OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025

Episode Description

Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk's mission to replace X staff with xAI's Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson's Gil Luria and WorkHelix's Andrew McAfee about AI's accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA. Warp CEO Zack Lloyd shares his data showing Google's Gemini 3.0 model's advantage over OpenAI's models in agentic coding. Lastly, KeyBanc Capital Markets' Jackson Ader provides an earnings preview for Zoom, Zscaler, and Salesforce, and The Information’s Co-Executive Editor Martin Peers breaks down the unprecedented growth of NVIDIA's free cash flow and how the company is using it to fight competition.

Articles discussed on this episode:

https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grok

https://www.theinformation.com/articles/nvidias-mushrooming-cash-pile-spotlights-spending-choices

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