Oracle Gross Margins and CapEx Outlook

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-investment

https://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shift

https://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-first

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