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Dexcom's Bet Beyond Diabetes

Dexcom CEO Jake Leach joined Bloomberg Open Interest to explain why continuous glucose monitors are becoming much bigger than diabetes devices. He says GLP-1 drugs are actually boosting CGM adoption and defends the company's growth outlook. He also lays out Dexcom's push into mainstream metabolic health and wellness.

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Bloomberg

Ray Dalio: 'Expect a Tribute System' as China Influence Grows

After spending time with leaders across Asia and China, Ray Dalio says the perception of American power is shifting fast. Countries that once relied on the US for security are recalibrating toward Beijing, and China sees itself entering a new era of influence rooted in its historical "tribute system." Meanwhile, Dalio says investors tracking the war in Iran are trading on cash flows, not fear, and they need diversification, liquidity, and gold to navigate what comes next.

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Bloomberg

SambaNova Challenges Cerebras Strategy

SambaNova CEO Rodrigo Liang joined Bloomberg  Open Interest to explain why the next AI war won't be about training models, but rather it will be about  inference costs, compute shortages, and who can scale AI infrastructure profitably. In a direct contrast with Cerebras after its blockbuster IPO, Liang breaks down the coming AI supply crunch, exploding enterprise demand, and why inference could become the biggest business in tech.

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Bloomberg

Trump Says He Made No Commitment to Xi Over Taiwan

US President Donald Trump said he made no commitment to Chinese leader Xi Jinping over Taiwan, and said he would make a decision soon over a planned $14 billion arms deal with the island. Trump's remarks aboard Air Force One came after Xi issued an unusually blunt warning that the two nations could descend into conflict if the Taiwan issue is mismanaged. Bloomberg's Annmarie Hordern reports from Beijing.

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