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PODCAST

Bloomberg Tech

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.

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All Episodes

20:00

Instant Reaction: Netflix Misses, Reed Hastings Steps...

Bloomberg Tech ·

2026/04/16

Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests.Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share for the quarter

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43:09

Anthropic Unveils Updated Opus 4.7 Model

Bloomberg Tech ·

2026/04/16

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.See omnystudio.com/listener for privacy information.

en-US

46:03

Anthropic Draws Investor Offers at Over $800 Billion...

Bloomberg Tech ·

2026/04/15

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.See omnystudio.com/listener for privacy information.

en-US

43:56

Amazon to Buy Globalstar for $11.6 Billion

Bloomberg Tech ·

2026/04/14

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO, Silvio Napoli, discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source.See omnystudio.com/listener for privacy information.

en-US

43:58

Regulators Warn of New Era of Cyber Risk from AI

Bloomberg Tech ·

2026/04/13

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic’s newest AI model Mythos as US officials warn Wall Street that the tool could usher in an era of cyber risk. Plus Roblox CEO Dave Baszucki explains why the company is introducing new accounts for younger children and teens and how well its age estimation tool is working. And following the historic Artemis II splashdown, NASA and its partners pick apart what worked and what didn't on its space vehicles.See omnystudio.com/listener

en-US

43:48

Wall Street CEOs Summoned to Discuss Anthropic AI Risks

Bloomberg Tech ·

2026/04/10

Bloomberg’s Caroline Hyde discusses concerns about cyber risks raised by Anthropic’s newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean.See

en-US

44:10

CoreWeave, Meta Strike $21 Billion for AI Computing

Bloomberg Tech ·

2026/04/09

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted.See omnystudio.com/listener for privacy information.

en-US

43:50

Tech Stocks Rally on the Back of Ceasefire Deal

Bloomberg Tech ·

2026/04/08

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.See omnystudio.com/listener for privacy information.

en-US

43:55

Intel Joins Musk’s Terafab Project with Tesla,...

Bloomberg Tech ·

2026/04/07

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s plan to join Elon Musk’s Terafab project with Tesla, SpaceX, and xAI. Plus, Broadcom and Google expand an agreement with Anthropic to power the AI startup’s burgeoning operations. And Bill Ackman looks to make a deal for the world’s largest music company, Universal Music Group.See omnystudio.com/listener for privacy information.

en-US

46:21

OpenAI Pushes for Policies to Offset AI’s Impact

Bloomberg Tech ·

2026/04/06

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA's Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.See omnystudio.com/listener for

en-US

43:52

Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission

Bloomberg Tech ·

2026/04/02

Bloomberg’s Tim Stenovec discusses the roller-coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And NASA’s Artemis II crew prepares to fire their engines toward the moon.See omnystudio.com/listener for privacy information.

en-US

43:59

OpenAI Tops $850 Billion Valuation

Bloomberg Tech ·

2026/04/01

Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity.See omnystudio.com/listener for privacy information.

en-US

44:08

Nvidia Invests $2 Billion in Marvell, Deepens...

Bloomberg Tech ·

2026/03/31

Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round.See omnystudio.com/listener for privacy information.

en-US

23:24

Big Tech Selloff May Signal Turning Point

Bloomberg Tech ·

2026/03/30

Bloomberg’s Tim Stenovec discusses the selloff in tech stocks as investors weigh whether it's a turning point for the market. Plus, NASA prepares to launch Artemis II on a lunar flyby. And investors eye a mega $75 billion SpaceX IPO and the impact Elon Musk’s Terafab plan could have on the business.See omnystudio.com/listener for privacy information.

en-US

20:03

Evolving Money: Diversifying with Digital Assets...

Bloomberg Tech ·

2026/03/29

If you want to build a diversified portfolio, you need to assemble assets that respond to different return drivers. Digital assets can play a central role. For starters, cryptocurrencies like bitcoin behave differently than traditional equities or commodities, giving portfolios exposure to unique sources of risk and return. And within the crypto universe, you can find coins, protocols, and equities that all behave differently under different market conditions. By investing in a wide range of digital

en-US

44:38

Meta Funds Gas Plants to Power Mega Louisiana Data...

Bloomberg Tech ·

2026/03/27

Bloomberg’s Ed Ludlow discusses the impact of the Iran war on markets as the Nasdaq 100 falls into correction territory and Big Tech stocks slide. Plus, Meta is set to fund the construction of seven new natural gas-fired energy plants to fuel its Hyperion data center in Louisiana. And, Anthropic is said to be looking to IPO as soon as October.See omnystudio.com/listener for privacy information.

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27:15

Jury Finds Meta, Google Liable for Addiction

Bloomberg Tech ·

2026/03/26

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the jury verdict holding Google and Meta liable for a young woman’s social media addiction. Plus, the case in California was just the start of thousands of similar cases that could lead to impacts on the businesses of social media companies. And Google researchers tout a new compression technique for LLMs and vector search engines, sending shares of memory and storage companies lower.See omnystudio.com/listener for privacy information.

en-US

44:00

SpaceX Could File an IPO By End of the Week

Bloomberg Tech ·

2026/03/25

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Arm’s plans to sell its own chips for the first time, with Meta as the first major customer. Plus, space stocks climb after reports that SpaceX aims to file a prospectus for its mega IPO before the end of March. And Kleiner Perkins partner Ilya Fushman discusses the firm’s largest raise ever to back AI bets.See omnystudio.com/listener for privacy information.

en-US

53:44

Musk’s Mega Plan for Chip Manufacturing

Bloomberg Tech ·

2026/03/23

Bloomberg’s Caroline Hyde and Ed Ludlow discuss whiplash in the markets as President Trump outlines talks to potentially end the war in Iran. Plus, Elon Musk's grand plan to manufacture his own chips for robotics, AI and space data centers involves two of his biggest companies. And, Nscale becomes one of Europe's most valuable startups with a $14.6 billion valuation and adds Sheryl Sandberg to its board.See omnystudio.com/listener for privacy information.

en-US

36:52

Micron Warns of Heavy Spending Amid Memory Crunch

Bloomberg Tech ·

2026/03/19

Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal.See omnystudio.com/listener for privacy information.

en-US

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