Juro Osawa

Asia correspondent for The Information reporting on technology and business in Asia, here discussing Tencent's poaching of ByteDance researchers and China AI talent competition.

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Dec 11, 2025 • 38min

Disney Invests $1B into OpenAI’s Sora, China’s AI Talent Wars, Oracle $10B Cash Burn | Dec 11, 2025

Juro Osawa, Asia correspondent, reveals Tencent's aggressive poaching of ByteDance researchers as China's AI talent war heats up. Rishi Jaluria from RBC Capital Markets discusses Oracle's staggering $10 billion cash burn and the investor concerns surrounding its AI cloud expansion. Navin Chaddha of Mayfield introduces the concept of 'cognition as a service', highlighting potential new markets. Lastly, Sandy Hawkins, CEO of TalkShop Live, shares insights on live-stream commerce and how TikTok's strategies influence her platform's growth.

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