Ed Ludlow

But you're on the West Coast because there's a big event happening, Human X. And all anyone wants to talk about is the growth of Anthropic, it would seem, and indeed that run rate.

No wonder employees are pretty bullish.

Everyone else seems to be.

Rebecca, real quick, what's Humanex been like?

Like we have Nico Rosberg on the show later, former F1 world champion, now venture capitalist investor.

The footfall to me when I was on stage, like a lot of people there.

We'll let you continue to have them left and right, Rebecca Torrance.

Thanks so much for joining us.

It's a great write-up, what's happening on the West Coast right now with her.

Coming up, well, we've got a markets conversation with JP Morgans, Stephanie Aliaga.

We've got to go back to what's happening in geopolitics and how that affects the world of tech.

This is Bloomberg Tech.

Let's check in on these markets because, well, risk euphoria of yesterday dialing back some.

We're off by 0.2% on the NASDAQ 100.

It's not big moves in the stock market, but it's bigger moves in the bond market.

It's bigger moves in the oil market.

Brent crude, $99.

Look, we're retracing some of that sell-off yesterday.

We're up some 5%.

Why?