Starlink Takes on Telecom Giants, OpenAI’s Stargate Compute Hurdles, Nvidia Earnings Preview

Starlink Takes on Telecom Giants, OpenAI’s Stargate Compute Hurdles, Nvidia Earnings Preview

The Information’s Theo Wayt talks with TITV Host Akash Pasricha about Starlink’s push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI’s "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia’s upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.


Articles discussed on this episode:

https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-looms

https://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalled

https://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropic


Subscribe:

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda


TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.


Follow us:

X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(406)

U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era

U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about US-China AI dialogue and the ‘AI Force’. We also talk with Khosla Ventures Founder Vinod Khosla abou...

21 Sep 45min

AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment

AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment

The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arc...

18 Sep 56min

The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled

The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled

Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO G...

18 Sep 42min

Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction

Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction

about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenst...

16 Sep 41min

The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses

The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses

Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heav...

15 Sep 33min

What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive

What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive

OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and ...

14 Sep 55min

Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal

Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal

The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton...

14 Sep 47min

Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring B...

11 Sep 46min

Populärt inom Politik & nyheter

aftonbladet-krim
svenska-fall
p3-krim
fordomspodden
rss-krimstad
flashback-forever
aftonbladet-daily
rss-vad-fan-hande
rss-sanning-konsekvens
politiken
svd-ledarredaktionen
rss-krimreportrarna
rss-flodet
en-runda-till
motiv
rss-frandfors-horna
kungligt
omni-podd
rss-klubbland-en-podd-mest-om-frolunda
spar