Bloomberg’s Ed Ludlow discusses Arm’s cancellation of a license that allowed Qualcomm to use some chip designs in an escalation of a feud over smartphone tech. Plus, earnings expectations from Tesla as the company is set to report results after the closing bell, and Wayve dips its toes in the US market as the AI car software maker begins testing in San Francisco.
Chapters:
00:00:54 – Arm to Scrap Qualcomm Chip Design License in Feud Escalation
00:04:59 – Market Has Increased Demand for Cloud Migrations and AI
00:10:35 – Tim Cook Visits China, Apple Scales Back Vision Pro Production
00:14:06 – Tesla Earnings Out After the Closing Bell
00:18:05 – Asana Announces No-Code AI Tools; Asana Head of AI Paige Costello Joins
00:23:54 – Arm’s Qualcomm License Termination Likely a Leverage Play
00:28:00 – Qualcomm Responds to Arm License Termination
00:33:24 – Wayve Begins AI Test Drives in SF; CEO Alex Kendall Joins
00:37:29 – Google Brazil President Fábio Coelho at B20 Business Forum
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