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

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: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Snowflake Shares Jump as AI Product Adoption Grows 08:04 - Salesforce Earnings Reaction and M&A Strategy 12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions 23:03 - Apple to Renew Push for AI That Runs on Devices 28:26 - Microsoft to Release New Coding Model