Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-Up

<p>Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake&#39;s accelerating growth and late-stage tech IPOs, and PwC&#39;s Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google&#39;s major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.</p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift"><u>https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift</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>01:13 - Arena&#39;s Peter Gostev on New Frontier AI Models</strong></p><p><strong>13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue</strong></p><p><strong>25:29 - PCM Encore&#39;s Mike Paulus on Snowflake Growth &amp; IPOs</strong></p><p><strong>35:37 - PwC&#39;s Dallas Dolen on Nvidia Acquiring Hugging Face</strong></p><p><strong>45:35 - Catherine Perloff on Google&#39;s Antitrust Victory</strong></p><p><br></p>