Fusion market dynamics and valuation

The Information’s Wayne Ma and Aaron Tilley talk with TITV Host Akash Pasricha about Apple’s secret development of an AI wearable pin and Craig Federighi’s cautious strategy to catch up with rivals. We also talk with Smooth Media’s Josh Kaplan about TikTok’s survival in the 2026 creator economy, Stephanie Palazzolo about OpenAI’s internal restructuring following the Thinking Machines Labs fallout, and Kielstar LLC’s Kieley Taylor about how brands are bracing for AI-powered advertising. Lastly, we get into the race for clean energy with General Fusion CEO Greg Twinney as the company prepares for its $1 billion public market debut.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-developing-ai-wearable-pin

https://www.theinformation.com/articles/google-deal-apples-craig-federighi-plots-cautious-course-ai

https://www.theinformation.com/articles/anthropic-lowers-profit-margin-projection-revenue-skyrockets

https://www.theinformation.com/newsletters/applied-ai/openai-plans-take-cut-customers-ai-aided-discoveries

https://www.theinformation.com/articles/openai-names-former-tml-staffer-zoph-oversee-enterprise-push

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