OpenAI Related Investing Podcasts

Bloomberg Technology

Wed, 17 Dec 2025 20:33:40 +0000

Investors Question Oracles Data Center Financing

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Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium chip in a challenge to Nvidia. And Waymo is in talks to raise more than $15 billion at a valuation that could exceed $100 billion.See omnystudio.com/listener for privacy information.

Thu, 11 Dec 2025 20:37:32 +0000

Oracle Slides by Most Since January on Mounting AI Spending

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Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.See omnystudio.com/listener for privacy information.

Fri, 21 Nov 2025 21:37:56 +0000

AI, Crypto Anxiety Creates Volatile Week for Markets

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Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for advanced AI chips to be sold to the Middle East.See omnystudio.com/listener for privacy information.

Tue, 18 Nov 2025 18:56:12 +0000

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

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Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the White House with discussions expected on chips, tech investments and AI innovation. And Roblox CEO Dave Baszucki talks about the roll out of age-verification tools as the gaming platform works to increase safety for users.See omnystudio.com/listener for privacy information.

Fri, 14 Nov 2025 18:52:31 +0000

AI Funding Frenzy Continues with Cursor, Thinking Machines

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the AI startup founded by former OpenAI executive Mira Murati, is in talks to raise funding at a $50 billion valuation. And Cursor CEO Michael Truell discusses the AI-coding startup’s latest fundraise at a $29.3 billion valuation.See omnystudio.com/listener for privacy information.

Fri, 07 Nov 2025 23:30:36 +0000

AI Backstop Debate, Musks $1 Trillion Pay Package

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments. Plus, they dig into Elon Musk’s bold promises for Tesla, after shareholders approved a $1 trillion compensation package. And the CEOs of Affirm and DraftKings discuss their companies' earnings.See omnystudio.com/listener for privacy information.

Mon, 03 Nov 2025 22:23:39 +0000

Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal

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Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may have come at a human cost. And Palantir’s earnings are expected to show continued excitement for AI and defense tech. See omnystudio.com/listener for privacy information.

Tue, 28 Oct 2025 20:02:41 +0000

OpenAIs For-Profit Path Cleared

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI’s agreement to give Microsoft a 27% stake in the startup as part of a restructuring plan that clears the path for the ChatGPT maker to become a for-profit business. Plus, the chair of Tesla’s board of directors talks about efforts to convince investors to approve the proposed $1 trillion compensation package for Elon Musk. And Nvidia plans to make a $1 billion equity investment in Nokia, this as Nvidia’s GTC conference gets underway in DC.See omnystudio.com/listener for privacy information.

Tue, 21 Oct 2025 20:16:02 +0000

OpenAI Targets Banking, Warner Bros. Considers Sales Options

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Bloomberg’s Ed Ludlow discusses OpenAI’s secretive project to train its artificial intelligence to build financial models and what that could mean for junior bankers. Plus, President Trump announced a deal with Australia on rare earths to counter China's dominance. And shares of Warner Bros. Discovery jumped after the company said it has expanded a strategic review of the business to maximize shareholder value.See omnystudio.com/listener for privacy information.

Mon, 13 Oct 2025 18:32:24 +0000

OpenAI, Broadcom Ink 10-Gigawatt Chip Deal

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Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President Donald Trump signaled openness to a deal with China amid the latest trade showdown. And Warner Brothers Discovery rejects a takeover offer from Paramount Skydance, deeming it too low, according to sources.See omnystudio.com/listener for privacy information.

Tue, 07 Oct 2025 04:54:02 +0000

AMD's Chip Deal With OpenAI Triggers Explosive Rally

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AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defends the Trump administration’s approach to China in the context of the global AI race, and Meta CMO Alex Schultz has a new book on how AI is changing the advertising landscape.See omnystudio.com/listener for privacy information.

Thu, 02 Oct 2025 19:21:01 +0000

OpenAI Becomes Worlds Largest Startup

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at a $500 billion valuation. Plus, Tesla's vehicle sales jumped to a worldwide record in the third quarter as US buyers got in before US tax credits expired. And Microsoft has inked more than $33 billion in commitments to neocloud providers, as it aims to cope with a shortage of AI data center capacity.See omnystudio.com/listener for privacy information.

Wed, 01 Oct 2025 19:25:04 +0000

South Korean Chipmakers to Supply OpenAIs Stargate

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Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the opportunities in the private markets as tech firms stay private longer. And Google, Amazon and Peloton are out with new AI-powered devices.See omnystudio.com/listener for privacy information.

Wed, 24 Sep 2025 17:23:34 +0000

Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night

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Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan with five new sites in the US. And late-night host Jimmy Kimmel is back on air with a conciliatory tone about his controversial comments and jokes about President Trump.See omnystudio.com/listener for privacy information.

Tue, 23 Sep 2025 17:28:39 +0000

Nvidia, OpenAI Make $100 Billion Data Center Deal

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Bloomberg’s Caroline Hyde unpacks Nvidia's $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.See omnystudio.com/listener for privacy information.

Wed, 17 Sep 2025 17:52:12 +0000

China Tells Companies to Stop Buying Nvidia Chips

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China's internet watchdog has told Alibaba, ByteDance and others to terminate orders for an Nvidia AI chip. Plus, Microsoft, OpenAI and other US tech giants announce plans to spend tens of billions on AI infrastructure in the UK, as President Trump conducts a state visit. And StubHub CEO Eric Baker joins the show as shares of the ticket reseller begin trading publicly.See omnystudio.com/listener for privacy information.

Fri, 12 Sep 2025 18:54:01 +0000

Tesla's Chair Says Only Musk Can Lead the Company

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Bloomberg’s Caroline Hyde and Ed Ludlow break down Amazon and Google being probed by the US FTC over their search advertising practices and OpenAI's for-profit restructuring. Plus, he leader of Tesla’s board says no one other than Elon Musk is capable of running the company as it expands beyond electric vehicles into artificial intelligence and robotics. See omnystudio.com/listener for privacy information.

Fri, 05 Sep 2025 00:45:45 +0000

Salesforce, Figma Decline After Earnings

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the sell-off of Salesforce shares following a lackluster topline growth forecast that suggests AI isn't paying off just yet. Plus Apple plans to launch an AI-powered web search tool for Siri to rival OpenAI. And HPE CEO Antonio Neri discusses the company’s earnings, Juniper Networks acquisition and partnership with Nvidia.See omnystudio.com/listener for privacy information.

Mon, 25 Aug 2025 22:06:33 +0000

Elon Musk Sues Apple, US Takes Intel Stake

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Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the companies of thwarting competition. And the world of esports is set to get bigger with the introduction of the Esports Nations Cup tournament.See omnystudio.com/listener for privacy information.

Mon, 18 Aug 2025 19:25:42 +0000

OpenAI Staffers to Sell $6 Billion Worth of Shares

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Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government plans to take a stake in Intel. And global competition in the electric vehicle space picks up. See omnystudio.com/listener for privacy information.

Fri, 15 Aug 2025 18:14:03 +0000

Trump Eyes Chips Act Funds for Intel Stake

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing trade concerns between the US and China. And OpenAI Chairman and Sierra CEO Bret Taylor talks about the impact artificial intelligence is having on software and how the OpenAI board is approaching corporate restructuring.See omnystudio.com/listener for privacy information.

Tue, 12 Aug 2025 19:38:51 +0000

China Urges Local Firms to Avoid Nvidia H20 Chips

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report.See omnystudio.com/listener for privacy information.

Fri, 08 Aug 2025 17:29:55 +0000

OpenAIs COO Lightcap Talks GPT-5 Launch

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Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Meta each make moves to expand their AI data center resources. And the CEOs of Twilio, Chime, and Akamai each discuss their companies’ latest earnings reports.See omnystudio.com/listener for privacy information.

Wed, 06 Aug 2025 17:39:48 +0000

AMD CEO Lisa Su on the Chipmaker's AI Forecast

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI is said to be selling shares at a $500 billion valuation. And the White House says Apple will announce an additional $100 billion domestic investment.See omnystudio.com/listener for privacy information.

Tue, 29 Jul 2025 17:13:00 +0000

US and China Trade Talks Impact Tech Ecosystem

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss ongoing trade talks between the US and China taking place in Stockholm and how those could affect AI and the sale of rare earths. Plus, for the first time ever, Apple is shuttering a retail store in China. And Microsoft and OpenAI are in advanced talks to change the partnership that helped kick off the AI boom.See omnystudio.com/listener for privacy information.

Tue, 22 Jul 2025 17:34:59 +0000

Microsoft Points to Chinese Hackers in SharePoint Breach

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker NPX fails to impress investors with its third-quarter forecast.See omnystudio.com/listener for privacy information.

Thu, 03 Jul 2025 21:45:17 +0000

OpenAI, Oracle Expand Stargate Project

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Bloomberg’s Ed Ludlow discuss OpenAI's deal with Oracle as they search for more compute capacity. Plus, a look at President Donald Trump's tax and spending bill as it nears a successful House vote. And the White House lifts some chip design software curbs on China.See omnystudio.com/listener for privacy information.

Tue, 01 Jul 2025 20:18:07 +0000

Donald Trump, Elon Musk Fallout Deepens

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the clashes between President Donald Trump and Elon Musk. Plus, the Tesla CEO will oversee sales in Europe and the US as investors brace for disappointing delivery numbers in the second quarter. And, Apple considers using outside AI from Anthropic or OpenAI to power Siri.See omnystudio.com/listener for privacy information.

Wed, 18 Jun 2025 20:46:38 +0000

Meta Tries to Poach OpenAI Staff, David Sacks Weighs In On Genius Act

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the stablecoin legislation that passed the Senate with White House AI and Crypto Czar David Sacks. Plus, Klarna CEO Sebastian Siemiatkowski talks about the startup's super-app ambitions; Zoox CEO Aicha Evans joins from the company’s new facility to mass-produce robotaxis; and OpenAI CEO Sam Altman claims Meta is offering bonuses as high as $100 million to OpenAI staffers to jump ships.See omnystudio.com/listener for privacy information.

Tue, 10 Jun 2025 19:45:37 +0000

Zuckerberg Recruits for New Meta AGI Group

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans for a new ‘Superintelligence’ AI group. Plus, Apple expands its deal with OpenAI. And the CEO of United Launch Alliance says NASA has alternatives to Elon Musk’s SpaceX.See omnystudio.com/listener for privacy information.

Thu, 22 May 2025 21:50:49 +0000

OpenAI Plans UAE Data Center, AT&T Buys Lumens Consumer Fiber Business

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Bloomberg’s Caroline Hyde and Ed Ludlow talk to OpenAI’s Global Policy President Chris Lehane about the company’s plans to build more international data centers. Plus, Kraken Co-CEO Arjun Sethi discusses why the crypto exchange has partnered with Backed to let customers outside the US trade Apple, Nvidia, and Tesla shares around the clock. And AT&T CEO John Stankey explains why the telecom giant is buying Lumen’s consumer fiber operations.See omnystudio.com/listener for privacy information.

Tue, 20 May 2025 18:02:05 +0000

Dell Tech World, Musk Commits to Staying at Tesla

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Bloomberg’s Ed Ludlow, live from Dell Technologies World, discusses developments in AI infrastructure. Plus, Elon Musk says he is committed to running Tesla for the next five years. And Cohere CEO Aidan Gomez says the competitor to OpenAI has doubled its revenue since the start of the year.See omnystudio.com/listener for privacy information.

Thu, 15 May 2025 17:10:31 +0000

Trump Wants iPhone Production Moved from India to the US, EToro CEO Discusses IPO

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for Apple to stop moving iPhone production to India and instead shift it to the US. Plus, eToro CEO Yoni Assia talks about the company’s market debut. And CoreWeave CEO Michael Intrator discusses the expanded partnership with OpenAI and the company’s first earnings report since going public.See omnystudio.com/listener for privacy information.

Thu, 13 Mar 2025 21:59:14 +0000

Intel Appoints New CEO, FTC Moves Ahead With Microsoft Antitrust Probe

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Bloomberg's Caroline Hyde and Jackie Davalos discuss the news pushing Intel shares higher. And, we hear from SuRo Capital CEO Mark Klein about how market volatility could impact one of the year's hotly anticipated IPOs. Plus, OpenAI asks the White House for relief from state AI rules.See omnystudio.com/listener for privacy information.

Thu, 13 Feb 2025 18:43:03 +0000

Apple Chooses Alibaba For China AI, Elon Musk Continues OpenAI Feud

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Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's plans to use Alibaba's AI tech for its iPhones in China while reports are said to indicate conversations with Baidu are still ongoing. And, we hear from Reddit's COO as shares fall after posting 4Q earnings that missed estimates. Plus, Elon Musk continues his feud with Sam Altman, saying he could drop his bid for OpenAI if it stops its for-profit structure.See omnystudio.com/listener for privacy information.

Wed, 29 Jan 2025 20:52:21 +0000

ASML's Record Surge, Microsoft Investigates DeepSeek Code

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Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.See omnystudio.com/listener for privacy information.

Thu, 23 Jan 2025 21:29:43 +0000

Musk, Altman Clash Over Trump's Stargate

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Elon Musk and OpenAI's Sam Altman clash publicly over President Trump's "Stargate" AI infrastructure program, with Musk doubting that the companies involved have the funding. Bloomberg's Max Chafkin joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.See omnystudio.com/listener for privacy information.

Wed, 27 Nov 2024 17:38:54 +0000

PC Sales, SoftBank and OpenAI, Holiday Box Office Trends

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Bloomberg's Caroline Hyde breaks down Dell earnings and shares falling following sluggish PC demand. Plus, Softbank wants to boost its stake in OpenAI, and Wicked and Gladiator II kick off what's likely to be a strong holiday season for cinemas.See omnystudio.com/listener for privacy information.

Mon, 28 Oct 2024 17:55:19 +0000

OpenAI and Anthropic at Money 20/20, Apple's Announcements

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Bloomberg's Ed Ludlow sits down with OpenAI's Sarah Friar and Anthropic's Daniela Amodei, live at the Money 20/20 conference in Las Vegas. Plus, Caroline Hyde takes a deep dive into how Russia is continuing to access powerful Nvidia chips via a Mumbai pharma company, and Apple rolls out Apple Intelligence and its Mac overhaul. See omnystudio.com/listener for privacy information.

Thu, 03 Oct 2024 16:12:55 +0000

OpenAI's Historic Funding Round, AI Dominates VC Deals

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Bloomberg's Caroline Hyde and Ed Ludlow break down OpenAI's historic funding round and its new loan agreement securing $10B in total liquidity. Plus, PitchBook data shows AI is dominating VC deals in the third quarter, and Nvidia insiders cash in on the AI hype by selling $1.8 billion of shares this year alone.See omnystudio.com/listener for privacy information.

Tue, 01 Oct 2024 19:18:54 +0000

Escalation Between Iran and Israel, Tech Leads Selloff

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Bloomberg's Caroline Hyde looks at tech leading a market selloff following the news that the US has indications Iran is preparing to imminently launch a ballistic missile attack against Israel. Plus, DirecTV CEO Bill Morrow weighs in on the DirecTV and Dish merger, and OpenAI kicks off its developers day.See omnystudio.com/listener for privacy information.

Thu, 26 Sep 2024 18:27:41 +0000

OpenAI's Restructuring, Micron Shares Surging

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Bloomberg's Ed Ludlow looks at OpenAI mulling a restructuring and discussing giving Sam Altman a 7% equity stake in the company. Plus, Micron shares see their biggest one-day gain since 2011 on the back of earnings, a look at Meta's augmented reality strategy, and NYC Mayor Adams gets indicted.See omnystudio.com/listener for privacy information.

Wed, 25 Sep 2024 19:28:20 +0000

SAP and Carahsoft Get Probed, OpenAI Pitches the White House

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Bloomberg's Caroline Hyde and Ed Ludlow break down the US' investigation of SAP and IT solutions provider Carahsoft for potential price fixing. Plus, OpenAI makes a pitch to the White House while France gets ready for its own AI summit, and Wiz mulls a share sale.See omnystudio.com/listener for privacy information.

Thu, 12 Sep 2024 20:05:50 +0000

OpenAI's Mega Valuation and SpaceX's First Commercial Spacewalk

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Bloomberg's Caroline Hyde and Ed Ludlow take a look at OpenAI getting closer to a new AI model that "reasons," and the company's new mega valuation of $150 billion. Plus, Intel reaches a pivotal moment with a decade of dominance at risk, and SpaceX's Polaris Dawn successfully completes the first commercial space walk.See omnystudio.com/listener for privacy information.

Fri, 23 Aug 2024 19:34:33 +0000

Tech Gains Again Ahead of Nvidia Results and OpenAI Fires Back on Regulation

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Bloomberg's Caroline Hyde and Ed Ludlow look ahead to Nvidia's earnings as tech stocks get set for another weekly gain. Plus, Sen. Scott Wiener of California breaks down his controversial AI bill that's facing pushback from the likes of OpenAI. And a look back at the legacy of British tech titan, Mike Lynch.See omnystudio.com/listener for privacy information.

Wed, 03 Jul 2024 20:15:35 +0000

Paramount and Skydance Revive Deal, Apple and OpenAI's Relationship Deepens

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Bloomberg's Caroline Hyde breaks down the news that Paramount and Skydance reached a merger agreement after collapsing last month. Plus, Apple and OpenAI deepen their relationship as the iPhone maker gets an observer role on the AI company's board. See omnystudio.com/listener for privacy information.

Thu, 20 Jun 2024 16:35:49 +0000

Car Dealership Cyberattacks and a New AI Research Lab

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Bloomberg's Ed Ludlow breaks down how cyberattacks impacted car dealerships from across the US. Plus, OpenAI co-founder Ilya Sutskever announces a new AI research lab, and AI video startup HeyGen hits a $500 million valuation in its latest funding round.See omnystudio.com/listener for privacy information.

Thu, 13 Jun 2024 16:57:02 +0000

Elon Musk's Pay Package and Broadcom's Surge

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Bloomberg's Caroline Hyde and Tim Stenovec break down what to expect from Elon Musk's $56 billion pay package vote as Tesla's AGM kicks off. Plus, a look at Broadcom's surge as AI demand boosts its results, and at the financial terms of Apple and OpenAI's landmark agreement.See omnystudio.com/listener for privacy information.

Tue, 11 Jun 2024 16:55:21 +0000

Apple WWDC Recap, Musk and OpenAI

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Bloomberg's Caroline Hyde breaks down the highlights from Apple's annual developers conference as shares rise to a record following the company's event. Plus, Elon Musk says he would ban Apple devices from his company if OpenAI is integrated into OS, and troubled French IT firm Atos picks David Layani's Onepoint for its bailout.See omnystudio.com/listener for privacy information.

Tue, 21 May 2024 19:13:03 +0000

TSMC and ASML's China Invasion Plan; Microsoft's New Team Co-Pilot

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Bloomberg's Caroline Hyde breaks down the news that TSMC and ASML can remotely shut their equipment in the event of an invasion. Plus, Microsoft launches a new Team Co-Pilot AI tool. And, actress Scarlett Johansson pushes back against OpenAI and the eerily similar Sky voice.See omnystudio.com/listener for privacy information.

Fri, 17 May 2024 18:56:43 +0000

Applied Materials' Results, and OpenAI and Reddit's Partnership

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Bloomberg's Caroline Hyde and Ed Ludlow break down Applied Materials' earnings which fail to impress investors. Plus, OpenAI and Reddit announce a partnership to bring its content to ChatGPT and other products, and CoreWeave secures nearly $8 billion in private debt.See omnystudio.com/listener for privacy information.

Wed, 15 May 2024 17:34:36 +0000

Frank McCourt Readying US TikTok Bid, Google's AI Announcements

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Bloomberg's Caroline Hyde and Ed Ludlow break down real estate mogul Frank McCourt's plans to build a consortium to bid for social media app TikToks US business. Plus, a look at the takeaways from Google's annual I/O developers conference, and OpenAI's Chief Scientist who played a key role in Sam Altman's ouster is departing the company.See omnystudio.com/listener for privacy information.

Tue, 14 May 2024 19:01:40 +0000

AWS CEO Steps Down and OpenAI Updates Its AI Model

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Bloomberg's Caroline Hyde and Ed Ludlow break down why Amazon Web Services CEO Adam Selipsky is stepping down from the job. Plus, OpenAI unveils its updated AI model as Google kicks off its developer conference, and the CEO of Buy-Now-Pay-Later firm Klarna joins as the company eyes its long-awaited IPO.See omnystudio.com/listener for privacy information.

Mon, 13 May 2024 19:12:48 +0000

Global Chips Battle Intensifies, Apple Nears Deal with OpenAI

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Bloomberg's Caroline Hyde and Ed Ludlow break down the latest headlines on Nvidia, Arm, Intel and more. Plus, Apple nears a deal with OpenAI to add ChatGPT to the iPhone, and shares of GameStop surge amid speculation that Roaring Kitty is back liking the stock.See omnystudio.com/listener for privacy information.

Fri, 12 Apr 2024 18:07:09 +0000

Apple's AI-Focused Chips, ARK's Stake in OpenAI

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Bloomberg's Ed Ludlow and Caroline Hyde break down Apple's decision to overhaul its entire Mac line with AI-Focused M4 Chips, Cathie Wood's ARK Invest to buy a stake into OpenAI, and reports that China has told telecom carriers to drop foreign semiconductor chips.See omnystudio.com/listener for privacy information.

Thu, 11 Apr 2024 19:14:45 +0000

AI Global Coalition, Amazon's Shareholder Letter

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Bloomberg's Ed Ludlow and Caroline Hyde break down Amazon CEO Andy Jassy's annual letter to shareholders. Plus, Jeff Bezos and Tim Cook attend the White House state dinner for Japan's Prime Minister. And, OpenAI CEO Sam Altman looks to build a global coalition on artificial intelligence as he visits the United Arab Emirates.See omnystudio.com/listener for privacy information.

Thu, 04 Apr 2024 17:13:14 +0000

OpenAI's Enterprise Adoption and Apple's Robot Ambitions

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Bloomberg's Caroline Hyde and Ed Ludlow sit down with OpenAI COO Brad Lightcap for a discussion on AI's enterprise adoption, the company's growth and more. Plus, Apple eyes home robots as the next big thing after scrapping its car ambitions.See omnystudio.com/listener for privacy information.

Mon, 11 Mar 2024 17:57:32 +0000

Reddit's IPO, Bitcoin's Rise, and SVB's Collapse

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Bloomberg's Caroline Hyde and Ed Ludlow break down the latest details on the Reddit IPO as the social media company looks to raise nearly $750 million, and Bitcoin tops $72,000 for the first time. Plus, Vinod Khosla discusses the state of the VC ecosystem since the collapse of Silicon Valley Bank one year ago, and shares his thoughts on Elon Musk's OpenAI lawsuit.See omnystudio.com/listener for privacy information.

Fri, 01 Mar 2024 18:46:15 +0000

Elon Musk Sues OpenAI and Fisker Shares Plunge

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Bloomberg's Caroline Hyde and Ed Ludlow break down Elon Musk's lawsuit against OpenAI and CEO Sam Altman alleging they violated the company's founding mission by putting profit ahead of benefiting humanity. Plus, full earnings coverage with the CEO of EV maker Fisker as shares plunge with the company's survival in doubt.See omnystudio.com/listener for privacy information.

Wed, 14 Feb 2024 19:57:37 +0000

Lyft Earnings and Bret Taylor's New AI Product

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Bloomberg's Caroline Hyde and Ed Ludlow sit down with the CEO of Lyft to run through the company's results and break down the clerical error that led to a 67% surge in its shares. Plus, OpenAI Board Member and former Salesforce CEO Bret Taylor raises $110 million to bring AI agents to business, and Mark Zuckerberg reviews Apple's Vision Pro.See omnystudio.com/listener for privacy information.

Mon, 22 Jan 2024 20:05:30 +0000

Altman's Chip Venture and Sony Scraps Zee Deal

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Bloomberg's Ed Ludlow breaks down reports that OpenAI CEO Sam Altman will meet with Samsung chip executives following Bloomberg's report on his plans to raise billions for AI chip factories. Plus, Sony scraps its $10B dollar deal for India's Zee after two years of drama and delay.See omnystudio.com/listener for privacy information.

Mon, 11 Dec 2023 19:14:39 +0000

Microsoft, Labor Unions and OpenAI

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Bloomberg's Caroline Hyde and Ed Ludlow break down Microsoft's 'historic' alliance on artificial intelligence with labor unions. Plus, global regulators examine Microsoft's $13 billion investment in OpenAI, and the EU strikes a deal to regulate ChatGPT and AI.See omnystudio.com/listener for privacy information.

Fri, 08 Dec 2023 18:45:17 +0000

Microsoft, OpenAI and UK Regulators

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Bloomberg's Caroline Hyde and Ed Ludlow break down why OpenAI and Microsoft's partnership is facing potential antitrust scrutiny in the UK. Plus, EU negotiators continue to debate rules for AI.See omnystudio.com/listener for privacy information.

Fri, 01 Dec 2023 19:11:14 +0000

Tesla's Cybertruck and OpenAI's Tender Offer

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Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's release of the Cybertruck after years of development delays and manufacturing snags. Plus, OpenAI sticks with its plan of a tender offer, and X CEO Linda Yaccarino backs Elon Musk after his insults to brands backing away from the platform.See omnystudio.com/listener for privacy information.

Wed, 22 Nov 2023 18:55:47 +0000

Sam Returns to OpenAI and Nvidia Earnings Beat Estimates

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Bloomberg's Ed Ludlow breaks down the changes at the AI company as Sam Altman takes back the helm after his shock ouster. Plus, chipmaker Nvidia tops earnings estimates but fails to meet loftier expectations from investors, and Binance's CEO pleads guilty to criminal charges.See omnystudio.com/listener for privacy information.

Tue, 21 Nov 2023 19:09:45 +0000

OpenAI Debacle and Nvidia Earnings

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Bloomberg's Caroline Hyde and Ed Ludlow break down the latest developments in the OpenAI story as the company tries to prevent an employee exodus. Plus, how Nvidia's AI accelerators are expected to drive a sales surge for the company.See omnystudio.com/listener for privacy information.

Tue, 21 Nov 2023 10:31:41 +0000

Bonus Episode: Microsoft CEO Satya Nadella Talks to Bloomberg

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Microsoft CEO Satya Nadella sits down with Bloomberg's Emily Chang to discuss the turmoil surrounding OpenAI and the ouster of Sam Altman from the company.See omnystudio.com/listener for privacy information.

Mon, 20 Nov 2023 19:54:33 +0000

Sam Altman Shock Ouster from OpenAI

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Bloomberg's Caroline Hyde and Ed Ludlow break down what happened over the weekend after OpenAI's board ousted Sam Altman. They talk to investors, developers, and academics about the move's impact on the AI industry.See omnystudio.com/listener for privacy information.

Tue, 07 Nov 2023 22:47:08 +0000

Uber Profit Grows and Adobe's Figma Deal Update

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Bloomberg's Caroline Hyde and Ed Ludlow break down Uber's earnings, the latest in Adobe's $20 billion takeover of Figma, and big takeaways from OpenAI's first-ever developers conference as it unveils custom GPTs.See omnystudio.com/listener for privacy information.

Mon, 06 Nov 2023 19:31:10 +0000

OpenAI's Developer Conference and Big Tech Earnings

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Bloomberg's Ed Ludlow breaks down what to expect from OpenAI's first-ever developers conference in San Francisco, and pushes ahead to this week's tech earnings. Plus, Apple is in search of a new growth engine after warning on a slower holiday season.See omnystudio.com/listener for privacy information.

Thu, 13 Jul 2023 17:18:47 +0000

Musk Launches xAI and Lina Khan Testifies

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Bloomberg's Caroline Hyde breaks down Elon Musk's new competitor to OpenAI: xAI. Plus, FTC Chair Lina Khan appears before a House committee on oversight, and Celsius is sues by three regulatory agencies.See omnystudio.com/listener for privacy information.

Fri, 23 Jun 2023 17:25:56 +0000

Twitter Under EU Scrutiny and Tech Execs Meet with Biden

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Bloomberg's Ed Ludlow breaks down the EU's warning to Twitter on disinformation. Plus, the CEOs of Apple, Google, Microsoft and OpenAI dine with President Biden and India's Prime Minister, and Ed takes a ride in a Waymo.See omnystudio.com/listener for privacy information.

Thu, 22 Jun 2023 18:04:59 +0000

The Bloomberg Technology Summit

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Bloomberg Technology is live from the Bloomberg Technology Summit in San Francisco, featuring interviews with OpenAI CEO Sam Altman, AWS CEO Adam Selipsky, Qualcomm CEO Cristiano Amon, and more.See omnystudio.com/listener for privacy information.

Tue, 16 May 2023 17:34:12 +0000

Regulating AI and Twitter M&A

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Bloomberg's Caroline Hyde and Ed Ludlow break down the race to regulate artificial intelligence underway in Washington, as OpenAI CEO Sam Altman lays out the benefits and risks to senators. Plus, Twitter parent company X makes its first acquisition.See omnystudio.com/listener for privacy information.

Thu, 30 Mar 2023 22:19:57 +0000

OpenAI Targeted in Complaint and Nasdaq's Rally

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Bloomberg's Ed Ludlow breaks down why OpenAI is being targeted in a complaint to the FTC. Plus, the Nasdaq 100 heads for its second-best quarter in a decade.See omnystudio.com/listener for privacy information.

Thu, 09 Mar 2023 23:21:09 +0000

Silicon Valley Bank and Silvergate's Troubles

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Bloomberg's Caroline Hyde and Ed Ludlow break down the latest from Silvergate's meltdown and why SVB Financial Group plunged 60% on Thursday. Plus, Discord is adding OpenAI features to its chatbot and moderation tools.See omnystudio.com/listener for privacy information.

Tue, 07 Feb 2023 23:43:29 +0000

Microsoft's AI-Powered Bing and Arm's Revenue Increase

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Bloomberg's Caroline Hyde and Ed Ludlow break down the AI race heating up - from Baidu to Google to Microsoft, just out with a new OpenAI-powered Bing search engine. Plus, how Arm has been able to buck the trend and defy the chip downturn.See omnystudio.com/listener for privacy information.

Mon, 23 Jan 2023 23:48:45 +0000

Microsoft Backs ChatGPT, Elliott Invests in Salesforce

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Bloomberg's Caroline Hyde and Ed Ludlow break down Microsoft's $10 billion bet on OpenAI. Plus, Elliott's multibillion dollar stake in Salesforce and a peak into what Apple's mixed reality headset is capable of.See omnystudio.com/listener for privacy information.

Tue, 10 Jan 2023 23:17:44 +0000

OpenAI Boom and Coinbase Layoffs

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Bloomberg's Caroline Hyde and Ed Ludlow break down how artificial intelligence is emerging as the next big investment in Silicon Valley. Plus, Coinbase announces layoffs and a lackluster launch from Virgin Orbit puts a dent into England's first-ever space launch.See omnystudio.com/listener for privacy information.

Invest Like the Best with Patrick O'Shaughnessy

Tue, 09 Dec 2025 15:05:00 -0000

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

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My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia as an investor more than two

Tue, 02 Dec 2025 09:00:00 -0000

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

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My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firms growth investing business. His team has backed many of the defining companies of this era including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. This conversation is a detailed look at how David built and runs the a16z growth practice. He shares how he recruits and builds his team a Yankees-level culture, how his team makes investment decisions without traditional committees, and how they work with

Tue, 30 Sep 2025 10:45:00 -0000

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

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My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularityliterally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about

Fri, 30 May 2025 08:00:00 -0000

Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]

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Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. In the midst of her transition to OpenAI, we are spotlighting the force that is Fidji Simo. She is the former CEO of Instacart and grew up in a small town in the South of France and was the first person in her family to graduate from high school. Since then, she has had a dazzling career with stops at Frances leading university, eBay, and Facebook. Fidji spent the better

Tue, 03 Sep 2024 08:00:00 -0000

Bret Taylor - The Agent Era - [Invest Like the Best, EP.386]

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My guest today is Bret Taylor. His resume is absurd. He built google maps--famously rewriting the whole thing in a weekend. He was the CTO of Facebook in critical years. He founded Quip. He was the chair of the board at Twitter. He was the co-CEO of Salesforce...the incredible list goes on. Now, Bret is the co-founder of Sierra, a conversational AI platform for businesses, and he is the chairman of the board at OpenAI. We discuss the past, present, and future of AI agents: new programs that will begin doing incredible amounts of work for us humans in astonishing

Tue, 18 Jun 2024 08:00:00 -0000

Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378]

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My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, ServiceNow, Qualtrics, Okta, Hubspot, Notion, and OpenAI, among many others. There aren't many investors who reference as well at Pat, both inside and outside of his firm. We talk about investing, building an investing firm, and building enduring companies. Please enjoy this great conversation with Pat Grady. Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the

Tue, 05 Mar 2024 09:00:00 -0000

Aravind Srinivas - Building An Answer Engine - [Invest Like the Best, EP.363]

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My guest today is Aravind Srinivas. He is the founder and CEO of Perplexity, a startup that he describes as an answer engine built from scratch with AI. Aravind has set out for perplexity to become the most powerful answer engine backed by up-to-date sources. He helps me pick the technology apart, describing the behind the scenes of what it takes to build Perplexity to reach its potential and compete alongside the likes of Google and OpenAI. Our conversation goes deep into programming this type of infrastructure, the competition around latency, and constructing a business model around deep learning. There

Tue, 08 Aug 2023 08:00:00 -0000

Des Traynor - Real Talk about AI and Software - [Invest Like the Best, EP.340]

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My guest today is Des Traynor. Des is the co-founder and Chief Strategy Officer of Intercom - a customer service solution that helps businesses answer product questions, offer instant support, and automate sales. The business was founded in 2011 and its products operate within 25,000 businesses, including the likes of Amazon, Lyft and Atlassian. Our conversation is roughly split in half. First, we talk about AI and how its actually changing businesses like Intercom through products such as their OpenAI powered bot called Fin. We then talk about Dess views as an investor, which includes an answer about software that

Tue, 13 Dec 2022 09:00:00 -0000

Jeremiah Lowin: Explaining the New AI Paradigm - [Invest Like the Best, EP.307]

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My guest this week is Jeremiah Lowin. Jeremiah has been on the podcast a number of times over the years. Hes one of my oldest friends who has been a sounding board for me throughout my career. Today he is the founder and CEO of Prefect, which helps companies automate and orchestrate their dataflows. In full disclosure, Positive Sum is an investor in Prefect. We didnt plan this conversation, but when OpenAI released ChatGPT, I called Jeremiah for a primer on whats happening under the hood and how best to contextualize this product amidst the growing AI movement. We have

Tue, 12 Apr 2022 08:00:00 -0000

Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272]

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My guest today is Alexandr Wang, the CEO and founder of Scale AI. Alexandr founded Scale in 2016, having been inspired to accelerate the development of AI through his work at Quora and his studies at MIT. Specifically, Alexandr realized there was a lack of infrastructure solutions for producing high quality data, the lifeblood for AI models. Today, Scale provides data solutions to leading AI teams at Meta, Microsoft, OpenAI, Flexport, the US Air Force, and many others. This time last year, the business was valued at over $7 billion. Our conversation is a primer on AI. We discuss the

Motley Fool Money

Fri, 19 Dec 2025 21:45:00 -0000

OpenAI Wants Another $100 Billion

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The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Geminis comeback, and give top executives candy or coal in their stockings. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - OpenAIs reported $100 billion capital raise - Geminis performance and cost advantage - Which executives get candy and who gets coal? - Stocks on our radar Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B). Host: Travis

Fri, 12 Dec 2025 21:50:00 -0000

Did Disney Win or Lose the OpenAI Deal?

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Disney agreed to let its characters be used in OpenAIs Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracles recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Disneys licensing deal with OpenAI - Oracles earnings and AI buildout - Lululemon earnings recap - CEO free agent picks Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG). Host: Travis Hoium Guests:

Thu, 04 Dec 2025 21:35:00 -0000

An Anthropic IPO Could be Here Sooner Than We Thought!

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Weve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Anthropics IPO - The competitive landscape of the large language models - Klarnas Buy Now, Pay Later offering looking more and more like a credit card - Stocks on our radar Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL,

Wed, 29 Oct 2025 20:15:00 -0000

Microsoft Gets $135 Billion OpenAI Stake

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Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giants stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss: - Microsofts $135 billion OpenAI stake - Rolling layoffs in Corporate America - NVIDIAs deals in robotics, aviation, and medicine Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host: Travis Hoium Guests:

Wed, 08 Oct 2025 20:00:00 -0000

The AI App Store Moment

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OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ChatGPT gets apps - Disruption from ChatGPT - App opportunities - Trillion dollar question for ChatGPT Companies discussed: Zillow (Z), Target (TGT), Amazon (AMZN), Booking (BKNG), Expedia (EXPE), Figma (FIG), Spotify (SPOT). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored

Thu, 02 Oct 2025 20:30:00 -0000

Open AIs Worth Half a Trillion Dollars

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In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - OpenAI becomes a $500 billion company with staggering growth projections - Berkshire Hathaway acquires Occidental Petroleums chemical division - Fair Isaac Corporation upends the credit score market - The markets performance during and after government

Wed, 01 Oct 2025 20:30:00 -0000

Winners & Losers from ChatGPTs Shopping Launch

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OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world. Travis Hoium, Lou Whiteman and Rachel Warren discuss: - ChatGPT shopping launch - Winners in agentic shopping - Losers in agentic shopping - How big tech will adjust to the new world of commerce Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman and Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored

Fri, 12 Sep 2025 20:55:00 -0000

Media Merger Mania Strikes Again

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We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and theres a new richest person in the world as Oracle tries to take on big tech hyperscalers. Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: - Paramounts interest in Warner Bros Discovery - Oracles huge deal with OpenAI - Adobes AI story - Rank media, autonomous vehicle, and restaurant stocks Companies discussed: Netflix (NFLX), Disney (DIS), Warner Bros Discovery (WBD), Comcast (CMCSA), Fox (FOX), Tesla (TSLA), Rivian (RIVN), Uber (UBER), Mobileye (MBLY), WeRide (WRD), Chipotle (CMG), Darden (DRI), Cava (CAVA), Portillos (PTLO), Wingstop

Wed, 03 Sep 2025 20:00:00 -0000

OpenAI Helps Google Win in Court

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Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Google keeps Chrome - Kraft Heinz split - IPO frenzy Companies discussed: Alphabet (GOOG, GOOGL), Kraft Heinz (KHZ), Coreweave (CRWV), Circle (CRCL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, TMF) do

Fri, 23 May 2025 20:35:00 -0000

Stock of the Summer and Unsung CEOs

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Memorial Day means mowing the lawn and grilling while youre outside weve got a company to keep in mind and a few CEOs worth watching. (0:21): Jason Moser and Bill Mann discuss: - What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io. - MercadoLibres founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love. - Targets continued retail woes, and how Home Depot and Lowes are holding up until the macro tailwinds return. (19:11) With summer officially kicking off, we thought it was a good time to

Tue, 01 Apr 2025 20:15:00 -0000

Are Investors Leaving U.S. Stocks?

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The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer is a value trap. - OpenAIs funding round, valuing the hybrid non-profit at $300 billion. Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances. Companies discussed: HOG, OTC: SFTBY Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about

Wed, 12 Feb 2025 21:00:00 -0000

Musk Applies For New Job

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Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musks bid for OpenAI - What BYDs rollout of self-driving technology means for Tesla - Revitalized interest in Upstarts AI lending platform - Developments in the buy now, pay later space Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX Host: Mary Long Guests:

Mon, 03 Feb 2025 21:40:00 -0000

Global Trade, Tariffs, AI Efforts

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The markets and companies react to a shift in international trade. And Softbanks Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the de minimus exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods. - OpenAI and Softbanks latest set of announcements a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses. (17:43) In the week

Sat, 01 Feb 2025 17:10:00 -0000

What Does Masayoshi Son Want?

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The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like? Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book Gambling Man: The Secret Story of the Worlds Greatest Disruptor, Masayoshi Son. Ricky Mulvey caught up with Barber to discuss: - Masa Sons instincts as a salesperson and investor. - Why the founder is still driven by his roots. - Questions for

Fri, 24 Jan 2025 21:50:00 -0000

S&P 500: New Highs, Same Valuation Questions

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At new all-time highs, the markets valuation concerns arent going away anytime soon. But theyre also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the markets valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio. (19:03) Tim Beyers talks with Frances Schwiep, a partner at

Fri, 03 Jan 2025 21:30:00 -0000

OpenAIs Magic Number? $100B

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Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence AGI. (00:45) Asit Sharma and Bill Mann discuss: - Microsoft and OpenAIs odd definition of artificial general intelligence (AGI) and Metas push into AI Influencers for Instagram. - One of the tastier parts of President Jimmy Carters legacy, and the potential ripple effects of surgeon generals warning about alcohol consumption. - A few words of caution for fintech and investing in the U.S. in 2025. (19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his

Sat, 09 Nov 2024 17:00:00 -0000

Whats Exciting About Superintelligence?

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Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about theirvisions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions. They discuss: - If building general intelligence is a winner-take-all game. - How AI advancements could develop in the next decade. - Lingering questions and worries about the future of superintelligence. Read Sam Altmans The Intelligence Age and Dario Amodeis Machines of Loving Grace here. The poem from

Sat, 12 Oct 2024 16:00:00 -0000

Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell

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With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus. Alok Sama is the former President and CFO of SoftBank and the author of the new book The Money Trap: Lost Illusions Inside the Tech Bubble. Ricky Mulvey caught up with Sama to discuss: OpenAIs latest fundraising round. Happiness for everyone as an investment philosophy. The illusion and reality of power. Help Motley Fool Money win Signals Best

Thu, 03 Oct 2024 20:00:00 -0000

Open Checks, Corked Bottles

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OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss: OpenAIs $157 billion valuation The port strikes potentially positive impact on two auto parts makers Changing tastes in the beverage market (16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock. Vote for Motley Fool Money as Signals Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: ALV, GTX, STZ, COST, BJ, WMT Host: Mary Long Guests: Jim Gillies, Asit Sharma, Ricky Mulvey Engineer: Rick Engdahl, Desiree Jones Learn more about your ad

Fri, 27 Sep 2024 20:15:00 -0000

AI Bookings, Marketing Tools, Drama

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Artificial Intelligence continues to drive valuations and headlines we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers. (01:02) Emily Flippen and Bill Mann discuss: - Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events. - Metas new Orion augmented reality prototype, and the latest drama at OpenAI. - Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom. (19:04) Braze CEO Bill Magnuson took a break

Thu, 12 Sep 2024 20:00:00 -0000

Easy Money Returns

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The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. (00:21) David Meier and Ricky Mulvey discuss: - OpenAIs $50 billion valuation jump in one week. - A space SPAC thats more than 10xed since April, 2024. - One of Warren Buffetts top lieutenants selling $140 million of Berkshire Hathaway stock. Then, (16:27) Asit Sharma joins Ricky to look back on Metas turnaround story and what it means for investors today. Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE Visit www.factormeals.com/foolpod50 to get

Sat, 31 Aug 2024 16:00:00 -0000

The State of the AI Arms Race

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When ChatGPT launched in late 2022, it was the first and only exposure most of the world had to AI. Not yet two years later, theres already a lot more competition. Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, Mastering AI: A Survival Guide to our Superpowered Future. Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss: Bill Gates initial hesitancy to invest in OpenAI. Where LLMs go from here. Developments in biotech. Host: Alex Friedman Guest: Jeremy Kahn Producer: Mary Long Engineer: Dez Jones

Fri, 14 Jun 2024 20:00:00 -0000

Apple Shows Intelligence, Fed Signals Caution

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Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether well actually see a Fed rate cut in 2024 . (00:21) Jason Moser and Emily Flippen discuss: - Apples entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. . -Tesla shareholders approving Elon Musks 2018 pay package and plans to move to Texas, and whats next for the largest executive compensation plan of all time. - The Feds plan to hold steady on rates, and Adobes stellar quarter. (19:11)

Thu, 13 Jun 2024 20:00:00 -0000

Oracle and the AI Boom

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Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hersheys near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically

Wed, 15 May 2024 20:00:00 -0000

Google Speaks, OpenAI Listens

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Step aside, Siri. A new generation of AI voice assistants has arrived. First, (00:21) Asit Sharma and Mary Long dive into todays inflation report and talk through the latest AI offerings from Alphabet and OpenAI. Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea. Stock Advisor discount for podcast listeners: www.fool.com/asit Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jason Hall Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

Fri, 01 Mar 2024 21:00:00 -0000

Tech in 2024: AI and Dividends

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The AI race heats up with Elon Musks lawsuit against OpenAI and Google Geminis rough week. And Salesforce joins Meta in the Big Tech dividend club. (00:21) Jason Moser and Matt Argersinger discuss: - Elon Musks lawsuit against OpenAI and Sam Altman -.Apple putting an end to Project Titan and its automotive ambitions. - Earnings updates from Axon and Okta, and a new dividend from Salesforce. (19:11) Motley Fool Moneys Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.

Fri, 08 Dec 2023 21:00:00 -0000

Alphabets Gemini, At Your Service

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Googles Bard just got an upgrade, can it catch up to OpenAIs ChatGPT? (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabets latest AI move bringing Gemini into Bard, and GameStops curious corporate investing plan update. - Chewys status as the #1 pet pharmacy in the U.S., Lululemons business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter. (19:11) Journalist and author Bethany McLeans talks with Deidre Woollard about her latest book The Big Fail and takes a look at the past three years, how we responded to COVID, and the lasting effects on

Wed, 22 Nov 2023 21:00:00 -0000

AI and ai

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Uppercase, lowercase, doesnt matter. Nvidia and OpenAI are the ones to watch in artificial intelligence. (00:20) Asit Sharma and Dylan Lewis discuss: Nvidias epic quarter and the markets ho-hum response. The OpenAI drama, corporate governance, and How theyre making their turkeys this Thanksgiving. Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mon, 20 Nov 2023 21:00:00 -0000

Is This The Beginning Or The End Of OpenAI?

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With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55)Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers:

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