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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
——–
“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

SpaceX Soars On Third Trading Day, Seals Cursor Takeover | Bloomberg Tech 6/16/2026

Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants…

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Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:24 – Natasha Mascarenhas, Bloomberg News
00:12:52 – Mike Shepard, Bloomberg News – Anthropic security dispute
00:16:19 – Tyler Kendall, Bloomberg News – G7 leaders debate AI regulation
00:18:53 – Ali Ghodsi, Databricks – AI expansion and IPO outlook
00:21:24 – Talking Tech – Kalshi, Robinhood, and Xbox headlines
00:23:17 – Isabelle Lee, Bloomberg Markets – SpaceX rally and ETF frenzy
00:24:59 – Shaun Maguire, Sequoia Capital – AI compute and cloud infrastructure
00:39:47 – Shaun Maguire, Sequoia Capital – SpaceX’s orbital compute vision
——–
“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.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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Bloomberg Technology

SpaceX Pounces on $60 Billion Cursor Takeover Days After IPO

Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so quickly “makes sense” considering the company’s AI ambitions. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so quickly “makes sense” considering the company’s AI ambitions. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

I Will Hold My SpaceX Shares Forever, Says Sequoia’s Maguire

Shaun Maguire, Sequoia Capital Partner and SpaceX investor, joins to discuss SpaceX’s IPO and what it means for venture capital investing, SpaceX’s plans for orbital data centers and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of Elon Musk’s company. He sits down with Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Shaun Maguire, Sequoia Capital Partner and SpaceX investor, joins to discuss SpaceX’s IPO and what it means for venture capital investing, SpaceX’s plans for orbital data centers and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of Elon Musk’s company. He sits down with Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

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Follow Caroline Hyde on X here:
 
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