I spoke to the Cool Weave CEO last night and I basically put to him that all of the people in this ecosystem are writing checks they can't cash. The demand is there, but their ability to pay for it, the infrastructure needs to be built. Maybe it's not.And you make a really smart case on just how wide some of the losses are with all the spending as as much as they have momentum and what they're doing and what they're in financial terms is called is counterparty risk, that if you are selling, if you are build ...

With all these questions remaining about how on earth the algorithm continues and whether we all remain 170 million US users using it as much. What are advertising decisions being made right now. Advertisers in a wait and see mode.Right now, it is still commonplace for tech talk. And we're actually seeing all time high traffic. In September 1st, 20% of total traffic from advertisers was allocated to tick tock.If we date back to Q1, it was 10%. So people still see tick tock as a place to build brand and driv ...

WE BLOOMBERG TECH ASIA IS LIVE WITH SHERY AHN IN TOKYO AND ANNABELLE DROULERS IN HONG KONG. SHERY: AN EXCITING EPISODE AHEAD WITH A ROBOTAXI THAT COULD BE WORTH $330 BILLION ACCORDING TO BLOOMBERG INTELLIGENCE, NOT SURPRISING GIVING -- GIVEN THE AGING POPULATION AND LACK OF CABDRIVERS AND SOME OF THE LEADERS COULD BE CHINESE NAMES. ANNABELLE: ABSOLUTELY.YOU SEE THE VALUE CHAIN SIDE. YOU MENTIONED CHINESE NAMES, YOU HAVE BAIDU'S APOLLO, IN THE U.S. THERE IS WAYMO. THERE'S ALSO THE PARTNERSHIPS ON TOP.UBER AN ...

What interests me so much is within your podcast. You've just been speaking to a founder. You've backed Logical all about the future of Quantum.You've been deep diving on this. So when you see these sorts of iterations and breakthroughs, what do you make of it. Where is the opportunity for you in the Seed in the series.First of all, great question. And as you know, I'm a long term early stage investor and I like to look for companies that can be worth ten, 20, $30 billion. There's very few of those in the w ...

You are in the camp of people that listened to Jensen, one when he said this is going to be a $1 trillion opportunity or industry, and then very recently said actually it's going to be a three or $4 trillion opportunity. And now you, like many say, it's a bit more believable to us. Just explain your thesis.Perfect. And thanks for having me on the show. I think in a prior segment you had Joanne on talking about how the pie keeps on growing.If you look at compute announcements since December of 2024, through ...

A lot of focus at the moment on the neo cloud and scale kind of fits into that. What are the details from this story. We know a lot more than what you said.This is 1.1% billion. They've described it as one of the large actually, they said it's the largest series B round in Europe. You know, it's really fascinating to see the scale, though.We have some in our in our story in the Bloomberg today, but this might be just the amount of money they need to purchase just one of their data centers they have had plan ...

At what point does Intel become interesting as an investment opportunity when the government seems to be backing it so hard. Well, clearly the government is changing the game for Intel, but their challenges remain and there are challenges around the innovation side. Their design plus manufacturing has run into trouble over the past few years, so much so that they've lost a lot of market share to AMD and they failed to become a player in the AI advanced chips.No amount of government investment is going to ma ...

What was the structure of what they discussed. And what do we know about the status of those talks. Yeah, these are early talks.I would say there are still a few unknowns. There's no sense at this point what that investment could look like. There has definitely been some commentary this morning as people are sort of digesting this news.And you can see Intel shares are up some 12% or so since yesterday and today as they think about what this could mean for both companies, I think if you're intel in, you're l ...

Tik Tok has now been we're still waiting for all the details but we understand is being given seven board seats to Americans. There's a question of a licensing agreement. There's a question of some of the holders including the Murdochs or or Larry Ellison among others.What kind of precedent does that set for you as someone who is exposed to Chinese tech. Is this the new norm or is this an idiosyncratic story. I I think this is idiosyncratic.Uh I I think during our election uh President Trump promised uh tha ...

I'm here at Meta's headquarters in Silicon Valley, California with their new lineup of smart glasses or AI glasses as they call them. These are the new Oakley Vanguard, their first sport ccentric smart glasses. You have the camera in the middle uh which gives you a much better field of view for capture. You have improved features for recording like a slow motion mode in a time-lapse mode, better battery life.But the star of the show are actually these. These are the new display glasses from Meta, the Meta R ...