Bloomberg

privateBearish

Financial data, news, and analytics company serving professionals across global capital markets.bloomberg.com ↗

1 take · first discussed Jul 11, 2025

Net conviction

Bearish

Who's weighed in

Takes

First discussed

Jul 11, 2025

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

Chamath

Bearish

Chamath argues Bloomberg's terminal is 'atrocious' and 'very limited' with a UI that hasn't evolved, making it ripe for disruption — a challenger could take over a $100B enterprise by building a better product, and Perplexity already shows strength in that direction.

E235 · Jul 11, 20251 call ↓

The discussion

The hosts' collective view on Bloomberg is bearish, based solely on Chamath's assessment. Chamath, a long-time paying customer at $25,000/year, argues that the Bloomberg Terminal is outdated, "atrocious," and severely limited, with a UI that has failed to meaningfully evolve. He sees the platform as highly vulnerable to disruption, estimating a potential ~$100B enterprise is up for grabs for any challenger that builds a superior product — pointing to Perplexity as an early sign of that threat. No other hosts weighed in, so there is no agreement or disagreement to note beyond Chamath's high-conviction bear stance.

How they got there

Chamath1 mention since Jul 11, 2025

BearishE235Jul 11, 2025⚑

As somebody who's paid $25,000 to Bloomberg for many years, the terminal is atrocious. It's terrible. It's not very good. It's very limited. And anybody that could build a better product would take over a $100 billion enterprise because I”52:49

iAbout these quotes

Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.