I think that context is really important, right. The evolution from Orion to this halfway point. But my question to start is, who is this targeted at.Right. You have generations of prior prior generation, better Ray-Ban wearers. Or is this a new entry.People starting from scratch. I think it'll probably be some combination of both. So just because we're talking about it here, these are the matter.Ray-Ban is you can see we've worked with Ray-Ban to get them into the form factor that people are comfortable we ...

Your note. Always a must read every morning. And for me, the takeaway was clear Who are the winners, but also who are the losers.And I'll go to the losers now, because you say this is bad and this is putting pressure on arm. How so. Well, thanks for having me.Yeah, Immediately it's going to add competitive pressure, I guess. With AMD facing Intel now with in video and the technology they bring for the PC desktop market. So that's one area.But basically a lot of investors don't care so much about what happen ...

The pace at which this happened is remarkable. Just take us through the timeline. Never look, Jimmy's comments or Kimmel comments were on his show Monday.We go through Tuesday without anything happening. There is some online outrage, of course, but but no comments from Disney or stations or anything like that. But then Wednesday, Brendan Carr, the chair of the Federal Communications Commission, went on Barry Johnson's podcast.Carr has been kind of have openly antagonized a lot of media companies, said that ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. >> CHINA'S INTERNET WATCHDOG TELLS ALIBABA AND OTHERS TO TERMINATE ORDERS FOR AN NVIDIA AI CHIP. CAROLINE: MICROSOFT OPENAI AMONG TECH GIANTS ANNOUNCING PLANS TO SPEND TENS OF BILLIONS ON AI INFRASTRUCTURE AND MATTHEW K AMID PRESIDENT TRUMP'S VISIT THIS WEEK.ED: TICKET RESELLER STUBHUB BEGINS TRADING PUBLICLY TODAY. WE WILL BE JOINED BY CEO LIVE. CAROLINE: LET'S GET TO THE REST OF THE PUBLIC MARKETS. ...

I think we can get to where you fit into the process of what is just massive infrastructure as a project, but that your reaction first to what's happening in the UK. It seems to be the next market in this cycle. Oh absolutely.I mean, when you think about how much potential there is in the UK, I think it is extremely exciting and very, very untapped. So I love to see companies like Microsoft and Google coming in and investing in the UK and the US and the UK actually working closer together. You say a lot of ...

Meta's Smart Glasses and AI Integration - Meta is integrating generative AI capabilities with its smart glasses, enhancing augmented reality and translation features [1][2] - Tight integration of hardware and software is crucial for Meta's success, similar to Apple's approach [3] - Meta's platform has over 1 billion users, creating utility and stickiness [4] Competition and Differentiation - Competition in smart glasses is increasing, with Google and potentially IBM developing similar products [2] - Meta differentiates itself through its existing platform and family of apps [3] - The key is the software experience that keeps users engaged [4] Market Perception and Adoption - Meta did not receive the same recognition as Apple for simultaneous translation technology, partly due to its novelty and stock dynamics [5] - Many people still don't fully understand Meta's AI strategy and how it integrates into daily life [7] - The specific applications and value-add that will make Meta's AI indispensable are still emerging [11] Future Potential and Uncertainty - The ways consumers will interact with Meta's AI models are not yet fully understood [8] - People are using Meta's technology to develop productivity tools and internal work processes [9][10] - Mark Zuckerberg is increasing investment in AI, indicating strong ambition [12] Impact of TikTok - TikTok's uncertain future has caused advertisers to pause spending growth, but this impact is limited [13] - TikTok accounts for approximately 10% of Meta's ad business [14]

The state of play is is very clear. Waymo also has a partnership with Uber in different markets. You now have a partnership in Nashville.Just explain the rationale for you on why this is a great go to market for Robotaxi. Well, as you know, we've been saying for a while, we think self-driving cars are going to be huge, The market expanding for rideshare. It's a really good product.And then when we looked at potential partners, of course, Waymo, you know, has to be at the top of the list. The great thing abo ...

I always like to go back to basics. Jonathan Like Grok stacks up against some video and Google's TPU and we're largely focused on inference. Why did you raise this round in that context.What is it going to allow you to do to be more competitive against those two giants. Well, the bottom line is that the demand for inference is insatiable. The total amount of capacity that people are trying to deploy is mind boggling. The numbers that people are putting up.And that's only growing. And in our case, we don't f ...

This is going to be a key conversation that Jensen Huang is likely to be having with the president of the United States, because once again, another chip design for China being pushed back by the country itself. Well, that's right, Kara and Jensen Huang has been having those kinds of conversations with President Donald Trump since he took office in January. He is Jensen has been trying to reshape the picture when it comes to export controls in a way that's a little bit more advantageous for video.Over the p ...

Business Focus & Strategy - The company aims to simplify access to live events, integrating primary and secondary ticketing experiences [2][3] - The company is partnering with entities like the Yankees and Major League Baseball to enhance ticket distribution [3] - The company views AI as a significant opportunity to improve product offerings, increase revenue, and reduce costs [7][8] Regulatory Landscape - The industry faces regulatory scrutiny regarding pricing transparency and open ticket distribution networks [4][6] - The company has advocated for all-in pricing, which has been passed at the federal level [5] - The Justice Department is examining the primary issuance of tickets to ensure fan-friendly networks [6] Future Outlook - The company is optimistic about the future of live events and its position at the intersection of technology and live experiences [5] - The company believes its data leadership and scale provide limitless potential [9]