Some had worried that Elon's goals had turned more towards politics and you draw him back from that within the proxy and he's agreed to wind down his political activity. How do you define political activity Robin. I think uh you know from my perspective uh this is a package that really motivates Elon.So having him uh front and center at the company and delivering against really ambitious goals to me is great for for him. It's great for the company. It's also great for shareholders and as we've outlined uh t ...

Business Expansion & Production - Apex is expanding its factory to accommodate the industry shift towards proliferated systems, moving away from expensive, exquisite systems [1] - Before the funding round, Apex produced approximately 12 satellites per month; now, it can produce about 80 satellites per month [2] - The company is scaling manufacturing to meet high demand from both government and commercial sectors [3] Market Demand & Opportunities - Demand for constellations is driven by US defense initiatives and commercial companies like SpaceX [4][5] - Consumer electronics, such as new Apple products, are increasing constellation requirements [6] - The company sees a new space race, emphasizing the need to increase manufacturing capabilities to compete with adversaries [4] Supply Chain & Manufacturing - Apex primarily uses US components and vertically integrates manufacturing in-house [8] - By controlling the supply chain, Apex aims to ensure rapid production of satellite platforms [9] - The company is located in Los Angeles, an aerospace capital, providing access to talent, but still needs to hire dozens to hundreds of roles [10][11] Government Relations & Strategy - Apex advocates for the US government to rethink acquisition processes [12] - The company invests in building products before government demand, enabling rapid supply [13] - Apex encourages the government to focus on commercially available off-the-shelf products instead of custom solutions [15]

Some had worried that Iran's goals had turned more towards politics. And you draw him back from that within the proxy and he's agreed to wind down his political activity. How do you define political activity, Robin.I think, you know, from my perspective, this is a package that really motivates Elon. So having him front and center at the company and delivering against really ambitious goals to me is great for him. It's great for the company, it's also great for shareholders.And as we've outlined, the shareho ...

AI & Unstructured Data Management - Box is focused on helping companies manage their unstructured data, which accounts for approximately 90% of enterprise data, including financial documents, contracts, and research materials [2] - The company is introducing new capabilities with agents to enable users to tap into unstructured data and automate workflows [3] - Box is launching a new workflow automation capability called Box Automate, allowing users to design end-to-end business processes and integrate agents at various steps [3] - These capabilities can be applied to various industries, such as client onboarding in banking, contract review in law firms, and healthcare data management [4] Competitive Advantage & Market Position - Box's approach of integrating AI into existing data and security infrastructure leads to higher success rates compared to companies building their own AI technology [6][7] - The company emphasizes adapting to the changing software landscape and continuously innovating to maintain its market position [11][12][13] Revenue & Growth Strategy - Box introduced a new plan called Enterprise Advanced, which includes advanced AI capabilities and workflow automation, driving revenue growth [9] - The Enterprise Advanced plan is designed to facilitate customer upgrades and seamless adoption of advanced capabilities [9] - The company's recent financial performance, exceeding guidance and consensus, is attributed to the momentum of Enterprise Advanced [10] - Box is a $1 billion revenue per year company [8]

You heard what she had to say, right. You know, it's been several consecutive weeks and months of interesting IPOs, many of them fintech related. Is there a broader signal that you've taken at in the investor response to those IPOs, Ana.Yeah. Good morning. I think it's nice to see fintech IPO's and I think it's also nice to see tech stories that are not necessarily AI related.These are fintech companies that are coming in line to actually directly interact with the consumers. And if we pay attention to what ...

Something is happening in our encoding in particular. There is a lot of momentum behind you and a number of your peers. Why.You know, like the valuations, the headline. But. But what's the thing underneath that that's driving it.You know, since the dawn of computing the, the Holy Grail, the vision of of using computers is the ability to program them. And there's been many attempts across the years, and most recently with the no code and low code movement, but it really never achieved the potential. And toda ...

Pricing Strategy & Market Trends - Apple is potentially preparing the market for a $2,000 iPhone, evidenced by the iPhone 17 Pro Max with 2 terabytes of storage already reaching this price point in the US [1] - The industry anticipates the era of $2,000 phones is approaching, with competitors like Samsung already offering foldable phones at this price [2][4] - Tariffs are expected to impact Apple's pricing strategy, potentially leading to price increases to maintain margins [3] - Apple's first foldable phone is projected to launch at a base price of $2,000 within the next 12 months [4][5] - The 20th-anniversary iPhone in 2027 is expected to feature advanced technologies and higher prices, similar to the iPhone X launch in 2017 [5] - The $2,000 iPhone tier may become commonplace within the next 12-24 months [6] Product Design & Sales - New iPhone designs, such as the orange color and unibody, are expected to drive sales, despite potentially limited functional differences [7][8] - Pent-up demand from consumers who have held onto their iPhones for 4-5 years due to lack of design changes is anticipated to boost sales [8] Analyst Sentiment - Some Wall Street analysts express a lack of excitement regarding Apple's current offerings [7]

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND AND ALTHOUGH IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." ORACLE SEARCHERS IS ON. CONTRACT WINDS AND AN OUTLOOK THAT LEFT SOME ANALYSTS IN SHOCK.IT'S ALSO A BIG DAY FOR KLARNA WHICH IS GETTING READY TO GO PUBLIC WITH AN IPO PRICED ABOVE A MARKET RANGE. WE WILL DISCUSS WITH THE CEO. CAROLINE: AND CONVERSATION WITH THE PRIMARY SUMMIT HERE IN NEW YORK.EVERYTHING FROM AI, TECH, SPORTS INVESTING, AND MORE. ED: LET'S GET TO OUR TO ...

This has got back to school vibes. This is bringing an ecosystem together. Is it about wanting to compare and contrast East Coast versus West Coast.What is it about the New York ecosystem that makes it different. It's really about it's not about compare and contrast is about celebrating what is here. And when we started it eight years ago, it was out of a recognition that the broader world didn't yet grasp what was going on in the New York ecosystem.That problem got solved pretty quickly as this place is bl ...

Order Book & Revenue - Oracle's order book is approximately $450 billion, which is expected to translate into revenue over the coming years as data centers become operational [1] - An analyst estimates a potential $60 billion upside for Oracle by the end of the decade, based on Oracle's guidance relative to consensus expectations [4] AI & Cloud Strategy - Oracle is renting out GPUs to customers for AI model training and inference workloads, similar to neo cloud providers [2] - Oracle's high-margin software and applications business provides funding for expansion capacities, differentiating it from neo cloud companies that rely on borrowing [3] - Oracle is providing computing capacity for hosting applications and training large or small language models, addressing a current shortage in computing capacity [6] Competitive Landscape - There is a massive shortage of computing capacity, benefiting various cloud providers including Oracle, Amazon, and Azure [7] - Oracle's cloud infrastructure revenue was approximately $10 billion in the last financial year, compared to Amazon's $125 billion and Azure's $75 billion [8] Strategic Shift - Oracle's pivot towards cloud services started around 2017-2020, initially focused on its own database business [9] - Oracle is buying chips from Nvidia to build its latest infrastructure [5]