Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. 
Eva Dou, Technology Policy Reporter at the Washington Post, discusses her book House of Huawei: The Secret History of China’s Most Powerful Company. Katie Thomas, Lead at the Kearney Consumer Institute, shares the details of her report Keeping up with the Consumer.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Eva Dou, Technology Policy Reporter at the Washington Post, discusses her book House of Huawei: The Secret History of China&rsquo;s Most Powerful Company. Katie Thomas, Lead at the Kearney Consumer Institute, shares the details of her report Keeping up with the Consumer. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

The Untold Story of the Mysterious Company That Shook the World

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/199339e1-f478-4a81-b8ed-b26600cdc0c9/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

“SaaSpocalypse” was the buzzword in markets in the early months of the year, as new AI tools emerged to threaten the business models of software-as-a-service providers. A massive software selloff ensued in public markets and quickly spread to the world of private capital, where firms had spent billions upon billions of dollars stacking their portfolios with SaaS companies when interest rates were low.Suddenly those investments — built on the assumption that subscription revenue from software companies was ever-steady — looked like castles built on sand.  fears that rapidly developing AI tools could replace existing tech products still have investors worried that a swathe of SaaS wagers could go sideways all at once. That could bring some nasty consequences for private equity firms, private credit lenders and also retail investors who have built exposure to software loans.

On today's episode:
Paula Seligson, Bloomberg News Senior Reporter
Lipi Sternheim, CEO of REalloys
Rudina Seseri, Founder and Managing Partner of Glasswing Ventures
Woo Jin Ho, Bloomberg Intelligence Senior Networking and Hardware Analyst

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a> &ldquo;SaaSpocalypse&rdquo; was the buzzword in markets in the early months of the year, as new AI tools emerged to threaten the business models of software-as-a-service providers. A massive software selloff ensued in public markets and&nbsp;quickly spread&nbsp;to the world of private capital, where firms had spent billions upon billions of dollars stacking their portfolios with SaaS companies when interest rates were low.Suddenly those investments &mdash; built on the assumption that subscription revenue from software companies was ever-steady &mdash; looked like castles built on sand. &nbsp;fears that rapidly developing AI tools could replace existing tech products still have investors worried that a swathe of SaaS wagers could go sideways all at once. That could bring some nasty consequences for private equity firms, private credit lenders and also retail investors who have built exposure to software loans. On today's episode:
<ul>
<li>Paula Seligson, Bloomberg News Senior Reporter</li>
<li>Lipi Sternheim, CEO of REalloys</li>
<li>Rudina Seseri, Founder and Managing Partner of Glasswing Ventures</li>
<li>Woo Jin Ho, Bloomberg Intelligence Senior Networking and Hardware Analyst</li>
</ul>

‘SaaSpocalypse’ Risk From AI Reaches Beyond Private Equity

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/79d5bb56-c634-441e-b360-b4a501494c85/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

The market and tech sector are looking more signs of monetization in the AI Revolution to drive tech stocks further. There will be a waiting period until Nvidia earnings at end of month, but chip activity out of Asia has accelerated over the last month. Overall, it’s crystal clear AI models and data infrastructure heading into next phase of the buildout which is very important for tech sector. And software companies now should start to better participate.

For more, Carol Massar and Tim Stenovec speak with Dan Ives, Partner & Senior Managing Director at Yorkville Ives

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. The market and tech sector are looking more signs of monetization in the AI Revolution to drive tech stocks further. There will be a waiting period until Nvidia earnings at end of month, but chip activity out of Asia has accelerated over the last month. Overall, it&rsquo;s crystal clear AI models and data infrastructure heading into next phase of the buildout which is very important for tech sector. And software companies now should start to better participate. For more, Carol Massar and Tim Stenovec speak with Dan Ives, Partner &amp; Senior Managing Director at Yorkville Ives

 The Next Phase of the AI Buildout

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ed76e5ce-b2e0-4f72-95cf-b4a401554dbb/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

In-line July CPI readings gave US equities and Treasuries room to rise as markets relaxed after the data, even as Middle East uncertainty keeps energy shock tail risks alive. Core CPI rose 0.2% on the month, moving the annual rate to 2.5%, matching the slowest annual pace since March 2021. Combined with last week’s weak jobs report that pushed September hike odds to about 40% from roughly 50% before Wednesday’s release.
On today's episode:
Michael Ball, Bloomberg News Macro Strategist
Bob Diamond, CEO of Atlas Merchant Capita & Elliott Lorenz, Co-Founder & CEO of Edge Focus
Constance Hunter, Chief Economist at Economist Enterprise
Randall Williams, Co-Host of ‘Business of Sports’ Podcast

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a> In-line July CPI readings gave US equities and Treasuries&nbsp;room to rise&nbsp;as markets relaxed after the data, even as Middle East&nbsp;uncertainty&nbsp;keeps energy shock tail risks alive. Core CPI rose 0.2% on the month, moving the annual rate to 2.5%, matching the slowest annual pace since March 2021. Combined with last week&rsquo;s weak jobs report that pushed September hike odds to about 40% from roughly 50% before Wednesday&rsquo;s release. On today's episode:
<ul>
<li>Michael Ball, Bloomberg News Macro Strategist</li>
<li>Bob Diamond, CEO of Atlas Merchant Capita &amp; Elliott Lorenz, Co-Founder &amp; CEO of Edge Focus</li>
<li>Constance Hunter, Chief Economist at Economist Enterprise</li>
<li>Randall Williams, Co-Host of &lsquo;Business of Sports&rsquo; Podcast</li>
</ul>

CPI Data Supports Bonds as Rate-Hike Bets Wane

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4b5de8d5-cdfc-4fa6-8e67-b4a40159492d/transcript

The Untold Story of the Mysterious Company That Shook the World

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