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Bonus: Netflix co-CEO Ted Sarandos Says Warner Deal to Put More Films in Cinemas Feb 19, 2026

Show notes

Ted Sarandos, co-chief executive officer of Netflix, said his company’s acquisition of Warner Bros. Discovery will lead to more films in theaters, addressing a key complaint from Hollywood in the high-stakes battle for one of the industry’s iconic studios.
A merger of Netflix and Warner Bros. is “better for theaters” because Netflix will be able to take its films and put them in cinemas using the distribution network that Warner Bros. has built. He speaks about this and more in a special conversation with Bloomberg Tech co-host Ed Ludlow and Bloomberg News Managing Editor for Media & Entertainment Lucas Shaw.

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OpenAI Nears Deal for $100B in Funding Feb 19, 2026

Show notes

Bloomberg’s Ed Ludlow discusses OpenAI nearing the first phase of a new funding round that could bring in more than $100 billion. Plus, Mark Zuckerberg testified in a landmark social media trial, telling a jury it is "very difficult" to enforce Instagram's age limits. And the DOJ is taking a closer look at how theater chains could be impacted by a sale of Warner Bros. Discovery.

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Meta to Deploy “Millions” of Nvidia Processors Feb 18, 2026

Show notes

Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a landmark social media addiction trial in Los Angeles. And Autodesk CEO Andrew Anagnost explains why his company made a $200 million strategic investment in AI research firm World Labs, its largest startup investment to date.

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Warner Bros. Discovery Reopens Paramount Talks; Invesco's Brian Levitt Feb 18, 2026

Show notes

Bloomberg’s Ed Ludlow discusses Warner Bros. Discovery’s decision to reopen negotiations with Paramount Skydance following its sweetened offer. Plus, renewed anxiety over the outlook for AI weighs on stocks. And, Thrive Capital raises more than $10 billion in its largest fund ever, giving the firm an expanded war chest to invest in AI.

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US Pulls List of Tech Firms Linked to China’s Military Feb 13, 2026

Show notes

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Rivian, Coinbase, Instacart, and Airbnb. Plus, the US Defense Department added Alibaba, Baidu and others to a list of firms it says are connected to the Chinese military and then pulled the list from its website. And Anthropic raises $30 billion in funding, doubling its valuation to $380 billion.

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Memory Prices Hit Cisco, Apple Faces Siri Snags Feb 12, 2026

Show notes

Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco's stock even as AI demand surges. Plus, Apple's revamp of its Siri voice assistant hits new snags that could delay the release of some features. And Altruist CEO Jason Wenk discusses the startup's AI tax-planning tool that sent wealth management stocks tumbling, hours after its launch.

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Special Edition: Waymo co-CEO on the Road to 1 Million Robotaxi Rides a Week Feb 11, 2026

Show notes

On this special bonus episode of Bloomberg Tech, Waymo co-CEO Tekedra Mawakana discusses the robotaxi firm's global expansion efforts, $16 billion fundraise and ongoing safety concerns. She speaks exclusively with Ed Ludlow.

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Software Selloff Continues as AI-Impact Worries Grow Feb 11, 2026

Show notes

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nuclear fusion startup Inertia, which raised a $450 million Series A. And Lyft CEO David Risher discusses earnings after the rideshare firm issued a forecast that disappointed investors

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Spotify User Growth, Paramount’s Enhanced Offer Feb 10, 2026

Show notes

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Spotify’s record user growth driven by its ‘Wrapped’ campaign. Plus, Paramount enhances its bid for Warner Bros. Discovery, offering billions to cover termination, debt refinancing and ticking fees. And Runway CEO Cristobal Valenzuela discusses the company’s new funding round that values the company at $5.3 billion.

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Alphabet’s Mega Bond Plans Includes 100-Year Offering Feb 09, 2026

Show notes

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denominated note. Plus, Bitcoin slips back below $70,000 after a roller-coaster ride at the end of last week. And Apple is set to debut a slew of new products in the coming weeks, including a new iPhone 17e and updated iPads and Macs.

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