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Defense Tech: Palantir’s Mosley on AI, Warfare, and the End of US Unipolarity
Bloomberg Technology· 2025-11-15 06:04
I think we're living through two big global changes. One is geopolitical and the other is technology. The interesting thing is they're happening at once.So you've got the world moving to a much more well, let's call it the moment of American uni. Polarity is over. There are now adversaries, particularly China, that are near-peer or even potentially stronger than the US in certain ways.So that's a fundamental geopolitical shift. But same time, you're seeing a revolution in artificial intelligence technology, ...
Google Launches Agentic Shopping Tools Ahead of Holidays
Bloomberg Technology· 2025-11-14 21:55
Google is testing new AI shopping tools through its Gemini platform, aimed at making search and checkout more seamless. Google VP of Consumer Shopping Product Lilian Rincon speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTyg ...
Cursor Triples Its Value to $29.3 Billion
Bloomberg Technology· 2025-11-14 21:32
Funding & Valuation - AI-coding startup Cursor 完成 23 亿美元融资,公司估值达到 293 亿美元 [1] Company Focus - Cursor CEO Michael Truell 讨论了公司利用这笔资金的计划以及在企业客户中的增长 [1] Media & Resources - Bloomberg Technology 在 YouTube 上提供相关视频内容 [1] - Bloomberg 提供科技领域的最新资讯 [1]
AI Helps Power Singles' Day Sales Strength
Bloomberg Technology· 2025-11-14 20:53
Boy, have we seen the reach of Singles Day into weeks, into months. But are the numbers actually good when you take into. Well, the idea that it is longer than in previous times.Yeah we did a like for like comparison we think it's about 14.8% up over last year which is actually much better than expected. We think this is the strongest one since 2021. And that's they ran a week earlier and a couple of days later.But even taking that into account, we're pretty optimistic at the Chinese consumer right now. Oka ...
Warner Bros. Discovery Prepares for Possible Sale
Bloomberg Technology· 2025-11-14 20:43
There's a deadline to this, the bids part. And so there's some mechanics to why one of the brothers Discovery took this step. Yeah.I mean, now we know the the deadline for the first bids is a week from yesterday, November 20th. So that's coming up fast. And I think this is another signal that, you know, big transaction potentially could be coming down the pipeline sooner rather than later.You know, they change the types of compensation package to account for all these different possibilities, you know, whet ...
Tech Stocks Ping Pong on Mixed Economic Signals
Bloomberg Technology· 2025-11-14 20:38
It's been a difficult week. We planned this morning show with the narrative in the market right now that this is about the Fed and what they will or won't do in December. But actually over the course of the week, it wasn't about that at all.It was about valuations in an air bubble or not in a bubble. What's the real driving force right now that's top of mind for the people you speak to. You know, the debate has absolutely intensified when we talk about are we in an air bubble.And there's really there's two ...
Murati’s Thinking Machines in Talks for $50 Billion Valuation
Bloomberg Technology· 2025-11-14 20:34
Is there fundamental growth, as has been indicating, this sort of 50 billion, or is it on the backing that she was there in such a leadership position over opening I. I mean, it's a very young company and they have released a product. So it is possible that they're seeing a lot of traction that they haven't spoken about publicly yet for their product.It's called Tinker, and it helps people and companies fine tune AI systems. But it's not it's not clear how much growth they could actually have. Right.If they ...
Bezos' Blue Origin Successfully Lands Booster After Rocket Launch
Bloomberg Technology· 2025-11-13 21:34
10 9 8 7 6 5 4 3 2 1 Lift up. Detective first motion. You have to go to go.>> 30 seconds into flight. Engine operating. 40 seconds in.End of roll now level. seconds. >> A clean room.We're coming up here on max Q max. This is the hardest point on the vehicle when it comes to during good control. Good MR control.>> 1 minute 15 seconds in. Now passing Mach 1. New one is now supersonic. >> Supersonic.And we can hear the >> 1 minute 30 seconds. >> Engine operating parameters continue to look good at full thrust. ...
Succession Questions Hang Over Disney
Bloomberg Technology· 2025-11-13 21:00
The market is not giving any sort of optimism here. Why are they beating up so hard on Disney. Yeah.I think after, you know, Caroline, you come off of fiscal 2025 delivering 19% EPS growth, you know, you obviously have some very solid momentum in the business. Yes. Granted, fiscal first quarter of 2026 looks a little light there, dealing with a lot of different cost issues, whether it's on the studio side in terms of launch costs for cruises.So there's a little bit of all of that that they have to contend w ...
'We’re Not in the Bubble Camp,' Says BI’s Dougherty
Bloomberg Technology· 2025-11-13 20:57
What is your takeaway as to the circular financing and whether this is a concern. I think that there's clearly a lot happening, right. And the integration that we're having between the private markets as well as the public markets is clearly something to be watching.And it's a space that we follow very, very closely. We think that actually what we've been seeing with open eyes relationships is the fact that they're broadening them. They're creating structures that are allowing them to potentially IPO long t ...