What's notable is millennials have been the lion's share of who and adopted it fast across work and play. But Gen Z is ramping up. That's right.I mean, right now, as of 20 down to 2025, when our 2025 numbers are for, we're expecting about the same number of Gen Z and millennials to be using generative A. I. tools.So a big ramp up from Gen Z and in fact, it's starting to be a ramp up from Gen Alpha to. You can think about this in the context of the population. Or you can think about it in the context of Inte ...

Legal & Policy Implications - The Supreme Court ruling limits nationwide injunctions, leading to potential inconsistencies in the enforcement of immigration policies across different states [1][2] - This ruling indirectly impacts tech companies, as the citizenship status of their employees' children may vary depending on the state where the employee resides or sues [2][4] - A decision regarding the constitutionality of the birthright citizenship executive order is expected in October, which could further influence the legal landscape [4][6] Impact on Tech Companies & Employees - Tech companies may face new employee questions and policy considerations related to relocation and potential accommodations for employees concerned about their child's citizenship [3][14][15] - The perception of instability in the U S immigration system could deter high-skilled immigrants from accepting job offers from U S companies, potentially leading to a loss of talent and innovation [10] - Tech companies heavily rely on H-1B visas to hire skilled immigrants, which is crucial for maintaining their competitiveness [8][9] Challenges & Considerations - Differing legal standards across states could create logistical, administrative, and bureaucratic challenges for both H-1B visa holders and the companies employing them [7][8] - Companies may need to address employee concerns about relocating to states where their child's citizenship might be questioned [14] - Companies will need to decide whether to offer accommodations or avoid the topic altogether, requiring new policy considerations [15]

Market Analysis - Aura has gained traction in the ring and wearables market, prompting questions about Apple's strategy [1] - Introducing a ring could refresh Apple's wearables offerings and enhance competitiveness [2] - A ring could serve as a comfortable, less bulky alternative to the Apple Watch, suitable for various occasions [3] Technological Advantages - Apple's expertise in miniaturization and manufacturing could enable them to incorporate more health sensors into a ring compared to smaller companies [4] - Apple's ecosystem allows for potential integration of features like door keys, car keys, Apple Pay, and Siri into a ring [5] - Synchronization with the Apple ecosystem could provide additional health metrics from phones, watches, earbuds, and glasses [5] Strategic Considerations - Apple's focus remains on the Apple Watch, a significant revenue driver with a large color display, accessory ecosystem, and app marketplace [1] - Concerns exist that a ring might be cheaper with lower margins, lacking a screen, applications, or a comprehensive ecosystem [2] - The industry anticipates Apple entering the ring market eventually [6]

Public Opinion on Trade and Security - Americans support tariffs on China, but this support decreases when faced with rising consumer prices [3] - Technology theft by China is a top concern for Americans, followed by China's advancements in AI [4][5] - Preventing Iran from obtaining nuclear weapons is the primary geopolitical concern for Americans, with 84% support across party lines [7][8] Impact of Tariffs on the Tech Sector - Sustained tariffs on allies and friends will harm the American tech sector and its ability to modernize the military [11] - Strategic decoupling of economies from a national security perspective is viewed differently than tariffs on allies [10] Corporate America's Role - Corporate America needs to innovate in defense technology [9] - The US tech sector understands the supply chain challenges related to tariffs [11]

Believe it or not, it's the last day of the second quarter. We already arrive to the second half of what has been an intense year in the technology sector. The Nasdaq 100 is modestly higher right now in the session, but we continue to push consecutive record highs.What is the single catalyst for tech right now. Angelo. Yeah, as you said, certainly a lot has happened in the first half of the year.And maybe the fact that we are hitting all time highs, we see that as a validation of the positive momentum, not ...

There is an articulation that we've got to buy it. But the big issue is what China does with this information. Well, that's right, Carol.China has a huge stake in this and they really will have the final say given that Bytedance, the parent of Tik Tok, is based in Beijing and also happens to oversee some of what the Chinese government would consider sensitive technology, the kind that would need government approval to engineer any kind of final sale, even if the company were to retain control over the algor ...

Famed short-seller Jim Chanos shares his thoughts no Tesla and Elon Musk on the latest edition of Odd Lots. “There’s always one stock in every bull market that has that, at least that imprimatur of, I call it hopes and dreams,” he said. “Everyone can really project their hopes and dreams onto that company and then value it any way they want. And Cisco was that company, by the way, in ‘99. And [now] it’s undoubtedly Tesla.” “You could see Elon robbing a Brinks truck with a mask on or whatever [and people wou ...

The number one factor that will define whether the United States or China wins this race is whose technology is most broadly adopted in the rest of the world. It's not just a matter of building more sophisticated models. Competition between the U.S. and China on AI is expanding to standards, governance, infrastructure and more.It's very hard to say how far ahead we are, but I would say not a huge amount of time. Any lead the U.S. has in eroding fast despite restrictions on exports of advanced semiconductor ...

AI 发展与竞争 - 中国的 AI 技术正在快速发展，某些领域已能与西方竞争对手匹敌，甚至在成本上更具优势 [4][5][6] - 美国和中国在 AI 领域的竞争已扩展到标准、治理和基础设施等多个层面 [5] - 中国的 AI 公司正通过开源模式加速发展，与美国形成差异化竞争 [9][23][24] - 行业观察者认为，美国在芯片和半导体领域仍保持领先地位，而中国在应用、基础设施和能源方面具有优势 [22][23] 投资与创新 - 风险投资对中国 AI 领域的投资仍然活跃，关注 AI 在各垂直领域的应用，例如生物技术中的新药发现 [9][27] - 能源效率和可持续能源是 AI 发展的关键瓶颈，模块化数据中心解决方案成为关注焦点 [16][17] - 中国的创业公司正在探索双重应用和全球化战略，以实现盈利和增长 [18][19][20] 地缘政治与行业影响 - 美国正试图建立以其为主导的科技生态系统，但中国也在积极塑造全球 AI 使用规范，特别是在全球南方 [7][9] - 中美之间的科技竞争可能不会形成非此即彼的局面，各国政府可能会继续在两者之间寻求平衡 [10] - 东京电子预计，即使中国加大对本土芯片设备制造商的支持，公司仍将扩大其技术领先优势 [4][41] - 东京电子来自中国的收入比例预计将下降，但仍将保持在 30% 左右 [39][40] 公司案例分析 - Manticore，一家中国的空间设计软件供应商，计划在香港进行 IPO，希望成为中国科技企业家的榜样 [30][36] - Deep Sea 的出现给市场带来了冲击，展示了中国在 AI 领域的创新能力 [4][12][13]

>> BLOOMBERG TECH IS LIVE COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: NVIDIA HEADING TO BE THE FIRST COMPANY TO HIT A $4 TRILLION VALUE. THE U.S. AND CHINA FINALIZE A TRADE TRUCE WHICH INCLUDES CHINA'S COMMITMENT TO DELIVER RARE EARTHS.AND CARUSO TEAMS UP WITH REDWOOD TO TACKLE AI'S BIGGEST PROBLEM, POWER. WHEN WE TALK ABOUT TECHNOLOGY AND EQUITY MARKETS, THERE IS A STORY NOT EVERYONE IS FOCUSED ON. COULD NVIDIA BE THE FIRST 4 TRILLION DOLLAR MARKET CAP COMPANY.WE ARE A ...