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.

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

It is still the same. voice-verified

We haven't even seen a foldable device come out at this point compared to Samsung, which launched it several years ago. voice-verified

So you can anticipate that if your heart is really in hardware, you're going to have a lot more focus in that area. voice-verified

We saw that with Microsoft and Satya. voice-verified

When Satya came on, cloud was at the center of his older job, and that really made the biggest difference. voice-verified

And in fact, that has been the primary growth driver for Microsoft. voice-verified

So we anticipate a lot more work to be done on the hardware side and see what he does with it. voice-verified

Yeah, but they turn to Google for search. voice-verified

I mean, why not go to the provider that has the best technology? voice-verified

So right now they think Google, CMNI has the best model. voice-verified

They're going to use it in their own models. voice-verified

On top of that, they're going to allow Siri to tap into any AI network that's out there. voice-verified

I think at this point with models changing so dramatically, voice-verified

You don't want to be, you know, basically bound by one ecosystem, whether that's Anthropic, Gemini or OpenAI. voice-verified

You do want to have the flexibility for your users to tap into any LLM of what they want. voice-verified

And I think that's what Apple's done. voice-verified

Look at their CapEx. voice-verified

I mean, it's 3% of revenues compared to Microsoft, which is now over 40%. voice-verified

If you look at the backlog of deals, we have seen, you know, you could say cloud commitments north of $1 trillion.

I think it's north of $1.5 trillion at this point from everybody.

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