SpaceX, Uber and the Future of Mobility

SpaceX, Uber and the Future of Mobility

Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company's earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company's big commercial milestone of starting to charge for rides in Las Vegas.

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Episoder(1111)

BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook

BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook

Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding concerns from investors about the company’s abilit...

5 Aug 8min

Palantir Surges as AI Demand Accelerates

Palantir Surges as AI Demand Accelerates

Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exce...

4 Aug 43min

Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack

Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack

Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents t...

3 Aug 19min

China's AI Push Meets Amazon's Cloud Surge

China's AI Push Meets Amazon's Cloud Surge

Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in marke...

3 Aug 46min

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending...

31 Jul 45min

AI Winners and Losers Emerge

AI Winners and Losers Emerge

Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Q...

30 Jul 45min

Markets Brace for Microsoft and Meta Earnings

Markets Brace for Microsoft and Meta Earnings

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto j...

29 Jul 44min

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