White House Adviseors Discuss How the US Will Export AI

White House Adviseors Discuss How the US Will Export AI

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the details and response to the Trump administration’s AI Action Plan. White House Office of Science and Technology Policy Director Michael Kratsios and White House Senior AI Policy Advisor Sriram Krishnan join them. Plus, Tesla warns of “rough quarters ahead,” and Google plans to raise its capital expenditure by $10 billion to meet AI and cloud demand.

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Episoder(887)

Apollo's Multibillion Intel Offer, Alex Karp and Wall Street

Apollo's Multibillion Intel Offer, Alex Karp and Wall Street

Bloomberg's Caroline Hyde and Ed Ludlow break down Apollo's multibillion-dollar investment offer in Intel after Qualcomm's own takeover approach. Plus: more US curbs might mean more trouble for China EVs, and Bloomberg Businessweek has a deep dive into the CEO of Palantir and his love-hate relationship with Wall Street as the company enters the S&P500. See omnystudio.com/listener for privacy information.

23 Sep 202442min

Apple's iPhone Hits Stores and Microsoft's AI Power Needs

Apple's iPhone Hits Stores and Microsoft's AI Power Needs

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's iPhone 16 sales as the product hits stores today - without the crucial AI features. Plus, Microsoft's AI power needs prompt the revival of a dormant reactor, and we hear from Salesforce CEO Marc Benioff and from the company's head of ventures. See omnystudio.com/listener for privacy information.

20 Sep 202443min

Stocks Hit Highs and Apple's EU Warning

Stocks Hit Highs and Apple's EU Warning

Bloomberg's Caroline Hyde and Ed Ludlow drill down on tech outperforming as stocks jump on the jumbo Fed rate cut. Plus, Apple gets a warning from the EU to open up its iPhone Operating System, and Elon Musk's X is back on in Brazil after the platform bypassed a ban through a software update.See omnystudio.com/listener for privacy information.

19 Sep 202442min

The Fed Decides, Microsoft and BlackRock Team Up

The Fed Decides, Microsoft and BlackRock Team Up

Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from the upcoming Fed decision. Plus, Microsoft and BlackRock plan to launch a $30 billion AI investment fund, and EU judges overturn Google's $1.7 billion antitrust fine.See omnystudio.com/listener for privacy information.

18 Sep 202442min

Intel's Amazon Deal and Musk's Super PAC

Intel's Amazon Deal and Musk's Super PAC

Bloomberg's Caroline Hyde and Ed Ludlow break down Intel's deal with Amazon after postponing expansion plans in Germany, and Elon Musk expands his support for Republicans by donating millions to back the GOP in key congressional races. Plus, Microsoft boosts its dividend and unveils a $60 billion buyback plan, and we hear from co-founder Bill Gates as he tackles a different $3 trillion problem. See omnystudio.com/listener for privacy information.

17 Sep 202442min

Apple Sinks, TikTok Starts Courtroom Battle With US

Apple Sinks, TikTok Starts Courtroom Battle With US

Bloomberg's Caroline Hyde and Ed Ludlow break down why Apple is sinking after warnings of weak demand for the new iPhone 16 Pro model. Plus, the European Union's most influential tech enforcer resigns, and TikTok's courtroom battle with the US government begins.See omnystudio.com/listener for privacy information.

16 Sep 202441min

Tech Charges Higher and Adobe Misses the Mark

Tech Charges Higher and Adobe Misses the Mark

Bloomberg's Caroline Hyde digs into the AI drivers of a tech rally putting the Nasdaq on track for its best week of the year. Plus, Adobe misses the mark as a muted forecast on AI growth overshadows better-than-expected 3Q results, and Uber powers ahead as it expands its partnership with Waymo, bringing autonomous ride-hailing to Austin and Atlanta. See omnystudio.com/listener for privacy information.

13 Sep 202441min

OpenAI's Mega Valuation and SpaceX's First Commercial Spacewalk

OpenAI's Mega Valuation and SpaceX's First Commercial Spacewalk

Bloomberg's Caroline Hyde and Ed Ludlow take a look at OpenAI getting closer to a new AI model that "reasons," and the company's new mega valuation of $150 billion. Plus, Intel reaches a pivotal moment with a decade of dominance at risk, and SpaceX's Polaris Dawn successfully completes the first commercial space walk.See omnystudio.com/listener for privacy information.

12 Sep 202441min

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