Will Most AI Agents Fail?

Gil Luria, Managing Director, Head of Technology Research at D.A. Davidson and Ben Pouladian, Founder & CEO of BEP Research, analyze the post-earnings divergence between Snowflake's growth acceleration and Salesforce's soft forward guidance. They examine why AI is creating a sharp split between platform winners and enterprise software legacy players. Subscribe: https://www.theinformation.com/subscribe_youtube The Information’s 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/