The Information's TITV GPT-5.2 vs. Gemini 3 Pro, Larry Ellison’s Big Bet & Risk, Nebius CBO on AI Cloud War | Dec 12, 2025
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Dec 12, 2025 Join Roman Chernin, Co-founder of Nebius, an AI-focused cloud provider, as he dives into the evolving landscape of AI infrastructure. He reveals how open-source models can drive performance while discussing the trade-offs between closed and open-source systems. Roman also highlights Nebius' dynamic pricing strategies and the emphasis on total cost of ownership for customers. With ambitious goals for 2026, he outlines how specialization can outshine universal cloud solutions in the competitive AI sector.
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AI In Trading Is Adversarial
- AI-driven trading faces continuous adversarial adaptation, so firms must be cautious.
- David Fortunato noted competitive markets react to any deployed strategy in real time.
Younger Clients Prefer Passive Wealthbuilding
- Wealthfront's median client age is 35 while new cohorts join at a median age of 24.
- David Fortunato said the platform attracts people focused on steady wealth building rather than speculation.
Resilience Over Prevention Drives Growth
- Rubrik grows via 'cyber resilience'—preparing for inevitable attacks rather than just prevention.
- Bipul Sinha said identity resilience and agentic operations are key new growth pillars.