Ed Ludlow
@EdLudlow
Bloomberg Tech Anchor @technology on @bloombergtv. News.
7.3K Following 35.7K Followers
Meta launched $1,299 virtual-reality glasses that undercut Apple in price and size while putting its headset line on track for profitability
Adam Jonas back on Bloomberg Tech after many years. Included a conversation about Tesla/SpaceX merger and a reality check from Adam on what Optimus really is: marketing
Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life
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Scoop! 1789 Capital, the firm where Donald Trump Jr. is a partner, is in talks to raise $3 billion, according to a person familiar with the matter.
Its latest Polymarket investment provides a window into the new fund strategy👇
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The AI inference rush is real & rich.
Scoop w/ @dinabass on Modal Labs in talks to raise a new round of financing at a $15 billion valuation, as Baseten also discusses a new round
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@EdLudlow Thanks for having me on Ed - I agree; talking about how the school actually works is one of the most unique/fun parts of the story.
Bessemer has invested $650 million in Anthropic across four rounds.
Partner Sameer Dholakia says the firm first backed it when it was still a roughly $100 million startup - part of a bet that AI intelligence could ultimately become an economic input comparable to oil
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Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life
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Microsoft will spend $10 billion through 2030 in four Persian Gulf countries - Saudi Arabia, Kuwait, Qatar and the United Arab Emirates.
Here's what Vice Chair and President Brad Smith had to say
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Microsoft President Brad Smith weighs in on the idea of an AI “kill switch,” discussing whether companies need the ability to shut down powerful AI systems if they pose a serious threat — and who should have the authority to make that call.
Watch our full interview here:
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Luhmanaries
👀 Eric Luhman (@eric_luhman1) and Troy Luhman (@troyluhman) have left OpenAI.
@EdLudlow Everyone just wants to stay sovereign
Grok @Bot usage is growing faster than anything we’ve ever seen
NEWS: Bessemer is raising $5.75 billion in fresh funding to support a broader shift towards more growth stage investments, reports @nmasc_
@spdholakia joins me on Bloomberg Tech later today
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SpaceXAI’s Grok Bot Gains Early Traction
Grok Bot cleared out my iMail finally. Was an interesting process, running it through iOS app.
What next?
Headline of the day
*MCDONALD'S LOOKING AT OFFERING MORE FLEXIBILITY IN BURGER SIZES
A part of this interview I really loved was getting in to the structure of the Academy's day, semester (call it what you will). @gaganbiyani talked about students spending as much time on "pursuits" as classes and also "finding love" -- an interesting point of emphasis
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“San Francisco or nowhere.” The new Horowitz Andreessen Academy has raised $42M to build an alternative to traditional college for the AI era, training 16 to 20-year-olds to become AI-native builders
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Palantir at highest level since December and up for a 6th straight session, best run of gains since early July.
Not seeing any news item or clear catalyst
NEWS: Bessemer is raising $5.75 billion in fresh funding to support a broader shift towards more growth stage investments, reports @nmasc_
@spdholakia joins me on Bloomberg Tech later today
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SpaceXAI’s Grok Bot Gains Early Traction
