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BLOOMBERG Bloomberg July 3, 2024

Visionaries driving change in Silicon Valley and beyond. Caroline we will be speaking with the seals of arm and more as part of our special. Ed we will push ahead to our keynote speakers later today that include evan spiegel and more. Artificial intelligence is probably the overriding theme of the event. It is ai everything, even in some cases if you are not an ai company. Caroline if you are not the ai company, you will think about how you can adapt to it and bring out the productivity. How do we live up to the hype . The valuations are extraordinary. They have been heavy in the public markets. We have seen real use cases. Ed these events are always very interesting and very engaging. Everyone is very positive. In the background there is a talent wall and people are running out of cash. We have to ask difficult questions. Caroline and geopolitics. How are you navigating the issue of china as well. So much talk about. Here in the now we are talking about one key infrastructure plane wh

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