You helped write the story with Ed. And I just want to get to grips of how creative this financing actually is. How often do we see SPVs being set up to buy GPUs and use them as underlying assets.Hi, thank you for having me. We've seen a SPVs in the past before used for other type of assets. It's quite common in Wall Street to basically use assets as collateral instead of putting in corporate debt.But it's becoming a much more interesting and much more common to see tech giants basically do this type of dea ...

Oftentimes when you come on the program, something has happened. There might be a piece of legislation or someone has said something. There are many news stories tangentially linked to Bitcoin right now, but I don't see like one single catalyst that's holding up an entire crypto industry.Well, I do think there is one common thread right now among the crypto industry, and that's that this year we have seen tremendous progress on the public policy front. We've had a very strong leadership by the White House w ...

You heard all of the reporting. I'm sure you've been on Tesla's website and looked at the vehicles. The story here is the impact that a 70 $500 federal tax credit was having on the EV market in America, is it not.What's going have a big impact. Look, the big question here, is this a step in the right direction. Tesla's bringing prices down, but at 37 K for the Model three, is that low enough to attract a new class of buyers.And you step back a bit, 37 K It's less than the average U.S. internal combustion en ...

Minister, the financing of the infrastructure projects in the United States are getting interesting to say the least. We are reporting on mechanisms where investors make a special vehicle, raise capital. XAI in that example leases the capacity. The US government has taken a stake in Intel for example.Um Caroline and I have been talking a lot about NScale recently. what options does the UK government see in accelerating the build out but also any direct mechanism that you might be considering financially or ...

Take my overall is a plot from to go from idea to app and make it so that you have a seamless journey along the way. One of the products we have is victim, right. Which is a way to do ideation, brainstorming and really exploration with your team and also diagramming.And the diagramming use case is something that we've been focused on a lot because it's a key part of how you plan for your team, think through decisions and more. And one thing that I've personally known is my own use of CBT and other columns i ...

Marketing & Advertising Industry Trends - Digital marketing accounts for 75% of the global advertising industry, highlighting its dominance [4] - AI has completely transformed the advertising business, particularly with the rise of platforms like TikTok [9] - The industry is shifting towards unconnected content, driven by AI's ability to rank content based on semantic understanding [10][11] AI & Data Utilization - AI-powered ads provide very high double-digit percentage uplifts in performance when leveraging tools like advantage plus shopping campaigns [11] - Companies must adhere to clear laws and platform policies regarding the purpose, use, and limitation of data [6] - Personalization is key, and younger generations understand how to manage their algorithms and appreciate relevant, personalized content [6][7] Growth & Innovation - Incremental growth should be measured by the lift achieved beyond what would have happened without specific actions [2] - The biggest risk is not taking advantage of AI and data-driven advertising, as seen in Europe's regret over current regulations and slower growth [8] - Creativity in marketing now involves using data to create amazing personalized experiences and high conversion rate flows [12][13]

AI Integration & Market Impact - The market expresses concern that OpenAI and other large language models could threaten established software companies [1] - Companies like Salesforce are integrating with OpenAI, alleviating concerns about direct competition [2] - Mentions of companies alongside OpenAI lead to immediate stock spikes across various sectors, including online travel and even Mattel [2] - AMD and Oracle experienced significant gains following news related to AI, demonstrating a trend of stock reactions to AI connections [4] - Video generation services within AI have had a notable impact on stock performance [3] Stock Performance & Investor Sentiment - Initial excitement surrounding AI connections often leads to short-term stock bounces [5] - Some stocks, including Salesforce, experienced pullbacks after the initial excitement, indicating the bounce may not be lasting [5] - The market is highly sensitive to companies perceived as being at the cutting edge of AI [4]

Vehicle Strategy - Tesla is reportedly releasing a more affordable Model Y by engineering cost out of the battery pack and motor [1] - The company aims to attract consumers priced out of existing models, especially with the $7,500 tax credit ending [3] - Elon Musk believes Tesla is on the cusp of making self-driving vehicles, questioning the need for a new affordable model to compete with cars like Corolla or Civic [5] Market Competition - The industry faces the challenge of unwinding tax credits [4] - Tesla faces competition from China, driving the need for a less costly EV [4] Earnings Call Insights - Executives discussed a more affordable Tesla on the recent earnings call [2] - The next earnings call will address the impact of the tax credit removal [4]

All of these deals announced this week were driving us at the index level when it comes to technology. We're now losing steam. What is the principal direction of travel here, Janet, when it comes to the tech sector.Hi. Thanks for having me at. How do you think that the markets have rallied very strongly is almost like a straight line cycle for the chip companies.So I think taking a breather is absolutely normal and I think some investors will be taking profits. So I'm not too worried about that. I do think ...

I want to understand why you're broadening out in this way. Yeah. Thank you very much for having me.It's exciting to be back. And yes, we've been we've been quite active on the M&A front as we continue to build and broaden our offerings. Many of them are organic things that we're building internally.And as you can see with the model, it's ideal. As you can see with the open type deal, as you can see with the weight and businesses deal that we did earlier this year, there is a tremendous focus that we have o ...