Cory Weinberg

Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.

Parag Agrawal, former CEO of Twitter and now founder of Parallel Web Systems, shares insights on building AI web infrastructure and the future evolution of AI agents. Sid Sheth, CEO of d-Matrix, discusses their innovative inference chip challenging the GPU market, while Cory Weinberg reveals the boardroom turmoil at Grindr amid a takeover offer. The conversation also touches on Waymo's freeway expansion and its implications for autonomous vehicles, emphasizing the shift in public acceptance and safety perceptions.

Cory Weinberg, Deputy Bureau Chief of Finance at The Information, dives into EA's monumental $55 billion buyout, dissecting the financial giants behind the deal, including Jared Kushner's Affinity. Rodney Brooks, founder of Robust AI and co-creator of iRobot, shares a technical reality check on humanoid robots, discussing their challenges with dexterity, safety risks, and the evolution of robot design. The conversation also touches on NVIDIA's race in AI as driven by competitive fears and the hurdles of corporate data access in AI projects.