Caroline Hyde

A lot of infrastructure that serves day-to-day people in their lives, road, rail, all sorts of things, doesn't get built while that's getting built.

We need to execute more projects

with the same amount of people in the same capacity we have today, and we need to do it at an accelerated rate.

That's something that's very unique about the design and build world, this fundamental capacity problem.

AI is going to be enabled to unlock that.

Andrew and Agnes, Autodesk CEO, really appreciate your time on Bloomberg Tech.

Thank you.

In other earnings news, Palo Alto Network shares plunging, having a difficult day after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated, though it also boosted its four-year forecast for other key metrics, including revenue and remaining performance obligations.

CEO Nikesh Arora told us why he thinks the market is wrong about its reaction to the earnings.

Listen to this.

Coming up, Apple fast-tracks AI wearable devices.

We have the Bloomberg reporting next.

This is Bloomberg Tech.

Jeff Bezos' space startup Blue Origin has shifted resources from space tourism to lunar projects.

CEO Dave Limp spoke with Bloomberg's Anne-Marie Hordern about the move while at the Defense Tech Summit.

Blue Origin CEO Dave Limp speaking with Bloomberg's Anne-Marie Horder.

In other news, it's time for Talking Tech.

And first up, Warren Buffett's Berkshire Hathaway cut its Amazon stake by 75% in the fourth quarter, reducing it to about 2.3 million shares, according to a regulatory filing.

At the same time, it built a new position in the New York Times with 5.1 million shares and continued trimming, according to the 13F document, its other holdings in Bank of America and Apple.

plus Uber and plans to invest more than $100 million to expand fast charging infrastructure for autonomous EVs in the US.