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Ed Ludlow

πŸ‘€ Speaker
10096 total appearances
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Podcast Appearances

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

By my count, Caro, that means that half of the about dozen initial founders, which includes Elon Musk, have now gone.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We just don't know.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

When I read the merger documents, it was pretty clear, and we reported this, that XAI would operate as a standalone subsidiary.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Because remember, SpaceX is subject to ITAR rules, the use of technology in defense applications.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Is that it?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Is it about the reports that Musk has been frustrated about the pace of Grok's deployment?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

But these are notable people who are leaders in field and talents everything in this game.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Google is adding shopping features to its AI search and Gemini chatbot.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

The move comes as tech companies more broadly look for ways beyond subscriptions to make money from their AI tools.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Let's discuss with Vidya Srinivasan, Google's vice president and general manager of ads and commerce.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

There's always been a relationship, at least for me personally as well, between Google searching and then getting to a product.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

But in AI mode, that's what we're talking about here, AI mode,

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

there's just a more direct interaction to a transaction, right?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Where you can go ahead and buy something.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

That's right.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

How big a moment is that for Google?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Vijay, anyone that watched the Super Bowl will know that the inclusion of ads within a generative AI tool is, let's not say controversial, but people are deciding if it's what the consumer wants, right?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

If you're interacting with an AI, do you want an ad to pop up?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And you've been testing different ad formats as part of this.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

What do you think the consumer wants?