The Information's TITV cover image

OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025

The Information's TITV

00:00

Investors’ View: Cost Cuts vs. Revenue From AI

Gil Luria explains investor expectations: cost savings attract markets, but AI-driven top-line growth may take longer.

Play episode from 15:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app