Apple's AI Talent Crisis, Robotaxis, and Stargate’s Slow Progress | July 22, 2025

Episode Description

This episode features interviews about critical developments in artificial intelligence. Our Apple reporter, Aaron Tilley, discusses the brand’s struggle to keep top AI talent. Steve Jang, Founder and Managing Partner at Kindred Ventures, discusses the future of ride-sharing with robotaxis and the ongoing "browser wars" between Perplexity's Comet and OpenAI. Our cloud reporter, Anissa Gardizy provides updates on OpenAI's significant data center expansion with Oracle and the evolving Stargate project. Additionally, Dani Yogatama, CEO of Reka, shares insights on his company's recent funding, efficient multimodal AI models, and strategies for attracting talent.

Articles discussed on this episode:

- https://www.theinformation.com/articles/apple-losing-ground-ai-talent-war-just-money

- https://www.theinformation.com/briefings/openai-softbank-odds-data-center-project

- https://www.theinformation.com/briefings/openai-greatly-expands-data-center-deal-oracle