We have some big names on deck for earnings today. One of them Tesla set to report after the market close. Let's get more from Bloomberg's Danny Lee.Danny, what are we expecting. Well, Tesla is entering a period of historical weakness driven by the fall in sales quarter on quarter. So we've seen the most recent quarter period of which we report sales are down 14%.And so that may very well be baked into earnings. We are expecting revenue for the second quarter of around 23 billion USD earnings per share of a ...

AI regulation needs a global approach, according to Nikolaus Lang, managing director and senior partner at the Boston Consulting Group and global leader of the BCG Henderson Institute. He discusses the geopolitics of AI 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.y ...

Interesting one about this is that in the earnings context, this has already come up, particularly for Netflix, right, in recent weeks. But what's the controversy and what is the actual toll here. Like, what is it that a Netflix would need to do.So as you as you mentioned, Netflix said on their earnings call just last week that they're using AI and they also mentioned a production that they used it in. So companies like Netflix, what they could do with the software in theory is they could maybe lower some o ...

Core Problem & Solution - AI model commoditization and decreasing compute costs highlight data as the primary bottleneck [1] - The company addresses the data bottleneck by coordinating data collection, labeling, and curation using crypto incentives [4] - Crypto and blockchain technology facilitate the placement of data and IP on an immutable ledger, enabling tracking, attribution, and licensing via smart contracts [7] Competitive Advantage & Market Opportunity - Meta Scale AI's partial acquisition created a vacuum in the AI data space, presenting an opportunity for competitors [6] - The company's decentralized approach allows collaboration with any IP, offering flexibility [15] - The company has already secured contracts, indicating market demand [13] Data Acquisition & Application - The company uses crypto incentives to coordinate data collection on a global scale, compensating contributors with stablecoins or other crypto tokens [6] - The collected data, including egocentric video footage from diverse settings, is crucial for training AI models, such as humanoid robots [9] - Contributors set licensing usage terms on the blockchain, ensuring IP safety [12] Business Model & Demand - The company acts as an agent to secure contracts, connecting data providers with AI model developers [13] - Many organizations are willing to work with the company, some dropping contracts from Scale AI [14][15]

Stargate partners OpenAI and Oracle announced plans to develop additional US data center capacity with OpenAI getting 2 million AI chips from Oracle. Bloomberg’s Brody Ford discusses 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=PLfAX25ZLrPG ...

The impact of tariffs is just trickling into tech earnings, according to Grenadilla Advisory founder and CEO Anna Rathbun. She joins 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=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ Get the latest in tech from Sili ...

Microsoft accuses Chinese state-sponsored groups of exploiting flaws in its SharePoint document management software in a hacking campaign. Bloomberg’s Jake Bleiberg joins 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=PLfAX25ZLrPGTygCwn55voYZ_LYyK ...

Company Strategy & Focus - The company is focused on building the country's first utility-scale quantum computer in Chicago [1] - The company's approach is centered on achieving the scale required for valuable commercial applications, specifically a million-qubit scale system [9] - The company is leveraging the semiconductor industry and its trillions of dollars of investment to build a utility-scale quantum computer [4][11] - The company is using a silicon photonics platform, developed over 20 years, to leverage the semiconductor industry [6] - The company is not focused on small demonstrations or proofs of principle, but rather on achieving utility scale [10] Competition & Timeline - The company differentiates itself by focusing on a million-qubit scale system from the beginning [9][11] - The company aims to build a utility-scale quantum computer, with others like IBM targeting similar goals by 2029 [7] Partnerships & Support - The company has strong partnerships with the governor, alderman, and the entire ecosystem in Chicago [13] - The company's decision to locate in Chicago was influenced by the understanding and support from the city and state, including power utility considerations [14] Investment - The company is committing at least $1 billion in capital to the project in Chicago [1]

Look, one of the focuses has been M&A as an exit. How much are these aqua highs bringing numbers in terms for you on what is happening in Pitchbook data. M&A activity has been really interesting because a lot of startups are really leading this trend because of the RTS leadership hasn't really changed much in the media landscape. This has really led a lot of large startups to be the forefront of acquirers.But I think what's really interesting and what the biggest topic in Q2 was, was IPOs. IPOs did come bac ...

Lovable's Core Value Proposition - Lovable empowers users, including non-technical individuals, to create fully functional applications with front-end and back-end components through text-based prompts [3][5][6][7] - The platform democratizes application development, extending creation capabilities to the 99% of the population without coding skills [2] - Lovable caters to a diverse user base, including non-technical founders, semi-technical product managers, and experienced developers, enabling them to prototype and build applications more efficiently [5][6] Investment and Company Strategy - The company was invested in due to its technical founders and the impressive traction of the Lovable platform [1][4] - The company aims to align its interests with entrepreneurs to build significant and impactful companies [11] - The company prioritizes supporting its partners to achieve their desired outcomes, including potential acquisitions by larger companies, while also protecting the interests of its investors [11][12] Engineering and Talent Considerations - While Lovable simplifies application development, the need for engineers remains, particularly for maintenance, system integration, and critical thinking aspects of engineering [7][8][9] - The company focuses on aligning incentives with partners to retain talent and ensure the continued growth and success of the companies they invest in [10][11] - The company views potential acquisitions as opportunities for portfolio companies to reshape industries, while also generating value for investors [13]