Regulatory Role and Market Oversight on AI CapEx Risks

The Information’s Editor-in-Chief Jessica Lessin and Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how Pinterest is navigating the AI threat. Lastly, we get into Amazon's $15 billion bond issuance and the growing debt bubble in AI CapEx with SK Ventures General Partner Paul Kedrosky.

Articles discussed on this episode:

https://www.theinformation.com/articles/pinterests-ai-strategy-focuses-users-want

https://www.theinformation.com/articles/gemini-3-arrives-open-source-coding-agent-raises-19-million

https://www.theinformation.com/briefings/microsoft-nvidia-invest-anthropic-anthropic-spend-30-billion-azure

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

Subscribe to: 

- The Information on 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