Caroline Hyde

I mean, look, you were known for backing Uber, and ultimately there were two key winners out of that, Uber and Lyft.

When I think about the areas that you're also thinking of, I mean, how many players can there be in autonomous?

How many players can there be in foundational models?

You're in perplexity, and everyone's thinking maybe there's only an anthropic and an open AI and a Gemini space.

Steve Zhang, Kindred Ventures, hitting literally the biggest stories of the week.

We've had hair out of CES, and we have much more to come.

Stay with us.

This is Bloomberg Tech.

The story in markets right now is tech is down.

NVIDIA off by 8% to 1% had been much lower.

Over the course of the week, we've kind of not had any of the euphoria we expected.

We all came to Las Vegas thinking that NVIDIA, who in Steve Jang's words was the kingmaker of AI, the fed of AI, would tell us something profound that would keep the stock going higher.

And it's not really panned out that way.

Even though we kind of did said, look, that $500 billion of inbound I see in revenue in 2026, that's going to be higher.

Maybe we even get H200s into China.

And yet, so high expectations.

Look, AMD, what more could Lisa Su do?

She made up a term.

Was it Yotto Flop?

She talked about the sheer scale of compute that's still necessary, the winning formula that she's seeing, and stock is down.