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Women Are Making Up Larger Share of VC Decision Makers
Bloomberg Technology· 2025-08-04 20:54
I'm delighted to welcome to the show page. But that, of course, is the CEO of All Raise. It's a not for profit really helping support that success of female non-binary venture capitalists.You're out with your annual report and the data really shows that we are getting more decision makers, powerful people in positions of venture capitalism who are female and non-binary. That's right. And first, it's great to see you again, Caroline.I think we were together about a year ago talking about this annual report. ...
Top LLM Providers for Enterprises
Bloomberg Technology· 2025-08-04 20:17
In the enterprise domain in particular, you guys are saying that anthropic leads in terms of market share, then open air is just behind. Just for transparency. While our audience of course, Menlow Low is on the cap table of anthropic and you have a sort of partnership with them for compute access but break down the data and how in Prop X pulled ahead in that space.Yeah, I mean, there's really three things that stood out in the report. First is, you know, Anthropic really pulled ahead in terms of enterprise ...
AI Startups Struggle After Reverse Acquihires
Bloomberg Technology· 2025-08-04 20:06
You go back to some really tangible examples of a lot of people being left behind almost. How does that make them feel. If there was a many, many emotions from the employees that we've spoken to, but some of them were in tears, you know, after this was announced, because these are companies that they joined hoping that one day they would see a nice windfall.And that's not always the case when these so-called reverse IQ hires happen. Maybe like the most recent example that Caroline and I have experienced is ...
Apple Building ChatGPT Rival
Bloomberg Technology· 2025-08-04 19:57
I kept hearing about and through your reporting that like they didn't think the market was there for a chat. GPT like at all. So they integrated the tech industry.Now they've kind of changed tack a little bit. It's become very obvious that one of the biggest use cases for LGBT is search on my iPhone. For instance, I have one of the newer models of the action button on the side, and so whenever I need to search for something, I don't go to Safari and go to Google or the Google search app.I click my action bu ...
Cyber Firm Armis Aims for 2026 IPO
Bloomberg Technology· 2025-08-04 19:31
Growth & Demand - Company has added over 100 million users in less than 12 months since reaching 200 million milestone [2] - Massive growth and demand are being experienced [1][2] - Continued geopolitical tensions and attacks on critical infrastructure are contributing to increased demand in cyber security [2][3] Market Position & Strategy - Company protects 40% of the Fortune 10 companies [2] - Customers desire fewer platforms (5-10) instead of 70+ point solutions for critical environment protection [4][5] - Company is focusing on integrating acquired companies, but continues to consider build, buy, or partner strategies [7] - Company aims to add two more products this year to complete a seven-product platform [7] - Company is taking market share from competitors like Palo Alto Networks, Microsoft, and Tenable [10] Financial Goals & Future Plans - Company aims for $1 billion in ARR (Annual Recurring Revenue) as a milestone in the next three years [8][11] - IPO is a potential goal, possibly as soon as next year (2026), to maximize shareholder and employee value [8][11]
Tech Market IPO Opens
Bloomberg Technology· 2025-08-04 19:26
IPO Market Dynamics - The IPO market is open for quality companies with strong fundamentals, profitability, and a compelling growth story, especially those incorporating AI [1][2][10] - Retail investor demand is increasingly important for IPO success, but is often not adequately factored into the traditional road show process [4][5] - A significant first-day price surge, such as 250%, may indicate an issue with IPO pricing and pent-up demand [3][6] - Individual investors participating in IPOs face risks due to potential stock normalization over time [9] Company Specifics & Trends - Figma's potential IPO was highly anticipated due to its strong growth (50%+ year-over-year), profitability, AI integration, and brand strength [1] - The failed Adobe acquisition actually helped build Figma's brand [2] - Crypto is a popular sector among investors, ranking as the number six most popular in Q2, with tailwinds from successful IPOs like Circle, crypto-friendly administrations, and major institutions launching stablecoins [15] - Crypto is the number two narrative after AI for companies preparing to IPO [16] Pre-IPO Considerations - Companies preparing for IPO are expected to have been preparing for a long time, with many unicorn companies being 10-15 years old [11] - Pre-IPO companies are increasingly exposed to narratives like Bitcoin, which appeal to retail investors [14]
BMW Takes Aim at Tesla Market Share
Bloomberg Technology· 2025-08-04 19:20
The first variant or model of this new class is the IX3. So many people get frustrated on this program when we talk about a company going after Tesla. Tesla killers.But in the ix3, BMW does see potential to claw back a bit of market share. Stefan. Yeah, absolutely.And, you know, back in the day when Tesla came out with the model three BMW actually lost a lot of drivers to Tesla. So so BMW CEO Oliver Zips is now confident that BMW can win those people back. And you know, the new SUV will be unveiled in Septe ...
Tesla to Award Musk $30B in Stock
Bloomberg Technology· 2025-08-04 19:18
The context is that 2018 pay package, the fact that they need Elon Musk to remain focused on the business and money is going to talk. Well, right. And Elon Musk has given Tesla shareholders all sorts of reasons to worry that he's not focused on the business.Right. Of course, probably most famously, his adventure in Washington, DC, his threats to start the America Party. All of that is potentially, of course, a distraction for Tesla.But also there's this been this like, long running drama around A. I. , his ...
Joby to Pay $125M for Blade's Helicopter Ride-Share Unit
Bloomberg Technology· 2025-08-04 17:51
Tell us the rationale here. Why by that part of the business. Yeah.Thank you so much. Great to be here. First, I'd like to lay the foundation for for where we are.And so the first piece is that we're seeing unprecedented levels of regulatory support from the White House, from the DOT, from the FAA, really leaning in. You also have regulators around the world so excited about this new age of aviation. Second is where the job team is.We've been knocking out of the park on certification and really delivering o ...
Watch SpaceX Launch Crew to ISS
Bloomberg Technology· 2025-08-01 19:18
They've been told to go for launch. Launchpad and this is symbolic from a geopolitical perspective on who is on board. Yeah, we'll get to the crew.But you know, I think this might be a first for Bloomberg Tech if we ever carried a launch live. I don't know. But with 10 seconds on the clock, Let's listen in.T minus ten, nine, eight, seven, six, five, four, three, two, one. Mission critical power and liftoff. Together, we rise as NASA's space, go live in the heads up to the International Space Station.Touchin ...