Speaker 1: Bloomberg Audio Studios, podcasts, radio news, single best idea and
Speaker 1: a plothora of people to speak to on a Monday
Speaker 1: team doing a great job over the weekend and even
Speaker 1: during the show of you know, ripping things up. We
Speaker 1: cancel people when you come on surveillance, you know you
Speaker 1: could get canceled based on breaking news at Ken leon
Speaker 1: On from CFIA just brilliant on the shareholder loss potential
Speaker 1: at Paramount. I really don't understand the transaction other than
Speaker 1: there's a whole private party with a Redstone family and
Speaker 1: they're public shareholders that are a little bit upset, to
Speaker 1: say the least. Thanks to Ken leon for that. Lets
Speaker 1: to choose from today, we had to go Dan I's
Speaker 1: He's a pinata and a bright colorful one at that.
Speaker 1: For a lot of people that are tepping on technology,
Speaker 1: gloomy on technology, he is the uber bull on technology.
Speaker 1: And of course on a broad perspective of three years,
Speaker 1: five years, ten years, he's been right, right, right, right right.
Speaker 1: I asked Dan, i'ves about AI and I get it
Speaker 1: that it's going to be enterprise chet GPT computer people productive,
Speaker 1: But when does retail like through APPLESERI, actually use AI.
Speaker 2: For legends like Keen. You won't see that till twenty
Speaker 2: twenty five. From a consumer perspective, the enterprise is where
Speaker 2: the AI revolutions happen today. But ultimately, Tom, I think
Speaker 2: the important thing is when Apple embraces AI as Google
Speaker 2: embrace AI. That's where you're going to now start to
Speaker 2: see that to consumer from an app perspective, from a
Speaker 2: technology and ultimately even from an AI perspective. Things I
Speaker 2: got fsd.
Speaker 1: Our Apple coverage Thursday. Look for that Amazon on Tuesday
Speaker 1: as well. See the shock of Google and Microsoft and
Speaker 1: even the rebound of Tesla off the last couple of
Speaker 1: days in Misterer Musk's trip to China, Tesla up sharply
Speaker 1: as well. So Amazon on Tuesday, and then Thursday we
Speaker 1: get to Apple as well. It was a joy to
Speaker 1: speak with Tina Fordham. She's a Fordham Global Insight and
Speaker 1: she is I mentioned this during the interview. The only
Speaker 1: equivalency I can see is Leslie van Ja Murray at Chathamhouse,
Speaker 1: where these are Americans in Britain with a true visceral
Speaker 1: Transatlantic feel. Another person that has that is Christine Lagarde
Speaker 1: at the excuse me, European Central Bank with her work
Speaker 1: obviously for her France, her schooling in high school around Washington,
Speaker 1: and of course with Baker Mackenzie. I believe it was
Speaker 1: the law firm in Chicago years ago. So the transatlantic
Speaker 1: thing helps. And I asked Tina Fordham about the protests
Speaker 1: at schools with all the heritage of nineteen sixty eight,
Speaker 1: some of us, the memories of nineteen sixty eight and
Speaker 1: beyond to Kent State the emotion right now of those protests,
Speaker 1: how she perceived the college protests. It is.
Speaker 3: Quite a spectacle. I mean, first of all, I'm a
Speaker 3: Columbia alum, and I'm on the advisory board for SIPA,
Speaker 3: the School of International and Public Affairs, which is also
Speaker 3: caught up in these other it's mainly the college. I
Speaker 3: don't think this is nineteen sixty eight, right. I think
Speaker 3: that this is identity politics in the United States that
Speaker 3: has now incorporated a foreign policy angle. I think it's
Speaker 3: incredibly difficult for the university administrations to balance their commitment
Speaker 3: to free speech and to the community that is a
Speaker 3: university with their Title six obligations. They've got to protect
Speaker 3: students and the whole sorry spectacle seems to me, and
Speaker 3: you know, I sit in London, where I have for
Speaker 3: a long time to be a culmination of the culture
Speaker 3: wars and in some ways the tiktokification of very complex issues.
Speaker 1: Tina fordhaman We thank her for those comments and her
Speaker 1: commitment to Columbia University. She's with Fordham Global Insight. It's
Speaker 1: a start to an eventful week. I mentioned Amazon on Tuesday,
Speaker 1: Apple on Thursday. Sandwiched in between is a small matter
Speaker 1: of a FED meeting. We'll do the FED decides, Lisa Briant,
Speaker 1: what's John Farron? Myself? Well, wax philosophical, no dot plot adjustment,
Speaker 1: no forecasts, so what can be had there? And Matt
Speaker 1: Miskin I'm sorry today with John Hancock, he was heated
Speaker 1: that this is a place for Powell to really reset
Speaker 1: in his comments what he believes in, not so much
Speaker 1: the way he tilts or the prediction of hawkish and dubbish,
Speaker 1: but just simply to say what does he believe in.
Speaker 1: There'll be some economic data along through the week is well.
Speaker 1: Of course. Out of the FED meeting, we'll get FED speakers,
Speaker 1: not that we really follow them carefully because there's four
Speaker 1: hundred FED speakers now. Couple program notes, single best idea.
Speaker 1: We are thrilled with the response. You go out, you
Speaker 1: search for Bloomberg Surveillance on Bloomberg Podcasts really under business
Speaker 1: news and under business. Thank you for that. We've been
Speaker 1: humbled by the response. I should point out many have
Speaker 1: requested the entire show seven to ten am replayed. We
Speaker 1: have that out now and in the next couple of
Speaker 1: days I'll be showing you the way you get that
Speaker 1: on YouTube. YouTube not all our fault, but Google as well.
Speaker 1: It's a little confusing, so we're going to get out
Speaker 1: still the live broadcast on YouTube and then Eric, what
Speaker 1: time roughly do we get the three hour out nuonish
Speaker 1: nunish one ish two wish out there with all the
Speaker 1: different tests that we have and they got to download
Speaker 1: it and all that. But that's been a huge request
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