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Lucas Shaw

👤 Person
33 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Well, that doesn't have legal sign off.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And this falls short of the Blackwell design ships that have been bandied about just a few weeks ago as the president was preparing to meet with his Chinese counterpart, Xi Jinping.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Always hard to interpret what President Trump's posts on social media actually mean as it pertains to policy.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

I mean, there's also different types of consolidation, right?

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

You've got the

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

continued potential sale of Warner Brothers Discovery, where you have Comcast, which owns NBC, one of the networks that he talked about, is a suitor.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

You have Paramount, which owns CBS, which he exempted, because I think he likes them, as a potential suitor, and then Netflix, which doesn't own a broadcast network.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And then you've got the consolidation in the local television station space, which is what Brendan Carr has been calling for.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

But Brendan Carr sees this almost as a check against the networks, because the more power that the station owners have, they can actually potentially win in negotiations with the network.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

So I'm not really sure whose side he's on here.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

You assume that Brendan Carr is pushing the agenda that he is because Trump supports him, because that has generally been his MO.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

But I guess we'll find out more as this sort of plays out in public.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Yeah.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Yeah.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

So Netflix, Comcast and Paramount all submit bids on Wednesday.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Excuse me, Thursday.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

They've done a very good job of keeping the content of those bids quiet.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

We've tried to get some information.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Others have as well.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

I mean, we know sort of the general trend.

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