AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel discusses how AI is transforming the travel industry. Next, Co-Executive Editors Martin Peers and Amir Efrati debate which of the five frontier AI companies (OpenAI, Anthropic, Google, Meta, XAI) will ultimately succeed. Lastly, reporter Rocket Drew details the current high-stakes status of the Elon Musk OpenAI lawsuit.

Articles discussed on this episode:

https://www.theinformation.com/articles/openai-ceo-braces-possible-economic-headwinds-catching-resurgent-google

https://www.theinformation.com/briefings/openai-ceo-googles-ai-breakthrough-cause-headwinds-openai

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