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Bloomberg

SenseTime CEO on Multimodal AI, Supply Chain and Geopolitical Risks

SenseTime Co founder, Chairman and CEO Xu Li talks to Bloomberg TV's Minmin Low on the company's evolution beyond computer vision into native multimodal AI, its differentiation strategy with SenseNova, profitability amid scarce computing resources, and supply chain diversification in the face of export controls. Xu also addressed geopolitical risks and how SenseTime is navigating technology restrictions while leveraging domestic GPU partners.

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Bloomberg

Fmr. Netflix CMO Bozoma St. John on Streaming Wars

Bozoma Saint John, Former Chief Marketing Officer of Netflix, joined the program to discuss the company's recent earnings report. Netflix's stock was down 7.87% after hours, trading at $68.50, following the announcement. Despite the decline, Netflix maintained its full-year operating margin guidance at 31.5%, slightly below analyst estimates of 31.7%. Saint John provided insights into the company's performance and outlook amid the earnings release. She speaks with Romaine Bostick & Katie Greifeld on "The Close."

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Bloomberg

Evan Shapiro: NFLX Losing Daily Attention War to TikTok

Netflix shares fell more than 7% in after-hours trading following the release of quarterly results that were largely in line with estimates but showed slight misses on earnings per share and revenue guidance for the third quarter. Evan Shapiro, Former Head of NBC Universal's SEESO streaming service and former president at IFC TV and Sundance Channel, explained that while Netflix won the initial streaming wars centered on subscriptions, the market has evolved into a 'free TV economy' dominated by platforms like YouTube and free ad-supported services such as Tubi and Roku Channel. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

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Bloomberg

Sen. Chris Murphy: 'No Confidence' in Bigger Deal on Iran Nuclear Program

Sen. Chris Murphy (D-CT) told David Gura at the Aspen Security Forum that the war with Iran is the "most significant foreign policy disaster in the last 20 years." Five months into the war, the US is confronting the limits of its military power against a determined adversary in a critical global chokepoint. As the flow of shipping through the strait dwindles, rising oil prices are adding to the pressure on President Donald Trump.

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