Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags

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-everywhereSubscribe:- 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 —1:01:13 - Introduction1:02:16 - China’s gray market for Anthropic1:14:41 - AI IPOs & China’s markets1:21:46 - The debate over distillation1:30:39 - AI’s data center debt squeeze1:42:17 - 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-firmhttps://www.theinformation.com/newsletters/the-information-special-report/can-trust-agent-credit-cardSubscribe: 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:01:13 - Introduction02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks10:23 - Should You Trust AI Agents With Your Credit Card?19:46 - Synthesia’s Interactive Avatars & Enterprise AI30:35 - Circle CEO on Anthropic’s IPO & AI Regulation46:10 - 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-markethttps://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-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 - Delayed Tech IPOs & Anthropic Market Uncertainty08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B17:08 - Anthropic Cuts AI Discounts & Usage Caps22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking35:41 - 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-markethttps://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-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 - Delayed Tech IPOs & Anthropic Market Uncertainty08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B17:08 - Anthropic Cuts AI Discounts & Usage Caps22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking35:41 - 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-roguehttps://www.theinformation.com/briefings/meta-taps-mongodb-ceo-lead-new-enterprise-ai-divisionSubscribe: 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 - Nvidia Agent Safety & Meta's Cloud Push17:38 - Tesla Optimus Hits Scale-Up Production Snags26:11 - Inside the AI vs. Humans Biotech Race36:44 - Zapier CEO Wade Foster on AI Agents Going Rogue

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-shapehttps://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipohttps://www.theinformation.com/articles/deepseeks-annualized-revenue-hits-1-billion-startup-finalizes-7-5-billion-fundraisinghttps://www.theinformation.com/articles/americas-ai-dream-failing-launchhttps://www.theinformation.com/articles/introducing-ai-inflection-index-9-500-articles-say-coming-next 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 & 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.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 02:20 - 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-riseshttps://www.theinformation.com/newsletters/ai-agenda/expect-ai-agenda-live-crusoe-thinking-machines-labs-strike-compute-dealSubscribe: 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/

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