Show Notes
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time. See omnystudio.com/listener for privacy information.
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Anduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is planned to be a laptop designed and assembled in the United States, with circuit-board assembly at Anduril’s Arsenal-1 facility in Ohio. In an interview with Bloomberg's Ed Ludlow, Anduril founder Palmer Luckey said the initiative grew from concerns that critical industries—including the military, hospitals and power plants—depend on computers made in China. He said Anduril first tried to persuade other companies to build computers domestically, but ultimately decided to invest itself. The goal, he said, is to make the computer in the United States, including its chips, glass, metals, batteries and plastics. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow takes a look at Meta's plan to boost its equity offering to almost $98 billion, one of the largest ever, as it raises its bet on AI. Plus, Anthropic's IPO could be a defining test for the AI boom, as its S-1 filing reveals staggering growth, spending and losses. And, Anduril founder Palmer Luckey explains why the defense tech firm is teaming up with chipmaker Qualcomm to build a laptop with a US supply chain. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow takes a look at Anthropic's regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic's revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow takes a look at OpenAI's potential fundraising at a staggering $1.25 trillion valuation. Plus, Anthropic's looming IPO could deliver blockbuster gains for some of its biggest investors, with billions of dollars on the line. And, SpaceX is taking another step toward becoming a major US wireless carrier, eyeing access to at least 80,000 cell sites nationwide. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow breaks down Meta's plans to boost AI spending and release new Class C shares to ensure CEO Mark Zuckerberg stays in California if a wealth tax is passed. Plus, Tesla reported strong profit, but a big cut to its spending plans is raising questions about Elon Musk's AI, robotaxi and robotics goals for the company as it weighs a potential merger with SpaceX. And OpenAI's models helped find a potentially catastrophic software vulnerability. OpenAI President Greg Brockman and Cloudflare CEO Matthew Prince explain how AI is enabling both defenders and hackers. See omnystudio.com/listener for privacy information.