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Natalie Lung

๐Ÿ‘ค Speaker
16 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

It is a big deal because it can cut down trip time for a lot of customers.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

Right now, before freeway access was available, Waymo had to plan routes avoiding the highways and navigating the narrow city streets and lengthening trip times a lot.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

So opening the freeway access would connect some of Waymo's existing markets like SF down south, down all the way to San Jose and even to the airport.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And so this would make them very competitive against traditional taxis and Ubers and Lyfts and make it, you know, not different from regular ride hailing.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And compared with Tesla, which currently still have safety monitors in the cars, whether it's within city limits,

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

trips or freeway trips.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

So Waymo is really the first one that's offering like a fully driverless experience for customers.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

Yes, so Airbnb is piloting this kitchen stocking service with Instacart, where hosts can receive your Instacart order and then pre-stock your Airbnb so you can make use of that kitchen while you're in a short-term rental.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

And so this is a three-month pilot that will start next year, and Airbnb is incentivizing hosts to provide this service by giving them some cash incentives.

Bloomberg Tech
Anthropic to Spend $50 Billion Building US Data Centers

We have fun, we get weird, and we want you to join us.

Bloomberg Tech
Investors Question AI Valuations

So Instacart is building this AI chatbot as a white label service for groceries.

Bloomberg Tech
Investors Question AI Valuations

So they can actually have a chatbot within, let's say, Kroger's own iOS app or the Sprouts website app.

Bloomberg Tech
Investors Question AI Valuations

Yes.

Bloomberg Tech
Investors Question AI Valuations

So Uber sort of reported some disappointing operating income and adjusted EBITDA this morning out of the third quarter as well as some disappointing forecast earnings forecast for the 4Q.

Bloomberg Tech
Investors Question AI Valuations

And so it's the profit has not been catching up with

Bloomberg Tech
Investors Question AI Valuations

the some of the growth recovery we're seeing their growth we accelerated to more than 20 percent on the top line growth spokane's metric and this is sort of a testament to their strategy to go into new products some of which may not be probable at the beginning such as autonomous investments which they have been doing a lot of recently