What Is the SPV Valor Is Using to Buy GPUs?

Microsoft's Aparna Chennapragada talks with TITV Host Akash Pasricha about Microsoft's new "learn-it-all" AI product development cycle. We also talk with The Information's Miles Kruppa and Theo Wayt about the complex, GPU-backed debt financing behind xAI's huge "Colossus 2" data center, and Valida Pau about why Anthropic is quietly positioning itself for a startup shopping spree. Lastly, we get into General Intuition's massive $133.7 million seed round and how CEO Pim de Witte is using gaming to train AI agents.

Articles discussed on this episode:

https://www.theinformation.com/articles/anthropic-gets-ready-go-startup-shopping

https://www.theinformation.com/articles/microsoft-let-openai-play-field

https://www.theinformation.com/articles/xais-unusual-dealmaking-fund-musks-colossus-2

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