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Box Sees Healthy Upgrade Rate in AI Era, Says CEO
Bloomberg Technology· 2025-09-11 21:06
What are you most excited about. Because there's a raft of things you're unveiling, whether it's about extracting data, whether it's about managing the raft of agents we're about to face, how are your consumers going to adopt it. Yeah.So I think the thing we're most excited about is that box. We help companies manage their unstructured data. So if you think about 90% of data in the enterprise are things like financial documents, contracts, invoices, research materials, all of that data traditionally you've ...
Staying Private Is Okay: Grenadilla’s Rathbun
Bloomberg Technology· 2025-09-11 21:06
You heard what she had to say, right. You know, it's been several consecutive weeks and months of interesting IPOs, many of them fintech related. Is there a broader signal that you've taken at in the investor response to those IPOs, Ana.Yeah. Good morning. I think it's nice to see fintech IPO's and I think it's also nice to see tech stories that are not necessarily AI related.These are fintech companies that are coming in line to actually directly interact with the consumers. And if we pay attention to what ...
Vibe-Coding Startup Replit Hits $3 Billion Valuation
Bloomberg Technology· 2025-09-11 19:52
Something is happening in our encoding in particular. There is a lot of momentum behind you and a number of your peers. Why.You know, like the valuations, the headline. But. But what's the thing underneath that that's driving it.You know, since the dawn of computing the, the Holy Grail, the vision of of using computers is the ability to program them. And there's been many attempts across the years, and most recently with the no code and low code movement, but it really never achieved the potential. And toda ...
Future iPhones Could Cost $2,000
Bloomberg Technology· 2025-09-11 19:50
Pricing Strategy & Market Trends - Apple is potentially preparing the market for a $2,000 iPhone, evidenced by the iPhone 17 Pro Max with 2 terabytes of storage already reaching this price point in the US [1] - The industry anticipates the era of $2,000 phones is approaching, with competitors like Samsung already offering foldable phones at this price [2][4] - Tariffs are expected to impact Apple's pricing strategy, potentially leading to price increases to maintain margins [3] - Apple's first foldable phone is projected to launch at a base price of $2,000 within the next 12 months [4][5] - The 20th-anniversary iPhone in 2027 is expected to feature advanced technologies and higher prices, similar to the iPhone X launch in 2017 [5] - The $2,000 iPhone tier may become commonplace within the next 12-24 months [6] Product Design & Sales - New iPhone designs, such as the orange color and unibody, are expected to drive sales, despite potentially limited functional differences [7][8] - Pent-up demand from consumers who have held onto their iPhones for 4-5 years due to lack of design changes is anticipated to boost sales [8] Analyst Sentiment - Some Wall Street analysts express a lack of excitement regarding Apple's current offerings [7]
Oracle Shares Skyrocket on a Strong Cloud Outlook | Bloomberg Tech 9/10/2025
Bloomberg Technology· 2025-09-10 18:57
>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND AND ALTHOUGH IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." ORACLE SEARCHERS IS ON. CONTRACT WINDS AND AN OUTLOOK THAT LEFT SOME ANALYSTS IN SHOCK.IT'S ALSO A BIG DAY FOR KLARNA WHICH IS GETTING READY TO GO PUBLIC WITH AN IPO PRICED ABOVE A MARKET RANGE. WE WILL DISCUSS WITH THE CEO. CAROLINE: AND CONVERSATION WITH THE PRIMARY SUMMIT HERE IN NEW YORK.EVERYTHING FROM AI, TECH, SPORTS INVESTING, AND MORE. ED: LET'S GET TO OUR TO ...
New York’s Venture Leaders Meets at Primary Summit
Bloomberg Technology· 2025-09-10 18:35
This has got back to school vibes. This is bringing an ecosystem together. Is it about wanting to compare and contrast East Coast versus West Coast.What is it about the New York ecosystem that makes it different. It's really about it's not about compare and contrast is about celebrating what is here. And when we started it eight years ago, it was out of a recognition that the broader world didn't yet grasp what was going on in the New York ecosystem.That problem got solved pretty quickly as this place is bl ...
Oracle Shares Jump 40% on Bullish AI Outlook
Bloomberg Technology· 2025-09-10 17:35
There is the backlog, right, of business. The order book, it's like $450 billion. Then there's the outlook for cloud this year, and then there's the trajectory through to the end of the decade.Why is the stock reacting like this. And what was the data that you jumped on. Yeah, it is the order order book, basically, because that order book is going to bleed into revenue over the next several years, depending on how soon Oracle can get those data centers live and get those workloads in.When we talk about A. I ...
Fintech Doubters Being Proved Wrong: Index’ Mignot
Bloomberg Technology· 2025-09-10 17:33
We see the extraordinary valuations of generative AI enabling companies. Is that really where the activity still is. Is there room and oxygen in the room for others.I think that's where the majority of the activities we see, about two thirds of our deals are in the DNA space, but it also other big areas that are still very active. We still do a lot in healthcare. There's a lot in fintech.So it's not all jenn-air. The other thing is that Jenn-air is becoming everything. You know, they're talking about health ...
Zoox Self-Driving Shuttles Launch in Las Vegas
Bloomberg Technology· 2025-09-10 17:28
Finally it's happened. And I give our audience the context that you and I have been talking about this for a very long time. There's limits to the service at first, Aisha said, to start explaining the parameters of what you're doing today and how you expand it.Thank you. Good morning. And thank you again for having me.I actually had a bet that finally was going to be the first thing out of your mouth, though. Look, we yes, we finally launched it essentially to the public, which is really nice. There's an ap ...
The Dangers Created by Tesla’s Door Design
Bloomberg Technology· 2025-09-10 17:16
Design features on Tesla's electric vehicles, including battery powered door handles and mechanical releases, have complicated crashes in emergency situations. In particular, when Teslas lose power, crashes can turn into deadly races against time. Reporting by Bloomberg News has found that regulators have been slow to act and complaints about Tesla's doors have piled up.I want to bring in Bloomberg's done a whole part of the team that reported this. What we're talking about in particular is the mechanical o ...