Ann Gehan

Anissa Gardizy, cloud reporter covering data-center finance and NVIDIA–CoreWeave ties. Victor Riparbelli, CEO of Synthesia building AI-native video at scale. Ann Gehan, e-commerce reporter on premium ChatGPT ad pricing. Kevin McLaughlin, enterprise reporter on OpenAI vs Anthropic enterprise battle. They discuss OpenAI’s enterprise push and branding, a $60 CPM ad pilot, Synthesia’s $4B raise and AI video vision, and NVIDIA’s CoreWeave investment.

Ann Gehan, an E-commerce reporter, dives into OpenAI's complicated journey in the retail world, highlighting issues like syncing merchant data and payment complexities. Sanjay Beri, CEO of Netskope, discusses how AI is reshaping cybersecurity, balancing innovation with protection against threats. Dr. Jordan Shlain, a physician and founder of Private Medical, stresses the need for accountability in AI's healthcare applications and outlines the critical nature of safety in clinical use. This discussion unpacks the transformative yet challenging terrain of AI across various industries.

John Vinh, an equity research analyst, delves into AMD’s robust data center earnings and its competition with Nvidia and Intel. Advertising reporter Catherine Perloff unveils Pinterest's AI shopping efforts and highlights retailer concerns about OpenAI's commerce features potentially disrupting customer relationships. Harvard professor David Yoffie shares insights on chip industry rivalries and strategies, recommending Intel spin off its manufacturing. Finally, AJ Meyer introduces Pickle Robot, showcasing its innovations in automating logistics tasks.