Ed Ludlow

Mentioned in 8 analyzed podcast episodes across 5 shows

Appears On

Bloomberg Tech Bloomberg This Weekend Bloomberg Intelligence Bloomberg Surveillance Prof G Markets

Episode Appearances

Bloomberg Tech · Apr 24, 2026

Intel Delivers Strong AI-Fueled Outlook

“Co-host of Bloomberg Tech podcast broadcasting from San Francisco”

Intel CPU Demand and Data Center AI WorkloadsIntel Foundry Business Execution and 18A/14A Process NodesTech Workforce Reductions and AI CapEx Offset Strategy

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Bloomberg Tech · Apr 23, 2026

Instant Reaction: Intel Gives Strong AI-Fueled Outlook

“Reported on Intel earnings call with CEO Liz Boutan and CFO Dave Zinsner, discussed foundry strategy and Elon Musk partnership”

AI Infrastructure Buildout and CPU DemandServer Processor Market DynamicsInference Workload Processing

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Bloomberg This Weekend · Apr 22, 2026

Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

“Technology reporter analyzing Tesla's AI/robotics positioning, valuation multiples, and chip fabrication strategy implications”

Tesla Q1 2024 Earnings ResultsElectric Vehicle Demand RecoveryOptimus Humanoid Robot Manufacturing

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Bloomberg Tech · Apr 22, 2026

Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

“Analyzed Tesla's strategic pivot toward AI and robotics, questioned valuation premium, and examined capex guidance implications”

Tesla Q1 2024 Earnings Results and GuidanceOptimus Humanoid Robot Production and CommercializationCyberCab Autonomous Robo-Taxi Deployment Strategy

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Bloomberg Intelligence · Apr 22, 2026

Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

“Discussed Tesla's AI and robotics valuation multiples, FSD approvals, and strategic positioning beyond EV business”

Tesla Q1 2024 Earnings ResultsElectric Vehicle Demand RecoveryFull Self-Driving Regulatory Approvals

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Bloomberg Intelligence · Apr 22, 2026

Trump Admin Looks to Save Spirit Airlines

“Discussed Anthropic Claude model unauthorized access incident and AI security vulnerabilities”

Airline Industry OvercapacitySpirit Airlines Bankruptcy and Government RescueAirline Loyalty Programs and Revenue Models

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Bloomberg Surveillance · Apr 21, 2026

Single Best Idea with Tom Keene: Alexis Crow & Ed Ludlow

“Analyzes Tim Cook's operational legacy at Apple and company's supply chain resilience through market disruptions”

Political Risk and Business StrategyGovernment Intervention in MarketsSupply Chain Optimization

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Prof G Markets · Feb 4, 2026

SpaceX’s $1.25 Trillion AI Bet

“Bloomberg Technology co-host; broke SpaceX-XAI merger story; provided reporting on deal structure and motivations”

Space-based data centers and orbital AI infrastructureVertical integration in AI supply chainsSpaceX IPO timing and valuation

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