The Information's TITV Tubi CEO on Streaming Landscape, Google’s AI Strategy, Starcloud’s Space GPUs | Nov 3, 2025
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Nov 3, 2025 
Joining the conversation are Anjali Sud, CEO of Tubi, who reveals her company's unique free, ad-supported streaming model that has successfully led to profitability. Philip Johnston, Co-founder of StarCloud, shares insights on launching NVIDIA's GPUs into space, detailing their innovative cooling tech and strategic business plans. Oliver Parker from Google Cloud discusses their AI strategy and the importance of TPUs, while Nick Tzitzon of ServiceNow tackles enterprise AI adoption challenges and the need for a mindful workforce. It's a rich blend of tech and business!
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NVIDIA Still Leads AI Compute
- OpenAI's AWS deal shows NVIDIA GPUs remain the industry standard for training and inference.
- AWS's in-house chips like Tranium haven't yet convinced top labs to switch at scale.
Agents Underperform In Production
- Enterprises find autonomous AI agents often hallucinate or produce unsafe outputs in production.
- Labs are allocating human engineering resources to help customers configure and stabilize agents.
Use Vendor Engineers To Stabilize Agents
- Accept vendor help: AI labs provide personnel to configure agents for customers.
- Leverage that vendor engineering support to bridge pilots to production safely.