Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPT

Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also talk with Citi’s Tyler Radke about Oracle’s accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI’s ChatGPT apps and early struggles in online shopping, and we get into OpenAI’s Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC’s Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/briefings/ai-cloud-company-nebius-gets-2-billion-nvidia-investmenthttps://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shifthttps://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-firstSubscribe: 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/