AI Infrastructure and Investment - Coreweave is providing Meta with computing power in a deal worth $14.2 billion [1][2][4] - AI infrastructure financing is increasingly reliant on debt [6] - Investors are seeking opportunities in overlooked groups like suppliers of chip-making gear [6][7][8] - Cerebras has closed a $1.1 billion funding round, valuing the company at $8.1 billion post-money, to rival NVIDIA in AI chip making [47] AI Model Development and Application - Anthropic released Claude Sonnet 4.5%, an AI model designed to code for up to 30 hours straight [1][13][14] - Claude Sonnet 4.5% focuses on enterprise customers and productivity, automating tasks in browsers and creating professional documents [18][19][20] - DeepSeek updated its experimental AI model, introducing new techniques to improve efficiency in processing long text sequences [13] Delivery and Autonomous Systems - DoorDash unveiled Dot, an autonomous delivery robot designed to navigate bike lanes, roads, and sidewalks, with a cargo capacity of up to 30 pounds [34][37] - DoorDash aims to reach approximately 1.5 million customers with Dot by the end of the year, focusing on the Greater Phoenix area [35] - DoorDash announced an Autonomous Delivery Platform (ADP) to integrate various delivery modalities, including Dashers, drones, and robots [39][41] Market and Economic Impact - Data centers' massive power demands are driving up electricity costs, affecting consumers, particularly in areas like Baltimore [59][60][61] - Areas closer to data center activity are more likely to experience wholesale power price increases [63] Leadership Changes - Spotify's CEO is stepping aside after almost two decades, with leadership transitioning to the Chief Product and Technology Officer and the Chief Business Officer, starting January 1 [69][70] - Spotify's stock is down more than 5% following the announcement of the CEO's departure [70]

Company Overview - The company provides a software layer that aggregates underlying physical infrastructure, including GPUs, to facilitate application development for training, inference, batch processing, and code execution [2] - The company positions itself as innovating in the software layer above the physical infrastructure, focusing on developer experience [5][11] - The company aims to be capital efficient by not owning the underlying physical infrastructure and running on top of existing clouds and neo-clouds [10][11] Funding and Investment - The company has raised over $80 million in additional funding, bringing the total to $111 million [6] - The funding will be used to hire engineers to build the platform and invest in sales and marketing [8] Market Opportunity and Customer Base - The company sees a massive market opportunity with exploding demand for its platform [8] - Customers include Medha, Lovable, Sue, Know Ramp, and Scale AI [2][12] - The company is seeing adoption from later-stage and enterprise companies moving research prototypes into production [7] - The company's customer base is primarily in the US, but is expanding globally [12][13] Technology and Infrastructure - The company's infrastructure is designed to support applications like generative media, large language models, and computational biotech [2][13] - The company's platform is used in various use cases, including curing cancer and weather forecasting [13] - The company differentiates itself from traditional infrastructure like AWS Lambda by building a new stack to support modern applications [3][4] Talent Acquisition - Finding talent to solve hard infrastructure problems is challenging [9]

LET’S GET THE PERSPECTIVE OF C. E. O.OF THE BLOCK CHAIN ASSOCIATION CONTEXT. THE GENIUS ACT CREATES A REGULATORY STRUCTURE FOR THE ISSUANCE OF STABLE COINS. A FORM OF CRYPTO PEGGED TO THE DOLLAR AND SIGNED INTO LAW IN JULY.I THINK WE TALKED ABOUT IT SHORTLY THEREAFTER. WE’VE DISCUSSED THE IDEA THAT DAVID SACKS SOUTH THERE TALKING THIS IS DOLLARIZATION, THIS IS FANTASTIC. BUT WE’RE TALKING ABOUT NOW TENSION BETWEEN THE MORE MODERN INDUSTRY AND TRADITIONAL FINANCE.HOW FOR YOUR ASSOCIATION IS THAT BEING DEBATE ...

INTO IT. FOR MORE ON THE DEAL, JASON CHANMAN JOINS US -- CHAPMAN JOINS US. YOU’RE AN INVESTOR FIRM DEDICATED TO THE VIDEO GAME INDUSTRY.YOU UNDERSTAND BETTER THAN ANYONE THE DISRUPTION THAT’S HAPPENED WITH THIS INDUSTRY. IS GOING PRIVATE THE RIGHT TACTIC FOR E. A.>> THANK YOU FOR HAVING ME ON AGAIN. I ABSOLUTELY DO THINK IT IS THE RIGHT THING FOR E. A.TO GO PRIVATE. AND HERE’S WHY. TODAY E.A. HAS REPRESENTED KIND OF THE DIGITAL HOME FOR MANY CORE TENANT PROPERTIES IN GAMES. THINK OF THE SPORTS DIVISION WHIC ...

NVIDIA, STRUGGLES WITH GEOPOLITICAL HEADWINDS. OUR BLOOMBERG TECHNOLOGY EDITOR IS JOINING US. WE’RE TALKING ABOUT THE MARQUEE FOR HUAWEI.TALK US ABOUT THE NUMBERS WE LEARNED IN THE COURSE OF REPORTING ABOUT THE NEXT TWO YEARS. >> RIGHT. HUAWEI OF COURSE IS PROBABLY BEST KNOWN FOR ITS COMMUNICATIONS EQUIPMENT, HAD SMARTPHONES FOR A LONG TIME TOO YOU, BUT IT’S ALSO REALLY THE LEADING DEVELOPER OF SEMICONDUCTORS WITHIN CHINA.IT’S PUT A TON OF RESEARCH AND DEVELOPMENT INTO THIS PROCESS. AND IT’S MADE QUITE A BI ...

OF COURSE IT’S INCLUDING A. I. LET’S GET MORE FROM BLOOMBERG CONSUMER TECH MANAGING EDITOR.HOW WHOLESALE IS THE CHANGE GOING TO BE FOR PELOTON THIS WEEK. >> THIS IS GOING TO BE THEIR BIGGEST HARDWARE REVAMP IN AT LEAST HALF A DECADE. THIS IS UNDER NEW C.E. O. PETER STERN.I KNOW A LOT OF US LOVE AND USE PELOTON BUT THEY’VE BEEN STRUGGLING LATELY FROM A REVENUE PERSPECTIVE, FROM A SALES PERSPECTIVE, FROM A PROFIT PERSPECTIVE. MANAGEMENT PERSPECTIVE. BUT ALSO FROM A PRODUCTS PERSPECTIVE.AND IT’S TIME FOR THEM ...

The Robotaxi industry may still be in its infancy, but competition is already heating up among Chinese firms. They're now planning to deploy thousands of robotaxis around the world over the next three years. We Ryan is partnering with ride hailing giant Grab to deploy their vehicles in Southeast Asia.Have begun testing in Singapore and roll out by the end of this year. Europe is also being targeted ahead of unexpected easing of regulations by next year. Baidu's Apollo goal has partnered with Lyft to bring R ...

You're about to start. Please make sure your seatbelt is actually fastened. No driver, no small talk.Just sensors, A. I. and real time data.They're not quite mainstream yet, but Robotaxis are already revving up a global race. And the fierce competition. It's playing out between two tech superpowers, the US and China.In the US, Waymo is leading the charge, borne out of Google's self-driving project back in 2009. It now operates in multiple cities, offering fully autonomous rides with no human driver behind t ...

>> THIS IS "BLOOMBERG TECH." PRESIDENT TRUMP ADVANCES PLANS FOR AMERICAN INVESTORS TO BUY TIKTOK’S U.S. OPERATIONS WITH A POTENTIAL VALUE OF $14 BILLION. >> WE DISCUSS THE LATEST A. I.BUBBLE WARNING. DAVID EINHORN CAUTIONS THE HUGE SPENDING ON A. I.INFRASTRUCTURE MAY DESTROY VAST AMOUNTS OF CAPITAL. >> AND THE CHANGING CHIP LANDSCAPE IN THE WAY OF NVIDIA’S INTEL DEAL AND A LOT MORE. >> WE HAVE SEEN PRESSURE ON TECH STOCKS.AND WE START TO QUESTION VALUATIONS MORE BROADLY. THE BIGGEST DROP THE FIVE-DAY BASIS ...

ETF Market Trends - Mega tech bulls are launching ETFs, attracting significant attention [1] - These new ETFs stand out by achieving both outperformance and strong inflows, a rare combination in the US ETF market of 4200 ETFs [2] - Prominent figures are launching their own ETFs, creating a new trend in the industry [4] - Not all famous people gain traction when launching ETFs, but some are doing well by leveraging their personal brands [7] Influencer Impact & Retail Investment - These ETF creators directly target retail investors with their investment ideas, resulting in billions of dollars in investment [3] - Figures like Dan Ives, with a large Twitter following (around 200,000), influence retail investor behavior [2] - Tom Lee and Dan Ives provide daily research notes to clients, which informs their ETF investment strategies [5] - Followers are loyal to these figures and listen to their investment calls, raising questions about potential self-interest [6] Risk & Independence - The industry questions how these figures maintain independence, especially if their views on certain stocks turn negative, potentially damaging ETF inflows [4] - The industry is observing whether there will be some self-interest involved, while assuming fiduciary duty is practiced [6] Key Figures & Characteristics - Dan Ives is described as charismatic and quotable, with a distinctive and colorful style [8] - Tom Lee and Dan Ives make big, audacious bets, creating memorable sound bites [8]