TITV Host Akash Pasricha talks with Aaron Holmes about Microsoft’s new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc’s John Vinh joins to discuss Marvell’s soaring valuation, Intel’s low-power Crescent Island AI GPU, and Microsoft’s 2029 quantum chip timeline. Next, Leo Schwartz unpacks President Trump’s new AI executive order and its 30-day model-sharing compromise. Finally, Stephanie Palazzolo previews OpenAI's upcoming Codex and ChatGPT merger, and Jyoti Mann covers Meta's employee tracking scaleback following a 1,500-signature staff petition.

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Chapters:

00:00 - Introduction

01:13 - Microsoft Build: 7 New Models & Dev Box Hardware

10:48 - Nvidia's Trillion-Dollar Call & Intel's Crescent Island

24:46 - Trump Signs Compromise AI Executive Order

31:04 - OpenAI Merges Codex & ChatGPT Into Super App

40:41 - Meta Staff Backlash Limits Employee Tracking