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Ed Ludlow

Ed Ludlow

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Bloomberg correspondent; covers Tesla/EV/AV and mobility

Artemis II Launch Paused to Verify Safety System
Social•Apr 1, 2026

Artemis II Launch Paused to Verify Safety System

NASA/Artemis update as of 5pmET: Although the countdown to today’s Artemis II launch is continuing to progress, the Eastern Range has identified an issue that they are currently working to resolve related to their communication with the flight termination system. The flight termination system is a safety system that allows engineers on the ground to send a signal to destruct the rocket if it were to veer off course during ascent, to protect public safety. Without assurance that this system would work if needed, today’s launch would be no-go. However, engineers have devised a way to verify the system and are currently preparing to test this solution. https://t.co/0IL0s1TxBS

By Ed Ludlow
Discussing Artemis II and Florida Launch Experience on Bloomberg TV
Social•Mar 29, 2026

Discussing Artemis II and Florida Launch Experience on Bloomberg TV

Joining @BloombergTV This Weekend at 9:45amET to talk about Artemis II and my trip to Florida/KSC @davidgura @EenaRuffini @LisaMateoTV

By Ed Ludlow
Strategic Play Turns Crimson Desert Into Fun
Social•Mar 23, 2026

Strategic Play Turns Crimson Desert Into Fun

Crimson Desert has grown on me (about 6 hours gameplay over the weekend). At times its baffling and complicated but if you accept you need strategy, it becomes fun.

By Ed Ludlow
Fidelity's Karin Fronczke Explores Orbital Data Centers
Social•Mar 23, 2026

Fidelity's Karin Fronczke Explores Orbital Data Centers

SpaceX investor Fidelity (Karin Fronczke, Head of PE investments) is on the show today to talk about… orbital data centers. Welcome your questions.

By Ed Ludlow
Nvidia's $
Social•Mar 17, 2026

Nvidia's $

Question: Why does Nvidia/Jensen's $1 trillion slide say "GTC DC" for both the '25 and the '26 column? https://t.co/TktmtloPXr

By Ed Ludlow
Nvidia Forecasts $1 Trillion AI Spend by 2027
Social•Mar 16, 2026

Nvidia Forecasts $1 Trillion AI Spend by 2027

In October, Jensen Huang said he saw $500 billion in spending on the company's Blackwell and Rubin systems over five fiscal quarters through the end of 2026. Nvidia now says the opportunity will reach $1 trillion between 2025 and 2027,...

By Ed Ludlow
Nvidia Targets $1T by 2027, 60% From Hyperscalers
Social•Mar 16, 2026

Nvidia Targets $1T by 2027, 60% From Hyperscalers

Nvidia: $1 trillion through 2027. But note also that 60% of revenues to come from hyperscalers. https://t.co/evpntwphxH

By Ed Ludlow
United Airfare Prices Are Soaring in 2026
Social•Mar 16, 2026

United Airfare Prices Are Soaring in 2026

Anecdotal and specific to the trips I have to take in balance of '26: But have United air prices gone off the charts?

By Ed Ludlow
Helium and Sulfur: Unexpected Essentials for Advanced Chip Production
Social•Mar 16, 2026

Helium and Sulfur: Unexpected Essentials for Advanced Chip Production

Iran conflict and chip supply chain. Advanced chips rely on some surprising ingredients. Helium helps cool wafers and move gases through chip-making machines so the process stays stable and ultra-precise. Sulfur is used in gases that “etch” microscopic patterns into silicon —...

By Ed Ludlow
Meta Rises 3% Pre‑Market Amid Job‑Cut Rum
Social•Mar 16, 2026

Meta Rises 3% Pre‑Market Amid Job‑Cut Rum

Meta +3% in premarket (note reuters report on 20% job cuts too) and Nebius +11%

By Ed Ludlow
Lucid CFO Discusses Robotaxi Economics in First Interview
Social•Mar 12, 2026

Lucid CFO Discusses Robotaxi Economics in First Interview

Lucid CFO on the show tomorrow. Believe its the first interview he's done since joining Lucid. Very interested in Robotaxi economics from Lucid's POV. Welcome your questions

By Ed Ludlow
Adobe CEO Shantanu Narayen to Step Down After 18 Years
Social•Mar 12, 2026

Adobe CEO Shantanu Narayen to Step Down After 18 Years

News: Shantanu Narayen, who has served as CEO of Adobe for eighteen years, has decided to step down and will transition from his position as CEO after a successor has been appointed. Board has appointed Frank Calderon as chair to...

By Ed Ludlow
Rivian's R2 SUV Priced Above $50k Until 2027
Social•Mar 12, 2026

Rivian's R2 SUV Priced Above $50k Until 2027

Electric-vehicle shoppers will have to wait until at least 2027 for Rivian Automotive Inc. to sell an SUV for less than $50,000. Rivian’s long-promised R2 midsize SUV will start at $57,990 when deliveries begin this spring, the EV maker said Thursday....

By Ed Ludlow
Replit, Cursor, Claude Code: Different Tools, Same Goal
Social•Mar 12, 2026

Replit, Cursor, Claude Code: Different Tools, Same Goal

Question: do Replit, Cursor and Claude Code (at a basic level) other different ways of achieveing the same thing?

By Ed Ludlow
Uber and Zoox CEOs Host Live Bloomberg TV Q&A
Social•Mar 11, 2026

Uber and Zoox CEOs Host Live Bloomberg TV Q&A

Uber's Dara Khosrowshahi and Zoox's Aicha Evans join me on @BloombergTV at 730amPT. We welcome your questions: https://t.co/xt2gmW9DZs

By Ed Ludlow

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