Caroline Hyde

I've been speaking to some of the investors backing this round, $10 billion, $350 billion valuation.

They don't have the scale that OpenAI has, right?

But they've gone after the enterprise.

And the way that one investor put it to me is there are four players right now, OpenAI, XAI, Anthropic, and Google.

There's probably only room in the real world for three, but it's interesting to see them continue to raise.

And just how sophisticated they are when it comes to the coding side of the equation.

That really seems to have been where they've made their mark.

But also they're trying to say that they are the safer, more focused on ethics in some ways.

They split off from OpenAI to remember that's what their origin story is.

And in your interview with him on Tunisia, getting a lot of credit for that coding piece as well.

Another big story of the morning, and it's a jostling for position once again.

We're looking at the market cap of Google or Alphabet, the parent of Google, rising above Apple.

What did I just say in this world order?

four players right now alphabet and google have really accelerated in recent months both literally from a stock performance perspective but also just i guess by news flow and reputation and apple it's a different game right um but uh yeah this is one that i didn't see coming last year or at least you know at any point that tpu story that tpu story just changed everything didn't it in the vertical integration

Okay, coming up, humanoid robotics take shape right here at CES.

We're going to discuss the future of physical AI with Jan Lippard, founder and CEO of OpenMind.

That's next.

This is Bloomberg Tech.

Here at CES, physical AI is breaking through to the mainstream with humanoid robotics taking center stage.

Joining us is Jan Lippard, founder and CEO of OpenMind, a startup building and operating system designed to connect, coordinate, and scale intelligence across all thinking machines.