The Information's TITV Apple Picks Gemini for Siri AI, Google’s AI Shopping Tools, Meta’s New Power Player | Jan 12, 2026
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Jan 12, 2026 Meredith Mazzilli, Senior Editor at The Information and e-commerce expert, explains Google's cutting-edge Gemini AI shopping tools, shedding light on merchant challenges and payment innovations. Josh Claman, CEO of Excelsius, discusses his company's revolutionary two-phase direct-to-chip cooling technology and the complexities of scaling AI infrastructure. Together, they explore the transformative impacts of AI on retail and data centers, highlighting the balance between efficiency and technological advancement.
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Human Review Vs. Fully Automated AI Trade-Off
- Companies face a trade-off between paying humans for high accuracy and investing to reduce human review over time.
- Reporters urge investors to dig into how AI products actually function versus marketing claims.
Past Firms Hid Humans Behind 'AI' Claims
- Michael Rodden recounts other AI companies that leaned on humans behind the scenes, like a building-AI that collapsed.
- He uses these examples to caution investors about companies overstating automated capabilities.
Google Brings Checkout Into Gemini
- Google added AI checkout and in-AI ad placements inside Gemini to keep shopping and payments within Google.
- The move signals Google's effort to defend search monetization by owning more of the purchase flow.