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Ed Ludlow

Co-host, Bloomberg Technology, Bloomberg LP

Verified interview transcripts, podcast appearances, and direct quotes from Ed Ludlow, Co-host, Bloomberg Technology at Bloomberg LP. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • OpenAI Moves Toward a $1.25 Trillion Value

    Bloomberg’s Ed Ludlow takes a look at OpenAI's potential fundraising at a staggering $1.25 trillion valuation. Plus, Anthropic's looming IPO could deliver blockbuster gains for some of its biggest investors, with billions of dollars on the line. And, SpaceX is taking another step toward becoming a major US wireless carrier, eyeing access to at least 80,000 cell sites nationwide. 00:00:00 - Bloomberg Tech Begins 00:01:10 - Rebecca Torrence on OpenAI $1.5T Valuation 00:04:01 - Natasha Mascarenhas on Anthropic IPO 00:07:40 - Kelcee Griffis on SpaceX new network 00:10:07 - Jordan Klein, Mizhuo Se…

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  • AI Fears Roar Back After Elice IPO Flop

    Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt's early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation. 00:00:00 - Bloomberg Tech Begins 00:01:21 - Peter Elstrom, Bloomberg News 00:03:59 - Bailey Lipschultz, Bloomberg News 00:07:35 - Stephanie Aliaga, JPMorgan Asset Management 00:15:0…

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  • Nscale’s $30B IPO Ambition Meets Investor Pushback | Bloomberg Tech

    Bloomberg’s Ed Ludlow looks at why Nscale is facing pushback to its $30 billion IPO valuation target, with some investors suggesting $16 to $19 billion instead. Plus, Anthropic plans to put 5% of its shares into a new public benefit fund to address "the public good," and a former OpenAI software engineer charged with placing a recording device in one of the company's offices is set to appear in court today. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg Technology is the only daily news program focused exclusively on technology, innovation an…

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  • Chip Rout Intensifies and Tesla Showcases Flying Roadster

    Bloomberg’s Ed Ludlow breaks down what's behind the chip rout, as chipmakers are set for their longest losing streak since 2008. Plus, shipping estimates for Apple's iPhone Duo slip into January within minutes of the company opening preorders, and Tesla reveals its long-delayed Roadster sports car, showcasing a prototype with air thrusters that flipped mid-air. 00:00:00 - Bloomberg Tech Begins 00:01:09 - Ryan Vlastelica, Bloomberg News 00:04:22 - David Bahnsen, The Bahnsen Group 00:09:50 - Dana Wollman, Bloomberg News 00:12:00 - Max Chafkin, Bloomberg News 00:19:30 - Stephanie Baker, Bloomber…

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  • Kleiner Perkins: AI’s Next Trillion-Dollar Companies Go Physical

    Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private AI businesses, and why he’s increasingly optimistic about both the IPO and M&A markets. He joins Ed Ludlow on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Tech on YouTube:    / @bloombergtech     Watch the latest full…

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  • AMD Acquires Fei-Fei Li’s World Labs for $8.2 Billion

    AMD is acquiring World Labs, an AI startup founded by industry pioneer and researcher Fei-Fei Li, in an all-stock transaction valuing World Labs at about $8.2 billion. AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li sit down with Bloomberg Tech's Ed Ludlow to discuss why AMD is purchasing World Labs, the two companies' shared vision for AI's future encompassing all layers of the stack, and how the industry needs to come together for shared responsibility in developing a safe technology that benefits all of society. -------- Like this video? Subscribe to Bloomberg Tech on YouTube:…

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  • Oracle’s Cloud Growth; Debate Around AI Risks

    Bloomberg’s Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder. 00:00:00 - Bloomberg Tech Begins 00:01:04 - Brody Ford, Bloomberg News 00:03:54 - Stefan Slowinski, BNP Paribas 00:11:36 - Michael Shepard, Bloomberg News 00:16:01 - Shirin Ghaffary, Bloomberg News 00:19:53 - Chris Welch, Bloomberg News 00:23:04 - Kathryn Rooney Vera, StoneX 00:30:03 - Lior Susan, Eclipse 00:40:25 - Brody Ford,…

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  • SpaceX’s $1.25 Trillion AI Bet | Prof G Markets

    Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They also discuss why trouble between Nvidia and OpenAI is bad news for Oracle. Finally, Ed explains what he thinks went wrong with Oracle’s public relations misstep. Timestamps 00:00 - Today's Number 00:25 - Market Vitals 01:33 - SpaceX-xAI (ft. Edward Ludlow) 13:06 - Ad Break 14:30 - Oracle (ft. Gil Luria) 26:07 - Ad Brea…

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