Open air is contribution to the San Francisco economy. It's a little bit clear, right. Dev Day There are thousands of attendees.There are people being drawn to the city to work in the field of AI. But probably the biggest story most recently was the secondary sale. Open air employees being able to sell some of their stock wealth creation.And as a place to start, I wondered, has the city recognized any kind of trickle down economic benefit from that. All of these people that have made careers and now, well, ...

The idea is basic. After a decade or more of China not being able to put money into this economy here in the United States, Bloomberg's reporting that its tactic is now to say to the US government, reduce technology restrictions in particular. And that's what might happen as somebody covering the sector.Your reaction. I think this goes back to a decision by the Biden administration of restricting semi cap equipment below 14 nanometres almost a year, a year and a half ago. And if you really look through that ...

Gemma Let's just start with with the post on X and the meeting Sunday. In the comments there appear to be employees of the sale and customers who are reacting. Are you able to quantify for us what that reaction has been and sort of what your responses to it.So thanks for having me. Of course. And maybe just to get, you know, all of the noise out of the way.And I want to clearly acknowledge that the Post did cause quite a bit of pain. I want to obviously say sorry to the well-meaning people, you know, people ...

We start by introducing you as an open air competitor. But really, this is a Google Chrome competitor. We're focused on building a better Internet uncomment.You know, the browser is due for a major refresh. We want to serve and satisfy the world's curiosity. Do a great job answering people's questions and comment is putting us on the path there and super excited to get to share with everyone this week.Dmitry It also makes people ask different kinds of questions and far more questions, as you've said, from t ...

Let's just start with that reporting. Write a lot of the names that were mentioned were ex-U.S., you know, international names. Some of them have ideas.But these stories keep coming up about global supply chain and China's reliance on them. I just wondered what you made of it. Good morning.You know, this reminds me of what happened like a year and a half ago with the break in. You know, they said they were able to produce all of this, you know, at a fraction of a cost. But it turned out that it was all in v ...

CAROLINE: WE ARE BACK WITH BLOOMBERG TECH AND WE HAVE BREAKING NEWS. CHINA PUSHING THE TRUMP ADMINISTRATION TO ROLLBACK NATIONAL SECURITY RESTRICTIONS ON CHINESE DEALS IN UNITED STATES. WHAT DID THEY SAY THEY WILL GET IN RETURN.THEY ARE TACKLING THE PROSPECT OF A MASSIVE INVESTMENT PACKAGE. BLOOMBERG STATE DEPARTMENT REPORTER ERIC MARTIN IS ONE OF THOSE THAT HELPED BREAK THE STORY. IT PUTS INTO THE CONTEXT THAT XI JINPING IS PUSHING HARD TO LIFT VARIOUS RESTRICTIONS AND CHANGE SOME OF THE WAY IT VIEWS CHINA ...

They have a lot on their plate right now to shift a new generation of handset of smartphone. But have you modeled for the idea that they enter a new category, the smart glass away from augmented and VR. No, not yet.And then we have to see what it is. We have to see what kind of potential reception it's going to be. I think Metta has a massive lead here.So, you know, you just can't say enough just because it's an Apple product that it's going to do well. I think it's going to be you have to see the details. ...

Chico. GS Commodities have recently turned significantly underweight tech on concerns of deteriorating fundamentals and a part of what Brody was discussing. I know that we can talk about Microsoft here because there's some exposure in the funds, but the idea that you rely on the neo cloud so it doesn't show up on the balance sheet in the CapEx.What was your sort of reaction to hearing that. Yeah. So I think what it speaks to from a microsoft perspective is sort of that CapEx sort of notion where you don't n ...

Investment & Strategy - Microsoft has invested $33 billion in Neo cloud infrastructure, engaging European players like End Scale and Nevius, as well as local player CoreWeave [1] - Microsoft is leveraging Neo clouds to accelerate AI model development, addressing capacity constraints for its customers, itself, and OpenAI [2][4] - Microsoft is utilizing Neo clouds to build its own AI models, reflecting a strategic move to catch up with OpenAI and other AI leaders [4][5] Financial Implications - Renting cloud capacity allows Microsoft to classify these expenses as operating expenditures (OpEx) rather than capital expenditures (CapEx), impacting financial reporting [6][7] - Shifting expenses to OpEx provides financial flexibility, allowing Microsoft to adjust cloud capacity based on evolving needs without being tied to depreciating assets [7][8] Technology & Infrastructure - Microsoft's internal large language model (LLM), developed under Mustafa Suleyman, utilizes CoreWeave's assets, which are based on Nvidia hardware [5][6] - Neo clouds are dedicated to AI tasks, including training, inference, and storage, distinguishing them from general-purpose cloud infrastructure [2][3]

It was about earlier in the week that we saw Jim Farley, CEO of Ford, saying the EV market in the U.S. is going to slump by half because of the policies currently being enacted here. And meanwhile, we see Tesla jump, but because of that EV tax credit expiry potentially. What is the forward looking analysis of yours for U.S. sales for Tesla.Yeah, definitely. We knew Q3 was going to be a record quarter, right. Driven by policy.Right. Everyone created a sense of urgency, whether it was dealers, OEMs and so con ...