You really think Boston, though, is going to potentially be a winning trade. When you think about the confluence of what's going to win out of health care. A superstar charged by A.I. Caroline, thanks so much for having me here in the studio. It's great to be back.And look, as investors are always looking for a clear why now in a market opportunity. And we are certainly seeing a signs of transformation in life sciences and AI. What's changed is that we now have the data, we have the sophistication of the mo ...

Talk us through why this is pretty amazing. 900 datacentres being owned, managed or indeed leased or coach leased by Amazon. Most people know that Amazon's cloud business is enormous, but this kind of shows us exactly how enormous, right.Most cloud computing companies don't tell you exactly where their facilities are. And one thing they really don't talk about is where they rent space. So these documents we reviewed, you know, as you said, it's about a fifth of us as computing power as of last year was prov ...

Core Business & Strategy - The company positions itself as the "Shopify of experiences," providing an operating system and tooling for museums, tours, and activities providers to manage their businesses end-to-end [1][2] - Strategic M&A, including Acme and Connect in Go, strengthens the company's backbone by incorporating specialized infrastructure and technologies for specific verticals like museums, theme parks, and water parks [2][3][4] - Cross-pollination of best features across platforms and innovation on-site are key strategies for growth and synergy [5][6] AI Integration & Innovation - Recognizing that over 80% of businesses want to use AI but only 10% are, the company is integrating AI tooling into its platform [6][7] - Dynamic pricing tools, incorporating factors like weather, seasonality, and local demand (e.g., Taylor Swift concerts), have increased revenues for businesses by 5% to 20% [7][8] - AI-driven automation of operations saves clients thousands of hours and millions in costs by automating manual tasks like rescheduling [8][9] Market Trends & Solutions - Over half of consumers are inspired to book experiences based on influencer content, prompting the company to create influencer marketing tools [10] - The influencer marketing tools enable operators to reach hundreds of thousands of potential travelers [11] Funding & Future Plans - A recent $70 million funding round will be used to consolidate platforms, layer in more AI, enhance tech talent, and expand sales efforts [12] - The company aims to double down on innovation and sales, bringing its tools to more businesses [13][14]

YOU ARE HERE TO TELL US WHAT IS IMPACTING YOUR INVESTING APPROACH. YOU MISS YOUR THESIS -- THESIS. REBECCA: WE CAN DEBATE WHETHER WE ARE IN A BUBBLE OR NOT.I DEFINITELY THINK WE ARE, BUT WHAT IS MORE INTERESTING TO TALK ABOUT IS HOW WE AS EARLY-STAGE INVESTORS REACT AND HOW WE INVEST IN COMPANIES THAT WILL BE THE NEXT $5 TRILLION COMPANIES AND HOW WE EXECUTE ON THAT NO MATTER WHERE WE ARE IN THIS HYPE CYCLE. CAROLINE: THOSE WHO WOULD SAY WE ARE NOT IN A BUBBLE IS THAT A LOT OF THESE COMPANIES ARE PROFITABLE ...

EXTRAORDINARY LEVEL OF TECH. WE YOU EXPECTING THAT. CLIFF: THANKS FOR HAVING ME.WE HAVE BEEN ABSOLUTELY BLOWN AWAY BY THE LEVEL OF UP TAKE. IT'S CREAM -- IT POINTS TO A COMMUNITY SCREAMING OUT FOR CHOICE AND US DELIVERING. HAVE BEEN BLOWN AWAY WITH THE PICKUPS.CAROLINE: AFFINITY IS ABOUT PROFESSIONAL DESIGN IN MANY WAYS, BUT HOW ARE YOU SEEING IT IN ADOPTED MORE BROADLY AND WHO IS IT THAT ONCE TO LEAN INTO THIS TYPE OF SOPHISTICATION. CLIFF: CANVA IS A DESIGN TOOL. WHEN WE LAUNCHED CANVA THERE WERE ONLY PRO ...

Metter is making a big push into A. I. We know that.And to assist in that expansion, the social media giant is actually adding another business to its portfolio. Power trading. Hoping to help plant developers by committing to long term energy contracts.Now most widely Gryphon covers matter. Extraordinary story. The amount of diversification these companies are having to do to fulfill the energy and requirements for datacenters.It's it truly is amazing. And it comes back to this idea that Mark Zuckerberg has ...

YOU HAVE THE THREE SC SYSTEM, A NEW CLASS OF SUPERCOMPUTER. WANT TO SHIP IT MORE INTO PARTNERS. YOU ARE WORKING WITH THE UAE. HOW MUCH WILL YOU BE WORKING WITH SAUDI ARABIA.ANDREW: WE HAVE SALESPEOPLE ON THE GROUND IN THE KINGDOM. IT IS A NEW EFFORT FOR US AND IT IS NOT AS FAR ALONG AS WE ARE IN THE UAE AND SOME OTHER TERRITORIES. IT IS AN EXCITING OPPORTUNITY AND I THINK THE MOVE BY THIS ADMINISTRATION TO ALLOW OUR ALLIES AND PARTNERS IN THE MIDDLE EAST TO GAIN ACCESS TO ADVANCED AI COMPUTE IS A GOOD ONE A ...

FEAR AND DOUBT, IS THAT IS WHAT IS RIPPING TO THE MARKETS. ERIC: YESTERDAY WAS EYE-OPENING, WITH THE ACTIONS IN THE MARKETS. IT SHOWS INVESTORS ARE NERVOUS.WE HAVE SEEN A PRETTY MUCH THIS WHOLE MONTH, AND THEN YESTERDAY REALLY WAS CLEAR THAT THIS SELLOFF HAS MORE LEGS. IN BIG PARTS OF THE MARKET ARE UNDER CORRECTION. NVIDIA IS NOW DOWN 17% FROM ITS HIGH.YOU WERE TALKING EARLIER ABOUT ORACLE. THAT IS DOWN 40%. YOU ARE SEEING INVESTORS ARE GETTING MORE DEFENSIVE. YOU ARE SEEING SECTORS LIKE UTILITIES, PHARMAC ...

Want to dig into all of that and the market reaction this week. Bloomberg's equities reporter, Carmen Reineke, who has been across this story day in and day out. Carmen.Why are we seeing this ongoing pressure on some of the biggest winners. Yeah, it's really interesting in like what a week it's been, right. You know, we have Nvidia with this blowout earnings report and then two down days immediately following it.Really what it seemed what seems to be happening is there are so many macro pressures on the mar ...

Jensen, it's been an astonishingly busy day for you in Washington, D. C. , so I'm grateful for your time.You're sold out of Blackwell. That's what you said. But also that $500 billion forecast, which is Blackwell Rubin has room to grow.How do those fit together. I said sales are off the charts for Blackwell. And and video.GPUs in the cloud are sold out. We got plenty of black walls to sell you. We have lots of black walls coming. We're making a lot of black wells. And we have a bunch of Vera Rubin is coming ...