Is this sustainable, this extent that companies are staying private for longer and will the wall of money still come in. I think what we've seen is a structural change in how companies capitalize themselves. This is driven by some very enduring factors, such as regulation.Sarbanes-Oxley made it more difficult to be public, and aspects of the JOBS Act made it easier to stay private. But I think there's also been a cultural change amongst companies. I think founders today realize that you can build a better, ...

>> "BLOOMBERG TECH," LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." COMING UP, TRUMP SEEKS IMMEDIATE NEGOTIATIONS ON ACQUIRING GREENLAND FOR NATIONAL SECURITY REASONS. WE RECAP HIS SPEECH IN DAVOS.CAROLINE: NETFLIX SHARES DROPPED ON SPENDING TO PURCHASE WARNER BROS. DISCOVERY. ED: AND WE DISCUSS A NEW ROBOTICS STARTUP VALUATION AND EXPANSION.CAROLINE: FIRST, RETURNING TO THE PUBLIC MARKETS, THAT HAVE NATURALLY BOUNCED BACK SOME UP, WALKI ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH. " NETFLIX REACHES AN AMENDED ALL-CASH AGREEMENT TO BUY WARNER BROS. DISCOVERY'S STUDIO AND STREAMING BUSINESS AIMING TO EXPEDITE THE SALE. CAROLINE: WE BRING YOU TOP TECH CONVERSATIONS FROM THE WORLD ECONOMIC FORUM. ED: FIRMS CONTINUE TO PILE INTO DEFENSE TECH AS GEOPOLITICAL TENSIONS ESCALATE BETWEEN THE U.S. AND GREENLAND. CAROLINE: THAT TAKES US TO THE MARKET BECAUSE ...

Can we start with the kind of rough status of how the industry is going. You and your rivals, how close are we now to artificial general intelligence. Set the stage for us first and then we can talk about the morality of it all.Yeah. Yeah. Thanks for. Thanks for having me.I mean, you know, I've never liked the artificial general intelligence or superintelligence. Not because I don't think is very powerful. Right.I'm not I'm not a skeptic. I'm actually extreme in terms of my views of how powerful the technol ...

I know you're very focused on driving scientific progress, just discovering new materials. Even we've seen now Gemini being integrated into humanoid robots is the alpha fold moment for the physical world. And I here.What is that and what does that look like. Yeah, I spent a lot of the last year actually looking very carefully into robotics. I do think we're on the cusp of a kind of breakthrough moment in physical intelligence.I still think we're about 18 months, two years away from doing. We need to do more ...

What is Claude Code. Why is everyone so hyped about it. And what is it about this particular piece of software that versus what exists from OpenAI and Gemini and all this stuff.Like why is this captured everyone's imagination. If you really look at kind of what exists within Claude Code, you're calling out to a model and they gave it capability around sort of two big things. One is you can read and write files on your computer. And then two is that you can operate Unix, the bash commands that exist in your ...

Mark, it's great to see you. And I wonder what you make of that sort of qualitative judgment given that, again, we don't know the base number of that ad revenue figure. Yeah, I mean, at this scale they're at right now, I think that's a reasonable expectation.But I think what's kind of even more interesting is the last reported numbers last year from Netflix is one out of every two new subscribers are buying the ad supported tier. And so even if the revenue gets to that scale, there's still so much money lef ...

The share is under pressure here in the after hours session. What do you think people are focusing on here most. So, you know, they did beat in the December quarter, but it's always about what are you going to do for me next.And while the revenue guide was a little better than expected, the margin was a little bit lighter for the guidance. So I think people are concerned that maybe the Warner Brothers Discovery deal does have something to do with the long term growth outlook that the management has that mig ...

Dynamics is about for both military and civilian use case, but it's about a sensing network. In the Arctic, you have focused as an investor largely on this. This happens to be your first defense play.Timely. But what's your thesis here in making the play. Well, you're right.Dominion Dynamics is a company with a vision to become Canada's first defence neo prime, and they're starting by building an Arctic sensing and intelligence network for dual use purposes. Now, our investment in this company really began ...

Supply Chain Shift - US tariffs on Chinese goods led to a dramatic supply chain shift in the video game console industry [1] - China's share of US console imports decreased from nearly 90% to less than 5% due to tariffs as high as 88% [2] - Vietnam's share of US console imports increased to 75% or more with tariffs of about 10% or less [2] - Vietnamese manufacturers' monthly exports of video game consoles to the US increased from less than 30 million USD to over 400 million USD [3] Production and Investment - Key suppliers for Sony, Microsoft, and Nintendo have been building or acquiring new factories and warehouse space in Vietnam since early 2024 [3] - Analysts predict that production lines will not revert back to China, even if the tariffs disappear [3] Market Impact - US holiday shoppers may not have noticed the supply chain realignment because store shelves have remained stocked [4] - Consumers may have noticed price increases on some older video game console models due to the tariffs [4]