Appears On
Episode Appearances
The Information's TITV · May 14, 2026
Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise
“Reported on Modal's $4.5B funding round and GPU rental market dynamics and margin pressures”
Apple App Store AI Agent PolicyAgentic AI and Autonomous AgentsAI Chip Design and Infrastructure
View AnalysisThe Information's TITV · Apr 24, 2026
Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal
“Co-authored deep dive on GPU crunch and cloud provider dynamics”
GPU Supply Chain and AllocationCloud Provider Compute Pricing and Access PoliciesAI Model Benchmarking and Performance Comparison
View Analysis