Broadcom earnings and hyperscaler competition

The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI Reporter Stephanie Palazzolo discusses the growing skepticism around AI breakthroughs in biology from the NeurIPS conference. Lastly, Crypto Reporter Yueqi Yang breaks down the intensifying competition in prediction markets following Kalshi's $11 billion valuation.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ais-biggest-event-researchers-said-field-needs-overhaul

https://www.theinformation.com/articles/chatgpt-product-chief-responding-code-red

https://www.theinformation.com/briefings/ellisons-paramount-skydance-make-108-billion-tender-offer-warner

https://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billion

https://www.theinformation.com/briefings/openais-head-chatgpt-envisions-ai-superpowers

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