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Not Interested in Apple or Amazon: I/O Fund’s Kindig

Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see potential and why she believes stocks like Arm and Meta are overvalued on “Bloomberg Tech.”
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10 Comments

10 Comments

  1. @pdr770

    July 30, 2025 at 5:01 pm

    לכי תתענייני בבלאק ברי או איזו חברה פושטת רגל כמו OpenAI יה זונה לסבית הומואית. שתיכן לכי תתקרחי או משהו.

    Reply

  2. @pdr770

    July 30, 2025 at 5:04 pm

    אפל תודיע שתרכוש מאות מהנדסי AI במחיר נמוך לכל עובד באירוע מנכ”ל אפל ישראל. ותמכור אג”ח המון. ותשקיע המון בAI.

    Reply

  3. @pdr770

    July 30, 2025 at 5:07 pm

    אפל תקים חהרת AI ואינטרנט שתילחם בפדופיליה בקרב מנכ” לים בכירים פוליטיקאים ועו”ד בכירים המבין יבין בשווי מאות מיליארדים רווח בשנה במחיר גבוה גם בארץ נגד הליכוד.

    Reply

    • @pdr770

      July 30, 2025 at 5:09 pm

      כולל בעבר ועבר רחוק נגד פוליטיקאים ועו”ד ומד”א ומנכ”לים ובכירים וראשי ערים, ותסחט את משרד המשפטים ומשרד הבריאות ומשרד הביטחון והעיירות וחברות גדולות וחברות סטארט אפ. כולל נגד אלופים מהר עם אלפי עובדים ועובדות. במיוחד נגד הליכוד ומרכז הליכוד גם בעבר. ותסחט עיתונים וערוצי טלוויזיה נגד בכירים ועיתונאים במאות מיליונים רווח מערוץ וחברות גדולות כמו פורד וקוקה קולה וחברות מזון. ותקים עמודים ברשתות חברתיות בשיתוף היחב”ל בשליטת אפל בלבד על ענן לא סופרים פשוט אף אחד מוכנים למות למען סטיב ויעקב.

      Reply

  4. @mclaessens1

    July 30, 2025 at 5:15 pm

    I haven’t heard a thing of what was discussed. I just know whatever Beth is saying is true 😍🙂

    Reply

  5. @GarrettReynolds-uh9vj

    July 30, 2025 at 5:19 pm

    I am still waiting for AI to give me a 100/1 winner of a horse race😂

    Reply

  6. @kriniokrinio2234

    July 30, 2025 at 5:19 pm

    Donald Trump ❤

    Reply

  7. @KenjiEspresso

    July 30, 2025 at 5:26 pm

    Interesting she’s not bullish on Amazon.

    Reply

  8. @assassinipo3082

    July 30, 2025 at 8:22 pm

    TOO LATE! ALL-IN NVDA TSMC CRCL🚀🚀🚀

    Reply

  9. @assassinipo3082

    July 30, 2025 at 8:24 pm

    apple has NO AI ☠

    Reply

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Bloomberg Technology

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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May 1, 2026

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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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Bloomberg Technology

Roblox Shares Dive on Slower User Growth

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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May 1, 2026

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Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Twilio CEO on Its ‘Milestone Quarter’

Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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May 1, 2026

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Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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