WEBVTT - Single Best Idea with Tom Keene: Dan Ives and Tina Fordham

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, single best idea and

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<v Speaker 1>a plothora of people to speak to on a Monday

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<v Speaker 1>team doing a great job over the weekend and even

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<v Speaker 1>during the show of you know, ripping things up. We

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<v Speaker 1>cancel people when you come on surveillance, you know you

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<v Speaker 1>could get canceled based on breaking news at Ken leon

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<v Speaker 1>On from CFIA just brilliant on the shareholder loss potential

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<v Speaker 1>at Paramount. I really don't understand the transaction other than

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<v Speaker 1>there's a whole private party with a Redstone family and

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<v Speaker 1>they're public shareholders that are a little bit upset, to

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<v Speaker 1>say the least. Thanks to Ken leon for that. Lets

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<v Speaker 1>to choose from today, we had to go Dan I's

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<v Speaker 1>He's a pinata and a bright colorful one at that.

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<v Speaker 1>For a lot of people that are tepping on technology,

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<v Speaker 1>gloomy on technology, he is the uber bull on technology.

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<v Speaker 1>And of course on a broad perspective of three years,

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<v Speaker 1>five years, ten years, he's been right, right, right, right right.

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<v Speaker 1>I asked Dan, i'ves about AI and I get it

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<v Speaker 1>that it's going to be enterprise chet GPT computer people productive,

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<v Speaker 1>But when does retail like through APPLESERI, actually use AI.

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<v Speaker 2>For legends like Keen. You won't see that till twenty

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<v Speaker 2>twenty five. From a consumer perspective, the enterprise is where

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<v Speaker 2>the AI revolutions happen today. But ultimately, Tom, I think

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<v Speaker 2>the important thing is when Apple embraces AI as Google

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<v Speaker 2>embrace AI. That's where you're going to now start to

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<v Speaker 2>see that to consumer from an app perspective, from a

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<v Speaker 2>technology and ultimately even from an AI perspective. Things I

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<v Speaker 2>got fsd.

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<v Speaker 1>Our Apple coverage Thursday. Look for that Amazon on Tuesday

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<v Speaker 1>as well. See the shock of Google and Microsoft and

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<v Speaker 1>even the rebound of Tesla off the last couple of

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<v Speaker 1>days in Misterer Musk's trip to China, Tesla up sharply

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<v Speaker 1>as well. So Amazon on Tuesday, and then Thursday we

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<v Speaker 1>get to Apple as well. It was a joy to

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<v Speaker 1>speak with Tina Fordham. She's a Fordham Global Insight and

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<v Speaker 1>she is I mentioned this during the interview. The only

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<v Speaker 1>equivalency I can see is Leslie van Ja Murray at Chathamhouse,

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<v Speaker 1>where these are Americans in Britain with a true visceral

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<v Speaker 1>Transatlantic feel. Another person that has that is Christine Lagarde

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<v Speaker 1>at the excuse me, European Central Bank with her work

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<v Speaker 1>obviously for her France, her schooling in high school around Washington,

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<v Speaker 1>and of course with Baker Mackenzie. I believe it was

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<v Speaker 1>the law firm in Chicago years ago. So the transatlantic

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<v Speaker 1>thing helps. And I asked Tina Fordham about the protests

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<v Speaker 1>at schools with all the heritage of nineteen sixty eight,

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<v Speaker 1>some of us, the memories of nineteen sixty eight and

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<v Speaker 1>beyond to Kent State the emotion right now of those protests,

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<v Speaker 1>how she perceived the college protests. It is.

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<v Speaker 3>Quite a spectacle. I mean, first of all, I'm a

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<v Speaker 3>Columbia alum, and I'm on the advisory board for SIPA,

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<v Speaker 3>the School of International and Public Affairs, which is also

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<v Speaker 3>caught up in these other it's mainly the college. I

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<v Speaker 3>don't think this is nineteen sixty eight, right. I think

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<v Speaker 3>that this is identity politics in the United States that

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<v Speaker 3>has now incorporated a foreign policy angle. I think it's

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<v Speaker 3>incredibly difficult for the university administrations to balance their commitment

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<v Speaker 3>to free speech and to the community that is a

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<v Speaker 3>university with their Title six obligations. They've got to protect

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<v Speaker 3>students and the whole sorry spectacle seems to me, and

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<v Speaker 3>you know, I sit in London, where I have for

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<v Speaker 3>a long time to be a culmination of the culture

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<v Speaker 3>wars and in some ways the tiktokification of very complex issues.

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<v Speaker 1>Tina fordhaman We thank her for those comments and her

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<v Speaker 1>commitment to Columbia University. She's with Fordham Global Insight. It's

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<v Speaker 1>a start to an eventful week. I mentioned Amazon on Tuesday,

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<v Speaker 1>Apple on Thursday. Sandwiched in between is a small matter

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<v Speaker 1>of a FED meeting. We'll do the FED decides, Lisa Briant,

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<v Speaker 1>what's John Farron? Myself? Well, wax philosophical, no dot plot adjustment,

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<v Speaker 1>no forecasts, so what can be had there? And Matt

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<v Speaker 1>Miskin I'm sorry today with John Hancock, he was heated

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<v Speaker 1>that this is a place for Powell to really reset

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<v Speaker 1>in his comments what he believes in, not so much

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<v Speaker 1>the way he tilts or the prediction of hawkish and dubbish,

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<v Speaker 1>but just simply to say what does he believe in.

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<v Speaker 1>There'll be some economic data along through the week is well.

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<v Speaker 1>Of course. Out of the FED meeting, we'll get FED speakers,

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<v Speaker 1>not that we really follow them carefully because there's four

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<v Speaker 1>hundred FED speakers now. Couple program notes, single best idea.

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<v Speaker 1>We are thrilled with the response. You go out, you

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<v Speaker 1>search for Bloomberg Surveillance on Bloomberg Podcasts really under business

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<v Speaker 1>news and under business. Thank you for that. We've been

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<v Speaker 1>humbled by the response. I should point out many have

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<v Speaker 1>requested the entire show seven to ten am replayed. We

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<v Speaker 1>have that out now and in the next couple of

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<v Speaker 1>days I'll be showing you the way you get that

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<v Speaker 1>on YouTube. YouTube not all our fault, but Google as well.

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<v Speaker 1>It's a little confusing, so we're going to get out

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<v Speaker 1>still the live broadcast on YouTube and then Eric, what

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<v Speaker 1>time roughly do we get the three hour out nuonish

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<v Speaker 1>nunish one ish two wish out there with all the

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<v Speaker 1>different tests that we have and they got to download

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<v Speaker 1>it and all that. But that's been a huge request

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<v Speaker 1>on Apple cardplay on YouTube search Bloomberg podcasts. This is

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<v Speaker 1>single best idea on Apple podcasts.