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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

Anthropic’s Revenue Jump, Wealthy Bet on SpaceX | Bloomberg Tech 8/17/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX and Bedrock Robotics launched the first fully autonomous excavator in the US.…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX and Bedrock Robotics launched the first fully autonomous excavator in the US.

00:00:00 – Bloomberg Tech Begins
00:01:13 – Rachel Metz, Bloomberg News
00:05:04 – Todd Ahlsten, Parnassus Investments
00:12:32 – Natasha Mascarenhas, Bloomberg News
00:15:39 – Robert Schiffman, Bloomberg Intelligence
00:18:48 – Devon Pendleton, Bloomberg News
00:25:13 – Peter Elstrom, Bloomberg News
00:31:17 – Boris Sofman, Bedrock Robotics
00:40:50 – Emily Birnbaum, Bloomberg News
——–
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Bloomberg Technology

Bedrock Brings Autonomous Driving to Construction

Bedrock Robotics is bringing autonomous driving technology to construction sites, retrofitting excavators and other heavy machinery with cameras, LiDAR, Nvidia-powered compute and its own software. CEO Boris Sofman joins Bloomberg to discuss the company’s first paid commercial deployments, how autonomous equipment could address a growing shortage of skilled operators, and why demand for data centers…

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Bedrock Robotics is bringing autonomous driving technology to construction sites, retrofitting excavators and other heavy machinery with cameras, LiDAR, Nvidia-powered compute and its own software. CEO Boris Sofman joins Bloomberg to discuss the company’s first paid commercial deployments, how autonomous equipment could address a growing shortage of skilled operators, and why demand for data centers and other infrastructure is creating an opportunity to use AI to help America build faster. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

The World’s Richest Families Bet on SpaceX

Some of the world’s wealthiest families are building significant positions in SpaceX. Bloomberg’s Devon Pendleton breaks down roughly $3.8 billion in holdings disclosed by about a dozen family offices, including investors tied to the Pritzker dynasty, UAE royalty and global hedge fund and mining fortunes. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Some of the world’s wealthiest families are building significant positions in SpaceX. Bloomberg’s Devon Pendleton breaks down roughly $3.8 billion in holdings disclosed by about a dozen family offices, including investors tied to the Pritzker dynasty, UAE royalty and global hedge fund and mining fortunes. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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