Ed Ludlow @EdLudlow
Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal! bloomberg.com/live San Francisco, CA Joined June 2011-
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Wishing all, around the world of @technology, restful/happy weekend. I'm gunna play some video games, build garden furniture (low-tech) and torture myself watching beloved @ChelseaFC in the late kick off vs Villa. Ed out. (ps. @traestephens is on the show Monday. Tune in).
Intel CEO @PGelsinger joins us on @technology at 8amPT, 11amET. What questions do you have for Pat? $INTC bloomberg.com/news/articles/…
Do we need MORE electric scooters and e-Bikes in cities? Lime is planning to add 30,000 net-new bikes across North America, Europe and Australia. CEO Wayne Ting is on @technology today. Context: bloomberg.com/news/articles/…
@EdLudlow @technology Anything that can reduce congestion and the need for cars in major metros is a blessing. Especially in the US where public transportation is broken in many major cities.
Good morning West Coast. Please cast your vote in this poll.
@EdLudlow @technology Yes, but not rent. Just buy a bike. These scooters are just trash on the streets.
Microsoft data point from earns: $MSFT Azure Cloud sales +31% YoY. CFO Hood briefed that ~7% of that growth was attributable to AI (up from 6% in the previous quarter). But the other way to look at is macro/corporate IT spend. 24% of growth is non AI or general cloud compute.
Microsoft’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings. trib.al/ROCUXT1
Elon Musk’s artificial intelligence startup xAI is nearing a deal to raise $6 billion in a funding round that would value the company at $18 billion trib.al/2MpwCNh
FSD Supervised: At red lights, the steering wheel turns maybe a quarter/half turn to the right (with my hands firmly on it) and then when the light goes green, it corrects and goes straight. Maybe its a test of hand pressure? Lombard/Van Ness dog leg had the same outcome today.…
Brent Thill, Jefferies Equity Research Analyst, has two questions for Alphabet President Ruth Porat before she joins @EdLudlow on Bloomberg TV. Watch at 4:10pm ET here: trib.al/CK7O22H
Two years ago today, Elon Musk signed a merger agreement to acquire Twitter for $44 billion. From that point on, everything went really well and both sides walked away happy! Sometimes business deal are just no-hassle and that's OK!
New: Elon Musk will be deposed on Monday as part of the arbitration hearings involving thousands of former Twitter employees. The deposition will be in-person and last for seven hours, according to an email sent to former employees. Story w/ @EdLudlow
BREAKING: Bytendance says it has no plan to sell TikTok @TheTerminal
Today's @technology show is BLOOM(BERG)IN HUGE. Join us. 8amPT. 11amET. @KurtWagner8 @BillRMcDermott @ServiceNow @bipulsinha @rubrikInc @jasmineaenberg @MikeShepard4 @ianmking @BloombergTV @business @Jefferies @TheTerminal @msingh_nyc bloomberg.com/live
Today, we are proud to announce a planned $11B investment in Indiana which will create at least 1,000 new jobs. Our investment will also deliver workforce training programs and a new AWS InCommunities Fund aimed at supporting initiatives in tech education, sustainability,…
Dan Ives @DivesTech
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Petrovic, Chalobah, Silva, Badiashile, Cucurella; Gallagher, Caicedo; Madueke, Mudryk, Jackson; Palmer. Thoughts?
Football Twitter (X), can we now all agree that Eden Hazard is beyond clear of Mo Salah 💫
beautiful clear day today
.@wayneting joined @CarolineHydeTV and @EdLudlow on @BloombergTV today to chat about @limebike's record growth in 2023 and the recent $55+ million investment we're making to expand our e-bike service globally this year🚲🛴💨 youtube.com/watch?v=Qt0fC_…
@EdLudlow @technology @ChelseaFC @traestephens As an Arsenal fan. May your next match be better than the last Sincerely, Your second favorite Dan 💪🏻😁
@EdLudlow @technology @ChelseaFC @traestephens Sweet. I'm a FPS person but sadly have been super bored with everything recently.
It’s gorgeous out. Everyone sign off and take the rest of the day off. All that work will still be there tomorrow
@Egebeyfanclub @stnor @WayneLewy_ @rosepetal236 @EdLudlow Most testers will drive their regular commutes, errands, etc which will be in the same location. Some testers go on road trips and one even uses it for rideshare, so it's a wide variety of locations, but in most cases the same locations.
Closing dinner for @Nominal_io...this still a thing or am I dating myself?
1/ Today we share @Nominal_io with the world. We are on a mission to revolutionize the way mission-critical hardware systems are tested, validated, and monitored. We’ve been hard at work for the past 18 months building our core product offering, working with early customers…
Talked to a handful of large fund investors last night and essentially this boils down to patience for any who are long on $INTC. All the right pieces to the turnaround are there but it's a second half of the decade story.
@EdLudlow @technology Anything that can reduce congestion and the need for cars in major metros is a blessing. Especially in the US where public transportation is broken in many major cities.
@EdLudlow @PGelsinger @technology Moore's Law was based on advances in hardware efficiency. Will AI have an equivalent principle related to cognitive software?
🙄
Sequoia, Silicon Valley's best-known venture capital firm, has backed multiple Musk projects in recent years on.ft.com/4b2IyTw
@EdLudlow @technology Hello there! Happy Friday
@EdLudlow Was interesting listening to the $INTC call yesterday where they talked about how much AI computation was now running on X86 Xeon hardware......eg costs are more important than ever.
@EdLudlow When I was on FSD 12.3.2, I noticed my steering wheel would do a quarter/half turn as well for no reasons while the vehicle is sitting at a red. So far, I haven’t experience that on FSD 12.3.4.
@EdLudlow @technology Yes, but not rent. Just buy a bike. These scooters are just trash on the streets.
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