How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company episode artwork

EPISODE · Aug 31, 2026 · 47 MIN

How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

from The Information's TITV · host The Information

The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti.Articles discussed on this episode: https://www.theinformation.com/articles/salesforce-overhauling-way-charges-aihttps://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-macSubscribe: 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-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI00:16:47 - Is the SaaSpocalypse still happening?00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding

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How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

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