Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple&rsquo;s ChatGPT-like search effort leaves in another blow to the company&rsquo;s AI ambitions.

Listen for news and analysis on global technology companies and investors. 

Hosts Caroline Hyde and Ed Ludlow bring you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Hosts Caroline Hyde and Ed Ludlow bring you the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

TSMC Beats Expectations, Raises Revenue Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2df515c1-292c-4846-9275-b3780149ef49/transcript

Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.

Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.

Netflix Drops After Worse-Than-Expected Forecast; Hastings Exits 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/168038a6-50d5-4c29-9b99-b42f012c3e64/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

Anthropic Unveils Updated Opus 4.7 Model 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b293c5dd-6732-4a72-89d8-b42e012445a9/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.

Anthropic Draws Investor Offers at Over $800 Billion Value

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/171ea412-e6e7-4de9-9468-b42d01142e62/transcript

TSMC Beats Expectations, Raises Revenue Outlook

In 1 playlist(s)

Bloomberg Tech

Social links

Follow podcast

Recent clips