Dave Lee

London, New York

Technology Columnist at Bloomberg Opinion

US Technology Columnist, Bloomberg @Opinion. Formerly FT, BBC. U's fan. [email protected]; DMs open; Signal (347) 766-0511

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Articles

Zuckerberg finally found a use for his metaverse - war

3 weeks ago | stripes.com | Dave Lee

Meta CEO Mark Zuckerberg.
Mark Zuckerberg Finally Found a Use for His Metaverse — War

4 weeks ago | bloomberg.com | Dave Lee

Maybe the “killer app” for mixed reality is indeed a killer app. (Bloomberg Opinion) -- I can’t think of any other deal that more encapsulates how Silicon Valley has changed in the past couple of years than this one, announced Thursday in a press release: Anduril and Meta are partnering to design, build, and field a range of integrated XR products that provide warfighters with enhanced perception and enable intuitive control of autonomous platforms on the battlefield.
Nvidia CEO Jensen Huang Gambles With a Trade Ultimatum to Trump

1 month ago | bloomberg.com | Dave Lee

Jensen Huang used the company’s earnings call to challenge the president to ease controls on chip exports to China. The chief executive officer of Nvidia Corp., Jensen Huang, fresh off an all-smiles Middle Eastern tour with President Donald Trump, is now ready to test the power of his diplomacy. He used his company’s earnings call on Wednesday to send a clear message to the president: It’s time to decide whether you’re going to help us or China.
Saudi ‘Data Embassy’ Plan Can Help the US Fight Chinese AI

1 month ago | bloomberg.com | Dave Lee

Sequestering information on foreign soil under American legal jurisdiction could prevent technology from slipping into China’s hands. There are multiple ways to tackle any problem, and fending off China in the global AI race is no different.
AI Spending Is the Only Certainty in Silicon Valley: Dave Lee

1 month ago | news.bloomberglaw.com | Dave Lee

Ahead of this quarter’s crop of tech earnings, I predicted companies would be reluctant to offer much in the way of forward guidance given the almost Covid-like upheaval of the global economy thanks to President Donald Trump’s tariffs. I was half right: There was some guidance — though it arrived with a large asterisk. “It’s hard to tell what’s going to happen with tariffs right now,” Amazon.com Inc. Chief Executive Officer Andy Jassy said on Thursday.
AI Was Already Clouding Tech Earnings. Then Tariffs Hit.

2 months ago | bloomberg.com | Dave Lee

Confusion day. (Bloomberg Opinion) -- The Big Tech stocks are beginning the year’s earnings season with mild optimism. After signs from the White House that President Donald Trump may be softening his scorched-earth tariff plan, the Magnificent Seven stocks have been up more than 6% this week. On Thursday, Google parent Alphabet Inc. will report its numbers and set the tone for a delicate run of results reminiscent of the Covid era’s confusion.
AI Needs Your Data. That’s Where Social Media Comes In.

2 months ago | bloomberg.com | Dave Lee

More input, please. (Bloomberg Opinion) -- A film I loved growing up was the 1986 classic . In one scene, Johnny Five, the incredible robot that becomes “alive” after being struck by lightning, devours book after book, spending seconds on each title. Soon he runs out. “Ahh! More input, Stephanie! More!” “There isn’t anything more!” replies Stephanie, the woman who found him. “You’ve read everything in the house!” I asked OpenAI’s ChatGPT if it could relate.
DOGE Has Its Sights Set on US Computer Systems. Oh Boy.

2 months ago | bloomberg.com | Dave Lee

From what we have seen, Elon Musk can’t be trusted to rewrite the code that underpins some of the government’s most critical operations. Elon Musk’s so-called Department of Government Efficiency has set its sight on one of the most enduring technologies: The Common Business Oriented Language, better known as COBOL.
CoreWeave’s IPO Will Expose AI’s Dirty Secrets

Mar 28, 2025 | bloomberg.com | Dave Lee

The provider of access to Nvidia-outfitted data centers will be the first significant pure-play AI company obligated to share financial details with investors. I’ve often complained that much of the AI-driven stock price bump enjoyed by big tech companies has come despite the absence of any real data on how this new business is truly performing.
The iPhone Needs to Go Back to Its Roots to Salvage Apple Intelligence

Mar 21, 2025 | bloomberg.com | Dave Lee

CEO Tim Cook should, once again, make its premier product a place for external developers to create ground-breaking applications. One reason Apple Inc.’s brand is so valuable is that for decades, it had a reputation for only making promises it could keep.

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Dave Lee @DaveLeeBBG

4 Oct 23

Jeez

Ashley Carman @ashleyrcarman

scoop: amazon is shutting down its live audio app @onamp, which featured programming from talent like nicki minaj, halsey and guy raz. story TK

Dave Lee @DaveLeeBBG

3 Oct 23

RT @eldsjal: Today is a big, big day for @Spotify. And for book lovers everywhere. Audiobooks are coming to Spotify Premium! 🎧📚 https://t.c…

Dave Lee @DaveLeeBBG

3 Oct 23

This should put the matter to bed. Incompetence rather than conspiracy -- an honest error of crossed wires. The change will be an improved process to stop the game immediately when something like this happens. Clearly lacking any protocol for that.