Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

Intel Taps AI Boom as Apple Faces Doubts
44:13

Jobs, AI and Tech Earnings
44:09

Alphabet's Bond Sale Signals AI Confidence
46:45