Episode Description

Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift

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Chapters:

00:00 - Introduction

01:13 - Arena's Peter Gostev on New Frontier AI Models

13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue

25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs

35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face

45:35 - Catherine Perloff on Google's Antitrust Victory