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Meta to Stop Selling Political Ads in the EU
Bloomberg Technology· 2025-07-25 18:25
Now it just seems again and again the EU regulation is just in friction and combat with big tech here in the United States. This is just the latest, Caroline. It's been a pretty steady stream of combative, you know, back and forth between Mehta and regulators in the EU.Obviously, the latest, as you mentioned, has to do with our getting a political ads meter. There is new regulation. I believe it's coming online in October that makes it very difficult to target without getting very direct and data source fro ...
US and China Compete for AI Lead
Bloomberg Technology· 2025-07-25 18:23
You've been applauding this action plan. Is there enough there for startups as well as big tech. It's it's definitely got an amazing basis for it.It was it was broad and it was reaching. And I've never seen an administration act this quickly. And I think one of the biggest issues here is that we need to be ahead of China in all aspects.And the only way that this is going to occur if if we have a public private partnership where you have both government ensuring that they're getting all the regulatory tape a ...
Tesla Robotaxi to Launch in San Francisco: Reports
Bloomberg Technology· 2025-07-25 18:17
I find this interesting. The specifics are that it's planned for maybe today, Friday. On the earnings call earlier in the week, which you participated in, Ashok Swami, who's the Robotaxi chief, said that they were doing this anyway, but there is some bits that we don't know what was in the Business Insider reports and what do you make of it.So the Business Insider report is based on a memo, an internal memo, you know, within Tesla promising a sort of robotaxi service, albeit one with a driver in the driver' ...
AI Investment Is Not Slowing Down: Jefferies’ Thill
Bloomberg Technology· 2025-07-25 18:14
It's been a week. It's really interesting. I just got back from Washington, D.C. , right, Brent, for the action plan. I listened to the president.I appreciate that Intel is not actually on your coverage list, but it was interesting that Intel wasn't in the room there in D. C. Alphabet wasn't either.They had their earnings print. Would you say this kind of one core lesson right now about what's happening in infrastructure in America and what the biggest result of this week has been from the administration. Y ...
Bloomberg Tech: Asia 07/25/2025
Bloomberg Technology· 2025-07-25 05:38
SHERY: FROM ASIA TO THE WORLD WE UNCOVER THE MOST EXCITING TECH STORIES DRIVING GLOBAL INNOVATION. IN THIS EPISODE WE FOCUS ON SOUTH KOREA, SAMSUNG ELECTRONICS, THE HEAVYWEIGHT STOCK AND TOP-SELLING SMARTPHONE MAKER. DATA SHOWS SAMSUNG ON TOP IN THE FIRST QUARTER BUT NECK AND NECK WITH APPLE SHIPMENTS.CHINESE FILMMAKERS ARE CLOSING IN. -- PHONO MAKERS ARE CLOSING IN. SHERY: WE SPOKE WITH THE PRESIDENT AND CEO OF THE ROBO DIVISION.SAMSUNG DIGITAL CITY IS THE BEATING HEART OF SAMSUNG ELECTRONICS, A SPRAWLING ...
Making US AI Policy The Global Standard
Bloomberg Technology· 2025-07-24 19:12
There was a point towards the end of that that sequence of comments about exporting the American technology stack. Exporting chips, in particular your colleagues in the Cabinet. Mr.. NEC, for example, talked about this at length on stage. All we going to get a set of rules and how will we decide the volume and specificity of the types of chips that we can sell, particularly in China. Thank you for having me here.I think you know you're going to work on that. I think if you look at the executive order that P ...
US AI Policy Centers on Open-Source and Open-Weight
Bloomberg Technology· 2025-07-24 19:05
I haven't got it with me now, but when I printed out the 23 page document, I turned to page one and in the indexing, open source and open wait was so high up, which was a surprise to many people. The hugging face that that clearly is a good result. Absolutely.It's not just for hugging face, it's for the community at large. It's time that the US gets back to its roots of open source and what that means for the future of innovation. Why is open source so important to the future of innovation in the so called ...
Google’s AI Spend Bearing Fruit: Wolfe’s Khajuria
Bloomberg Technology· 2025-07-24 18:38
I put the earnings transcript through various generative AI tools and the answer I got out Shweta was AI fueled growth at a higher cost. Does that sum it for you. Yeah, I think so.First of all, thanks for having me, Ed. I think so. There's just a tremendous amount of focus on AI And the good conclusion here from the earnings is that a yes, AI related investments are showing are bearing fruit not only in search which is their bread and butter, but also in cloud where revenue grew significantly higher than wh ...
What Will Tesla's Lower-Cost Model Look Like?
Bloomberg Technology· 2025-07-24 18:23
Was there anything about this autonomy promise that is enough to make up for the ugly, fundamental picture in the here and now. William. Oh, sure.If you take a very long term view and look at the track record of this remarkable human being and the team that he's been able to assemble, they've done some just really amazing things with new technology in automotive and and certainly in AI, and it's moving more in that direction. So one can certainly take that very much optimistic view on the long term. However ...
US Working on 'AI Package' to Export
Bloomberg Technology· 2025-07-24 18:21
Government & Policy - The administration aims to ensure continued American dominance in critical technology, demonstrated by the participation of the Vice President and five cabinet secretaries [2][3] - The administration is focused on deregulation and expediting permits to make the action plan actionable for corporate America [4] - The Department of Commerce is tasked to work with American industry to create export packages for AI technologies, in collaboration with the State Department [7] - The administration aims to remove Marxist ideology from the federal government, influencing AI model procurement to avoid supporting such ideologies [23] AI Industry & Technology - The US aims to export its AI stack globally, including cloud, chips, and algorithms, to become the ecosystem of choice [5] - The administration is comfortable with large clusters of chips going to third parties, but American company access to that stock would be part of the evaluation process [6] - The entire world wants to run on American rails, emphasizing the need to remove regulations to facilitate global access to American AI technology [10] - Copyright issues related to materials used in training AI models are under discussion globally, with the US aiming to allow training to happen domestically [11][12] Talent & Workforce - There's a need to attract talent from outside the US to fuel the AI industry, acknowledging that many AI researchers are first-generation immigrants [16] - The percentage of Americans pursuing high-end STEM degrees has been declining, requiring efforts to reverse this trend [18] - Reskilling and retraining programs are crucial to support the labor market upheaval caused by AI, with electricians and other skilled workers needed for building AI infrastructure [19][20]