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Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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2 Comments

2 Comments

  1. @GrahamBrook-g4n

    May 2, 2026 at 5:15 am

    Brookco limited companies copyrights Google Chrome extentions plus and pro max stripe Google engine cloud computrising grok5 claude4.7 and spacex and Gemini 4.2 information government websites globally quantum ai machines learning and electronics and electronic technology and machanical and machanics Microsoft copilot and philosophy and physics quantum ai machines learning mod raf and nhs navys suberines police army’s mi5 mi6 payloads ai quantum nw572119b grahambrook

  2. @OmarSerajKazi

    May 2, 2026 at 9:36 am

    Apple hype is unreal. They are flooding their market with cheap entry level products to hide the lack of new high end customers and the Snapdragon threat. Their hardware is NOT ready to run AI tools and they are struggling with SLMs, so they’ll need Google’s help with Gemma 3n.

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Bloomberg Technology

Microsoft: OpenAI/Hugging Face Incident Signals a New Era of AI Security

Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry.
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Bloomberg Technology

Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig

Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.”
——–
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Bloomberg Technology

Palantir’s Infamy in Europe Opens Doors for a Challenger

Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm. ——– Like this video?…

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Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm.
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