In this episode of The Information's TITV, Akash Pasricha and guests discuss three main topics: Nvidia's $20 billion licensing deal with chip startup Groq, Waymo's potential $100 billion funding round and its position in the autonomous vehicle market, and the breakout year for prediction markets along with potential challenges they may face. Cory Weinberg analyzes the Nvidia-Groq deal, discussing Groq's history and the potential reasons behind Nvidia's acquisition. Paul Meeks shares his insights on the AI chip startup landscape, the fate of neo-clouds, and Waymo's valuation. Anita Ramaswamy examines the numbers behind Waymo's $100 billion valuation target, comparing it to other ride-hailing companies and discussing Waymo's growth potential and competitive advantages. Ken Brown explores the potential regulatory and competitive challenges facing prediction markets in 2026, highlighting the intersection with sports betting and the involvement of political figures.
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