Stack-level differentiation and customer focus

Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The Information's Editors Martin Peers and Nick Wingfield discuss the scale of Larry Ellison's bets in media and tech, and Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure.

Articles discussed on this episode: 

https://www.theinformation.com/articles/whatnots-schlock-empire-shows-digital-live-shopping-can-thrive-america

https://www.theinformation.com/articles/tech-giants-partnering-broadcom-break-free-nvidia

https://www.theinformation.com/briefings/oracles-data-centers-openai-reportedly-delayed

https://www.theinformation.com/briefings/exclusive-wealthfront-prices-ipo-14-tripling-tiger-investment

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