Why NVIDIA Is Less Price Sensitive

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus.

Articles discussed on this episode: 

https://www.theinformation.com/articles/space-baby-era

https://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalists

https://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarter

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