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Anduril Looks to Onshore Its Supply Chain
Bloomberg Technology· 2025-10-10 19:01
There has been a lot of hype around the company, a deep focus on what it is doing, how it is growing, and so it is a place to start. Would you just bring us up to speed on where Andrew is today operationally, revenue at the business it is doing with the US government and Western allies. Absolutely.Well, thank you for having me on. Really excited to have you here. The annual is been around about eight years, but we've grown incredibly in that time.I think this year we're going to be over 6500 employees. We'v ...
China Has Too Much Leverage Over US, Says Anduril's Luckey
Bloomberg Technology· 2025-10-10 16:30
US-China Relations & Trade - The US President expressed doubt about meeting with Xi Jinping and threatened increased tariffs on Chinese goods, citing increasing hostility from China [1] - The US is currently dependent on China for many things, necessitating re-industrialization [2] - A healthy US-China relationship should not be so dependent on China [3] Semiconductor & Rare Earth Supply Chain - The US needs its own rare earth supply and chip/computer manufacturing capabilities [3] - China possesses significant leverage in trade deals [3] Anduril's Supply Chain & Sanctions - Anduril has done a uniquely good job getting away from China [3] - Anduril and its executives are sanctioned by China, indicating a deliberate effort to avoid Chinese supply chains [4] Broader Economic & Defense Industry Concerns - Concerns exist regarding the broader economy and other defense companies' dependence on Chinese supply chains [5] - Aggressive moves are needed to avoid dependence on Chinese precursor chemicals, machinery, or processing, prioritizing US and allied supply chains [5]
Tensions With China Are Not Ending, Anduril CEO Says
Bloomberg Technology· 2025-10-10 15:50
WITH WAR FIGHTERS THIS. YEAR WE'RE REALLY MOVING INTO THIS MODE OF REALLY PRODUCING. ED: FOR GIVE ME.WE HAVE BREAKING NEWS. PRESIDENT TRUMP IS SAYING HE WAS DUE TO MEET CHINA'S PRESIDENT XI IN TWO WEEKS' TIME. HE NOW SAYS HE SEES NO REASON TO DO SO.THE TEAM IS GOING TO PUT HEADLINES UP ON THE SCREEN. A SIGNIFICANT PIECE OF NEWS BECAUSE PART OF WHAT WE WANTED TO DISCUSS TODAY WAS CHINA. THE PRESIDENT SAYING THAT HE'S CALCULATING INCREASED TARIFFS ON CHINESE PRODUCTS.AND BEAR WITH US. WE ARE SEEING THIS QUITE ...
Everything you need to know about Google's New Pixel Devices
Bloomberg Technology· 2025-10-09 21:58
Product Comparison - Pixel 10 Pro Fold outer screen increased by 6.4% due to smaller bezels [1] - Galaxy Z Fold 7 is considered thinner and sleeker in design compared to Pixel 10 Pro Fold [2] - Pixel 10 Pro Fold has a sturdier hinge and better battery than Samsung's foldable [3] - PixelBuds 2A price increased by $30 to $130 [6] Technological Advancements - Pixel 10 Pro Fold supports CHI2 magnetic wireless charging and is dust resistant [2] - Pixel Watch 4 battery life is graded at 40 hours [4] - Pixel Watch 4 features satellite connectivity, rivaling Apple Watch Ultra and Garmin [5] - New AI features including embedded Gemini are available on Pixel Watch 4 [5] Performance Analysis - Samsung's Qualcomm chip outperforms Google's Tensor G5 chip [3] - Google's camera is adequate for daily use, but struggles in low light [3] - PixelBuds 2A features active noise cancellation [5]
“Pokimane” on Scaling a Streaming Business
Bloomberg Technology· 2025-10-09 20:06
Content Creation & Platform Strategy - The content creator started with video games on Twitch in 2013 and expanded to IRL (In Real Life) and just chatting content as the platform evolved [2][3] - Different platforms attract different demographics; Twitch is primarily male and sometimes younger, while TikTok has a majority female audience [5][6] - IRL streaming in Los Angeles requires security due to safety concerns, while streaming in other countries feels safer [7][8] - The content creator prioritizes speaking to direct experiences and advocating for human rights and respect [10][11] Monetization Strategies - Twitch offers a subscription model where viewers pay $5 per month, generating income for the streamer [14] - The primary source of income is sponsorships and contracts, followed by business ventures, and then subscriptions [15] - Income streams vary greatly depending on the platform; Instagram and other platforms rely primarily on ads and sponsors [15] Safety & Moderation - Online and in-person safety are key concerns, requiring moderation and security measures [7][8] - The content creator moderates platforms to ensure personal and community safety [8]
Scopely COO on Creating "Social Engaging Experiences"
Bloomberg Technology· 2025-10-09 19:59
Business Performance & User Engagement - The company achieved over $10 billion in lifetime revenue [3] - The company has 500 million+ daily active users touching its games in the last 12 months [3] - 75% of Star Trek Fleet Command players engage with the game every single day [14] Competitive Landscape & Innovation - The company welcomes competition as it fuels innovation and exceeding expectations [1] - The company focuses on a community-first approach, creating highly social, engaging experiences [1][2][5] - The gaming space is fast moving and evolves quickly, requiring constant awareness of where players are engaging with IP [12] Strategic Outlook & Partnerships - The company is open to discussions with Electronic Arts (EA) regarding potential cooperation post EA's take-private deal [7] - The company is developing cross-platform content across platforms [9] - The company aims to serve its community where they want to engage with content, across different mediums [5][6][9] Global Reach & Market Dynamics - The company emphasizes the global appeal of games, transcending geographies and cultures [10][11]
Twitch CEO on the Streaming Business Model
Bloomberg Technology· 2025-10-09 19:55
Which is such an interesting thing, an entity. There are loads of people out there that aren't familiar with it. And actually I thought the most sensible place to start is like, Can you just explain what Twitch is and how it works.Yeah, actually for those so simple space. Twitch, the live streaming platform where people go live. Okay.And so if you say it's a live version of YouTube or something like that, but the thing that really makes Twitch unique and the kind of need that it meets in people is as human ...
NPR CEO on Public Media in the Age of Trump
Bloomberg Technology· 2025-10-09 19:51
Financial Challenges & Opportunities - Public broadcasting faces increasing scrutiny and pressure globally [1] - NPR's federal government funding is approximately 1% of its budget [3] - Member stations in rural areas receive up to 70% of their funding from the federal government [4] - Defunding efforts led to New Hampshire Public Radio raising $1 million [17] - Filling the $120 million funding gap remains a challenge [19] - Investing heavily in fundraising, similar to the nonprofit news sector, is an opportunity [24] Audience & Content Strategy - NPR has 46 million listeners per week [2] - 50% of NPR's listening comes from digital platforms like podcasts and YouTube [6] - Radio reaches 99.7% of the American public through roughly 250 member stations [8] - NPR aims to serve the entire spectrum of American conversation, inviting diverse voices [13][14] - Technology offers a way to aggregate local reporting for a national audience [21][22]
UK Focused on Adding AI Jobs: MP Narayan
Bloomberg Technology· 2025-10-08 19:33
Tech Week is a tech week. You come here with a large delegation of. Both on the policy side, but the companies themselves.Why. What is it that you hope to get out of being here. Well, that I think is a central focus for us in the UK.It is a fundamental part of our growth mission. And one of the things I'm most focused on here is to talk up the UK, US tech prosperity. It is a historic deal in its scale.We have a record set of investments, the biggest ever investment by Microsoft and cumulatively tens of bill ...
Weighing the Risk of Circular AI Investment
Bloomberg Technology· 2025-10-08 19:10
I'm interested and there's a great line in that big take coming from Stacy Braxton over at Bernstein saying basically Sam Altman is either going to drive this economy lower, we're going to see the world economy tank, or he's taking us to the promised land. Which way are you seeing it going. I'm not sure it's either or.First off, thanks for having me. I'm joining you from Toronto today or we're doing a BMO Eurasia Group US Canada Summit. So there's a lot of discussions on Asia and other things like that goin ...