Ed Ludlow is a Bloomberg technology reporter and host who covers the tech and AI industry. Recent coverage includes his hosting of Bloomberg Screentime 2026 and segments on Sam Altman discussing OpenAI's IPO plans and lower AI prices, Bessemer's $5.75 billion fund, Anthropic's faster, cheaper model, and debates on AI risk featuring Andrew Ng and Ali Ghodsi.
Heavy employee AI use is driving up token consumption, and CFOs are now focused on whether AI spending translates into real value. Bloomberg's reporter discussed how companies measure AI returns on the program.
Bloomberg's Ed Ludlow hosted Bloomberg Screentime 2026 in Los Angeles with tech and media entrepreneurs. Suno CEO Mikey Shulman discussed how AI is expanding music, Promise's George Strompolos and Luma AI's Caroline Ingeborn talked about AI's role in filmmaking, and Vermillio's Dan Neely addressed the debate over AI and creators' rights.
Altman says OpenAI ultimately wants to go public, but not yet. He pushed back on the idea that public-company responsibilities conflict with a focus on safety.
At its San Francisco developer conference, Altman said OpenAI wants to keep lowering AI costs and launched a new AI agent called Dots.
Bessemer Venture Partners raised $5.75 billion, its largest fund ever, including $4 billion for growth-stage investments. Partner Sameer Dholakia calls it a "special moment" for AI applications and physical AI, says intelligence could become an economic input comparable to oil, and credits Anthropic with consistency on AI safety.
Rosenblatt Securities analyst Catharine Trebnick says securing autonomous agents is a major new opportunity as AI shifts from talking to acting, with rising demand for CrowdStrike and Palo Alto Networks products that track agents, identities and permissions. She argues more capable frontier models are more likely to strengthen established security platforms.
Bloomberg reports Anthropic launched a new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. The same segment covers Morgan Stanley's Adam Jonas on SpaceX, Tesla and the robotics boom, plus Apple's plan for a screenless health and fitness tracker to take on Whoop.
OpenAI announced a new plan to track and investigate when its models behave unexpectedly. The move brings together safety oversight, voices from industry leaders, and Silicon Valley’s fear of missing out, influencing AI governance and deployment pace.
Andrew Ng rejected claims that AI poses an existential threat, calling such fears closer to science fiction. He says AI won’t be perfectly predictable but can be made safer through testing, safeguards, and engineering, and warns that slowing development could hinder safety progress.
Databricks CEO Ali Ghodsi said the existential risk from AI is “close to zero,” while warning AI substantially increases cybersecurity threats by shortening attackers’ time to exploit vulnerabilities. He also explained why Databricks prefers to stay private during rapid change.
Eclipse CEO Lior Susan told Bloomberg the industry should collaborate rather than retreat to avoid ceding ground to China, and urged better communication about the economic and community benefits of data centers.
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