Tubi CEO on Streaming Landscape, Google’s AI Strategy, Starcloud’s Space GPUs | Nov 3, 2025

The Information's T.I.T.V. for November 3rd, hosted by Akash Pasricha, covers several key tech and business stories. The show begins with a discussion on the $38 billion deal between AWS and OpenAI, analyzed by Aaron Holmes, followed by a conversation on the challenges companies face with AI agents. Philip Johnston, CEO of StarCloud, discusses the company's launch of a satellite carrying an NVIDIA GPU. Google Cloud's Oliver Parker shares insights on Google's AI strategies, and ServiceNow's Nick Tzitzon discusses AI in enterprise software. Finally, Tubi's CEO, Anjali Sud, elaborates on the streaming platform's profitability and changing media landscape.