Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 10 Sep

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

Appearances

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Bloomberg Tech · OpenAI Linked Stocks Fall on Report It Missed Targets · 28 Apr 2026 podcast

See, for somebody like Corvid, absolutely, they can backfill it because they have agreements with Meta, they have agreements with Microsoft.

So, I mean, given their scale, it's not a big deal.

And I would say the same thing for both Amazon and Microsoft because they have enough backlog coming from other places.

The thing is, over here, Oracle is the one where OpenAI has the largest commitment, which was $300 billion plus.

Now, this is where you would see that how will that number shape up in the coming years.

You know, I would argue that even if things were really fine with OpenAI and there were no changes, there could be some transfer of that demand from Oracle to potentially Amazon's web services because

When OpenAI and Oracle signed that deal, Amazon was not in the picture.

Amazon recently

included in the pie, and OpenAI made a $100 billion-plus commitment with them.

So if they're going to cut back somewhere, I think my gut instinct is it's going to come more from Oracle than anybody else.

So that is the traditional mindset that the more compute that you have, the better your model is going to be.

So far, that trick has been working in a sense that concept of, you know, you could say scaling laws have been working.

I just don't know how that shapes up in the next iteration of model and how big of a clusters do you need to train them.

Bloomberg Tech · Apple CEO Transition: Hardware, AI, China · 21 Apr 2026 podcast

Yeah, I think this has been his legacy, the supply chain. voice-verified

It is really remarkable for a company to maintain margins this high, despite everything that's going on from tariffs to memory prices, etc. voice-verified

I mean, he's done a phenomenal job. voice-verified

Last night, I started to look at returns and voice-verified

you know look at them over the last from the day he took on till yesterday compounded annual growth rate of over 24 and s p over that time period is at 15 so massive outperformance on that end um you know it's done a phenomenal job of creating an ecosystem you know some will say that services is the future of apple but in our view the services is nowhere unless you have the devices that right voice-verified

So from our side, I think this basically says Apple at the heart is a hardware company and will remain one of voice-verified

See, one of the biggest complaints that we have heard almost for almost a decade now is that there is no real innovation in the iPhone, for example. voice-verified

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