13:25
Has the AI Rally Gone Too Far, Too Fast?
An Asia-focused fund manager makes the case that the AI chip rally is entering a more selective second half, requiring investors to l...
Sort by: Newest Items
There are 34 items in this page
42:25
a16z Goes Global: Why American Tech Must Lead the World
Andreessen Horowitz (a16z) announces a major strategic expansion beyond its Silicon Valley roots, outlining a global initiative built...
44:03
Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026
Bloomberg Technology's Ed Ludlow anchors a market wrap examining the Philadelphia Semiconductor Index heading into its best quarter o...
01:56:02
AI:AM #4: Cameron on Model Consciousness, Duvenaud’s Gradual Disempowerment, swyx’s AI-Eng Alpha
This episode of the Cognitive Revolution's "AI in the AM" weekly highlights series compiles three conversations from the frontier of...
23:07
Why Toilets and MSG Are Winning the AI Boom | Bloomberg Tech: Asia 6/26/2026
Bloomberg Technology Asia explores how the global AI investment surge is reshaping Asian supply chains and capital markets. Host Sher...
03:02:05
Swyx on AI.Engineer + State of SWE
The Cognitive Revolution podcast opens the week with Swyx (Shawn Wang), organizer of AI.Engineer, in an extended conversation about t...
04:59
China’s AI Markets Still ‘A Source of Funds’ Says Citigroup
Bloomberg Technology sits down with Citigroup analyst Alicia to unpack why global investors are treating Chinese Internet giants as a...
44:07
Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO | Bloomberg Tech 6/09/2026
Bloomberg Technology's live broadcast on June 9, 2026 serves as a snapshot of AI's escalating entanglement with geopolitics, financia...
03:16
Arm CEO Haas on Agentic AI and Taiwan’s Ecosystem
ARM CEO Rene Haas sits down with Bloomberg Technology to discuss the company's total dependence on Taiwan's semiconductor ecosystem —...
44:53
SK Hynix, Micron Join $1 Trillion Market Cap Club | Bloomberg Tech 5/27/2026
Bloomberg Technology's live broadcast on May 27, 2026 covers a landmark moment for AI infrastructure investing: both Micron Technolog...