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Bloomberg News Now

Tentative US-Iran Truce, Blue Origin Explosion, More

29 May 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 7.958 Carol Masser

Gain insight on the innovators, disruptors, and tech-driven trends shaping today's complex economy. I'm Carol Masser. And I'm Tim Stenevek.

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8.078 - 11.361 Tim Stenevek

Wrap up your workday with the Bloomberg Businessweek Daily Podcast.

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11.401 - 24.593 Carol Masser

We bring you deeper dives into the stories shaping your world, from the evolution of AI to the shifting priorities of global business. Plus, Silicon Valley power players and the latest tech trends. Catch up on the conversations you miss during the day.

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24.833 - 30.038 Tim Stenevek

Subscribe to the Bloomberg Businessweek Daily Podcast on Apple, Spotify, or anywhere you listen.

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30.018 - 30.153

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30.76 - 45.98 Caroline Hepker

News when you want it. News now. I'm Caroline Hepker. The US and Iran have reached a tentative agreement to extend their ceasefire by 60 days. Sources tell us that under the plan, further talks on Tehran's nuclear program would continue during the extension period.

46.46 - 60.058 Caroline Hepker

While the agreement has yet to be signed off by President Trump, the news has raised hopes that the three-month conflict could be nearing a resolution. Speaking in the last few hours, US Vice President J.D. Vance told reporters that progress is being made.

60.443 - 78.188 US Vice President J.D. Vance

If you look at what we've already accomplished here, assuming that we're able to get to a final agreement here, we're reopening the straits of Hormuz. We've already decimated their conventional military. And we're in a position where we could substantially set back their nuclear program, not just during the term of this president, but over the long term.

78.549 - 84.257 US Vice President J.D. Vance

That's a very, very good thing for the American people. So we're not there yet, but we're very close. We're going to keep on working at it.

Chapter 2: What is the tentative agreement between the US and Iran?

153.762 - 178.74 Caroline Hepker

SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering. Bloomberg understands that the company is seeking to raise as much as $75 billion, which would make it the largest listing in history. TMX Vetify's head of industry research, Roxana Islam, says the hype surrounding SpaceX and its valuation is already having an impact on investment funds.

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179.581 - 189.758 Roxana Islam

This is a really interesting stock launch. I don't think I've ever seen a case where a stock hasn't even been public yet, but it's had such a huge impact on the ETF space.

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190.699 - 215.444 Caroline Hepker

Roxana Islam adds that she has seen at least seven space-themed exchange-traded funds launched this year ahead of the IPO. SpaceX is expected to begin formally marketing the offering as soon as next week. Anthropic has raised $6.5 billion in a funding round that valued the artificial intelligence company at $965 billion.

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216.386 - 225.298 Caroline Hepker

Both Alphabet and Amazon contributed billions of dollars to the round, which now gives Anthropic a valuation higher than rival OpenAI.

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225.802 - 243.658 Ed Ludlow

I think you're right, though, to say that in the race against open AI, whether you say pre-money or you say post-money, it makes Anthropic the most valuable AI startup in the world, depending on whether you call SpaceX AI an AI startup. And it sets the scene for a heck of a three-horse race in the IPO market.

244.33 - 271.468 Caroline Hepker

Ed Ludlow speaking there. Anthropic expects to post $10.9 billion in revenue in the second quarter, and the company is also on track to report its first profitable quarter. The EU is preparing for talks with Anthropic over potential access to its Mythos AI model. Bloomberg understands the European Commission and its officials were due to visit the company's San Francisco headquarters yesterday to

271.448 - 295.768 Caroline Hepker

To learn more about the technology following weeks of negotiations, sources say that any final decision on granting the EU access to Mythos would likely require approval from the US government. Anthropic is also planning to release new AI models in the coming weeks with cybersecurity capabilities comparable to Mythos, but featuring what the company describes as stronger safety safeguards.

295.917 - 314.974 Caroline Hepker

To the UK now. Andy Burnham, who is the politician seen as the frontrunner to replace Keir Starmer as Prime Minister, says that a government led by him would regulate big tech and artificial intelligence. The mayor of Greater Manchester argues that stronger public oversight is key to delivering higher economic growth.

315.455 - 332.613 Caroline Hepker

Burnham was responding to former Labour Prime Minister Tony Blair, who has argued that the party should not move further to the left and instead needs to embrace AI. The comments have reignited debate within the Labour Party, drawing pushback from senior figures, including the Prime Minister himself.

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