Episodes
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TITV Host Akash Pasricha talks with Aaron Holmes about Microsoft’s new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc’s John Vinh joins to discuss Marvell’s soaring valuation, Intel’s low-power Crescent Island AI GPU, and Microsoft’s 2029 quantum chip timeline. Next, Leo Schwartz unpacks President Trump’s new AI executive order and its 30-day model-sharing compromise. Finally, Stephanie Palazzolo previews OpenAI's upcoming Codex and ChatGPT merger, and Jyoti Mann covers Meta's employee tracking scaleback following a 1,500-signature staff petition.
Articles discussed on this episode:
https://www.theinformation.com/articles/inside-openais-decision-combine-codex-chatgpt
https://www.theinformation.com/articles/meta-rolls-back-parts-employee-tracking-tool-staff-backlash
https://www.theinformation.com/briefings/microsoft-unveils-new-homegrown-ai-openclaw-inspired-agents-businesses
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Chapters:
00:00 - Introduction
01:13 - Microsoft Build: 7 New Models & Dev Box Hardware
10:48 - Nvidia's Trillion-Dollar Call & Intel's Crescent Island
24:46 - Trump Signs Compromise AI Executive Order
31:04 - OpenAI Merges Codex & ChatGPT Into Super App
40:41 - Meta Staff Backlash Limits Employee Tracking
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The Information’s Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly Media founder CJ Gustafson joins to dissect Alphabet’s unprecedented $80 billion equity raise for AI compute and the market implications of Anthropic's confidential IPO filing. JetStream Security CEO Raj Rajamani outlines the cybersecurity and budget risks of internal "citizen developers" using advanced models like Anthropic's Mythos. Finally, Rocket Drew reviews Cognition's rebranding of Windsurf to Devin Desktop and explains why frontier AI models are learning to detect when they are being evaluated.
Articles discussed on this episode:
https://www.theinformation.com/articles/amazons-media-empire-quietly-taps-outside-ad-sales-help
https://www.theinformation.com/newsletters/ai-agenda/cognition-aims-switzerland-ai-agents-app-makeover
https://www.theinformation.com/newsletters/the-briefing/googles-ai-fundraising-anthropics-ipo-option
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Chapters:
00:00 - Introduction
01:13 - Amazon leans more heavily on outside firms for ad sales
11:12 - Alphabet to Sell $80B in Stock for AI Investment
23:55 - Anthropic expanding Project Glasswing
34:43 - Cognition rebrands Windsurf app for AI era
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Missing episodes?
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Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI’s aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta’s AI playbook.
Articles discussed on this episode:
https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcs
https://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customers
https://www.theinformation.com/articles/forward-deployed-engineers-rage
https://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filing
https://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-day
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Chapters:
00:00 - Introduction
01:13 - Anthropic Files Confidentially for IPO
02:52 - Nvidia Challenges Intel with M1X PC Chip
07:00 - Cyber Firms Spend Millions on Anthropic Mythos
14:44 - The Boom of Forward Deployed AI Engineers
18:13 - Inside OpenAI's Enterprise Sales Strategy
24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers
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Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux.
Articles discussed on this episode:https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq
https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model
https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest
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D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.
Articles discussed on this episode:
https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud
https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools
https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt
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Chapters:
00:00 - Introduction
01:13 - Snowflake Shares Jump as AI Product Adoption Grows
08:04 - Salesforce Earnings Reaction and M&A Strategy
12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions
23:03 - Apple to Renew Push for AI That Runs on Devices
28:26 - Microsoft to Release New Coding Model
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Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents.
Articles discussed on this episode:
https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuation
https://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-risks
https://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-markets
https://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whispering
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Chapters:
00:00 - Introduction
01:13 - Polymarket Faces Global Regulatory Crackdown
11:33 - Pre-IPO Betting Boom Hits Prediction Markets
20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them
32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation
38:12 - Why Developers Are Whispering to AI Agents
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E-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy.
Articles discussed on this episode:
https://www.theinformation.com/articles/twilios-ai-boost-double-edged-sword
https://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-big
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Chapters:
00:00 - Introduction
01:13 - OpenAI Scales Conversion Ads and Targets Small Businesses
08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap
16:10 - GitHub’s Maintenance Issues and the Need for AI Native Code Tools
25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype
29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio
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Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.
Articles discussed on this episode:
https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billion
https://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agents
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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 - OpenAI Hits $5.7B Q1 Revenue
02:39 - Microsoft Triggers New Corporate Data War
12:43 - The Right Way to Value SpaceX
25:46 - Mercury CEO on Fintech Growth and AI Tools
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The Information’s Aaron Holmes breaks down exclusive reporting on Anthropic’s early talks with Microsoft to deploy its custom Maya 200 AI inference chips as part of an infrastructure diversification strategy. We also talk with HSBC’s Frank Lee about Nvidia’s blockbusting quarterly earnings, data center revenue reclassification, and surging optical supply chain demand. Lastly, we get into SpaceX’s historic S-1 IPO filing and Starlink margins with Gerber Kawasaki CEO Ross Gerber, and the White House's postponed AI clearance executive order with Politics Reporter Leo Schwartz.
Articles discussed on this episode:
https://www.theinformation.com/articles/spacex-reveals-40-billion-anthropic-deal-catch
https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips
https://www.theinformation.com/briefings/white-house-delays-ai-executive-order-event
https://www.theinformation.com/newsletters/the-briefing/nvidias-blowout-spacexs-blue-sky-ambitions
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Chapters:
00:00 - Introduction
01:13 - Anthropic Explores Microsoft Maya 200 Chip Deal
08:44 - Nvidia Reclassifies Data Center Revenue After Blowout Q1
19:19 - Inside SpaceX’s Historic S-1 IPO Filing
33:20 - White House Postpones Frontier AI Review Order
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Google Reporter Erin Woo talks with TITV Host Akash Pasricha about Google’s AI convergence between Search and Gemini. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about SpaceX's financials ahead of its blockbuster IPO, AI Reporter Laura Bratton about how enterprise software buyers are altering vendor contracts to fund AI, and Mizuho Managing Director Lloyd Walmsley about Meta’s 8,000 workforce layoffs and its AI margin protections. Lastly, we get into the bankruptcy of e-commerce credit card darling Parker with our e-comm reporter Ann Gehan.
Articles discussed on this episode:
https://www.theinformation.com/articles/5-charts-make-sense-spacexs-ipo-numbers
https://www.theinformation.com/briefings/google-unveils-new-video-model-search-upgrades
https://www.theinformation.com/newsletters/the-briefing/googles-ai-search-leap-forward
https://www.theinformation.com/briefings/meta-begins-cutting-8-000-jobs
https://www.theinformation.com/newsletters/ai-agenda/google-pitches-ai-coding-tools-cost-effective-option
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Chapters:
00:00 - Introduction
01:13 - Google IO: Search vs. Gemini Continuity
12:56 - SpaceX IPO: Launch Margins & xAI Compute
22:46 - The SaaS Apocalypse: Shorter Tech Contracts
29:57 - Inside Meta's AI Efficiencies & Layoffs
43:29 - E-Commerce Crisis: Why Fintech Parker Failed
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The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das.
Articles discussed on this episode:
https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developers
https://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-models
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Chapters:
00:00 - Introduction
01:13 - Elon Musk Loses OpenAI Lawsuit
11:56 - Amazon’s Trainium Chips Gain Traction
23:59 - Open-Source AI Gains Ground on Cost Advantage
31:04 - Where Do Cerebras Shares Go From Here?
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The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo.
Articles discussed on this episode:
https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-lead
https://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89
https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-ipo
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Chapters
00:00 - Introduction
01:13 - Microsoft Executives Sound Alarm Over GitHub
10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO
17:26 - Genspark’s COO on the AI application race
27:22 - Anthropic, OpenAI generate 89% of AI startup revenue
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Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.
Articles discussed on this episode:
https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approach
https://www.theinformation.com/articles/openais-apple-partnership-sours
https://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-math
https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-drama
https://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvs
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Chapters:
00:00 - Introduction
01:13 - SpaceX AI Exodus: 50+ Exits Since Acquisition
10:17 - Musk v. OpenAI: Jury Deliberations Begin
17:53 - Cerebras IPO Pop & OpenAI’s Apple Conflict
30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware
48:06 - Valar Atomics: The Race to Turn on Nuclear
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Apple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store while balancing security risks from "vibe coding" apps. We also look at the big winners of the Cerebras IPO with Julia Hornstein, including OpenAI and Foundation Capital, and get an update from Rocket Drew on the closing arguments in Elon Musk’s trial against OpenAI. Finally, Stephanie Palazzolo explores Modal’s $4.5 billion valuation in the GPU reselling market and we get into Marathon Management Partners’ Gokul Rajaram’s prediction that OpenAI’s advertising business could rival Google and Meta.
Articles discussed on this episode:
https://www.theinformation.com/articles/apple-explores-ways-welcome-ai-agents-app-store
https://www.theinformation.com/articles/startup-modal-talks-raise-4-5-billion-valuation-revenue-surges
https://www.theinformation.com/articles/cerebras-ipo-winners-include-foundation-benchmark-openai
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Chapters:
00:00 - Introduction
01:13 - Apple Exploring AI Agents for App Store Safety
09:40 - Cerebras IPO: Benchmark and Foundation Capital’s Big Wins
15:17 - Musk v. OpenAI: The "Jackass Trophy" and Closing Arguments
18:56 - Modal Raising at $4.5B Valuation Amid GPU Crunch
25:37 - Gokul Rajaram on OpenAI’s $100B Advertising Opportunity
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Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI startup and the implications of President Trump’s historic visit to China with a delegation of tech CEOs. We also talk with Laura Bratton about why Anthropic customers are willing to pay double or triple for AI services, followed by an update from Rocket Drew on Sam Altman’s testimony in the Elon Musk trial. Then, FTV Capital’s Brad Bernstein explains how growth equity firms are navigating "false positives" in the SaaS market, and we end with Senior Finance Editor Ken Brown on the high-stakes battle between banks and the crypto industry over the Senate’s new "Clarity Act."
Articles discussed on this episode:
https://www.theinformation.com/articles/former-alibaba-star-researcher-starts-new-ai-lab-seeks-2-billion-valuation
https://www.theinformation.com/newsletters/the-information-finance/can-crypto-beat-banks-win-washington
https://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-cost
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Chapters:
00:00 - Introduction
01:13 - Former Alibaba Star’s $2B China Startup & Trump’s Tech Visit
09:07 - Anthropic Customers Eat Rising AI Costs
14:29 - Sam Altman Testifies in Elon Musk v. OpenAI Trial
17:14 - FTV Capital’s Brad Bernstein on the SaaS Market
26:46 - The "Clarity Act": Crypto’s Senate Battle vs. Banks
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Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft’s renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit’s Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines’ high-profile research preview of real-time interaction models.
Articles discussed on this episode:
https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliers
https://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-deal
https://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenue
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Chapters:
00:00 - Introduction
01:13 - Cerebras IPO: OpenAI’s $5B Potential Windfall
14:25 - Exclusive: Microsoft Recoups OpenAI Investment
26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify
30:20 - Replit President on Benchmarking Coding Models
40:21 - Thinking Machines Teases New AI Interaction Model
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Box CEO Aaron Levie talks with TITV Host Akash Pasricha about layoffs, AI agent pricing and more. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about Cerebras' $48B IPO and Robhinood Co-founder Baiju Bhatt about his new startup Cowboy Space Corporation. Lastly, we get into AI margin math and headcount trends with Meredith Mazzilli and Managing org structures in the AI era with PwC’s Dallas Dolen.
Articles discussed on this episode:
https://www.theinformation.com/articles/techs-ai-margin-math-getting-messier
https://www.theinformation.com/briefings/cerebras-raises-pricing-range-ahead-ipo
https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-will-test-investor-appetite-ai-chip-startups
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Chapters: 00:00 - Introduction 01:13 - Cerebras Bumps IPO Valuation to $48B 08:26 - Tech’s AI Margin Math: Shopify & Spotify 16:10 - Cowboy Space Corp: Data Centers in Orbit 29:26 - Box CEO Aaron Levie on AI Agents & Pricing 53:42 - Managing Org Structures in the AI Era -
The Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's $18B chip snag. We also talk with Aaron Holmes about Microsoft's Copilot updated strategy and UpperEdge’s Adam Mansfield about ServiceNow's enterprise friction. Lastly, we get into the Elon Musk trial with Rocket Drew, Martin Peers, and Nick Wingfield.
Articles discussed on this episode:
https://www.theinformation.com/newsletters/applied-ai/microsoft-cuts-copilot-bloat
https://www.theinformation.com/articles/openais-ai-chip-deal-broadcom-hits-18-billion-financing-snag
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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 - DeepSeek Plans $7B Funding Round 03:00 - OpenAI’s Broadcom Chip Deal Hits $18B Snag 11:22 - Microsoft Cuts Copilot Bloat and Hikes GitHub Prices 16:34 - ServiceNow Conference: Enterprise Buyers Seek ROI 30:39 - Elon Musk v. OpenAI Trial: Board Depositions Played 34:23 - The Editor’s Cut: Who is Winning the Legal War? -
Raul Martynek, CEO of DataBank, joins TITV Host Akash Pasricha to discuss Anthropic’s deal to utilize xAI’s Colossus data center and whether Elon Musk is pivoting to a neo-cloud business model. We also talk with The Information’s Rocket Drew about Shivon Zilis’s testimony in the Musk v. OpenAI trial, and we get into the $22 billion valuation of Kalshi and Polymarket’s shaky U.S. homecoming with Michael Roddan and Yueqi Yang.
Articles discussed on this episode:
https://www.theinformation.com/newsletters/ai-agenda/musk-giving-xais-servers-anthropic-ai-video-app-developer-reka-acquires-video-generating-startup
https://www.theinformation.com/articles/polymarkets-homecoming-shaky-u-s-ceo-awol
Subscribe:
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The Information: https://www.theinformation.com/subscribe_h
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
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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IG: https://www.instagram.com/theinformation/
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Chapters: 00:00 - Introduction 01:13 - Anthropic’s Data Center Deal with xAI 10:41 - Shivon Zilis Testifies in OpenAI Trial 13:57 - Kalshi Raises $1B at $22B Valuation 15:17 - Polymarket’s Shaky U.S. Homecoming -
Creative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share grabbing" environment for CPUs. We also talk with The Information’s Sri Muppidi and Erin Woo about Anthropic’s massive $200 billion commitment to Google Cloud and whether the AI boom is fueled by circular financing. Rocket Drew provides an update from the Elon Musk v. OpenAI trial on Greg Brockman’s testimony, and we get into the $60 million funding round for Tessera Labs with CEO Kabir Nagrecha. Finally, we close with subscriber data on the tightening chatbot race between ChatGPT, Claude, and Gemini.
Articles discussed on this episode:
https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chips
Subscribe:
YouTube: https://www.youtube.com/@theinformation
The Information: https://www.theinformation.com/subscribe_h
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
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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IG: https://www.instagram.com/theinformation/
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LinkedIn: https://www.linkedin.com/company/theinformation/
00:00 — 01:13 Introduction 01:14 — 11:05 AMD Revenue Rises 38% in Q1 11:06 — 18:41 Anthropic to Spend $200B on Google’s Cloud and Chips 18:42 — 22:18 Musk Trial: OpenAI President Testifies 22:19 — 29:48 Tessera Labs Raises $60M in Funding 29:49 — 31:23 Three-Way AI Chatbot Race Emerges
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