GPT-5.2 vs. Gemini 3 Pro, Larry Ellison’s Big Bet & Risk, Nebius CBO on AI Cloud War | Dec 12, 2025

Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The Information's Editors Martin Peers and Nick Wingfield discuss the scale of Larry Ellison's bets in media and tech, and Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure.Articles discussed on this episode: https://www.theinformation.com/articles/whatnots-schlock-empire-shows-digital-live-shopping-can-thrive-americahttps://www.theinformation.com/articles/tech-giants-partnering-broadcom-break-free-nvidiahttps://www.theinformation.com/briefings/oracles-data-centers-openai-reportedly-delayedhttps://www.theinformation.com/briefings/exclusive-wealthfront-prices-ipo-14-tripling-tiger-investmentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda