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:

Subscribe:

YouTube: https://www.youtube.com/@theinformation
The Information: https://www.theinformation.com/subscribe_h

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

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

The green glass sea

Mentioned by

Mentioned in 1 episodes

The AI-powered Podcast Player