Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In this Viewsroom podcast, Breakingviews columnists explain why investors are willing to support a long game that will yield a return.
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Nov 20
Britain’s fiscal ship lost at sea
Finance minister Rachel Reeves, seeking to bridge a 20 bln pound budget gap to meet byzantine rules, is already wavering on raising income taxes and other policies. In this Viewsroom podcast, Breakingviews columnists discuss what to expect and why the economic picture is so glum. ... Show More
22m 37s
Jun 2025
Why robotaxis are picking up speed and credibility
Enthusiasts have long claimed driverless cars are around the corner. As they hit the streets from the West Coast to Wuhan, the business model is taking shape too. In this episode of The Big View podcast, James Peng, CEO of $6 bln industry pioneer Pony AI, explains what’s changed. ... Show More
32m 34s
Sep 15
US-China, TikTok, Kirk suspect, AI phishing bots and Emmys
The U.S. and China close in on a TikTok deal during Madrid trade talks. The Charlie Kirk shooting suspect is not cooperating with authorities, according to Utah’s Governor. A new Reuters investigation reveals that AI chatbots can be easily manipulated to help create phishing scam ... Show More
12m 18s
Jul 2024
[The Exchange] Boeing and Airbus headwinds are hard to escape
The troubled US jet maker and its European rival aren’t delivering as many planes as customers want. On this Exchange podcast, AirInsight co-founder Addison Schonland explains how some problems stretch back to Covid, whether a third player can break the duopoly, and much more. Vi ... Show More
35m 5s
Nov 2024
Making sense of China’s big economic reboot
Officials have taken dramatic steps to boost confidence and growth in the world’s second-largest economy. In this episode of The Big View podcast, Arthur Kroeber, head of research at Gavekal, explains why he sees the People’s Republic turning into a high-tech, low-growth country. ... Show More
39m 9s
Jul 2025
Texas warnings, Brazil tariffs, OpenAI and TikTok
Texas officials have come under fire over whether they could have done more to warn people about the deadly flash flooding. U.S. President Donald Trump slaps a hefty 50 percent tariff on Brazil. And in tech, OpenAI ventures into browsing, while TikTok unveils plans for a new U.S. ... Show More
12m 44s
Sep 14
Kirk backlash, UK anti-migrant protest, EVs, Emmys and Life on Mars?
Republicans have launched online campaigns against people mocking Charlie Kirk’s death. Over 100,000 people joined a right-wing anti-migrant protest in London. European and Chinese automakers explore electric vehicle partnerships at the Munich car show. Oracle founder Larry Ellis ... Show More
12m 35s