Apple-F1 Media Deal, Moneyball for Minors, Oracle's AI Margin Worries, AI Rollup Boom | Oct 17, 2025

The Information’s Anissa Gardizy and TD Cowen’s Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial’s Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information’s Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 billion youth sports tech market. Articles discussed on this episode: https://www.theinformation.com/articles/oracle-assures-investors-ai-cloud-margins-struggles-profit-older-nvidia-chips https://www.theinformation.com/articles/moneyball-minors-inside-booming-business-youth-sports-apps TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1 - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda