
Bloomberg Tech Anchor @technology on @bloombergtv. News.
San Francisco, CA
Joined June 2011
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Ed Ludlow retweeted
Self-driving trucks are a "huge win economically" for shipping companies, says Aurora's Chris Urmson.
The CEO of the driverless trucking firm explains how the startup plans to expand its to 20 big rigs a week by early December bloom.bg/4kldeaj
Ed Ludlow retweeted
Marvell Technology is in talks to buy data center optics maker Lumentum Holdings. The deal could close next week according to sources.
Nvidia backs up Lumentum which has a market value of about $83 billion. Ryan Gould reports bloom.bg/4jNXVXI
Ed Ludlow retweeted
DoorDash agreed to buy rival Instacart in a deal that values the company at about $17 billion, the latest sign of consolidation in an increasingly competitive delivery market where Walmart Inc. and Amazon loom large bloom.bg/4svu1cI
Ed Ludlow retweeted
Replying to @EdLudlow
I would think so. Search is a means to an end. If AI mode presents the end, there's no need to continue.
Ed Ludlow retweeted
Replying to @EdLudlow
Whether it is ai agents searching or ai mode in Google. The models are deliberately trying to look past paid content to get the best answer for the user.
Makes it difficult to monetize for Google and ChatGPT. A significant reason meta ads are growing better than Google
Apple finally did it. After two decades of spurning the idea, the company unveiled an overhauled MacBook Pro that includes a touch screen. @markgurman explains bloom.bg/3U1CBU7
Ed Ludlow retweeted
Never, ever let them tell you it can't be done.
Palmer Luckey says analysts claiming it's too expensive to manufacture in the US are lying to protect megacorps
"I think I have a more realistic view than almost anybody. One of the problems with all these analysts that are telling you that it's going to cost $37,000 to build an American iPhone or $100,000 to buy an American computer."
"They're trying to prop up a status quo that the megacorporations want to keep going. They want to outsource everything. They want to hire cheaper non-American labor."
"They are willing to say and do anything to convince you that it can't be fixed, that it can't come back, that America is this helpless, neutered, post-relevant empire, and it is just not the case."
"How do I know that? Because I have to make stuff in America every day because I work in the defense industry. The stuff that Anduril makes every day is not actually that different from a computer. My drones are basically computers. They have memory, a GPU, a CPU, sensors, batteries, a rugged integration."
"The only difference between an Anduril attack drone and a laptop is a keyboard and a screen. That is not that hard to figure out, especially for a guy like me who started Oculus and comes from the consumer electronics space."
"We're not going to let people lie about what America can and can't do anymore. We're just going to do it."
Ed Ludlow retweeted
Alphabet posted disappointing sales from most of its core businesses in the third quarter, escalating investors’ concerns about the hundreds of billions of dollars that the company is spending on artificial intelligence.
@EdLudlow has more bloom.bg/4ietQiQ
Alphabet posted disappointing sales from most of its core businesses in the third quarter, escalating investors’ concerns about the hundreds of billions of dollars that the company is spending on artificial intelligence.
@EdLudlow has more bloom.bg/4ietQiQ
Palmer Luckey says analysts claiming it's too expensive to manufacture in the US are lying to protect megacorps
"I think I have a more realistic view than almost anybody. One of the problems with all these analysts that are telling you that it's going to cost $37,000 to build an American iPhone or $100,000 to buy an American computer."
"They're trying to prop up a status quo that the megacorporations want to keep going. They want to outsource everything. They want to hire cheaper non-American labor."
"They are willing to say and do anything to convince you that it can't be fixed, that it can't come back, that America is this helpless, neutered, post-relevant empire, and it is just not the case."
"How do I know that? Because I have to make stuff in America every day because I work in the defense industry. The stuff that Anduril makes every day is not actually that different from a computer. My drones are basically computers. They have memory, a GPU, a CPU, sensors, batteries, a rugged integration."
"The only difference between an Anduril attack drone and a laptop is a keyboard and a screen. That is not that hard to figure out, especially for a guy like me who started Oculus and comes from the consumer electronics space."
"We're not going to let people lie about what America can and can't do anymore. We're just going to do it."
Ed Ludlow retweeted
Anduril Industries Founder Palmer Luckey said he expects US defense spending to remain broadly stable even if Democrats win control of Congress in next week’s midterm elections bloom.bg/4e69HJg
Ed Ludlow retweeted
Is he wearing a bulletproof vest, overalls, or some kind of next-generation fanny pack?
Anduril Industries Founder Palmer Luckey said he expects US defense spending to remain broadly stable even if Democrats win control of Congress in next week’s midterm elections bloom.bg/4e69HJg
Ed Ludlow retweeted
Anduril Industries founder Palmer Luckey says the company’s new BlueChip laptops with Qualcomm are aimed at reducing reliance on Chinese-made computers in sensitive government and critical industries bloom.bg/4eYPghB
Ed Ludlow retweeted
Anthropic filed for an IPO with the SEC. For the first time, the public can analyze the AI company's financials and not only see how much money it’s making, but what it’s potentially losing bloom.bg/4sJ78mB
Palmer on Anduril rugged laptop and broader eletronics effort
Anduril Industries founder Palmer Luckey says the company’s new BlueChip laptops with Qualcomm are aimed at reducing reliance on Chinese-made computers in sensitive government and critical industries bloom.bg/4eYPghB
Ed Ludlow retweeted
Scoop: Physical Intelligence is in talks to nearly double its valuation to about $20 billion with new funding.
The startup, which is building AI models for robotics, is in discussions to raise 1 billion+ in a round co-led by Avenir and Lux Capital, per our sources.
w/ @nmasc_👇
Ed Ludlow retweeted
PALMER LUCKEY ON WHY HE'S BUILDING AMERICAN-MADE COMPUTERS:
“I can't be in the business of selling autonomous weapons that are controlled by Chinese equipment”
Anduril first tried to get others to build them domestically. When that failed, it launched BlueChip with Qualcomm.
h/t @EdLudlow
Anduril's Palmer Luckey is on Bloomberg Tech today to discuss Blue Chip:
The first product: a laptop designed and assembled in the US. comm on BlueChip — a new product line aimed at rebuilding an end-to-end American computer supply chain.
The first product: a laptop designed and assembled in the US.
bloomberg.com/news/articles/…















