Matter has secured a key legal victory against the Federal Trade Commission. The FTC alleged the company's purchases of Instagram and WhatsApp violated antitrust law. A judge didn't agree.And DAX Riley Griffin joins us with the details. Let's start with the basic legal reasoning that the judge gave. What was the decision based on.And what happens. Well, Ed, you have to remember that when the FTC first launched this lawsuit, that was five years ago, that was Trump 1.0%. The social media landscape has changed ...

AI Model & Technology - Gemini 3 模型是前沿模型，展示了多模态的强大能力，尤其是在视觉推理方面 [1][2] - Gemini 在视觉推理、代码编写和图像生成方面表现出色，这得益于 TPU 的成功 [1][4] Cloud Business & Infrastructure - Google 的 TPU 芯片的成功可能使其 Google Cloud (GCP) 能够将 NVIDIA 的 GPU 资源更多地分配给外部客户 [4] - Google 仍然是 NVIDIA 的前三大客户之一，购买 NVIDIA 芯片用于训练和其他工作负载 [5] - Google Cloud 通过出租 NVIDIA GPU（包括最新的 Blackwell 和早期版本）来产生收入，类似于其他云服务提供商 [6][7] - 更多的 NVIDIA GPU 可用性可能会提升 Google Cloud 的收入 [7] Competition & Market Dynamics - 其他公司（如 Meta）主要在内部使用 NVIDIA GPU 进行训练、推理和推荐系统 [6]

HOW DO YOU MAKE A RESPONSE TO THAT. HOW DO YOU REACT TO THAT. >> THANK YOU FOR HAVING ME ON YOUR SHOW.FROM OUR PERSPECTIVE, AS INFRASTRUCTURE INVESTORS, WE HAVE A PIECE APPROACH TO INVESTING IN INFRASTRUCTURE ASSETS AND A LONGER TERM TIME HORIZON, AND WE DO BELIEVE THAT A. I. INFRASTRUCTURE IS A SIGNIFICANT INVESTMENT OPPORTUNITY FOR US.NOW, HERE AT CARLYLE WE AREN’T DEVELOPING THESE ASSETS IN ISOLATION. WE HAVE TUNE A MUCH MORE COMPREHENSIVE VIEW, WHERE WE ARE LOOKING ACROSS THE VALUE CHAIN FOR A. I.INFRAS ...

Market Valuation & Sentiment - Relief rallies are possible, but current valuations are not particularly attractive after some froth has been taken off [1] - Doubts about AI's impact on the broader economy and questions about depreciation may lead to continued market volatility [2] - NVIDIA's report is a capstone event and a macro indicator, potentially causing market swings of up to 7% [6] NVIDIA's Performance & AI Supercycle - NVIDIA is trading at approximately 30 times future earnings, which is not considered highly elevated by some [3] - The AI supercycle is believed to be real and will profoundly impact the economy, but a full range of outcomes must be considered when pricing AI stocks [4][5][10] - The key question for 2026 and 2027 is whether the conviction remains to build out the massive infrastructure needed for AI [9][10] AI Adoption & Impact - Only 10% of surveyed companies are currently using generative AI for revenue or new product generation [11] - AI adoption is accelerating faster than previous technology cycles like the internet [12] - Commentary around AI is still generic, lacking specifics on how it's transforming businesses [12] - Real-world AI applications and their impact on earnings, beyond hyperscalers, are key indicators to watch [13]

>> “BLOOMBERG TECH” IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH." MICROSOFT AND NVIDIA COMMIT TO COMMIT TO ANTHROPIC.THE CROWN PRINCE AND PRESIDENT TRUMP TO TALK ABOUT TECH DEALERS. AND ROADBLOCKS -- ROBLOX TO INCREASE PROTECTIONS. IN LARGE PART, SOME KEY AI PLAYERS, BITCOIN RECOVERS EVER SO SLIGHTLY.A MOVE ON TO INDIVIDUAL MOVERS. IT IS ALL AROUND SOME OF THE TOP STORY TODAY. CLOUDBEAR DOWN 3% AFTER THEY WERE STRUGGLING TO GE ...

It seems as though this could really be rivaling opening I. Well, so the way I look at it is everyone is looking to diversify. So in the case of India, they want a long tail of cloud players for their chips in the case of Microsoft.They want to go beyond open air and, you know, diversify into different levels. And because there are so few frontier land providers, I mean, anthropic is the obvious choice. You can't really invest in Google or mademoiselle alone.So from that perspective, it makes sense that the ...

Market Adoption & Applications - Law enforcement agencies in the US and Canada are increasingly deploying robotic dogs in hostage situations and hazardous material assessments [2] - Over 60 law enforcement units in the US are utilizing robotic dogs, with adoption also seen in Italy and the Netherlands [3] - Robotic dogs are also gaining traction in manufacturing and other facilities [3] Cost & Ethical Considerations - The starting cost of a robotic dog is $100,000, with prices potentially reaching $250,000 in some cases [3][4] - Ethical concerns are emerging, prompting calls for increased regulation at the state and federal levels [4] - Community guidelines may be necessary to ensure public comfort and address concerns related to the deployment of robotic dogs [5] - Affordability is a barrier for some law enforcement units [5] Technological Capabilities - Robotic dogs can climb stairs, open doors, and provide a live camera feed, acting as a remote set of eyes for operators [2][3]

Investment Focus & Strategy - Insight invests across stages, from early-stage startups to post-IPO companies, with a history of 55 IPOs [2] - Insight provides expertise, access, and talent to help portfolio companies scale and grow [3] - Insight emphasizes helping companies build the best products and achieve their dreams [2][3] AI Adoption & Transformation - Insight runs an AI accelerator program to help portfolio companies keep up with the pace of change [4] - The AI accelerator program focuses on helping CEOs drive change in two areas: AI in the product and AI in the business [6] - The program is a six-month program with small cohorts of CEOs [6] - AI is augmenting people and making them more efficient [8] Talent Acquisition & M&A - Venture capital is also a domain for M&A, with the onsite team providing expertise to help companies make acquisitions for geographic expansion, new products, and talent acquisition [13] - Companies are using acquisitions to access AI-native talent [14] Industry Application - One portfolio company in the airline industry uses AI to analyze over 7,000 daily incidents, providing critical insights to keep aircraft safe and revenue flowing [9][10]

I go to the numbers that you've actually given to us, the $200 million average, the annual revenue run rate. That's a lot. Who's purchasing.So we're seeing lovable villains just 12 months ago being powered by this consumer and prosumer movement of individuals that use the product. And then they they love it. So they put in their credit card.And that's just the movement that's been then translated to us being pulled into the enterprise where Fortune 500 companies like Klarna, HCA, HCA Healthcare, they're tra ...

Safety Initiatives - The company is rolling out what it believes will be the gold standard for Internet safety, using AI to estimate the age of users [1][2] - The platform filters all text and communication and does not allow image sharing, monitoring for critical harms and working with law enforcement [4][5] - The company has shipped over 100 safety innovations in the last year [6] - The platform will prevent minors from communicating with adults [3] User Base & Engagement - The platform has 150 million daily active users [1] - The platform sees over 10 billion hours a month of engagement [14] - Over 10% of the global gaming market, estimated between $180 billion and $200 billion, is expected to be running on the platform [10] Financial Performance & Growth - The company experienced 70% year-on-year growth in bookings and debuts [10] - The company anticipates potential friction in revenue and growth as users verify their age [9] - Advertising is a complement to the virtual economy powered by Robux [15] Age Verification Technology - The company uses AI to estimate age, complemented by other signals, to ensure safety [2][3] - The company uses a third-party vendor, Persona, for age verification [7] - The company has other ways to validate age in addition to camera checks [8] - The company does not target users under 18 on the platform [14]