Oracle’s Shockingly Small Cloud Margins, OpenAI ‘Super App’ Goal, AI Copyright | Oct 7, 2025

Otherside AI CEO Matt Shumer and The Information’s AI Reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI's developer day and its plans to become a “super app.” We also talk with The Information’s Anissa Gardizy and Anita Ramaswamy about the new reporting on Oracle's razor-thin cloud margins. Runway CEO Cristobal Valenzuela joins to discuss AI copyright, and The Information's Theo Wayt talks about the challenges facing Tesla's Optimus robot. Lastly, we get into WHOOP's new blood test product with Head of Healthcare Product Alex Vannoni.Articles discussed on this episode:https://www.theinformation.com/articles/ai-creates-art-need-rethink-copyright-protects-artistshttps://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chipshttps://www.theinformation.com/articles/how-whoop-made-its-wearables-a-hit-among-athletes-and-survived-a-race-against-the-apple-watchhttps://www.theinformation.com/articles/elon-musk-preps-teslas-optimus-prime-time-big-hurdles-remainTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda