Bloomberg’s Caroline Hyde and Ed Ludlow break down TSMC’s US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military’s use of AI in warfare, and Alphabet’s autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round.
Chapters:
00:02:03 – TSMC Arizona Chip Yield Surpasses Taiwan’s
00:04:58 – Rising China-US Tech Tensions
00:12:30 – UK PM Starmer’s Plan to Lead on AI
00:16:48 – Talking Tech: Space X, Putin and Musk, Tesla Drive-in
00:17:53 – White House Urges Agencies to Adopt AI for Military Use
00:23:38 – Keybanc Questions Apple’s Growth Plan
00:27:24 – Major Tech Earnings Coming Next Week
00:32:11 – Crypto’s Impact on the US Election
00:35:29 – VC Spotlight: Waymo, WeRide, Humanoid Robot Startup
00:36:19 – Report: $1.1T Global Growth in Mdiea and Tech Before 2028
00:41:51 – Revitalizing American Chip Manufacturing
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