<p>Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk&#39;s mission to replace X staff with xAI&#39;s Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson&#39;s Gil Luria and WorkHelix&#39;s Andrew McAfee about AI&#39;s accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA. Warp CEO Zack Lloyd shares his data showing Google&#39;s Gemini 3.0 model&#39;s advantage over OpenAI&#39;s models in agentic coding. Lastly, KeyBanc Capital Markets&#39; Jackson Ader provides an earnings preview for Zoom, Zscaler, and Salesforce, and The Information’s Co-Executive Editor Martin Peers breaks down the unprecedented growth of NVIDIA&#39;s free cash flow and how the company is using it to fight competition.</p><p><br></p><p>Articles discussed on this episode:</p><p><a href="https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grok"><u>https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grok</u></a></p><p>https://www.theinformation.com/articles/nvidias-mushrooming-cash-pile-spotlights-spending-choices</p><p><br></p><p>TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Subscribe to: </p><p>- The Information on YouTube: <a href="https://www.youtube.com/@theinformation"><u>https://www.youtube.com/@theinformation</u></a></p><p>- The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p><p><br></p><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p>

The Information's TITV

The Information

OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025

NOV 24, 202551 MIN
The Information's TITV

OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025

NOV 24, 202551 MIN

Description

<p>Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk&#39;s mission to replace X staff with xAI&#39;s Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson&#39;s Gil Luria and WorkHelix&#39;s Andrew McAfee about AI&#39;s accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA. Warp CEO Zack Lloyd shares his data showing Google&#39;s Gemini 3.0 model&#39;s advantage over OpenAI&#39;s models in agentic coding. Lastly, KeyBanc Capital Markets&#39; Jackson Ader provides an earnings preview for Zoom, Zscaler, and Salesforce, and The Information’s Co-Executive Editor Martin Peers breaks down the unprecedented growth of NVIDIA&#39;s free cash flow and how the company is using it to fight competition.</p><p><br></p><p>Articles discussed on this episode:</p><p><a href="https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grok"><u>https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grok</u></a></p><p>https://www.theinformation.com/articles/nvidias-mushrooming-cash-pile-spotlights-spending-choices</p><p><br></p><p>TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Subscribe to: </p><p>- The Information on YouTube: <a href="https://www.youtube.com/@theinformation"><u>https://www.youtube.com/@theinformation</u></a></p><p>- The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p><p><br></p><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p>