>> "BLOOMBERG TECH: ASIA "BLOOMBERG TECH: ASIA IS LIVE WITH SHERY AHN IN TOKYO AND ANNABELLE DROULERS IN HONG KONG. "ANNABELLE: WELCOME TO "BLOOMBERG TECH: ASIA ." WELCOME TO THIS EPISODE WHERE WU BOWLBY -- WHERE WE WILL BE TALKING ABOUT ONE OF THE MOST TALKED ABOUT TOPICS IN ASIA TECH AND THAT IS CHINA'S SEMICONDUCTOR ECOSYSTEM BECAUSE IT HAS CAPTURED THE ATTENTION OF TRADERS. MONEY IS POURING INTO NAMES LIKE A CHIP DESIGNER AND FOUNDRY PLACE. FROM ON THE GROUND IN CHINA WE HAVE A COMMITMENT OR REAFFIRMATI ...

Why raise what's the money going to be used for. Well, thanks for having me. And the primary purpose for this particular series raise is actually to accelerate our grid energy storage business.So many people think of us as a battery recycler only. But on top of that platform, we've built a growing energy storage business that is really quite exciting. JB I'm recognizing that there's a there's a there's a pivot here for Redwood, right.And the question that we get a lot for you is what is the viability of tha ...

We wanted you to come on the program because we thought there'd be more emphasis on this new generation of standard Model Y and Model three. And the question I get most for you is what did they actually engineer out in terms of the cost. Well, at the end of the day, they they did a quite a few things that that dropped the price or let me rephrase that, the cost of getting the job done.Number one, they they moved back away in some cases from the giant castings. The giga castings are a great way to get rid of ...

AI and Semiconductor Industry Leadership - The US outspends China on AI at a ratio of approximately 5 to 1, highlighting US investment in the field [1] - Semiconductors and related intellectual property remain a key strength for the US in the technology sector [3] Trade and Economic Resilience - The tech sector and global economy have demonstrated significant resilience despite tariffs and export controls [5] - Tariffs were expected to impact consumer electronics, but delayed pass-through effects have been observed [5] - Inflation is expected to moderately accelerate into 2026 [6] Investment and Talent - The tech sector is acting as a macroeconomic stabilizer, with positive trends in M&A and investment flows [7] - There is significant demand and labor market tightness for talent in AI and machine learning, potentially necessitating global talent acquisition [9] - Protecting talent within big tech companies is important from both a national security and economic perspective [8] Policy and Innovation - Protecting US innovation is crucial, especially considering the trillions of dollars in global GDP the industry is estimated to generate over the next decade [2] - Policy conversations are needed to ensure continued US leadership in the technology space [4]

Going straight to the numbers perspective before perhaps a pay package. Was there anything to shout about. So the quarter overall thank you for having me was fairly in line with our preview thoughts that the set up was fairly balanced for the stock going in.As you know noted, the stock had kind of rallied into the quarter. Estimates had gone up a little bit since director account deliveries and then the upside there. And so we did think that about that the set up was fairly balanced going in the numbers the ...

The market is kind of trying to find the flies in the ointment here. Why. Why do you think that millions ascribed to postpaid wasn't enough.Look, I don't spend my time trying to predict market trading on a day to day basis. My focus is on building a solid, robust business, which is what we've got, and a business where we're constantly expanding and widening our differentiation. That's the core of what we're focusing on, because when you look at this quarter's results, you know, T-Mobile has been the growth ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH.COMING UP, ANTHROPIC AND GOOGLE DISCUSSING A DEAL FOR CLOUD COMPUTING SERVICES IN THE HIGH TENS OF BILLIONS OF DOLLARS. NETFLIX AND TEXAS INSTRUMENTS IN FOCUS WHILE WE WAIT TESLA'S RESULTS. WE DISCUSSED WITH THE COMPANY -- WITH AT&T'S CEO, JOHN STANKEY.BLOOMBERG BREAKING THE STORY OVERNIGHT THAT ANTHROPIC IS IN TALKS WITH ALPHABET, SPECIFICALLY GOOGLE, FOR CLOUD COMPUTING ...

What is your take here in your thesis on what this reporting about anthropic and Google represents. So there are two aspects of it. Anthropic has been working closely with Amazon Web Services.It also has investment from Google. So it is logical that they will be using some cloud capacity from Google as well. But the big question is whether this, you know, talks a little bit about as infrastructure or this is just a matter of in looking for capacity at this point because everybody is constrained.Microsoft re ...

Tell me about this project. It's a first step, right. But you've been able to get an insight into Samsung and Google's mixed reality capabilities.That's right. Yeah. So Samsung has been working on this for quite a while, directly compete with Apple's Envision Pro headset.You know, it works very similarly you put it on there are two different main areas ways to sort of engage with the device. One is sort of a pass through experience where you kind of see your home screen apps in front of you using gestures t ...

Let's start with what is the headline. The Brazil tax dispute. Idiosyncratic to the quarter and Netflix itself, let alone the sort of broader streaming landscape.What did you make of that. Well, they took the tax from 2022 to present. And so if you look at it on a holistic basis, it was over 300 basis points impact to operating margin in the quarter.So that's why there was such a huge miss. But if you look forward, if you extrapolate that, it's only going to be about 20 basis points hit annually going forwa ...