The Information's TITV

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them.

Articles discussed in today’s show:

- China’s AI Model Race Is Just Getting More Crowded

https://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded

- OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports

https://www.theinformation.com/briefings/openais-annualized-revenue-neared-50-billion-lower-past-reports

- OpenAI ARR Snafu Highlights Flawed Metric

https://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/

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Chapters:

01:13 Introduction

02:14 China’s crowded AI model race

15:23 OpenAI’s revenue discrepancy

24:22 Arena’s funding and AI evaluations

26:01 Measuring AI misalignment

34:31 Domyn and AI ownership

43:25 Subscriptions vs. token sales

The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its Project Falcon response and the challenges of backup power. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about former Trump AI adviser Sriram Krishnan’s proposed $500 million AI fund and the growing movement of government officials into AI companies. Lastly, Handshake Director of AI Research Jonas Mueller discusses Claude Haiku 5.5, the economics of multi-agent systems, Mistral and Reflection’s latest models, competition with Chinese models and demand for sovereign AI.

Articles discussed in today’s show:

-https://www.theinformation.com/articles/amazon-rewired-data-centers-mississippi-power-warning

-https://www.theinformation.com/articles/ex-trump-ai-adviser-sriram-krishnan-targets-raising-500-million-venture-fund

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Chapters:

01:13 - Introduction

03:03 - Amazon’s grid warning and Project Falcon

13:15 - Sriram Krishnan’s proposed $500 million fund

20:53 - Claude Haiku 5.5 and AI agent costs

23:59 - Benchmarks versus real-world AI performance

25:12 - Mistral, Reflection and the open-model race

30:34 - The demand and economics of sovereign AI

The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains a likely partner and what the project could reveal about Intel’s turnaround. Atlassian Chief Product and AI Officer Tamar Yehoshua discusses how companies are using AI agents, why many businesses still haven’t unlocked their full value and how Atlassian is approaching agent governance. Lastly, PwC Tech, Media and Telco Industry Leader Dallas Dolen explains why he expects the data center buildout to reach roughly $31 trillion over the next 25 years despite financial, political and overcapacity risks.

Articles discussed in today’s show:

• https://www.theinformation.com/articles/nvidias-100-billion-dealmaking-juggernaut-will-go-next

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Chapters:

01:13 - Introduction

02:47 - Inside Nvidia’s dealmaking spree

12:35 - Elon Musk’s Terafab and Intel

28:02 - Atlassian’s push into AI agents

36:36 - Can the AI infrastructure boom last?

Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The Information’s Microsoft Reporter Aaron Holmes about Meta and Microsoft’s efforts to curb internal Claude spending, competing models and the customer-facing demand that has offset Microsoft’s internal cuts. The Information’s Author of Applied AI Laura Bratton joins us to discuss Workday’s growth challenge, cautious enterprise buyers and its plans to charge for outside agents accessing its data. Lastly, DoorDash Head of AI Research Aryan Shah and Head of Applied AI Aayush Sheth discuss the US-China open-model race, consumer and driver AI tools, third-party agents and the company’s approach to internal AI spending.

Articles discussed in today’s show:

- https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude

- https://www.theinformation.com/articles/saaspocalypse-workday

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction

02:16 - Reflection’s Beam and open AI

14:24 - Meta and Microsoft’s Claude cuts

20:23 - Workday and the SaaSpocalypse

29:53 - DoorDash and the open-model race

36:07 - Third-party agents and DoorDash’s moat

39:13 - AI spending and internal evaluations

Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about the White House’s new AI leadership and the unresolved legal questions surrounding rogue agents. The Information’s Nvidia Reporter Phoebe Liu joins us to discuss how Jensen Huang’s son-in-law, Nico Caprez, became a trusted executive involved in Nvidia’s neocloud relationships and infrastructure financing. Lastly, The Information’s Senior Reporter Covering Anthropic Cory Weinberg explains the company’s employee charity-matching program, its potential cost to shareholders and the nonprofits that could benefit from an IPO.

Articles discussed in today’s show:

-https://www.theinformation.com/articles/anthropics-big-charity-bill-shareholders

-https://www.theinformation.com/articles/jensen-huangs-son-in-law-became-one-trusted-executives

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction

02:25 - Cohere’s North 2 and enterprise AI

07:53 - Agent security and AI regulation

15:58 - The White House’s new AI leadership

19:03 - Who is liable when an AI agent goes rogue?

26:34 - Jensen Huang’s son-in-law and Nvidia’s financing strategy

35:44 - Anthropic’s IPO and its charity match

40:08 - Charity costs and shareholder influence

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about the token resellers offering access to Anthropic models in China and the forces driving demand for distillation. Co-Executive Editor Martin Peers joins Jing to discuss how US AI IPOs could affect Chinese markets and debate what distillation allegations mean for investors. We also talk with The Information’s AI Finance Reporter Dakin Campbell about tightening bank lending, rising bond yields and the pressure on data center returns. Lastly, CoreWeave Executive Vice President of Product and Engineering Chen Goldberg discusses the company’s Vera Rubin rollout, its Forge platform and the engineering behind always-on AI agents.

Articles discussed in today’s show:

- https://www.theinformation.com/articles/chinas-token-resellers-create-anthropic-gray-market

-https://www.theinformation.com/newsletters/the-information-finance/ai-data-center-debt-showing-everywhere

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Chapters —

1:01:13 - Introduction

1:02:16 - China’s gray market for Anthropic

1:14:41 - AI IPOs & China’s markets

1:21:46 - The debate over distillation

1:30:39 - AI’s data center debt squeeze

1:42:17 - CoreWeave, Vera Rubin & AI agents

The Information’s Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about how SpaceX’s AI unit became a cloud computing provider and its talks with Microsoft. We also talk with The Information’s Yueqi Yang about the security, privacy and payment disputes that come with trusting AI agents to shop for you. Synthesia Co-founder and CEO Victor Riparbelli joins us to discuss interactive avatars for training, coaching and customer research. Lastly, Circle Co-founder and CEO Jeremy Allaire explains why he thinks Anthropic should go public, why AI needs regulation and how stablecoins could power payments between agents.

Articles discussed in today’s show:

• https://www.theinformation.com/articles/spacexs-ai-unit-turned-ai-cloud-firm

• https://www.theinformation.com/newsletters/the-information-special-report/can-trust-agent-credit-card

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction

02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks

10:23 - Should You Trust AI Agents With Your Credit Card?

19:46 - Synthesia’s Interactive Avatars & Enterprise AI

30:35 - Circle CEO on Anthropic’s IPO & AI Regulation

46:10 - Stablecoins & Payments Between AI Agents

Constellation Research CEO Ray Wang talks with TITV Host Akash Pasricha about OpenAI's DevDay announcements, new pricing tiers, and enterprise strategy. We also talk with The Information's Alix Coutures about Google paying digital publishers for content used in AI Overviews and EliseAI CEO Minna Song about raising $350 million at a $4 billion valuation. Lastly, we get into a photo-based AI assistant Dazzle with former Yahoo CEO Marissa Mayer and Editor-in-Chief Jessica Lessin.

Articles discussed in today’s show:

• https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-market

• https://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spending

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty

08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B

17:08 - Anthropic Cuts AI Discounts & Usage Caps

22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking

35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking

The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about delayed tech IPOs and market uncertainty. We also talk with Sriram Viswanathan about AMD’s $8.2B acquisition of World Labs, Laura Bratton about Anthropic cutting AI discounts, and we get into AI model benchmarks and safety with Vals AI Co-founder Rayan Krishnan. Lastly, the Lola CEO, Steve Hafner, discusses his AI travel booking agents.

Articles discussed in today’s show:

• https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-market

• https://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spending

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty

08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B

17:08 - Anthropic Cuts AI Discounts & Usage Caps

22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking

35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking

D.A. Davidson’s Gil Luria talks with TITV Host Akash Pasricha about Nvidia’s software to control rogue AI agents an Meta's enterprise push. We also talk with The Information's Grace Kay about Tesla Optimus production snags and Amy Dockser Marcus about the AI vs. human biotech race. Lastly, we get into AI agents going rogue with Zapier CEO Wade Foster.

Articles discussed in today’s show:

• https://www.theinformation.com/briefings/nvidia-releases-products-stop-ai-going-rogue

• https://www.theinformation.com/briefings/meta-taps-mongodb-ceo-lead-new-enterprise-ai-division

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

01:13 - Nvidia Agent Safety & Meta's Cloud Push

17:38 - Tesla Optimus Hits Scale-Up Production Snags

26:11 - Inside the AI vs. Humans Biotech Race

36:44 - Zapier CEO Wade Foster on AI Agents Going Rogue