Bloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart.
00:00:00 - Bloomberg Tech Begins
00:01:03 - Ryan Vlastelica on Alphabet Sinks Over AI Concerns
00:03:43 - Ayako Yoshioka, Wealth Enhancement Group on Microsoft & Alphabet
00:11:49 - Ryan Gould on Marvell & Lumentum
00:14:48 - Natalie Lung on DoorDash to Buy InstaCart
00:19:18 - Courtney Subramanian on AI Firms Lobbying Efforts
00:23:17 - Robert Schiffman on Microsoft Bond Sale
00:30:56 - Peter Elstrom on Samsung AI Spending
00:33:35 - Chris Urmson, Aurora CEO & Co-Founder on Driverless Trucks
00:40:45 - Matt Day on Amazon Earnings
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"Bloomberg Technology" is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
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