Episode Description

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 Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI existential risks with Editors Martin Peers and Jason Dean.

Articles discussed on this episode:

https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing

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Chapters:

00:00 - Introduction

00:03:48 - Oracle Cash Burn & CapEx Strategy

00:11:58 - Baseten Acquires Blaxel for AI Sandboxes

00:22:09 - Inside Blackstone's $10B+ Google TPU Play

00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat