Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025

Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple’s hardware talent with our Reporter Aaron Tilley. Articles discussed on this episode:  https://www.theinformation.com/briefings/meta-introduces-new-smart-glasses-display https://www.theinformation.com/articles/metas-ar-presence https://www.theinformation.com/briefings/nvidia-hire-networking-startup-enfabricas-ceo-license-technology https://www.theinformation.com/projects/the-information-50 https://www.theinformation.com/articles/openai-raids-apple-hardware-talent-manufacturing-partners TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1 - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda