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Coming soon: Bloomberg Tech: Asia
Bloomberg Technology· 2025-06-26 04:35
Coming soon: Bloomberg Tech: Asia, an immersive look into the innovation hubs and emerging voices driving transformation in Asia's rapidly evolving tech landscape. Join Shery Ahn and Annabelle Droulers as they delve into the region's biggest tech stories. Streaming June 28 ...
AI’s Impact on M&A
Bloomberg Technology· 2025-06-25 17:38
M&A Trends in Tech - Acqui-hires are increasingly common in AI, with companies valuing the talent and expertise of acquired teams [2][3][4] - Smaller investments and acqui-hires can be viewed more favorably by regulators from an antitrust perspective [5] - M&A activity is picking up, with buyers in AI and digital infrastructure becoming more active [8] - Private equity firms have significant dry powder and are looking for deals [9] Factors Influencing M&A - Geopolitical conditions, tariffs, and events in Ukraine and the Middle East are key factors [10] - Interest rates are a key determinant of M&A activity; stabilization or improvement in the forward curve could boost deals [10] - Predictability in antitrust regulations is adding positive momentum to the M&A outlook [11] - Improvement in IPO markets is needed to provide private equity firms with exit opportunities [12] - A disconnect between buyers and sellers on valuation, influenced by interest rates, remains a challenge [14] Specific Areas of Activity - Traditional media companies are restructuring and reevaluating their portfolios due to the disruption of streaming [16] - Sports have become an area of growth and interest, driving up sports franchise values [17] - AI is a dynamic force in M&A, particularly in specialized hardware and hardware integration (software meeting silicon) [18] - Data center deals have doubled in 2024 compared to 2023, driven by the need for greater infrastructure and cloud services [21] Regulatory and Political Environment - The DOJ and FTC are signaling an openness to considering transactions with remedies [24] - The administration is focused on "America First" initiatives and ensuring equality of messaging, particularly for conservative viewpoints [26] - Companies need to understand the administration's objectives and incorporate government relations early in the deal planning [27] - Regulators are focused on tech, particularly regarding free speech issues, but are showing optimism by considering remedies [30]
How Much Is Tesla Really Worth?
Bloomberg Technology· 2025-06-24 18:29
What is the true value of Tesla. It is one of the hottest questions that has puzzled stock market investors for nearly a decade now. Some try to answer it by using math.Others say capturing the potential of a possibly worldchanging technology requires departing from the state-old ways in which Wall Street values other companies. And with the launch of the company's robo taxi on June 22nd, that question has taken on a new urgency. There is a debate on Wall Street when it comes to how much Tesla should be wor ...
US Warns of Iranian Cyber Threats After Strikes
Bloomberg Technology· 2025-06-23 20:21
Bloomberg’s Patrick Howell O'Neill discusses warnings from US officials of low-level cyberattacks by Iran after the airstrikes on the country's nuclear facilities. He joins Caroline Hyde on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ Get th ...
Modernizing Wire Harnesses for the Aerospace Industry
Bloomberg Technology· 2025-06-23 20:18
Industry Problem & Solution - Wire harness industry relies on manual processes, unchanged since the Cold War, hindering scalability [2][6] - Current design process uses Excel and PowerPoint, lacking industry standards and causing inefficiencies [4] - AMP design tool aims to enable wire harness design in minutes, streamlining the process [5] - Company automates manufacturing, reducing technician training time from 12 months [6] Business Growth & Strategy - Company headquarters is in Southern California, Redondo Beach, utilizing data to streamline manufacturing [6] - Scaling manufacturing to meet increasing demand, exceeding current facility capacity [8] - Focus on software design tool development (AMP) and manufacturing expansion [7] - Targeting emerging customers needing fast iteration and high-quality harnesses [13] Funding & Market Opportunity - Received $25 million in funding to scale manufacturing and software development [7] - Capital markets are interested in industrial supply chain improvements [14] - Addressing the struggles of 800+ mom and pop shops in the wire harness industry [13] - Capital markets are very excited for the new incumbents in the space [14]
Tesla Rolls Out Robotaxi in Austin to Handful of Users
Bloomberg Technology· 2025-06-23 15:52
Tesla Inc. rolled out its long-awaited robotaxi service to a handful of users following almost a decade of hype from Elon Musk, kicking off a precarious new era for the carmaker. Some online influencers were invited to take a ride. A human "safety monitor" rode in the front passenger seat. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow he ...
How Europe Can Keep Up in the AI Race: VC Investors' Take
Bloomberg Technology· 2025-06-22 05:01
Now the UK Prime Minister, Keir Starmer, recently announced plans to train millions of people in AI over the next five years, while Europe is aiming to mobilise €200 billion for investments in the technology. But is it too little too late. With me to discuss, I'm very pleased to say, is Carina Namih, partner at VC firm, Plural, Laura McGinnis, principal at Balderton, and Tommy Stadlen, co-founder and general partner at Giant Ventures.All, of course, VC firms that are backed some really serious names in Euro ...
Can Europe Win the AI Race?
Bloomberg Technology· 2025-06-21 05:30
Coal for Stephen Powell, the power behind the Industrial Revolution, the world's next industrial revolution isn't being powered by coal or oil. This time the most valuable resource is artificial intelligence. And while Silicon Valley often steals the headlines, Europe certainly is not out of the race.From London to Lyon, Munich to Milan, a new generation of AI startups is emerging. But the money and the scale is often smaller. Last year, America's A.I. companies secured more than seven times the funding of ...
Robot Delivery Service Plans US and Europe Expansion
Bloomberg Technology· 2025-06-20 19:23
The money. Was it for Zach. Well, we really want to expand the service to more areas, so we're building the best autonomous vehicle for our urban environment.So we're operating in Los Angeles, Chicago, Miami, Helsinki, Finland. We have a lot more cities coming up soon. But, you know, we want to build the best vehicle to move goods around cities to make it much cheaper for our customers and for merchants.Okay. So it's all about U.S. markets. Is there an international focus as well here.Yes, In the US we've b ...
SoftBank’s Founder Pitches $1 Trillion US AI Hub
Bloomberg Technology· 2025-06-20 19:18
You think this is perhaps more of a marketing ploy. Yeah, that's that's where the, you know, the skeptic in me thinks it's it's a little bit more of that. I mean, you never want to underestimate SoftBank.And when it comes to A. I. and robotics, I think there's a lot of interest, particularly from the capital markets.But, you know, the size and the scale seem a little bit trumped up, so to speak. I think in the timing I would question as well, like and that's why I don't think you're seeing the stocks move a ...