Episode Description

The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information'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's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti.

Articles discussed on this episode:

https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai

https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac

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Chapters:

00:00 - Introduction

00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac

00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI

00:16:47 - Is the SaaSpocalypse still happening?

00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case

00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding