AI Selloff, Apple vs. OpenAI & the Future of Defense Tech

AI Selloff, Apple vs. OpenAI & the Future of Defense Tech

July 14, 2026 · 49 min

About this episode

Ed Ludlow discusses the impact of an AI stock rout, the legal battle between Apple and OpenAI, and insights on defense tech from industry leaders.

Bloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenAI's AI rivalry enters the courtroom, with Apple filing a sweeping trade secrets lawsuit against the ChatGPT maker. And, FCC Chairman Brendan Carr joins to talk regulating space, and Palantir co-founder and 8VC managing partner Joe Lonsdale sits down with Ed to discuss his outlook for the defense tech sector. See omnystudio.com/listener for privacy information.

People in this episode

Host: Ed Ludlow

Guests: Brendan Carr, Joe Lonsdale

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Organizations: SK Hynix, Apple, OpenAI, Palantir, 8VC

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