Training on GPUs, ASICs Remain Perpetual Promise
"Is training on GPUS but planning to" use [insert any ASICs here] is the state of play Ad Infinitum
Anthropic Eyes $900B+ Valuation in Upcoming Funding Round
NEWS: Anthropic is considering offers from investors for a round that would value it above $900B. No firm term sheets, nothing accepted but new reporting @TheTerminal with and led by @shiringhaffary @nmasc_ Story to follow
Stripe's AI Infrastructure: Tokens, Gemini, and a Decade-Old Connection
Speaking with @collision soon. He wont remember it, but I met John 10 years ago at Web Summit (then in Ireland). Interviewing him for the first time and talking about Stripe building the economic infrastructure for AI, Stripe in AI...
AI Capex Gains Matter Only When Revenue Follows
Earnmaggedon tonight: Microsoft Alphabet Amazon Meta all report within minutes of each other after the closing bell. AI capex is only bullish if it’s translating into real, measurable revenue and higher forward guidance. Brace.
CoreWeave: AI Compute Demand Outpaces Supply, Diversifying Partners
Coreweave out with a statement on OAI. We sent headlines to @TheTerminal earlier "OpenAI is a terrific partner, but not our only one. Our business is supported by a diverse and expanding set of customers like Meta Platforms, Anthropic, Microsoft, Google,...
SpaceX’s $60B Cursor Deal Puts Nvidia in Tight Spot
SpaceX securing the right to acquire AI coding startup Cursor for $60 billion creates potential tension for Nvidia, which both uses and invests in the company while also expanding a competing tool from OpenAI. My latest Tech in Depth @technology
Amazon Go Gets the Short End of the Stick
Cc @mattmday @spencersoper I feel like Amazon Go got the shit end of the stick
Tesla's FSD Subscriptions Reach 1.28M, ~10% Fleet Penetration
FSD subscriptions at 1.28 million up from 1.1 million at the end of 2025. Is that low or high? How do we assess the take rate (10% of Tesla vehicles on roads noting jurisdictions that allow it). Have been in New...
Tesla to Spend $2B on AI Hardware Acquisition
Tesla has done some… M&A! From 10Q: In April 2026, the Company entered into an agreement to acquire an AI hardware company for up to $2.00 billion in Tesla common stock and equity awards, of which approximately $1.8 billion is subject to certain service...
Musk Announces Intel 14A Chip, Raises Major Questions
Musk saying they will use Intel’s 14A process is big news but so many questions…
Tesla's 2026 CapEx Spikes to $25 B, Far Above Guidance
Tesla CapEx forecast and historic: 2026: $25 Billion (up from $20B guided last quarter) 2025: $8.5 Billion 2024: $11.3 Billion 2023: $8.9 Billion 2022: $7.2 Billion
Tesla Hikes 2026 CapEx to $25B, Forecasts Negative Cash Flow
Tesla’s raised 2026 CapEx to $25 billion from $20 billion and sees negative free cash flow for the rest of the year.
Rivian CEO Announces R2 Volume Production Launch
Rivian CEO @RJScaringe joins us on Bloomberg Tech today as R2 starts volume, saleable production. 8:10amPST @BloombergTV
SpaceX Eyes $60B Acquisition After $50B Raise
Interesting. @mntruell raises money at $50B valuation (reported) Friday. Agrees deal to work with SpaceX with option to be acquired by them for $60B, Tuesday.
Tim Cook Multiplies Apple’s Value Tenfold in 15 Years
Tim Cook’s 15 years as Apple CEO by the numbers: - 15 years as CEO (Aug 2011–Sept. 1 2026) - $4.0T market cap, up ~10x from ~$350B - +699% profit growth to $112B - 2.5B+ active devices ...
Blue Origin Targets 8‑12 New Glenn Flights, Ready Hardware
Blue Origin sees a path to 8-12 New Glenn Flights and has the hardware to hit that. Interview with CEO @davill conducted prior to NG-3/ $ASTS https://t.co/4Et09kx235
Discussing Anthropic on Bloomberg TV This Weekend
Talking all things Anthropic on @BloombergTV This Weekend @davidgura cant be tagged in photos, nor @daniburgz https://t.co/P4fbV5Npq2
SpaceX IPO Fuels Employee Spin‑offs and New Startups
SpaceX IPO wealth creation: how many SpaceX (and xAI) staff will generate enough $ from an IPO to go and seed their own startups? Tesla, SpaceX alumni story well know: lots of startups out there Does this create some big wave of...
Early Terafab Supplier Talks Reveal Near‑Term Pilot Plans
New and detailed report on early Terafab talks with key suppliers and some of details of near term ambitions for pilot line. With colleagues in Asia 👇
Taiwan's Market Cap Overtakes UK at $4.14 Trillion
Taiwan’s stock market total market cap just hit $4.14 trillion - now exceeding that of the UK
Discovering iOS Prescreener: Should You Use It?
Ive just been told by someone important and who I value that my iphone has a prescreener? Embarrasingly, I had no idea iOS had that. Do people use it? Shoukd I use it?
Anthropics Rejects Investor Funding at High Valuation
News with squad: @nmasc_ @BTLipschultz @RebeccaTorrenc5 @shiringhaffary Anthropics investors are basically very hopeful of giving them more money at very big valuation and theyre like: no we aren’t in to that right now
Amazon's $13.7B Whole Foods Tops $11.6B Globalstar Deal
Amazon's M&A history-- Globalstar would be its second-biggest deal ever I think: Whole Foods — $13.7B Globalstar — ~$11.6B announced / pending MGM — $8.45B One Medical — ~$3.9B Zoox — ~$1.3B Zappos — ~$1.2B Ring — ~$1.0–1.2B Twitch — ~$970M Kiva Systems — $775M PillPack — ~$753M
NASDAQ 100 Eyes 10-Day Winning Streak, Best Since 2021
The NASDAQ 100 is on track for its 10th straight day of gains, potentially the best run since 2021. https://t.co/8MuxGQ3w3C
Lucid Jumps 12% as PIF, Uber Pour $750M
Lucid shares +12% in premarket. Saydi PIF + Uber investing another combined $750 million $LCID
Artemis II Splashdown Show Tonight: Mission Recap & Updates
Artemis II Splashdown show tonight @BloombergTV Will recap the mission, listen in to @NASAArtemis @NASA mission updates and discuss with @lorengrush
Mythos Beats Opus 4.6, Elevates Cybersecurity Coding Power
Anthropic Mythos: some of the conversation I had with Mike Krieger yesterday at HumanX. "If you look at the system card it vastly outperforms Opus 4.6 on coding, agentic behaviour. So it's an amazing general purpose model already, but it also...
NASA Live Stream Attracts Over 2.5 Million Viewers
2 Million people are tuned in to the NASA live feed/webcast on X (530K on YouTube fwiw).
Lehane Pushes
This was part of the response when I asked Chris Lehane about The Information's reporting on Sarah Friar's concerns around spending, IPO timeline and exclusion from finance meetings:
Artemis II Sets New Lunar Distance Record, Witnesses Solar Eclipse
Artemis II crew just broke the distance record, surpassing Apollo 13’s 1970 mark. The lunar observation begins at about 2:45 p.m. EDT Orion passes behind the Moon and communications blackout begins at approximately 6:44 p.m. EDT Closest approach occurs at about 7:02 p.m....
Oracle Appoints Former Schneider Electric CFO Hilary Maxson
NEWS: Oracle has named Hilary Maxson as CFO, effective April 6. Maxson previously served as Group CFO at Schneider Electric and spent 12 years at AES Corporation
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...
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
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.
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.
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
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,...
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
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?
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 —...
Meta Rises 3% Pre‑Market Amid Job‑Cut Rum
Meta +3% in premarket (note reuters report on 20% job cuts too) and Nebius +11%
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
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...
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....
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?
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
Uber Partners with Zoox for Robotaxi Rides via App
NEWS: Uber has reached an agreement with Zoox to make rides available through the Uber app on the Zoox purpose-built robotaxi starting in Las Vegas this summer and expanding to LA next year. Story and details @TheTerminal with @natlungfy This is...
Tesla FSD Hesitates on Green Left Turns, Misreads Speed Zones
Tesla FSD (Supervised) v14.2.2.5 Sudden braking on greenlight protected left hand turns. At Van Ness and Broadway there's two lanes of arrow-lighted protected left hand turns. Today the MY braked hard even when light was green. I tapped accelerator and we...
Unmanned Ships Signal New Defense Inflection Point
Truist note re Iranian conflict and autonomous sea power: @TheTerminal “We believe the impending shift toward unmanned maritime systems in the Persian Gulf represents the next major inflection point for defense technology, mirroring the rapid ‘Ukraine-style’ adoption cycle."
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.