Musk's China Trip Pays Off, Samsung Earnings
Featuring:
Sarah Zheng, Bloomberg China Technology Reporter, on Tesla Receiving China's Approval for Self-Driving System.Hebe Chen, Market Analyst at IG, sharing her outlook on markets ahead of Wednesday's FOMC meeting.
Robert Lea, Bloomberg Intelligence Senior Analyst, on Samsung earnings.Apple:…
Tencent Earnings, US July Inflation Data Seals Fed Cut Bets
Featuring:
Robert Lea, Bloomberg Intelligence Senior Analyst
Keyu Jin, Economist and Author of 'The New China Playbook'
Jamie Battmer, Chief Investment Officer at Creative Planning
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.c…
The Future Of Fundraising For China's AI Sector
The recent launch of Chinese startup, DeepSeek, has sparked a flurry of interest into AI-related stocks but Bloomberg Intelligence warns that this support could see some pressure in 2025. Robert Lea, Senior Tech Industry Analyst, Bloomberg Intelligence, shares his perspective on this as the mainlan…
China's Pragmatic AI Strategy vs US Spending Surge
China's AI rollout diverges sharply from the US, favoring open-source models and broad adoption over high-cost infrastructure. China's top tech firms including Tencent, Baidu and Alibaba will invest less than 10% of the $370 billion that US hyperscalers plan to spend on AI capex this year. This cos…
China’s Instagram Gets Ready to Go Public
After more than a decade as a private company, Chinese social media app Xiaohongshu, known internationally as RedNote, is testing China’s mood for all things tech with its plan to list in Hong Kong.
On today’s Big Take Asia podcast, host K. Oanh Ha speaks with Bloomberg Intelligence’s Robert Lea a…
China’s Instagram Gets Ready to Go Public
After more than a decade as a private company, Chinese social media app Xiaohongshu, known internationally as RedNote, is testing China’s mood for all things tech with its plan to list in Hong Kong.
On today’s Big Take Asia podcast, host K. Oanh Ha speaks with Bloomberg Intelligence’s Robert Lea a…
Effects of Slow Growth on the Bank of Japan, China's AI Race
Business and finance news from the Asia-Pacific.
Japan saw economic growth slow down unexpectedly in the second quarter with Real GDP growing at an annual rate of only 1.1%.
The weakness reflects a slump in capital spending, given uncertainties stemming from the conflict in the Middle East. This …
China's AI Firms Locked in Race to the Bottom
While US tech giants such as Anthropic and OpenAI are monetizing at an unprecedented scale, Chinese developers are struggling to turn their technical progress into revenue growth. Despite narrowing the performance gap with US frontier models to just 5%, they face a domestic market flooded with near…
Can We Cool Data Centers With… Pee?
People really seem to hate data centers. And the more people learn about the amount of resources these server-packed buildings need, the bigger the backlash grows. Perhaps that’s why the viral music video and beverage ad “We Want Your Pee” took off in popularity about a month ago. It’s a collaborat…
#41 - Some Bad Things Are Okay? AI's Bosses Argue About Danger
Sam Altman told Politico the world should "accept some bad things happening" for the benefit of AI. The same week, New York put AI whistleblowers under oath, North Korea claimed an AI-steered missile, and China's best models closed to within about three percent of America's.
Today is one question:…
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