Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Rivian, Coinbase, Instacart, and Airbnb. Plus, the US Defense Department added Alibaba, Baidu and others to a list of firms it says are connected to the Chinese military and then pulled the list from its website. And Anthropic raises $30 billion in funding, doubling its valuation to $380 billion.
Chapters:
00:00:00 – Bloomberg Tech
00:02:21 – Mike Shepard: Pentagon Withdraws China List Within Minutes
00:03:47 – Shepard: OpenAI Claims Deepseek Distilled US Models to Gain Edge
00:05:28 – Shirin Ghaffary: Anthropic Finalizes $30B Funding at $380B Value
00:07:20 – Ghaffary: Shield AI in Talks to Raise $1B at $12B Valuation
00:08:28 – Carmen Reinicke: Logistics Stocks Face the ‘AI Scare Trade’
00:10:44 – Reinicke: Yesterday’s Selloff Widened Scope of AI Jitters
00:12:21 – Sarah Kunst: ‘AI Scare Trade’ Rattles Across Industries
00:14:14 – Kunst: Freight, Wealth Managers, Software Feel AI Sting
00:16:41 – Khozema Shipchandler: Twilio 1Q Revenue Forecast Beasts Estimates
00:19:54 – Shipchandler: Twilio Lifted by Solid Messaging, Voice Demand
00:24:00 – Rivian’s R2 Launch Offers Investors Hope in Bleak EV Market
00:25:40 – Natalie Lung: AirBNB Outlook Fueled by Steady Travel Demand
00:26:54 – Lung: Instacart Posts Strong Outlook for 2026
00:28:22 – Katie Greifeld: Coinbase Revenue Declines 20%
00:30:42 – Applied Materials
00:31:18 – Nasa Sends Crew to Space Station for Meditation Research
00:32:37 – Ben Sun: Primary Raises $62M Fund for Seed Investments
00:35:53 – Ben Sun: Primary Ventures Raises New $625M Fund
00:37:09 – Talking Tech
00:38:37 – Kurt Wagner: Social Media’s Impact on Teens Faces Intense Scrutiny
00:40:57 – Wagner: Lawsuit Claims Social Media is Addictive for Kids
00:41:49 – Emily Birnbaum: AI Leaders Use Crypto Playbook to Back Allies
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