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 40min
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 42min
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 43min
Amazon Spends Big, DraftKings Sees Major Super Bowl Bets
Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon's $100B spending on AI as earnings fail to excite investors. And, US Treasury Secretary Scott Bessent pushes back on DOGE worries, saying it won't impact or change the treasury system. Plus, a conversation with DraftKings CEO Jason Robins ahead of the Super Bowl. See omnystudio.com/listener for privacy information.
7 Feb 42min
Arm Disappoints with Outlook, Vanguard Slashes Fees
Bloomberg's Caroline Hyde and Jackie Davalos discuss Arm's conservative forecast with CEO Rene Haas. And, a conversation with Vanguard CEO Salim Ramji as the company announces reduced fees. Plus, Roblox shares sell off as the company sees users and engagements slide.See omnystudio.com/listener for privacy information.
7 Feb 42min
China Targets Apple, AMD Disappoints With AI Outlook
Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's geopolitical battles as China weighs a probe into its app store fees. And, Alphabet shares slump as its cloud business growth slows. Plus, AMD disappoints investors with its AI growth outlook.See omnystudio.com/listener for privacy information.
5 Feb 41min
China Fights Tariffs with Tariffs
Bloomberg's Caroline Hyde and Jackie Davalos discuss China's retaliatory tariffs, including a probe into Alphabet. And, a look at Palantir as the stock surges to a new record on "untamed growth" for AI. Plus, Spotify posts its first ever annual profit.See omnystudio.com/listener for privacy information.
4 Feb 42min
Trump Tariffs Roil Markets, Musk's DOGE In Action
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a look into Elon Musk's DOGE as the tech billionaire begins to cancel payments to federal contractors.See omnystudio.com/listener for privacy information.
3 Feb 42min
