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Bloomberg Television

Showing 1–2 of 2 interviews.

  1. Bloomberg Television14 min

    Observing Distortions in the AI Market: Sixth Street's Alan Waxman

    Alan Waxman, Dani Burger

    Sixth Street is bypassing direct AI infrastructure financing due to concerns over rapid credit expansion, insurance capital saturation, and a $200 billion chip inventory glut that create significant market distortions. Instead of speculative hardware investments, the firm is targeting approximately $4 trillion in expiring private assets and resilient application-layer technology companies while anticipating future regulatory shifts. Although the firm views sports valuations as generally resilient, it acknowledges they remain tethered to broader tech wealth effects and could face pressure only if a severe AI dislocation occurs.

  2. Bloomberg Television43 min

    Massive Demand for Anthropic IPO, Megadeals After Midterms

    Alan Waxman, Anita Antenucci, Jose E. Feliciano, Danny, Jack Selby, Anthony Hughes, Yi-Chen Chen, Scarlett Fu, David Joyner, Ryan Gold, Dani Berger, Tom Hale

    Anthropic is advancing toward a potentially trillion-dollar IPO amid intense institutional demand, though critics warn the valuation may be excessively optimistic given the limited allocation available to retail investors. Simultaneously, Marvell's $115 billion acquisition of Lumentum faces mounting skepticism due to a 30% drop in its share price and a high probability of deal failure driven by regulatory and timing concerns. While executives rush to finalize major transactions before anticipated midterms reshape the regulatory landscape, broader market dislocation risks emerge from power constraints, insurance capital saturation, and significant inventory gluts in the AI hardware sector.