This discussion features Erin Wu, a technology reporter focused on Google’s TPU strategy, who explains how Google aims to compete with NVIDIA by pitching TPU chips to major players like Meta. Stephanie Palazzolo, an AI reporter, reveals concerns around Google's pretraining advantages with Gemini 3. Finance reporter Miles Kruppa discusses rising debt linked to Oracle’s data centers, while Ron Bencer analyzes the IPO outlook for 2026. Lastly, Chaz Englander, CEO of Model ML, shares insights on automating financial workflows with AI and their recent funding success.
