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Bloomberg

How Kimi K3 Is Reshaping AI Investing

China's Moonshot has reignited the AI race with its powerful Kimi K3 model. Crosslink Capital partner Mary D'Onofrio joins Bloomberg to discuss whether more efficient AI models are changing the economics of artificial intelligence, what it means for OpenAI and Anthropic, and where venture investors see the biggest opportunities across AI infrastructure and agentic software. She joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg

Why SpaceX's Future Depends on Starship

SpaceX's future extends far beyond rockets, but according to Mizuho, the success of Starship remains the key to unlocking the company's AI, Starlink and orbital infrastructure ambitions. Brett Linzey, Mizuho's head of industrial research, joins Bloomberg to explain why he sees further upside for the stock and how he's valuing SpaceX's next generation of businesses. He joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg

Partners Group's Peiner on AI Infrastructure Boom

Partners Group has raised more than $15 billion for its direct infrastructure strategy. Esther Peiner, the firm's head of private infrastructure, says the AI infrastructure boom is creating overlooked opportunities elsewhere in the sector. She speaks with Bloomberg Open Interest. Original filename: 20260720_155557_Partners_Group_Raises_15_Billion_for_Infrastructure_Fund_Fo.mp4

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Bloomberg

AI Driving Commercial Security Demand

ADI Global Distribution is preparing to spin off from Resideo next month. The company distributes security systems and networking equipment for homes, commercial buildings, and data centers. ADI President and CEO Rob Aarnes tells Dani Burger on Bloomberg Open Interest that technology and AI are driving demand for commercial security as businesses upgrade surveillance and other building systems.

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