., are they in talks of the merger? a breakdown on what we know about talks between the two biggest media companies in the world. ed: the outlook for the tech sector as it bounces back from a selloff that knocked it out of record highs. caroline: apple ramps
ed: i am ed ludlow in san francisco and this is "bloomberg technology."amount, warner bros., are they in talks of the merger? a breakdown on what we know about talks between the two biggest media companies in the world. ed: the outlook for the tech sector as it bounces back from a selloff that knocked it out of record highs. caroline: apple ramps
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Dec 21, 2023
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ed: i am ed ludlow in san francisco and this is "bloomberg technology." caroline: paramount, warner bros., are they in talks of the merger? a breakdown on what we know about talks between the two biggest media companies in the world. ed: the outlook for the tech sector as it bounces back from a selloff that knocked it out of record highs. caroline: apple ramps up production of the vision pro headset and stayed for lunch this february. what we know about the debut and discuss more throughout this hour, including the return to buying on the nasdaq after yesterday's pullback. it was notable that we saw some significant sailing towards the end of trade. we are not making up all of yesterday's losses and we are off of the record highs, but the nasdaq is up two thirds of the percentage point. it managed to beat expectations for the forecast driving stocks higher. the 10 year yield, little bit of selling pressure, but back to analyzing data today. the gdp is actually below expectations, but we are seeing that the insurance, the jobless claims, all of this is pai
ed: i am ed ludlow in san francisco and this is "bloomberg technology." caroline: paramount, warner bros., are they in talks of the merger? a breakdown on what we know about talks between the two biggest media companies in the world. ed: the outlook for the tech sector as it bounces back from a selloff that knocked it out of record highs. caroline: apple ramps up production of the vision pro headset and stayed for lunch this february. what we know about the debut and discuss more...
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Dec 1, 2023
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ed: ed ludlow in san francisco.t to put it down on things but the final day of the week this is what markets look like on a weekly basis. the nasdaq 100 is basically flat at 0.02%. there has been a bunch of fed speak, earnings are having a real impact on the trajectory of the nasdaq 100 in the last 24-40 eight hours which is made up of some of the higher multiple software names that reported earnings. dell, a big impact on markets this friday. an important piece of news that i want to bring our audience is look at some of the ev makers, including legacy automakers transitioning. the biden administration has set the limits for a foreign entity of concern. they sickly the ruling is if a company is involved in the battery supply chain with more than 25 percent foreign ownership in the context of china, then any car that includes a component or material tied to that company in fe oc will not be eligible for the $7,500 federal tax credit. really important when you consider that the supply chains of these u.s. automakers
ed: ed ludlow in san francisco.t to put it down on things but the final day of the week this is what markets look like on a weekly basis. the nasdaq 100 is basically flat at 0.02%. there has been a bunch of fed speak, earnings are having a real impact on the trajectory of the nasdaq 100 in the last 24-40 eight hours which is made up of some of the higher multiple software names that reported earnings. dell, a big impact on markets this friday. an important piece of news that i want to bring our...
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Dec 12, 2023
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ed: i'm ed ludlow in new york.aroline: coming up we speak with heather boucher and the impacts of the inflation reduction act. ed: alphabet loses its suit. caroline: true anomaly raises 100 million to ramp up the satellite that can detect threats. the threat over the cpi print running ever so hot has died down and we see .2% up on the nasdaq. we come back down because the cpi is slowing but there are areas of concern. the dollar index is off .16%. but see the effect on the u.s. dollar and crypto. bitcoin has been carving its own path but is off is 45,000 level 4129. just treading water after the macro print. ed: oracle is the story were watching. the way the market is looking at it, it's the second quarter of decelerating growth. the opposite of what they wanted to see. that puts it back on track. where they getting enough access to high and gp use in support of artificial intelligence? the jury in san francisco saying that google play is a monopoly based on anti-competitive practices. the shares are down .8%. if t
ed: i'm ed ludlow in new york.aroline: coming up we speak with heather boucher and the impacts of the inflation reduction act. ed: alphabet loses its suit. caroline: true anomaly raises 100 million to ramp up the satellite that can detect threats. the threat over the cpi print running ever so hot has died down and we see .2% up on the nasdaq. we come back down because the cpi is slowing but there are areas of concern. the dollar index is off .16%. but see the effect on the u.s. dollar and...
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Dec 8, 2023
12/23
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ed: i am ed ludlow in san francisco and this is "bloomberg technology."scrutiny in the u.k. and the u.s.. we will break down the concern. ed: e.u.
ed: i am ed ludlow in san francisco and this is "bloomberg technology."scrutiny in the u.k. and the u.s.. we will break down the concern. ed: e.u.
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Dec 19, 2023
12/23
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ed ludlow is off today. this is "bloomberg technology."head in the conversation.
ed ludlow is off today. this is "bloomberg technology."head in the conversation.
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Dec 11, 2023
12/23
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ed: and i ed ludlow in san francisco. caroline: microsoft and labor unions form an alliance on artificial intelligence. we will break down the announcement. ed: has global regulators examine microsoft's $13 billion investment in openai, the company has a simple response. it does not own a stake. we will discuss the antitrust concerns. caroline: the eu reaches april a merry deal -- a preliminary deal in the first artificial intelligence regulation. we'll discuss that. for a moment let's not talk about ai. we are all focused on the macro data. we take a pause and have the cpi. moves in the bond market more severe. we are up five basis points on the 10 year. we go in cautiously to the data point and the fed decision. i am looking at bloomberg commodity index on the downside is the oil selloff and gold selloff. for us it is our risk asset of choice. it has had a more volatile ride. we have been rallying hard. we are at 41,736. we took a big leg lower in early asia trading. there was a bit of liquidity gap. people are thinking
ed: and i ed ludlow in san francisco. caroline: microsoft and labor unions form an alliance on artificial intelligence. we will break down the announcement. ed: has global regulators examine microsoft's $13 billion investment in openai, the company has a simple response. it does not own a stake. we will discuss the antitrust concerns. caroline: the eu reaches april a merry deal -- a preliminary deal in the first artificial intelligence regulation. we'll discuss that. for a moment let's not talk...
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Dec 20, 2023
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. >> this is bloomberg technology with caroline hyde and ed ludlow.at the world headquarters in new york, ed ludlow is off guard coming up as apple's smartwatch ban goes into effect, we break down the latest from washington. bytedance sales researched this year to more than 110 billion dollars overtaking competitive tencent. what's is is about the state of tiktok's e-commerce business. how hot or not the private equity market
. >> this is bloomberg technology with caroline hyde and ed ludlow.at the world headquarters in new york, ed ludlow is off guard coming up as apple's smartwatch ban goes into effect, we break down the latest from washington. bytedance sales researched this year to more than 110 billion dollars overtaking competitive tencent. what's is is about the state of tiktok's e-commerce business. how hot or not the private equity market
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Dec 22, 2023
12/23
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ed: i am ed ludlow in san francisco and this is bloomberg technology. caroline: elon musk lashes out. we get an outlook for tech stocks in the new year. ed: and $80 billion route underway in china as beijing imposes new curbs on gaming. we will break down the embarkation for the country's giant internet sector. caroline: we talk all things ai as chatgpt ends the year with a new list of competitors. what will 2024 bring? first, let's check in on public markets and a few key themes. managing to hold on gains for the nasdaq and s&p 500. have not seen that for years on the s&p 500 benchmark, at least. still anticipation at 1.5% of cuts in the 2024 year. interesting we are seeing money come off the table in china. this is about gaming. this is about the power of the government vis-À-vis the gaming sector in china. we will dig into that from a micro basis. oil holding steady at the moment. we have seen a ramp up on oil. last couple of weeks, we have seen that on the back of tensions throughout the red sea. let's move on to the world of crypto. we are down .9%
ed: i am ed ludlow in san francisco and this is bloomberg technology. caroline: elon musk lashes out. we get an outlook for tech stocks in the new year. ed: and $80 billion route underway in china as beijing imposes new curbs on gaming. we will break down the embarkation for the country's giant internet sector. caroline: we talk all things ai as chatgpt ends the year with a new list of competitors. what will 2024 bring? first, let's check in on public markets and a few key themes. managing to...
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Dec 13, 2023
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ed: i'm ed ludlow in san francisco and this is "bloomberg technology."lion cars to fix safety flaws. what it means for drivers and the ev maker as it faces its biggest recall ever. ed: apple said t
ed: i'm ed ludlow in san francisco and this is "bloomberg technology."lion cars to fix safety flaws. what it means for drivers and the ev maker as it faces its biggest recall ever. ed: apple said t
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Dec 13, 2023
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ed: i'm ed ludlow in san francisco and this is "bloomberg technology."aroline: tesla recalls 2 million cars to fix safety flaws. what it means for drivers and the ev maker as it faces its biggest recall ever. ed: apple said to be hit by an eu antitrust offer over the music streaming rivals. we break on the potential ban. caroline: netflix is revealing fewer data on every show in an effort to boost transparency in the wake of the hollywood strikes. we will discuss that and more throughout this hour. plenty of regulatory focus. currently basing trading -- basically treading water. that important decision coming from the federal reserve. what will he get a signal in terms of rate cuts for 2024? two-year yield off by seven basis points. they are anticipating some sort of dovishness in the next. let's he was happening the world of crypto. it has been a volatile space of late. holding above the $41,000. elevated levels in the last few trading days. up to percent as the dollar treads water. what are you watching on the micro? ed: i huge number of stories in the
ed: i'm ed ludlow in san francisco and this is "bloomberg technology."aroline: tesla recalls 2 million cars to fix safety flaws. what it means for drivers and the ev maker as it faces its biggest recall ever. ed: apple said to be hit by an eu antitrust offer over the music streaming rivals. we break on the potential ban. caroline: netflix is revealing fewer data on every show in an effort to boost transparency in the wake of the hollywood strikes. we will discuss that and more...
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Dec 5, 2023
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ed: i'm ed ludlow in san francisco. this is "bloomberg technology."auto six is out with its official trailer as it teases launch in 2025. what it means for the bottom
ed: i'm ed ludlow in san francisco. this is "bloomberg technology."auto six is out with its official trailer as it teases launch in 2025. what it means for the bottom
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Dec 15, 2023
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bloomberg's ed ludlow.atch ed and caroline how it on bloomberg technology -- and caroline hyde on bloomberg technology. coming out, we will get a closer look at the state of manufacturing. ♪ alix: we are about one hour into the trading session. abigail doolittle is tracking the moves. abigail: the russell 2000 down about .2%. look at the week. this has to do with the pivot, up for a sixth week in a row. the s&p 500 is up eight weeks in a row, the longest winning streak going back to 2017. let's look at the index along with other asset classes and it is a week to remember. the s&p 500 up the eighth week in a row, the longest winning streak since 2017. gold up 1.8%. diversified rally. there is the big rally, bonds rallying in a massive way. 441 on the two-year yield. the bloomberg dollar index down 1.4%. a piece of this is not just the power pivot but christine lagarde being hawkish which is helping the euro climb which is pressuring down on the dollar. the breath has increased. this may suggest it is not as
bloomberg's ed ludlow.atch ed and caroline how it on bloomberg technology -- and caroline hyde on bloomberg technology. coming out, we will get a closer look at the state of manufacturing. ♪ alix: we are about one hour into the trading session. abigail doolittle is tracking the moves. abigail: the russell 2000 down about .2%. look at the week. this has to do with the pivot, up for a sixth week in a row. the s&p 500 is up eight weeks in a row, the longest winning streak going back to 2017....
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Dec 5, 2023
12/23
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ed: i'm ed ludlow in san francisco. this is "bloomberg technology." caroline: grand theft auto six is out with its official trailer as it teases launch in 2025. what it means for the bottom line in the gaming industry. ed: bytedance and go to saving the indonesian tiktok shop in what may be a template for other e-commerce markets around the world. caroline: meta and ibm joint force with 40 companies to create an ai alliance. the implications and open-source focus later this hour. this chicken on the markets. a macro picture of the jobs data . a little cooling, music to the federal reserve's ears. selloff about .2% on the nasdaq. we are seeing 10 year yields back down again eight basis points as people anticipate maybe the fed can continue to be more dovish. bitcoin tearing itself away from the other risk assets pushing higher even as we see stocks and bonds selloff yesterday and defying the 72733. this was the london stock exchange. the third technical fault in three months. an outage that impacted certain tech names that we know. asos trading. they h
ed: i'm ed ludlow in san francisco. this is "bloomberg technology." caroline: grand theft auto six is out with its official trailer as it teases launch in 2025. what it means for the bottom line in the gaming industry. ed: bytedance and go to saving the indonesian tiktok shop in what may be a template for other e-commerce markets around the world. caroline: meta and ibm joint force with 40 companies to create an ai alliance. the implications and open-source focus later this hour. this...
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Dec 11, 2023
12/23
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ed: and i ed ludlow in san francisco.crosoft and labor unions form an alliance on artificial intelligence. we will break down the annou
ed: and i ed ludlow in san francisco.crosoft and labor unions form an alliance on artificial intelligence. we will break down the annou
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Dec 6, 2023
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let's bring in ed ludlow, who is actually at the event in california.s upgrade to $400 billion. >> it is surprising. the previous cost of $150 billion is relatively recent. amd, now saying, the market for the gpu's found in foundation models and the inference side of generative ai tools will now be $400 billion by 2027. the question is, what changed? the entire semiconductor industry in 2022, including all chip types, from the most complicated you be used to analog devices, analog chips, was $500 billion. amd is saying the entire market for this ai accelerator space is going to boom almost a total size of the current chip market today. vonnie: it is huge. amd, going for the jugular with nvidia immediately, comparing its own device with what nvidia has. talk to us a little bit about what the battleground is here exactly. ed: the battleground is amd's mi 300x going up against nvidia's h100, which has been a big factor in preparing nvidia's own stock. but it is the gpu of choice in the ai space right now. nvidia's h 100 is shipping in volume in the real wo
let's bring in ed ludlow, who is actually at the event in california.s upgrade to $400 billion. >> it is surprising. the previous cost of $150 billion is relatively recent. amd, now saying, the market for the gpu's found in foundation models and the inference side of generative ai tools will now be $400 billion by 2027. the question is, what changed? the entire semiconductor industry in 2022, including all chip types, from the most complicated you be used to analog devices, analog chips,...
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Dec 7, 2023
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ed: i am ed ludlow in san francisco. caroline: spacex targets a 170 $5 billion valuation or more as the most valuable u.s. startup discusses a tender offer inside sales. ed: amd takes on nvidia introducing ai accelerators. our conversation with the amd ceo. caroline: after talks on ai rules, eu negotiators remain divided on a plan to adopt the most comprehensive regulation for the technology in the western world. the latest out of brussels. let's get you up to speed on the markets. ai exuberance is back. we will dig into why alphabet is rising on the back of the gemini launch. we see the nasdaq up 1.25%. have we bake into much dovishness around the world when it comes to central banks? the doj perhaps realigning our viewpoints. that is why we are seeing the dollar falling versus the japanese yen. moving on in the u.s. dollar, these are other key currencies are assets. in the world of crypt though, bitcoin overall, we have seen 43,006 under 48 versus the u.s. dollar, down by .4%. no big shakes in the world of crypto even
ed: i am ed ludlow in san francisco. caroline: spacex targets a 170 $5 billion valuation or more as the most valuable u.s. startup discusses a tender offer inside sales. ed: amd takes on nvidia introducing ai accelerators. our conversation with the amd ceo. caroline: after talks on ai rules, eu negotiators remain divided on a plan to adopt the most comprehensive regulation for the technology in the western world. the latest out of brussels. let's get you up to speed on the markets. ai...
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Dec 7, 2023
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lizzy: that was the amd ceo lisa su with ed ludlow. i want to stay with ai. got an update coming in just a few minutes ago, the eu council is postponing its briefing on ai rules, as the talks continue to go on. for the latest, we have bloomberg's tech reporter aggi cantrill in berlin. why the delay? what's holding up these talks? >> as you can see from that headline that just crossed, these are talks that are still ongoing. this is a very contentious issue. this is been in the works in the european union since 2021, so before the latest boom in ai we saw with the unleashing of chatgpt to the wider public. this is been in the works for several years. still this debate is ongoing. this talk of 16 hours in at this point, and there is still a lot of points of contention. the scope of this negotiation is trying to establish the first comprehensive regulation for artificial intelligence in the western world. this is significant because this is something the eu is already known for. they set the gold standard for the rest of the world when it came to gdpr, when it c
lizzy: that was the amd ceo lisa su with ed ludlow. i want to stay with ai. got an update coming in just a few minutes ago, the eu council is postponing its briefing on ai rules, as the talks continue to go on. for the latest, we have bloomberg's tech reporter aggi cantrill in berlin. why the delay? what's holding up these talks? >> as you can see from that headline that just crossed, these are talks that are still ongoing. this is a very contentious issue. this is been in the works in...
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Dec 20, 2023
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>> this is bloomberg technology with caroline hyde and ed ludlow. caroline: i am at the world headquarters in new york, ed ludlow is off guard coming up as apple's smartwatch ban goes into effect, we break down the latest from washington. bytedance sales researched this year to more than 110 billion dollars overtaking competitive tencent. what's is is about the state of tiktok's e-commerce business. how hot or not the private equity market is going to start up employees and investors seek to sell shares of their companies. markets relatively hard when you look at the nasdaq. nasdaq 100 is another record high. market their manage to rally -- that managed to rally, the consumer confidence is building and maybe the macro picture remains who will be able to tame some of the interest rate hikes and indeed some interest rate cuts coming in 2024. think about what is happening in the u.k. we have seen cooling and inflation. looking at individual movers and a case-by-case basis, number one, china did not see the fine we have seen in the united states and the
>> this is bloomberg technology with caroline hyde and ed ludlow. caroline: i am at the world headquarters in new york, ed ludlow is off guard coming up as apple's smartwatch ban goes into effect, we break down the latest from washington. bytedance sales researched this year to more than 110 billion dollars overtaking competitive tencent. what's is is about the state of tiktok's e-commerce business. how hot or not the private equity market is going to start up employees and investors seek...
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Dec 5, 2023
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the top tech stories from the bay area and it starts this morning with ed ludlow.nveils the grand theft auto preview and people do not love it? i was one of those reporters 15 years ago standing in line at midnight to buy these games. ed: grand theft auto 6 is coming in 2025. we don't know when but what happened was the plan from take two which owns rockstar was to release the trailer for grand theft auto vi but it was leaked. the stock is down but the logic is basically it is disappointing it is that far away and is worrying they don't have a specific date beyond 2025. they could be the end of 2025. there are many sell side analysts saying buy the stock. it's a buying opportunity on the dip. guy: doesn't look good? is it going to be a massive hit? can we take anything away from what we have seen thus far? ed: it will be the first grand theft auto with a female protagonist. it will be set in a fictional miami. the trailer looks awesome. other videogames are available on a massive gamer. -- i am a massive gamer. liquid grand theft auto v did. it is unbelievable it w
the top tech stories from the bay area and it starts this morning with ed ludlow.nveils the grand theft auto preview and people do not love it? i was one of those reporters 15 years ago standing in line at midnight to buy these games. ed: grand theft auto 6 is coming in 2025. we don't know when but what happened was the plan from take two which owns rockstar was to release the trailer for grand theft auto vi but it was leaked. the stock is down but the logic is basically it is disappointing it...
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Dec 19, 2023
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ed ludlow is off today. this is "bloomberg technology."pple races to tweak its smartwatch software. details ahead in the conversation. one argues the device infringes patents. a blue origin rocket takes to the sky for the first time in 15 months, paving the way for people to start flying on new shepard again. we will sit down with a guest as he returns to the softbank opportunity fund. that conversation and so much more coming up this hour. first, a check on the markets. nasdaq is on quite a roll. the nasdaq 100 hitting the intraday record high, up 0.2%. the 10 year pulling back with optimism the federal reserve is done on its rate hike and we will be seeing rate us as soon as march next year. we look at new york crude up more than 2%. geopolitical tension with an issue in the red sea and the traveling of oil will take much longer if they have to bypass that particular route. we look at the world of crypto because the dollar has been falling away but so has bitcoin. still at $42,300 level. we will have a conversation on ultimately with the
ed ludlow is off today. this is "bloomberg technology."pple races to tweak its smartwatch software. details ahead in the conversation. one argues the device infringes patents. a blue origin rocket takes to the sky for the first time in 15 months, paving the way for people to start flying on new shepard again. we will sit down with a guest as he returns to the softbank opportunity fund. that conversation and so much more coming up this hour. first, a check on the markets. nasdaq is on...
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Dec 22, 2023
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ed: i am ed ludlow in san francisco and this is bloomberg technology.lon musk lashes out. we get an outlook
ed: i am ed ludlow in san francisco and this is bloomberg technology.lon musk lashes out. we get an outlook
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Dec 22, 2023
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ed ludlow joins us now.about apple because there are things happening about their ability to read latest these watches during a ban. how much impact is it having on the company? ed: as of 3 p.m. eastern time on thursday, the ultra two and the nine series of the watch are not available for sale anymore on the company's website. on december 24, apple will pull those latest generators of watches from 270 of its physical store locations in the united states because of the itc ruling that has to do with patents on blood oxygen monitoring. if you own a prior in just generation of watch going back to numbers x onwards, you now probably can't get replaced or even fixed because of this itc ruling. guy: how much damage is being done to the brand here? ed: is to the brand rather than anything financial. if you look at fiscal year 23 which involves wearables which is in home goods is between 10-11% of revenue. there is a near-term reputational issue. it's like a david and goliath story. on the other of the table in this
ed ludlow joins us now.about apple because there are things happening about their ability to read latest these watches during a ban. how much impact is it having on the company? ed: as of 3 p.m. eastern time on thursday, the ultra two and the nine series of the watch are not available for sale anymore on the company's website. on december 24, apple will pull those latest generators of watches from 270 of its physical store locations in the united states because of the itc ruling that has to do...
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Dec 1, 2023
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ed: i am ed ludlow in san francisco. this is bloomberg technology.coverage on the tesla release of the cyber truck. we will bring you the details of the long-awaited rather expensive electric veh
ed: i am ed ludlow in san francisco. this is bloomberg technology.coverage on the tesla release of the cyber truck. we will bring you the details of the long-awaited rather expensive electric veh
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Dec 18, 2023
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i want to bring in ed ludlow who's been tracking this developing story. what more can you tell us?d: nicolo founder trevor milton has been sentenced to four years in prison. it's significantly lower than the 11 year term the government was pushing for and the probation officials have recommended based on the one count of securities fraud and two counts of wire fraud of which he was found guilty in october, 2022. it's still a significant sentence. as you said, trevor milton was found guilty of misleading investors over the progress his company had made in its early stages, the capabilities of its technology this is a trial that we had bloomberg have been following closely for a number of years. we first broke the news in june, 2020 that milton according to our sources had made misstatements about the capabilities of their early technology. for years is what the sentence is. u.s. attorney whose office led this trial is the same office they got a guilty conviction on sam bankman-fried. they have kind of promised to crack down on this white-collar financial crime area. this is their la
i want to bring in ed ludlow who's been tracking this developing story. what more can you tell us?d: nicolo founder trevor milton has been sentenced to four years in prison. it's significantly lower than the 11 year term the government was pushing for and the probation officials have recommended based on the one count of securities fraud and two counts of wire fraud of which he was found guilty in october, 2022. it's still a significant sentence. as you said, trevor milton was found guilty of...
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Dec 7, 2023
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shery: amd's ceo there with bloomberg's ed ludlow.d revenue this year with the covid pandemic in the past. let's get more with our reporter, dani lee, joining us now. the recovery is not necessarily even across the world, is it? >> it's not really time to crack out the champagne fully yet. this is a recovery across a global industry but it is uneven. being very much led by north america. profitability from north america will account for more than half of the global industry profits this year and next. you see how asia actually will still be in last territory this year and making a small profit the next. thanks to high ticket prices, it's making up for the drop in cargo revenue. it's been a strong rebound. and with passenger volumes, capacity back pre-covid levels, however still some parts of the regions, particularly in asia, is still lagging behind. but the overall effect is the industry is growing back to 2019 levels and beyond. shery: how do we see airline performance from this point on? >> there are still some headwinds airlines a
shery: amd's ceo there with bloomberg's ed ludlow.d revenue this year with the covid pandemic in the past. let's get more with our reporter, dani lee, joining us now. the recovery is not necessarily even across the world, is it? >> it's not really time to crack out the champagne fully yet. this is a recovery across a global industry but it is uneven. being very much led by north america. profitability from north america will account for more than half of the global industry profits this...
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Dec 15, 2023
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ludlow. caroline: i am caroline hyde in new york. ed: i am at in san francisco this is bloomberg technology. caroline: this has been the year of nvidia. it set for its best year in over a decade, can it maintain through 2024. ed: a judge has said that elon musk must testify and then s.e.c. pro. caroline: the u.s. might be to blame, how gm, ford and tesla contribute to the tv setback. we still digest the days after the federal reserve where u.s. constraints are coming. new york fed chair williams putting a damper on the traveling of rates. the 10 year is holding steady but we did dive below that 4% number so there is the view that interest rates are not coming into the lower side of things. when you look at crypto, we have seen a topsy-turvy ride. we are back down to 40 1000, 800. what do you have on the micro? ed: we will have a big focus on electric vehicles outlook for next year because is changing. test site is -- tesla is higher by .5, gm is cutting workers but what do these stocks have i
ludlow. caroline: i am caroline hyde in new york. ed: i am at in san francisco this is bloomberg technology. caroline: this has been the year of nvidia. it set for its best year in over a decade, can it maintain through 2024. ed: a judge has said that elon musk must testify and then s.e.c. pro. caroline: the u.s. might be to blame, how gm, ford and tesla contribute to the tv setback. we still digest the days after the federal reserve where u.s. constraints are coming. new york fed chair...
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Dec 14, 2023
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ed: i am ed ludlow in california.aroline: the s&p 500 closes in on all-time highs after a dovish fed signal but what does it mean for the tech rally? ed: gm slashes 24% of its work force and we will talk about the tech labor market is 200 that he thousand workers at tech companies of all sizes have been let go this year. caroline: adobe is facing regulatory headwinds and why the company's ai ambitions may take longer than expected. let's focus on the rest of the market. while the macro wins in a day like today, we know with the meaning is for the federal reserve talking about rate cuts. the s&p 500 is closing in on record highs. the 10 year yield screens lower by 12 basis points. we see the key measure of the u.s. dollar index on the downside. we are off by 0.8%. whether or not we anticipated some of the federal reserve moves on like the rest of the market. ed: i got a deal, rivian has a new customer and its at&t. this the first new customer for their electric delivery than since amazon relinquished from that exclusiv
ed: i am ed ludlow in california.aroline: the s&p 500 closes in on all-time highs after a dovish fed signal but what does it mean for the tech rally? ed: gm slashes 24% of its work force and we will talk about the tech labor market is 200 that he thousand workers at tech companies of all sizes have been let go this year. caroline: adobe is facing regulatory headwinds and why the company's ai ambitions may take longer than expected. let's focus on the rest of the market. while the macro wins...
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Dec 7, 2023
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joining is now is ed ludlow. 24 hours that you were one of the leads on in regards to spacex. this is now accompanied it could be worth $175 billion or more? ed: in some ways, it's not surprising. the surprises the timing of the financial instrument which would value them at that amount. this is a tender offer or a secondary where long serving spacex staff can sell the private shares to investors. the company is not issuing any new equity. they are basically saying we will let employees get some liquidity in the price of those shares is agreed between the company and a venture firm or investment firm that leads around. what we have learned is right now the conversations around $95 per share which is a big jump from the low 80's where they were this summer and would value spacex at more than 175 billion dollars and that makes them among the most valuable companies by market cap in the world. guy: what is spacex worth? what is star link where? ed: a big part of the appetite and i'm told this is heavily oversubscrib
joining is now is ed ludlow. 24 hours that you were one of the leads on in regards to spacex. this is now accompanied it could be worth $175 billion or more? ed: in some ways, it's not surprising. the surprises the timing of the financial instrument which would value them at that amount. this is a tender offer or a secondary where long serving spacex staff can sell the private shares to investors. the company is not issuing any new equity. they are basically saying we will let employees get...
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Dec 13, 2023
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joining us now is ed ludlow. 2 million recalls for tesla, what's the problem, how big of a deal is its a recall of 2 million tesla vehicles in the united states about autopilot. it's a recall in the sense tesla is not taking back any of those vehicles across all models and year variants, they are fixing it with an over the air software update and it's basically the culmination of a two-year look at autopilot. not full self-driving debate. the assistance tool that allows you to maintain speed and keep you within the lane. there aren't enough software or visual prompts and other controls that tesla uses to make sure that the driver is keeping their hands on the wheel and their eyes on the road. guy: pay attention seems to be the message from the regulators. you wonder people watching netflix in the car which takes me to the other subject we should discuss which is we now know what we are all watching and it's quite a narrow list. i am stunned it's taken netflix so long to walk -- publish this data. what does it tell us about the business model and how the business model is going to evol
joining us now is ed ludlow. 2 million recalls for tesla, what's the problem, how big of a deal is its a recall of 2 million tesla vehicles in the united states about autopilot. it's a recall in the sense tesla is not taking back any of those vehicles across all models and year variants, they are fixing it with an over the air software update and it's basically the culmination of a two-year look at autopilot. not full self-driving debate. the assistance tool that allows you to maintain speed...
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Dec 4, 2023
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announcer: this is bloomberg technology with caroline hyde and ed ludlow. ♪ caroline: i'm caroline hydeed: this is bloomberg technology. carolyn: spotify flashes workforce by 70% amid the company's steepest cuts this year. we break down the push to costs and drive profitability. ed: plus, bitcoin topping 42,000 u.s. dollars for the first time since april of 2022. we will discuss what it means that the digital currency ecosystem in today's spotlight. caroline: we sit down with the oculus creator se unveils a tiny reusable fighter jet to blowup drones. all that and so much more ahead. we are in selloff mode. basically we are just getting back to the levels we were out on thursday. such has been the drive higher in risk assets. just reassessing how much we have run up already but really the direction of travel for the federal reserve and a lot of the jobs data. clearly seeing a selloff in bonds and stocks. bloomberg dollar index on the higher side after seeing such weakness this year. the strength in the u.s. dollar is not out matching the strength of bitcoin. we are going to dwell on this
announcer: this is bloomberg technology with caroline hyde and ed ludlow. ♪ caroline: i'm caroline hydeed: this is bloomberg technology. carolyn: spotify flashes workforce by 70% amid the company's steepest cuts this year. we break down the push to costs and drive profitability. ed: plus, bitcoin topping 42,000 u.s. dollars for the first time since april of 2022. we will discuss what it means that the digital currency ecosystem in today's spotlight. caroline: we sit down with the oculus...
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Dec 4, 2023
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. ♪ announcer: this is bloomberg technology with caroline hyde and ed ludlow. ♪ caroline: i'm caroline bloomberg technology. carolyn: spotify flashes workforce by 70% amid the company's steepest cuts this year. we break down the
. ♪ announcer: this is bloomberg technology with caroline hyde and ed ludlow. ♪ caroline: i'm caroline bloomberg technology. carolyn: spotify flashes workforce by 70% amid the company's steepest cuts this year. we break down the
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Dec 1, 2023
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jenning is now is ed ludlow. it finally happened, the cyber truck delivered to its first customers.ondering who buys this? how do you drive in new york with this? ed: tesla set out to make this completely different. 11 must narrative was this is a better -- elon musk's said this drives better than a sports car out there. there are three variants of the cyber truck and they're all much more expensive than tesla first marketed in 2019 when it was unveiled and more than analysts thought it would cost in the base model is $60,000 excluding the federal tax credit or gas savings. that's a 50% jump in what they first promised so it's expensive. there are one million reservations and to get one, you have to put $100 down which is fully refundable and the conversion rate will be the story going forward. kriti: isn't the nitty-gritty piece of this is at the end of the day, tesla which is trying to make an affordable version of this can't because of the margins and supply chain issues? ed: in an ideal world, when you build an electric vehicle, you would start with the no-frills base model. you
jenning is now is ed ludlow. it finally happened, the cyber truck delivered to its first customers.ondering who buys this? how do you drive in new york with this? ed: tesla set out to make this completely different. 11 must narrative was this is a better -- elon musk's said this drives better than a sports car out there. there are three variants of the cyber truck and they're all much more expensive than tesla first marketed in 2019 when it was unveiled and more than analysts thought it would...
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Dec 18, 2023
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ed ludlow joins us now. apple, tough day.alie china, but apple with the -- not only china, but apple with the iwatch series nine. ed: a sort of industry outlet, trade publication, they are setting a statement from apple that apple is going to halt sales of the 9 series and ultra 2 generation of the apple watch following an itc ruling. there is this long-running dispute over patterns for the apple watch's blood oxygen sensor. the net result is that they are no longer going to be available on apple's own website starting at 3:00 p.m. eastern is in the 21st. it will not be available in store from the 24th, but you can still get it at amazon and best buy. we are trying to learn more about what precipitated this. guy: i was in an apple store over the weekend and it was reasonably busy. people are clearly christmas shopping. could this come at a worse time? ed: it is bad timing because of the seasonality of sales. what bloomberg reported out of china, in principally beijing and tangshan, two provinces, has said to government employ
ed ludlow joins us now. apple, tough day.alie china, but apple with the -- not only china, but apple with the iwatch series nine. ed: a sort of industry outlet, trade publication, they are setting a statement from apple that apple is going to halt sales of the 9 series and ultra 2 generation of the apple watch following an itc ruling. there is this long-running dispute over patterns for the apple watch's blood oxygen sensor. the net result is that they are no longer going to be available on...
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Dec 14, 2023
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ed: i am ed ludlow in california. closes in on all-time highs after a dovish fed signal but what does it mean for the tech rally? ed:
ed: i am ed ludlow in california. closes in on all-time highs after a dovish fed signal but what does it mean for the tech rally? ed:
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Dec 14, 2023
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caroline coming up a little bit later with ed ludlow, bloomberg technology. 90 minutes time, they havetalking about retail sales surprising to the upside. alix steel, did you have anything to do with this? alix: it was the black friday, woodberry commons deal. you should have seen this coming . guy: you have a strong labor market, so in economy that is slowing down -- dana te lsey joining us next to discuss. this is bloomberg. ♪ we harness the power of a 360° perspective, delivering local insights and global expertise across public and private equity and debt. our experienced team and vast network uncover compelling opportunities giving our clients an exclusive advantage. principal asset management. actively invested. i don't want you to move. i'm gonna miss you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring your services has never been easier. get connected on the day of your move with the xfinity app. can i sleep over at your new place? can katie sleep over tonight? sure, honey! this generation i
caroline coming up a little bit later with ed ludlow, bloomberg technology. 90 minutes time, they havetalking about retail sales surprising to the upside. alix steel, did you have anything to do with this? alix: it was the black friday, woodberry commons deal. you should have seen this coming . guy: you have a strong labor market, so in economy that is slowing down -- dana te lsey joining us next to discuss. this is bloomberg. ♪ we harness the power of a 360° perspective, delivering local...
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Dec 4, 2023
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ludlow on mark zuckerbergerburg selling shares for the first time in two years but the technique sectornd china technique before we look at one of the why for weakness beyond consolidation of november, risk on and risk off let's look at what is working. russell 2000 up for a fourth day in a row. it looks like it could be on the cusp of erasing the loss but banks a little higher as yields are regaining some refooting. we will look at the two-year backing up about nine basis points at 463 suggests some liquidity is coming out of the system making it harder for risks assets to rally but could be reconsideration of last week's action with the federal reserve not really indicating they are planning on some kind of big pause or pivot. so we have bond investors moving in the other direction of that big, big selloff or rate rally for bonds and let's look at bit coin because there is extraordinary. the last two months we have a master rally now above $41,000 per bitcoin. up 50% the last that months and gold up 12% over this time a new nominal record and i would argue the dollar down 2.8% is a bi
ludlow on mark zuckerbergerburg selling shares for the first time in two years but the technique sectornd china technique before we look at one of the why for weakness beyond consolidation of november, risk on and risk off let's look at what is working. russell 2000 up for a fourth day in a row. it looks like it could be on the cusp of erasing the loss but banks a little higher as yields are regaining some refooting. we will look at the two-year backing up about nine basis points at 463...
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Dec 18, 2023
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caroline hyde and ed ludlow coming up next. this is bloomberg. ♪ i don't want you to move.you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring your services has never been easier. get connected on the day of your move with the xfinity app. can i sleep over at your new place? can katie sleep over tonight? sure, honey! this generation is so dramatic! move with the xfinity 10g network. carolyn: i'm caroline hyde. ed: this is bloomberg technology. carolyn: adobe and sigma call off the $20 billion deal. we will bring you everything you need to know. ed: plus,
caroline hyde and ed ludlow coming up next. this is bloomberg. ♪ i don't want you to move.you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring your services has never been easier. get connected on the day of your move with the xfinity app. can i sleep over at your new place? can katie sleep over tonight? sure, honey! this generation is so dramatic! move with the xfinity 10g network. carolyn: i'm caroline...
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Dec 18, 2023
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. ♪ ed: welcome back to "bloomberg technology." ed ludlow in san francisco.ging to hold firm and the nasdaq, stockstill still managing power on higher. still the moon music is positive and equities even though in the bond market we are selling off a little bit with a little bit more caution coming from some of the stead voices. we look to the doj whether or not they will be camping up some discussion about central-bank policies. u.s. 10 year yield currently up, so four basis points. bitcoin selling off after what has been a rapid runoff in recent months. individual companies on the move. there is so much winding and unwinding of m&a, it is extraordinary today. these are the adrs traded here of what is a european telecom juggernaut looking to tie up is italian unit with that of iliad in france as well. keep in mind that particular coming together and italian coordination. south korean e-commerce company looking to basically save a down and out u.k. one. it was one of the pinups of the u.k. space five years ago and did incredibly well during covid and then didn
. ♪ ed: welcome back to "bloomberg technology." ed ludlow in san francisco.ging to hold firm and the nasdaq, stockstill still managing power on higher. still the moon music is positive and equities even though in the bond market we are selling off a little bit with a little bit more caution coming from some of the stead voices. we look to the doj whether or not they will be camping up some discussion about central-bank policies. u.s. 10 year yield currently up, so four basis points....
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Dec 11, 2023
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ed ludlow is joining us for more.ft agrees to a union contract language around a isa what do we need to know? ed: in the immediate term, this is a very small agreement with a few hundred workers atzenamax which is a videogame studio they own and control. it includes language that get test that gives those workers an avenue to challenge how ai is implemented by microsoft. the contacts is that this is part of the microsoft collective are getting agreement for the first time. it's not microsoft wide but at the same time, microsoft has reached a broader agreement in principle with afl-cio. basically, it's an agreement to talk about ai in the context of if this replaces jobs or not. guy: do the unions know what they want? ed: the motivation is replacement of jobs. what was telling is that brad smith well-known to this program, the chief counsel at microsoft, he can't promise that ai will or won't replace jobs. remember, what does microsoft call it's a ibec product? it calls it copilot. i think the message for microsoft is
ed ludlow is joining us for more.ft agrees to a union contract language around a isa what do we need to know? ed: in the immediate term, this is a very small agreement with a few hundred workers atzenamax which is a videogame studio they own and control. it includes language that get test that gives those workers an avenue to challenge how ai is implemented by microsoft. the contacts is that this is part of the microsoft collective are getting agreement for the first time. it's not microsoft...
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Dec 12, 2023
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joining us now is ed ludlow.ve to talk about the story of the day which is google losing an antitrust fight that was brought by epic games, the maker of fortnite and they one. they argue that google was operating when it -- as an anomaly when it came to their app store but it has a ripple effect. ed: major implications because across google play in the apple app store, that's a $200 billion market annually. the jury took less than two hours to decide that google play represents a monopoly power and they made that conclusion based on what they saw as being anti-competitive practices by alphabet, the parent of google that the most stark example of which is that alphabet or google which share revenues generated from google play with mobile phone device makers. in return on the android operating system, google play would be the default app store on the home screen and that was seen by the jury among other things to give them a competitive edge. what's interesting in this case, epic is not trying to get compensation.
joining us now is ed ludlow.ve to talk about the story of the day which is google losing an antitrust fight that was brought by epic games, the maker of fortnite and they one. they argue that google was operating when it -- as an anomaly when it came to their app store but it has a ripple effect. ed: major implications because across google play in the apple app store, that's a $200 billion market annually. the jury took less than two hours to decide that google play represents a monopoly power...
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Dec 15, 2023
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ludlow.roline hyde in new york. ed: i am at in san francisco this is bloomberg technology. caroline: this has been the year of nvidia. it set for its best year in over a decade, can it maintain
ludlow.roline hyde in new york. ed: i am at in san francisco this is bloomberg technology. caroline: this has been the year of nvidia. it set for its best year in over a decade, can it maintain
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Dec 21, 2023
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joining is now is ed ludlow.o talk about the story of the day which is the idea of warner bros. and paramount global. it's the idea of this mix up has been quite the story. how it will -- how will be received by shareholders? ed: that is the key point. the basics are the sources say there have been talks between warner bros. discovery and paramount. axios reported that they met on tuesday in new york. from a balance sheet valuation perspective, there is shareholder concern on the warner bros. discovery side on the dilution affected might have. the big question we vessel year is is this going to happen in the regulatory environment we have from an antitrust perspective? think adobe last week. it looked different to me but go through the pain and then what? guy: what's the upside of doing this deal? ed: the upside according to the sell side, they are in a pretty similar situation. streaming profitability is hard to come by. what paramount has that warner bros. discovery does not is a broadcasting network, cbs. acco
joining is now is ed ludlow.o talk about the story of the day which is the idea of warner bros. and paramount global. it's the idea of this mix up has been quite the story. how it will -- how will be received by shareholders? ed: that is the key point. the basics are the sources say there have been talks between warner bros. discovery and paramount. axios reported that they met on tuesday in new york. from a balance sheet valuation perspective, there is shareholder concern on the warner bros....
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Dec 12, 2023
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this is bloomberg technology with caroline hyde and ed ludlow. ♪
this is bloomberg technology with caroline hyde and ed ludlow. ♪
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Dec 13, 2023
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jonathan: ed ludlow on the west coast, one of the headlines of the week, ford cutting production in halfreally wonder if they have a knowledge about what's really going on in the showroom and what's going on during the football game when you see four ads in a row. jonathan: i guess he found out pretty quickly. coming up, kathy jones, bob michele of jp morgan, a fight to stick lineup ahead of the federal reserve. chairman powell, a statement and attentive production -- productions. from new york city, good morning. from a beautiful new york, this is bloomberg. ♪ an ever-changing landscape comes with challenges. from our vantage point, we see opportunities. as a top-ten real estate manager, we harness the power of a 360° perspective, delivering local insights and global expertise across public and private equity and debt. our experienced team and vast network uncover compelling opportunities giving our clients an exclusive advantage. principal asset management. actively invested. it's an amazing thing when you show generosity of spirit to someone. and you want people to be saved and to hav
jonathan: ed ludlow on the west coast, one of the headlines of the week, ford cutting production in halfreally wonder if they have a knowledge about what's really going on in the showroom and what's going on during the football game when you see four ads in a row. jonathan: i guess he found out pretty quickly. coming up, kathy jones, bob michele of jp morgan, a fight to stick lineup ahead of the federal reserve. chairman powell, a statement and attentive production -- productions. from new york...
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Dec 7, 2023
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and in a conversation yesterday with ed ludlow.ig number. >> the big numbers, and the beginning of the competition that has been widely anticipated. with the adults are telling us as it is going to come on faster than we would've expected in the normal cycle because of the frenzy to pick up on. the actual doing of ai, not the fancy talk. jonathan: nvidia won't be the only winner if amd has their way. tom: i'm watching microsoft, but the answer is it is a chip war. lisa: and yet people can't get it quickly enough so there seems to be room for everyone. i want a better understanding of what the barrier to entry is any field that a lot of people say is very complicated to figure out how to make these chips, where to get the labor to make them, and then supplying with all of the potential resources. tom: the perspective on this, mandeep singh, senior technology analyst. senior vice president substrate for bloomberg intelligence. i have the clearest memories in the late 70's of somebody a couple zip codes over bringing in a big hunk of
and in a conversation yesterday with ed ludlow.ig number. >> the big numbers, and the beginning of the competition that has been widely anticipated. with the adults are telling us as it is going to come on faster than we would've expected in the normal cycle because of the frenzy to pick up on. the actual doing of ai, not the fancy talk. jonathan: nvidia won't be the only winner if amd has their way. tom: i'm watching microsoft, but the answer is it is a chip war. lisa: and yet people...
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Dec 26, 2023
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i mean, you and ed ludlow, you're all over the technology.expectation 2024 is better, challenging? caroline: hopefully there will be more exit, but certainly more of the same. there is more optimism as the fund metals change, as rates starts to come lower, more risk appetite. talking of what's happening on the west coast, some breaking news coming from apple. apple is appealing that i.t.c., international trade commission ban on the sales of its watches. remember, that has been cooperating. we knew it was likely to happen, the fact that the company has said, look, you've been going against some of our patent the, therefore, we've already seen apple pull apple watches from online sales, they're seeking emergency motion for a delay in the watch case. interesting that it's the most valuable company in the world is still having to fight these quibbles about technology and personnel. the issue is, look, you took our people, and with it, our patent. paul: absolutely. apple stock pretty much unchanged today, up 48% year to date. investors still feel
i mean, you and ed ludlow, you're all over the technology.expectation 2024 is better, challenging? caroline: hopefully there will be more exit, but certainly more of the same. there is more optimism as the fund metals change, as rates starts to come lower, more risk appetite. talking of what's happening on the west coast, some breaking news coming from apple. apple is appealing that i.t.c., international trade commission ban on the sales of its watches. remember, that has been cooperating. we...