Episode Description

San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton.

Articles discussed on this episode:

https://www.theinformation.com/articles/big-tech-suddenly-paying-startups

https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks

https://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforce

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Chapters:

00:00 - Introduction

00:01 - Meta Settles Landmark Social Media Case

00:11 - Nvidia Earnings Preview & The Inference Shift

00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash

00:29 - Bill Gates AI Warning & Palo Alto Networks M&A

00:39 - Big Tech’s New AI M&A Premium

00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks