How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

<p>The Information&#39;s Aaron Tilley talks with TITV Host Akash Pasricha about Apple&#39;s unexpected AI hardware boom with the Mac. We also talk with The Information&#39;s Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta&#39;s landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti.</p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai"><u>https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai</u></a></p><p><a href="https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac"><u>https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac</u></a></p><p><br></p><p>Subscribe: </p><ul><li><p>YouTube:<a href="https://www.youtube.com/@theinformation"> <u>https://www.youtube.com/@theinformation</u></a> </p></li><li><p>The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p></li></ul><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><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p>X: <a href="https://x.com/theinformation"><u>https://x.com/theinformation</u></a></p><p>IG: <a href="https://www.instagram.com/theinformation/"><u>https://www.instagram.com/theinformation/</u></a></p><p>TikTok: <a href="https://www.tiktok.com/@titv.theinformation"><u>https://www.tiktok.com/@titv.theinformation</u></a></p><p>LinkedIn: <a href="https://www.linkedin.com/company/theinformation/"><u>https://www.linkedin.com/company/theinformation/</u></a></p><p><br></p><p><strong>Chapters:</strong></p><p><strong>00:00 - Introduction</strong></p><p><strong>00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac</strong></p><p><strong>00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI</strong></p><p><strong>00:16:47 - Is the SaaSpocalypse still happening?</strong></p><p><strong>00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case</strong></p><p><strong>00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding</strong></p><p><br></p>