Podcast appearances and mentions of ed ludlow

SpaceX went public today, with the largest IPO in history. Following months of buildup, shares opened at $150 and were trading at $161.11 at market close. On today’s Big Take podcast, host David Gura sits down with Bloomberg Tech’s Ed Ludlow to discuss the record-breaking deal and what it means for Elon Musk, everyday investors and other companies on the brink of going public. This is a developing story. We are live blogging at Bloomberg.com with the latest from across the globe. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by David Gura; Produced by Julia Press; Reported by Ed Ludlow; Edited by Paddy Hirsch and Jeffrey Grocott. Fact-checking by Rachael Lewis-Krisky; Engineering by Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.

Trae Stephens, co-founder & executive chairman at Anduril Industries discusses AI in defense, geopolitical risk and military innovation with Bloomberg’s Ed Ludlow at Bloomberg Tech 2026 in San Francisco.See omnystudio.com/listener for privacy information.

HPE shares soared by the most ever after the company gave an outlook for annual sales that topped Wall Street’s estimates, citing massive growth in AI-fueled demand for its servers and networking. HPE CEO Antonio Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss the company's demand growth, memory prices and outlook.See omnystudio.com/listener for privacy information.

Computex in Taiwan is putting the spotlight on the companies building the hardware behind the AI boom. One of those companies is Perplexity, which took the stage with Intel to unveil the world's first "hybrid local/server agentic inference orchestrator." Perplexity CEO Aravind Srinivas joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Dell CFO David Kennedy talks with Bloomberg's Ed Ludlow on the Evening Edition of Balance of Power to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal.See omnystudio.com/listener for privacy information.

NASA Administrator Jared Isaacman discusses the agency's plans for a so-called "Moon Base" that will eventually allow for a permanent human presence on the lunar surface. He says they're looking at 2027 through 2029 for phase one and 2029 through the early 2030s for phase two. He adds that SpaceX is hands down their greatest commercial space company. He speaks with Bloomberg Tech co-hosts Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Airbnb Chief Executive Officer Brian Chesky says he's trying to build "an ecosystem of services" for customers. The company will help guests arrange for luggage storage, food delivery and car rentals. He speaks with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.

Cerebras Systems shares are indicated to open 82% above their listing price, after the artificial intelligence chipmaker raised $5.55 billion in an upsized and hotly anticipated IPO. Demand for the stock is soaring a day after it priced its upsized offering above the marketed range. Shares are indicated to open at $336 each as of 12:04 p.m. Thursday, versus the IPO price of $185. Cerebras CEO Andrew Feldman speaks with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Affirm's CEO Max Levchin joined Bloomberg's Caroline Hyde and Ed Ludlow to discuss the company's strategic vision and growth prospects during the 2026 investor forum in New York. Highlighting recent announcements on agentic commerce and international expansion, Levchin emphasized that all key initiatives are aligning to drive significant growth. The fintech firm aims to reach $100 billion in annual transaction volume, building on strong momentum including a 33% year-over-year revenue increase to over $1 billion in the third quarter. Levchin shared insights on the factors fueling this growth and the company's roadmap to scale its business globally.See omnystudio.com/listener for privacy information.

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki speaks with hosts Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Qualcomm CEO Cristiano Amon discusses earnings as they progress in the AI realm. Amon spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off.- Microsoft's cloud business reported growth that narrowly beat analysts’ estimates, disappointing investors concerned that the company isn’t fully capitalizing on demand for AI services. - Amazon spent more than anticipated to expand data center capacity in the quarter, fueling the fastest sales growth for its cloud unit in more than three years.- Alphabet (GOOGL) reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit, signaling that the internet giant’s unprecedented investments in AI infrastructure are beginning to pay off. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, cohost of Bloomberg Tech Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & Practice Leader Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Matt Day, Bloomberg News Technology Reporter See omnystudio.com/listener for privacy information.

AWS CEO Matt Garman talks OpenAI tech after Microsoft cedes exclusivity. Garman spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Rivian’s new R2 model has begun rolling off the manufacturing floor in Normal, Illinois, despite damage to the factory from a tornado over the weekend. The smaller, more affordable SUV is seen as crucial to driving profitability for the electric vehicle maker. Rivian CEO RJ Scaringe joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Blue Origin Chief Executive Officer Dave Limp would like to launch eight to 12 flights this year, he said to ED Ludlow in a Bloomberg Television interview ahead of the launch their new Glenn rocket. “We have plenty of hardware to do that,” he said, noting the unprecedented demand for launches.See omnystudio.com/listener for privacy information.

Jill Wyant, President and CEO of Madison Air, joins to discuss the company’s IPO plans and the growing opportunity in data center infrastructure, including the buildout of Terafabs. She speaks with Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

SpaceX is preparing for liftoff. After months of speculation, the company could file for a historic IPO as early as this week — seeking $75 billion in funding that would push the company’s value to $1.75 trillion. On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow joins David Gura to break down the timing of the mega-offering. They discuss the challenges SpaceX could face taking its Mars-focused mission public, how the move could push Elon Musk’s net worth past the $1 trillion mark and what this all means for everyday investors looking to get in on the action. Read more: Is SpaceX Worth $1.75 Trillion? Key Questions for Musk’s Big IPO Hosted by David Gura; Produced by Julia Press; Reported by Ed Ludlow; Edited by Tracey Samuelson and Jeffrey Grocott. Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.

NASA looks to speed up the US's return to the moon and deep space and vows to invest $20 billion over 7 years to build a moon base. NASA Administrator Jared Isaacman speaks with Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. See omnystudio.com/listener for privacy information.

UK data center developer Nscale has become one of Europe's most valuable startups with a recent $2 billion funding round. Nscale CEO Josh Payne and newly appointed board member, former Meta COO Sheryl Sandberg, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”See omnystudio.com/listener for privacy information.

Michael Dell, chairman and CEO of Dell Technologies, and Darío Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Uber will let customers hail robotaxis from Amazon’s Zoox, starting in Las Vegas this summer. Uber Technologies CEO Dara Khosrowshahi and Zoox CEO Aicha Sar Evans discuss what the partnership will offer to riders. They speak with Bloomberg's Ed Ludlow in San Francisco.See omnystudio.com/listener for privacy information.

Hewlett Packard Enterprise CEO Antonio Neri discusses the demand for AI hardware that drove the company’s sales forecast above analysts’ estimates. Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Snowflake expects fiscal 2027 product revenue of $5.7 billion, above analysts’ average estimate of $5.5 billion compiled by LSEG, driven by rising AI demand. CEO Sridhar Ramaswamy said the company signed its largest deal ever, over $400 million, without naming the client. He speaks with Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Netflix co-CEO Ted Sarandos says the company’s bid to acquire Warner Bros. Discovery offers great value to Warner Bros. shareholders and great long-term value to Netflix. He speaks with Ed Ludlow and Lucas Shaw on Bloomberg Television.See omnystudio.com/listener for privacy information.

San Francisco Fed President Mary Daly says that while there isn’t much indication yet that artificial intelligence is fundamentally changing the US economy, policymakers must be open to signs that the new technology will have an impact. Daly also says that it's hard to assess the AI impact on productivity. Mary Daly sat down with Bloomberg's Ed Ludlow at a panel in San Jose State University.See omnystudio.com/listener for privacy information.

Palo Alto Networks CEO Nikesh Arora discusses the company's revised forecast for 2026 and the impact of Palo Alto's recent acquisition of software company CyberArk. Arora spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Waymo co-CEO Tekedra Mawakana speaks exclusively to Bloomberg Tech's Ed Ludlow about global expansion efforts for the robotaxi firm, raising $16 billion dollars and ongoing safety concerns.See omnystudio.com/listener for privacy information.

Lyft CEO David Risher sits with Bloomberg's Ed Ludlow and Caroline Hyde to discuss the company's Q4 results. Wall Street was disappointed with ridership numbers, leading shares to to drop 15% on Wednesday. Despite this, Risher has defended the numbers, saying that Lyft had a "blowout quarter" with a record number of ride bookings and profits.See omnystudio.com/listener for privacy information.

Waymo co-CEO Tekedra Mawakana discusses the robotaxi firm's global expansion efforts, $16 billion fundraise and ongoing safety concerns. She speaks exclusively with Ed Ludlow in this special edition of "Bloomberg Tech".See omnystudio.com/listener for privacy information.

Disney Chairman James Gorman talks with Bloomberg's Ed Ludlow about selecting Josh D’Amaro to succeed Bob Iger as chief executive officer of the entertainment giant. Gorman also talks about the future outlook for Disney in the market. See omnystudio.com/listener for privacy information.

Tech companies no longer need creative workarounds, like acquihires, to get M&A deals through, says Federal Trade Commission Chair Andrew Ferguson. Ferguson says the commission will review these deals to make sure they comply with the law. He joins Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Mobileye, the maker of self-driving car technology, is buying startup Mentee Robotics for $900 million. Mobileye CEO Amnon Shashua explains how the acquisition fits in with the company’s push to develop humanoid robots. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech” from CES in Las Vegas.See omnystudio.com/listener for privacy information.

Asian stocks, off to their best-ever start to a year, took a breather Wednesday with Japanese equities slipping amid rising tensions with China. Also, President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, declaring it would be sold with the proceeds benefitting both countries. For more on the market action, we turn to Garfield Reynolds, Bloomberg's Team Leader for Markets Live Asia. And, we go to Las Vegas next, where the Consumer Electronics Show is underway. And Bloomberg had a chance to catch up with Nvidia CEO Jensen Huang, Siemans AG CEO Roland Busch, and Advanced Micro Devices CEO Lisa Su. They all spoke to Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Nvidia and Siemens announced plans to build an industrial AI operating system together. CEOs Jensen Huang and Roland Busch speak to Ed Ludlow about this partnership, the need for energy, Nvidia's new chips, China and Siemen's potential deals in the operations software space. They sit down at the Consumer Electronics Show.See omnystudio.com/listener for privacy information.

Advanced Micro Devices announced a new chip for corporate data center use and talked up the attributes of its future generation of products. AMD CEO Lisa Su joins Ed Ludlow to discuss the announcement, supply chain constraints and the company's competition with Nvidia at CES in Las Vegas.See omnystudio.com/listener for privacy information.

President Donald Trump signed an order aimed at thwarting state-level regulation of AI through lawsuits and funding cuts, handing a win to tech industry leaders who’ve pressed for preemption of local rules. David Sacks, White House AI and Crypto Czar, weighs in with Ed Ludlow and Caroline Hyde on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

AWS Chief Executive Officer Matt Garman said the company’s relationship with Anthropic was “incredibly strong.” He said the startup has an enormous demand for computing power, leading Anthropic to use a variety of providers. Garman also talks about its newest artificial intelligence chip called Trainium3. He speaks with Bloomberg's Ed Ludlow at re:Invent, Amazon's annual user conference in Las Vegas.See omnystudio.com/listener for privacy information.

Shopify President Harley Finkelstein tells Bloomberg Technology that Black Friday sales surged 25% to $6.2 billion, driven by nearly 70 million shoppers, strong U.S. demand, rising cross-border orders and a shift toward home-focused buying this season. He speaks with hosts Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow in a special conversation as heard on Bloomberg TV and Radio. See omnystudio.com/listener for privacy information.

Palo Alto Networks announced on Wednesday that it was acquiring Chronosphere for $3.35 billion to boost its AI-enabled cybersecurity offerings. Palo Alto CEO Nikesh Arora tells Bloomberg's Ed Ludlow that the acquisition of Chronosphere put the company “smack in the middle of where the market is going.”See omnystudio.com/listener for privacy information.

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble. On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang – what the Nvidia CEO had to say about the company’s breakneck growth, so-called circular deals, and potential expansion into China. Read more: Nvidia’s Huang Says Company Has Plenty of New Chips to Sell It's OK, Nvidia Says There's No AI Bubble See omnystudio.com/listener for privacy information.

Cisco Systems CEO Chuck Robbins discusses the company’s earnings and outlook as the company captures more of the global AI spend. Robbins joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” Cisco now expects sales of as much as $61 billion in the fiscal year ending in July. That’s about $1 billion more than it previously expected and higher than Wall Street estimates.See omnystudio.com/listener for privacy information.

Robinhood reported a third-quarter profit that beat Wall Street expectations but fell short on cryptocurrency revenue. CEO Vlad Tenev discusses the company's earnings, prediction markets, and the future of Robinhood's customer base. He speaks with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Khosla Ventures Co-Founder Vinod Khosla discusses backing AI-startup Reevo, the company's founder and CEO and founder David Zhu, and Reevo's "Frankenstack". Khosla spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

“Our third-quarter results demonstrate the tremendous progress we’ve made toward our goal of capturing 10% of the global gaming market. Our platform and creator ecosystem are healthier than ever before, driven by broad-based strength, new viral hits, and our strategic investments in creator economics, platform performance, discovery, and the virtual economy,” said David Baszucki, founder and CEO of Roblox. He is joined by Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Tesla Chairman of the Board Robyn Denholm discusses Elon Musk's proposed $1 trillion compensation package and CEO Elon Musk's future at the company after the vote on that compensation package. Denholm spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Nvidia CEO Jensen Huang and Nokia CEO Justin Hotard discuss Nvidia's plans to make a $1 billion equity investment in Nokia, 6G, AI developments, and the impact of the Trump administration.Huang and Hotard spoke with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

AT&T CEO John Stankey speaks on the company's latest earnings report, his perspective on the pricing environment for wireless services, and more. He speaks with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Groq's CEO Jonathan Ross and IBM's Senior Vice President of Software and Chief Commercial Officer discuss the partnership between Groq and IBM, the financial implications for IBM in the deal, and how this partnership will provide greater access to AI . Ross and Thomas spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.