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Foundation Capital Bets on AI's 'Great Reorg'

AI is driving enormous early-stage valuations, but Foundation Capital General Partner Joanne Chen says venture investors still need discipline when backing companies before they have products or customers. Chen joins Bloomberg to discuss how the firm identifies exceptional founders and her view that AI will reorganize companies and remove bottlenecks rather than simply eliminate jobs. Chen joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg
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Silicon Data Raises $30.5M to Benchmark AI Compute

Silicon Data has raised $30.5 million to expand its pricing and performance benchmarks for the rapidly growing AI compute market. CEO Carmen Li joins Bloomberg to discuss the company's ambition to become an "independent referee" for compute, CME's planned GPU futures tied to Silicon Data benchmarks, and what its data says about the value and depreciation of older chips. She joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg
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It's A 'Weird Time' For The US Economy, Says Christopher Smart

Christopher Smart, managing partner of Arbroath Group and former special assistant to the President at the National Economic Council under Obama, said that it is a 'weird time' for the US Economy as economic data shows solid numbers, but with weakening growth and geopolitical factors creating uncertainty. Smart said while he's sure the US will need data centers and the investment in AI, he is worried about how making profits on those investments have been pushed further and further down the line.

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Bloomberg
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Google Takes On Apple, Samsung With New Phones

Google unveiled a slew of new hardware ahead of its Made by Google event, including its latest generation of Pixel smartphones. The new phones feature innovations such as a "HiLight" feature that transforms the camera flash into a notification indicator, improved scratch resistance, and brighter displays, but with higher starting prices due to a memory supply crunch. Bloomberg Senior Tech Editor Dana Wollman joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg
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Why Open-Weight AI Models Won't Kill the Closed Model

AI demand continues to outstrip available computing capacity, and Morgan Stanley sees little risk of oversupply anytime soon. US thematic research strategist Michelle Weaver joins Bloomberg to discuss growing evidence of returns from corporate AI adoption, why labor and power remain critical constraints on the data center buildout, and why she expects companies to ultimately use a mix of open and closed AI models. She joins Ed Ludlow on "Bloomberg Tech."

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