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Mark Gurman

๐Ÿ‘ค Speaker
567 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

This is Bloomberg Tech.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

It's a little bit like shuffling the deck and like, you know, you have to sell at certain holdings to fund investment deeper into the names that you're most interested in.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Like, it's not rocket science at the end of the day, Carrie.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

One quick question to ask is like how wide SoftBank is exposed beyond one single name like OpenAI, given how ferocious the lab battle is right now.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Yeah, I'm glad the team got that up.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

I mean, you know, far right column says everything.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Let's get to another story in the private markets that we've been trying to update you on regularly.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Anthropic is close to locking in a deal to raise more than $20 billion in a funding round co-led by investors, including Peter Thiel's Founders Fund, the East Shore, and Dragoneer.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

That's according to Bloomberg sources.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

One of the largest startup funding rounds ever.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

And who's been across it?

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Bloomberg's VC reporter.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Natasha Mascarenhas.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Important detail.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Actually, some of those names are interesting.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Dragoneer has come up a lot recently.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Waymo was something we reported a couple of weeks ago.

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

What do we need to know?

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

How close is this and who's leading?

Bloomberg Tech
Memory Prices Hit Cisco, Apple Faces Siri Snags

Bloomberg's Natasha Mascarenhas, thank you very much.