The Information's TITV

Google DeepMind Chief Architect Koray Kavukcuoglu talks with Jessica Lessin about recursive self-improvement and AI agent autonomy. Then: TITV Host Akash Pasricha talks with The Information's Stephanie Palazzolo and Leo Schwartz about SAFA, a proposed safety body from Google, OpenAI, and Anthropic; Cory Weinberg about Anthropic co-founders seeking voting control ahead of their IPO; Asia Bureau Chief Jing Yang and Asia Reporter Juro Osawa about DeepSeek's $1 billion ARR; Kristy Loke about why America's AI ambitions face headwinds compared to China. Finally, we get a peek at The Information Pro’s newest tool, which identifies emerging AI trends with Eric Bellomo, The Information’s Head of Research.

Articles discussed in today’s show:

• https://www.theinformation.com/articles/google-openai-anthropic-ai-safety-group-takes-shape

• https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

• https://www.theinformation.com/articles/deepseeks-annualized-revenue-hits-1-billion-startup-finalizes-7-5-billion-fundraising

• https://www.theinformation.com/articles/americas-ai-dream-failing-launch

• https://www.theinformation.com/articles/introducing-ai-inflection-index-9-500-articles-say-coming-next 

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Chapters:00:00 - Introduction & DeepMind's Autonomous AI Agents02:18 - Inside AI Agenda Live: Open Source Price Wars & JEPA06:35 - SAFA: Google, OpenAI & Anthropic Form AI Safety Group11:10 - Anthropic Co-Founders Push for IPO Voting Control15:02 - DeepSeek Revenue Soars to $1B ARR at 83% Margin19:15 - Why America’s AI Ambitions Face Public Backlash24:05 - Introducing The Information’s AI Inflection Index

Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about AI safety and cybersecurity. We also talk with Core Automation CEO Jerry Tworek about leaving OpenAI to build Neo-Labs and recursive self-improvement, Marathon Management Partners' Gokul Rajaram about enterprise AI agent adoption and startup valuation metrics, and we get into distributed compute with Phin Barnes and GPU spot market pricing with Nebius CRO Marc Boroditsky.

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Chapters:

00:00 - Introduction 

02:20 - Replit CEO Amjad Masad on AI Safety & Cybersecurity 

13:34 - Ex-OpenAI Researcher Jerry Tworek on Neo-Labs & RSI 

35:57 - Investor Gokul Rajaram on AI Agents & Enterprise Sales 

48:15 - Phin Barnes on Distributed AI Compute & Edge Infrastructure 

56:00 - Nebius CRO Marc Boroditsky on Compute Auctions & GPU Pricing

Arena.ai AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about cheaper AI models from OpenAI and Anthropic. We also talk with The Information’s Julia Hornstein about VCs visiting China and Asia Bureau Chief Jing Yang about China probing DeepSeek. Lastly, we get into a16z's new AI college with Gagan Biyani, CEO at The Horowitz Andreessen Academy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/founders-fund-khosla-ventures-visit-china-countrys-ai-prowess-rises

https://www.theinformation.com/newsletters/ai-agenda/expect-ai-agenda-live-crusoe-thinking-machines-labs-strike-compute-deal

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The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/applied-ai/new-data-show-anthropic-openai-upstarts-eating-software-budgets 

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Chapters:

00:00 - Introduction 

02:26 - Software's AI Price War 

09:32 - Ande Raises $52M for AI Agents 

18:50 - Flex CEO on AI Data Center Power 

36:51 - Glance CEO on Siri AI Integration

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about US-China AI dialogue and the ‘AI Force’. We also talk with Khosla Ventures Founder Vinod Khosla about AI tax reform and safety regulation, and we get into AI sales agents and scaling limits with Clay Co-Founder and CEO Kareem Amin.

Articles discussed on this episode: 

https://www.theinformation.com/articles/refounding-america-tax-code-needs-change-age-ai

https://www.theinformation.com/briefings/u-s-china-discussed-ai-safety-system-bessent-says

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Chapters:

00:00 - Introduction

01:13 - US-China AI Dialog & Trump's AI Force with Leo Schwartz

09:12 - Vinod Khosla on AI Tax Reform & Safety

33:26 - Clay CEO Kareem Amin on AI Sales & Agents

The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arcee AI Co-Founder and CEO Mark McQuade about open weight AI models in the US vs China. Lastly, we get into AI compute debt financing with The Information Senior Editor Meredith Mazzilli.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-safety-push-sparks-demand-watchdog-groups-critics-doubt-independence

https://www.theinformation.com/briefings/coreweave-prices-3-7-billion-convertible-bond-offering

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Chapters:

00:00 - Introduction

01:13 - Are AI Safety Watchdog Groups Truly Independent?

24:13 - China’s View on AI Safety & US-China VC Decoupling

36:15 - Arcee AI CEO Mark McQuade on Open Weight Models

47:44 - The Debt Financing Behind the AI Compute Buildout

Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO Greg Jensen demanding bank-style regulation for AI compute and Menlo Ventures' Amy Wu Martin about consumer AI adoption stalling despite tripled spending. Lastly, we get into The Information's newly released list of the 50 Most Influential People in Tech with our reporter Jemima McEvoy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/introducing-informations-50-influential-people-tech

https://www.theinformation.com/projects/50-most-influential-people-in-tech

https://www.theinformation.com/articles/bridgewaters-greg-jensen-calls-regulating-ai-firms-like-systemically-important-banks

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Chapters:

00:00 - Introduction

01:13 - How Fed Rate Hikes Impact AI Sector & Debt

12:44 - Bridgewater Co-CIO Calls for AI Regulation

21:59 - Menlo Report: Consumer AI Adoption & Agents

32:34 - The 50 Most Influential People in Tech

about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenstein.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-considers-return-server-market-talked-nvidia-use-network-tech

https://www.theinformation.com/newsletters/dealmaker/anthropic-openai-pacing-spooks-startup-customers

https://www.theinformation.com/newsletters/applied-ai/anthropics-data-policy-drama-good-openai

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Chapters:

00:00 - Introduction

01:13 - Dreamforce: Jensen, Sam & Dario Clash On AI Pacing

14:23 - How AI Pacing Forces Founders to Rethink Startups

22:00 - Apple Considers AI Server Bet & Nvidia Deal

32:40 - Tutor Intelligence CEO Josh Gruenstein on Next-Gen Industrial Robots

Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heavy AI investments and Creator Ventures' Sasha Kaletsky about Meta's new Muse agent launch, and we get into developers pairing Claude Code with rival AI models with The Information's Alix Coutures.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/developers-find-ways-use-claude-code-without-anthropic-models

https://www.theinformation.com/articles/bytedances-first-half-profit-drops-20-billion-weighed-ai-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 - Handshake CEO Garrett Lord on Pacing AI & White-Collar ROI

13:04 - ByteDance Profits Fall to $20B Amid AI Investments

15:56 - Meta’s Muse Agent Launch & Enterprise Traction

25:25 - Developers Using Claude Code With Rival AI Models

OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and coordinating with each other. They dig into the infamous Hugging Face incident, the limits of AI “research taste,” OpenAI’s push toward AI systems that can help improve the next generation of AI, and the growing challenge of monitoring models’ chains of thought as they become more capable.

Related articles:

Investigation into OpenAI Hugging Face Hack: https://www.theinformation.com/briefings/sen-josh-hawley-launches-investigation-openai-hugging-face-hack

The Hugging Face Hack’s Chilling Postmortem: https://www.theinformation.com/newsletters/the-weekend/hugging-face-hacks-chilling-postmortem

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Chapters:

00:00 - Introduction and Overview of AI Agents

04:08 - Reasoning and Reinforcement Learning

08:50 - Current Limitations, Astra, and Impact on Work

25:50 - Multi-Agent Systems and Delegation

31:04 - The Hugging Face Incident and Agent Coordination

36:05 - Game Theory and Agent Security

40:39 - AI Alignment, Monitoring, and Chain of Thought

50:07 - Future Outlook on AI Models and Interpretability