Speaker 1: Boom Bloomberg, Audio studios, podcasts, radio news.
Speaker 2: Single best idea and we welcome all of you, particularly
Speaker 2: off YouTube podcasts. You can go onto YouTube podcasts. It's
Speaker 2: got a killer search engine. Type in Michael Barr Boom,
Speaker 2: Type in Paul Sweeney Boom. Type in Lisa Matteo you
Speaker 2: get the whole history of Lisa Matteo as well as
Speaker 2: surveillance podcasts. Type me in, I wander up to YouTube podcasts,
Speaker 2: really impressing me with how they're distributing podcasts. And we're
Speaker 2: not Joe Rogan. He leads at the top of the page.
Speaker 2: It's mister Rogan and all that. What we do is
Speaker 2: have conversations with people that have value and equities, bonds, currencies, commodities.
Speaker 2: And what's interesting is the technology area right now is
Speaker 2: not only should you buy or sell and vidio, you
Speaker 2: know the usual stuff, but all so it's effect on
Speaker 2: America and the more buying and selling, the more securities
Speaker 2: research of it. Here is Dan ives on the view
Speaker 2: forward on tech.
Speaker 3: You get the popcorn the rose glops rolls out because
Speaker 3: I think mag seven, look, everything we're seeing hyper scale
Speaker 3: or is actually accelerting in terms of growth. Consumer from
Speaker 3: a digital app perspective, is continues to be rebound and
Speaker 3: that strong for Meta Google and others, And despite some
Speaker 3: of the DJA anti trust words, and I think when
Speaker 3: it comes to Apple, despite all the noise, I think
Speaker 3: iPhone demand's gonna be strong to expect to go into December.
Speaker 3: And this is just the start of the AI revolution
Speaker 3: coming to Krupatino, especially as they get rolled out in
Speaker 3: China and April.
Speaker 2: Danives of web Bush with a more philosophical view, and
Speaker 2: of course I mean he's got an etf out on
Speaker 2: technology loop Loup, but Gene Munster just after and I
Speaker 2: should digress and say that Paul Sween and I did
Speaker 2: a wonderful panel yesterday a set of panels for enter
Speaker 2: Agrana and man Deep Singh for Bloomberg Intelligence on artificial intelligence.
Speaker 2: So we took the big view. Here's Gene Monster of
Speaker 2: Deep Water on AI in year twenty twenty five.
Speaker 4: We're in what is going to be the most I think,
Speaker 4: exciting year and innovation over the last fifty years. And
Speaker 4: it's hard to really put language on it to capture
Speaker 4: what the concept of infinite intelligence or close to infinite
Speaker 4: intelligence at almost no cost means for humanity, and so
Speaker 4: as someone who has been around for the Internet and
Speaker 4: saw the boom and bust of that, I think this
Speaker 4: is going to be more significant. And I think that
Speaker 4: next year, if you think about the markets, I've been
Speaker 4: talking about this three to five year bull market, and
Speaker 4: so we're going to say we got a two to
Speaker 4: four more years. It's going to end in a spectacular
Speaker 4: bursting of the bubble. But I think next year, from
Speaker 4: just a broader market perspective, I think we're going to
Speaker 4: see another incredible year, and I think that it's driven
Speaker 4: by substance around AI going from a build out to
Speaker 4: starting to move to more applications. We saw a little
Speaker 4: bit that with Snowflake today. Of course we've seen most
Speaker 4: of the excitement around the hardware, including Nvidia, but I
Speaker 4: think we're going to start to shift to slowly see
Speaker 4: more performance in software specifically. But I'm just really excited
Speaker 4: to be alive at this time in life. It's just
Speaker 4: a really special moment.
Speaker 2: Gene Monster of deep Water. We're handling technology too as
Speaker 2: we can, and for us, it's the distribution of our
Speaker 2: conversations across economics, finance, investment, and international relations. Thank you
Speaker 2: for listening on your commute across America. The new digital platforms,
Speaker 2: Apple Carplate, Android Auto, Serious xm' really path breaking. Now
Speaker 2: that I look back decades at what satellite radio did it,
Speaker 2: it's extraordinary how that's sustained on other podcast services. Good
Speaker 2: morning on YouTube podcasts as well. This is single best
Speaker 2: idea