Apple's Big US Investment, Musk's Federal Worker Orders
Bloomberg's Caroline Hyde and Jackie Davalos break down Apple's $500 billion investment in the US and the company's plans to boost hiring as it seeks relief from President Trump's tariffs. Plus, TD Cowen analysts say Microsoft is cancelling some leases for US data center capacity, and Elon Musk's emails asking federal workers to justify their jobs is dividing the Trump administration.See omnystudio.com/listener for privacy information.
24 Feb 202542min
Apple Pulls UK Cloud Encryption; CrowdStrike-Carahsoft Deal Under Scrutiny
Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's decision to pull cloud encryption in the UK, and the CrowdStrike-Carahsoft deal now under investigation by US prosecutors and the SEC. Plus, a conversation with QuEra interim CEO Andy Ory as investors start to bet big on the future of quantum computing. See omnystudio.com/listener for privacy information.
21 Feb 202542min
Alibaba Shares Soar, Scott Bessent's Musk Relationship
Bloomberg's Caroline Hyde and Jackie Davalos discuss Alibaba's big earnings beat, sending shares soaring. And, we hear from US Treasury Secretary Scott Bessent on DOGE and his relationship with Elon Musk. Plus, a conversation with Carvana CEO Ernest Garcia as the stock sees a major slump amid a lower gross profit per vehicle.See omnystudio.com/listener for privacy information.
20 Feb 202542min
Trump Proposes More Tariffs, Musk's X Looks To $44B Valuation
Bloomberg's Caroline Hyde and Jackie Davalos discuss President Trump's plans to introduce more tariffs, nearly 25% on autos, chips and more. And, Apple adds the iPhone 16E to its lineup. Plus, Elon Musk's X looks to raise funding at a $44 billion valuation.See omnystudio.com/listener for privacy information.
19 Feb 202541min
Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"
Bloomberg's Jackie Davalos and Tim Stenovec discuss Intel's soaring stock price after reports that TSMC and Broadcom are mulling potential deals. And, Elon Musk debuts a new Grok-3 model chatbot, calling it the "smartest AI on earth". Plus, a conversation on the ethics of AI as companies and governments shift attitudes.See omnystudio.com/listener for privacy information.
18 Feb 202543min
JD Vance Bashes Europe, Musk Factories' Undocumented Workers
Bloomberg's Jackie Davalos and Tim Stenovec discuss JD Vance's speech at the Munich Security Conference saying Europe is undermining democratic values. And, a conversation with Databricks CEO Ali Ghodsi as the company partners with SAP. Plus, the undocumented workers that helped build a part of Elon Musk's companies.See omnystudio.com/listener for privacy information.
14 Feb 202540min
Apple Chooses Alibaba For China AI, Elon Musk Continues OpenAI Feud
Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's plans to use Alibaba's AI tech for its iPhones in China while reports are said to indicate conversations with Baidu are still ongoing. And, we hear from Reddit's COO as shares fall after posting 4Q earnings that missed estimates. Plus, Elon Musk continues his feud with Sam Altman, saying he could drop his bid for OpenAI if it stops its for-profit structure.See omnystudio.com/listener for privacy information.
13 Feb 202542min
Paris Looks to the Future of AI, DOGE Sniffs Out Treasury 'Irregularities'
Bloomberg's Caroline Hyde and Jackie Davalos discuss the state of global AI initiatives as the Paris AI summit gets underway. And, questions arise as President Trump says DOGE may have found "irregularities" at the Treasury Department. Plus, China's BYD speeds ahead with driver-assistance features and plans to integrate DeepSeek software.See omnystudio.com/listener for privacy information.
10 Feb 202543min
