Peter Oey
Peter Oey is the chief financial officer of Grab, where he discusses the company’s financial performance, guidance, and returns from AI tools used by drivers and merchants.
Grab AI Interactions Rose 60% As Cost Per Transaction Fell 42%
Grab CFO Peter Oey says the company’s AI tools are generating returns by increasing activity and spending across its ride-hailing and delivery platform. He pointed to higher customer basket sizes and more rides and delivery jobs, while saying AI interactions rose 60% and cost per transaction fell 42%. Grab raised its full-year revenue and profit forecasts.
Apple Explores Intel and Samsung for U.S. Chip Production
Mark Gurman said Apple has held early talks with Intel and Samsung about using new U.S. fabs to make future A-series and M-series processors, an exploratory move he framed as a supply-chain redundancy question rather than only a political one. Apple still relies heavily on TSMC, primarily in Taiwan, and Gurman described that geographic and supplier concentration as one of the company’s biggest risks. Across the rest of the broadcast, executives and analysts described a similar shift from exposure to execution: AI companies are giving Washington early model access for review, while enterprise adoption is being tested by security, deployment cost and proprietary data advantages.