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Odd Lots: Why Apple Is Heading Into a Pivotal Moment

For better or worse, Apple seems to have largely missed the AI boom. When it comes to hardware, Chinese tech giants are also in the lead with foldable phones, glasses and advanced camera features, just to name a few. Bloomberg’s Mark Gurman joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack…

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For better or worse, Apple seems to have largely missed the AI boom. When it comes to hardware, Chinese tech giants are also in the lead with foldable phones, glasses and advanced camera features, just to name a few.

Bloomberg’s Mark Gurman joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack the slate of new products that Apple is set to unleash and whether the company’s new AI strategy is enough to put Apple back on top.
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1 Comment

1 Comment

  1. @darksindri

    July 23, 2026 at 7:49 pm

    Bro talking nonsense 😂

    Even here in the west apple ain’t the best at anything. You can pick out each indovidual part they listed and another phone in same proce category has something better. Also apple has such a bad ecosystem. Let’s say you wanna gsme and produce music. Apple is good for the latter but bad for the former. If you have a phone they try to lock you into their ecosystem. Oh ypu don’t have an apple computer? Well you peasant get this broken proprietary software that’s horrible.

    Also their choices are horrible. Samsung has 3 main different price classes and then different versions of those phones. A cheap option a middle one and then several high end phones. S26? FE, Light or ultra?

    They differ in price and you can choose festures you want / need and how much you pay.

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Bloomberg Technology

Microsoft AI CEO, Mustafa Suleyman on Why Industry Needs a ‘Red Line’ for AI

Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:  …

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Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter.
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Bloomberg Technology

Accel Sees AI Opportunity Shifting to Applications

The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley…

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The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley has seen. He also discusses why open-source AI can grow alongside frontier labs such as Anthropic and OpenAI and why trust and safety are becoming key considerations when Accel decides which AI founders to back. He joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Goes Big on Compute, Microsoft Rethinks AI

Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…

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Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by instead merging the consumer and workplace versions of its Copilot AI assistant into one.

00:00:00 – Bloomberg Tech Begins
00:02:15 – Seth Fiegerman, Bloomberg News
00:05:19 – Anna Rathbun, Grenadilla Advisory
00:12:46 – Michael Shepard, Bloomberg News
00:16:22 – Julian Gewirtz, Harvard Belfer Center
00:24:16 – Matt Day, Bloomberg News
00:26:13 – Mustafa Suleyman, Microsoft AI
00:30:07 – Matt Weigand, Accel
00:41:06 – Ryan Vlastelica, Bloomberg News
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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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