Software Selloff Continues as AI-Impact Worries Grow
Bloomberg Tech
Bloomberg
4.4 • 69 Ratings
🗓️ 11 February 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
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
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is Scarlett Foo. |
| 0:02.0 | And I'm Paul Sweeney, inviting you to join us for the Bloomberg Intelligence Podcast. |
| 0:05.9 | Every day we harness the power of Bloomberg Intelligence to bring you deep dives into the companies that are moving markets, |
| 0:11.1 | from publicly traded companies like Apple, to those that are privately owned but known by everyone on Earth like Open AI. |
| 0:17.5 | Now, I help to build Bloomberg Intelligence to what it is today, Scarlett, and now |
| 0:20.9 | our analysts are the best in the world, covering more than 2,000 global companies. |
| 0:25.2 | That is your legacy, Paul, and we speak to those in-house experts every day. They are Bloomberg's |
| 0:29.6 | go-to authorities on sectors, companies, and legal processes. And we do it all live each weekday, |
| 0:35.6 | then bring you the best conversations in our daily podcast. |
| 0:38.2 | So be sure to search for Bloomberg Intelligence on YouTube, Apple, Spotify, or anywhere else you listen. |
| 0:43.3 | Listen in the afternoons on your way home from work to catch up on the market news you miss during the business day. |
| 0:48.0 | That is the Bloomberg Intelligence podcast. I'm Scarlett Foo. |
| 0:51.0 | And I'm Paul Sweeney. Subscribe today wherever you get your podcast. |
| 1:00.5 | Bloomberg Audio Studios. |
| 1:03.4 | Podcasts Radio News. |
| 1:16.0 | Bloomberg Tech is live from coast to coast. With Caroline Hyde in New York and Ed Lovelow in San Francisco. |
| 1:24.9 | This is Bloomberg Tech. Coming up, Wall Street is shedding stocks it thinks are on the wrong side of the AI revolution. |
| 1:29.3 | Plus Twilio founder Jeff Lawson has a new company, nuclear fusion startup inertia. We'll discuss how the surging demand for electricity is powering big energy bets. |
| 1:35.1 | And shares of lift plunging after the company's latest earnings results will be joined by CEO |
| 1:39.8 | David Risher to unpack it all. But first we turn our attention to these public markets that are actually being whipsawed on the day. |
| 1:47.0 | We get the big jobs data that signals their strength. |
| 1:50.0 | People start to backtrack maybe on when or where we could see some sort of fed rate cut and it impacts treasuries. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.