Bring-Your-Own-Chips and Margin Risks

Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 billion cash burn, and the challenge of financing its AI cloud expansion. Lastly, we get into the future of the cloud, 'Cognition as a Service,' and AI teammates with Mayfield's Managing Partner Navin Chaddha and discuss the strategy for TalkShopLive with its new CEO Sandie Hawkins.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/disney-invest-1-billion-openai

https://www.theinformation.com/articles/oracles-costly-ai-expansion-turns-wall-street

https://www.theinformation.com/articles/disney-openai-ai-startup-valuations-keep-falling-revenue-rises

https://www.theinformation.com/articles/tencent-poaches-bytedance-researchers-china-ai-race-heats

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to: 

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda