D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud

https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools

https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - Snowflake Shares Jump as AI Product Adoption Grows

08:04 - Salesforce Earnings Reaction and M&A Strategy

12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions

23:03 - Apple to Renew Push for AI That Runs on Devices

28:26 - Microsoft to Release New Coding Model