Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump

About this episode

The episode discusses Snowflake's revenue growth, Salesforce's Q2 guidance, and Apple's AI strategy.

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…

People in this episode

Host: Akash Pasricha

Guests: Gil Luria, Ben Pouladian

Topics covered

• Microsoft coding model
• Apple AI strategy
• Snowflake revenue growth
• Salesforce earnings
• Meta enterprise AI tools

Keywords

• Microsoft
• Apple
• Snowflake
• Salesforce
• AI
• coding model
• revenue growth
• Google Gemini
• GitHub Copilot

Mentioned in this episode

Organizations: D.A. Davidson, BEP Research, Snowflake, Salesforce, Apple, Google, Cursor, Meta

Books & works: AI Agenda

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