Episode Description

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 Gruenstein.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-considers-return-server-market-talked-nvidia-use-network-tech

https://www.theinformation.com/newsletters/dealmaker/anthropic-openai-pacing-spooks-startup-customers

https://www.theinformation.com/newsletters/applied-ai/anthropics-data-policy-drama-good-openai

Subscribe:

YouTube: https://www.youtube.com/@theinformation

The Information: https://www.theinformation.com/subscribe_h

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/theinformation

IG: https://www.instagram.com/theinformation/

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

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

Chapters:

00:00 - Introduction

01:13 - Dreamforce: Jensen, Sam & Dario Clash On AI Pacing

14:23 - How AI Pacing Forces Founders to Rethink Startups

22:00 - Apple Considers AI Server Bet & Nvidia Deal

32:40 - Tutor Intelligence CEO Josh Gruenstein on Next-Gen Industrial Robots