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Ed Ludlow

👤 Speaker
9620 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Hayoko Yoshioka, Wealth Enhancement Group.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Really good summary of what's going on in the MAG7.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Thank you so much.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Coming up, AI tools keep coming for the enterprise software market.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

But will they be the existential threat that investors fear?

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We've got more on that next.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

This is Bloomberg Tech.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Speaking of the enterprise shakeup caused by AI, Anthropic's legal plug-in for its Claude co-work may not be as devastating a blow to legal solutions providers.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

That's according to research from John Davies at Bloomberg Intelligence, who joins us now.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

John, as someone that suffered through years of law school and was born to two attorneys, I enjoyed reading it.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Your conclusion is that Claude Legal...

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

is insufficiently expert to mount a challenge.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Just dig a bit deeper into your thesis.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Hear, hear.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Welcome back to Bloomberg Tech.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

In the last 30 minutes or so, actually, markets have come off session lows.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

And as that 100 is down nine tenths of a percent, had been down about 1.8% and trading at its lowest level since November.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We'll keep an eye out on the Bloomberg terminal.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

I'm not really sure what the news flow is.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Maybe this is just a kind of market sentiment thing that's going on.