The Information's TITV cover image

Microsoft CPO on AI Strategy, Anthropic’s Acquisition Plans, Gaming Startup Trains AI | Oct 16, 2025

The Information's TITV

00:00

Is This a Venture Fund Becoming a Cloud Provider?

Akash asks if Valor is unusual; Miles explains the trend of offloading capex via partners but notes Valor lacks CoreWeave's operating history.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app