The Software Pricing War and AI Power Bottlenecks

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 Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/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-aihttps://www.theinformation.com/briefings/u-s-china-discussed-ai-safety-system-bessent-saysSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - US-China AI Dialog & Trump's AI Force with Leo Schwartz09:12 - Vinod Khosla on AI Tax Reform & Safety33:26 - 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-independencehttps://www.theinformation.com/briefings/coreweave-prices-3-7-billion-convertible-bond-offeringSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Are AI Safety Watchdog Groups Truly Independent?24:13 - China’s View on AI Safety & US-China VC Decoupling36:15 - Arcee AI CEO Mark McQuade on Open Weight Models47:44 - 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-techhttps://www.theinformation.com/projects/50-most-influential-people-in-techhttps://www.theinformation.com/articles/bridgewaters-greg-jensen-calls-regulating-ai-firms-like-systemically-important-banksSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - How Fed Rate Hikes Impact AI Sector & Debt12:44 - Bridgewater Co-CIO Calls for AI Regulation21:59 - Menlo Report: Consumer AI Adoption & Agents32:34 - 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-techhttps://www.theinformation.com/newsletters/dealmaker/anthropic-openai-pacing-spooks-startup-customershttps://www.theinformation.com/newsletters/applied-ai/anthropics-data-policy-drama-good-openaiSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Dreamforce: Jensen, Sam & Dario Clash On AI Pacing14:23 - How AI Pacing Forces Founders to Rethink Startups22:00 - Apple Considers AI Server Bet & Nvidia Deal32:40 - 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-modelshttps://www.theinformation.com/articles/bytedances-first-half-profit-drops-20-billion-weighed-ai-spendingSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Handshake CEO Garrett Lord on Pacing AI & White-Collar ROI13:04 - ByteDance Profits Fall to $20B Amid AI Investments15:56 - Meta’s Muse Agent Launch & Enterprise Traction25:25 - 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-hackThe Hugging Face Hack’s Chilling Postmortem: https://www.theinformation.com/newsletters/the-weekend/hugging-face-hacks-chilling-postmortemSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaFollow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction and Overview of AI Agents04:08 - Reasoning and Reinforcement Learning08:50 - Current Limitations, Astra, and Impact on Work25:50 - Multi-Agent Systems and Delegation31:04 - The Hugging Face Incident and Agent Coordination36:05 - Game Theory and Agent Security40:39 - AI Alignment, Monitoring, and Chain of Thought50:07 - Future Outlook on AI Models and Interpretability

The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton about enterprise data privacy fears, Phoebe Liu about Anthropic’s $13.7B deal with Rum Group, Superhuman CEO Shishir Mehrotra about Superhuman’s acquiring of AI notetaker Fathom, and get into AI outcome-based pricing with Rillet CEO Nicolas Kopp.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-data-fears-prompt-nvidia-palantir-booz-allen-restrict-model-usehttps://www.theinformation.com/articles/anthropic-strikes-13-7-billion-compute-deal-trump-linked-rum-groupSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Secret AI Safety Body & Dario Amodei's Slowdown Proposal10:49 - What an AI Slowdown Means for SaaS & Enterprise Data Fears21:25 - Anthropic’s $13.7B Compute Deal with Rum Group27:50 - Superhuman CEO Shishir Mehrotra on Fathom Acquisition & AI Safety37:53 - Rillet CEO Nicolas Kopp on $1B Valuation & AI Pricing Models

RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI existential risks with Editors Martin Peers and Jason Dean.Articles discussed on this episode: https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financingSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:03:48 - Oracle Cash Burn & CapEx Strategy00:11:58 - Baseten Acquires Blaxel for AI Sandboxes00:22:09 - Inside Blackstone's $10B+ Google TPU Play00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat

Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The Information's Alix Coutures about OpenAI's new ad restrictions, and we get into Asana's new AI rollout with Asana CEO Dan Rogers.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-overhauls-data-center-build-potentially-slowing-expansionhttps://www.theinformation.com/articles/openai-cuts-adobe-others-advertising-competing-ai-products-chatgpt Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/