Bloomberg Talks
Dan Ives, Wedbush Securities, Talks Trump Trump Media & TAE Technologies Merger
18 Dec 2025
Chapter 1: What is the main topic discussed in this episode?
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Chapter 2: What is the significance of the Trump Media and TAE Technologies merger?
But the answer is, is there any indication fusion will work?
Well, I think you don't do this deal if you don't think this is going to work. I mean, if you look what TAE has done, it's not just, I think, the best bet from a U.S. perspective and even global relative to energy.
And clearly, there have been obviously so many starts and stops when it comes to fusion, but I do believe this is one where when you look at breakthroughs combined with what you'd get from a capital perspective, because we've always said that's part of the arms race, that's why this would be such a unique combo.
You know, Paul, this is great. I want to thank the Kleinman Center for Energy Policy at the University of Pennsylvania for getting me up to speed on this. They got a chart in here from Sorbonne, 1915, a proposed power plant. It looks like the set silo. Right. I mean, that's what I did to land in hydrocarbons. The fusion thing looks like the set of silo.
Dan, from TAE's perspective, why are they merging with? Trump's media, President Trump's media company?
I think probably two reasons, right? I mean, one, capital. I mean, I think Trump, you look at like two, two and a half billion cash and, you know, Bitcoins with capital you get right away if you did this, right? As opposed to if it just merged into just a regular spot, they'd have no capital. So that's one. And obviously it's political backing, right?
I mean, implied relative to the Trump administration. It's essentially kind of them picking the winner, more or less. And I think that's how it'd be viewed.
Dan, let us migrate over to technology right now. Of course, it's a day-to-day thing. My book of the summer, I think a year ago, two years ago, was Chip War. It was just a fabulous book. And Chip War showed how discreet and apart Micron of Idaho is. They're really, really good at making simple technology, simple semiconductors and such.
Dan Ives, what did you glean from the Micron optimism we saw yesterday?
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Chapter 3: How does the merger impact the competition in nuclear fusion technology?
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