Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments
The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.
Articles discussed in today’s show:
- Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot
- Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push
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Chapters:
01:13 - Introduction and Apple’s Robotics Ambitions
11:00 - Meta’s Humanoid Robot Prototype
17:45 - Why AI Customers Want Flexibility
22:38 - OpenAI’s Smaller Funding Round
25:34 - Anthropic’s Amended IPO Filing
28:50 - Reddit and the Future of Search Traffic
41:52 - Closing
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