Amir Efrati

Amir Efrati, co-executive editor of The Information, dives into pressing tech issues. He discusses NVIDIA's chip roadmap and the tensions in the AI chip landscape, questioning the ongoing demand for its GPUs. Efrati also explores OpenAI's struggles with talent retention and how its innovations may disrupt apps like DoorDash. Additionally, he sheds light on Apple's ongoing challenges with Siri following leadership shake-ups, underscoring the fierce competition in the ever-evolving AI industry.

In this engaging discussion, guests include Erica Brescia, managing director at Redpoint Ventures, who shares insights on investing in AI and the importance of cybersecurity. Glenn Fogel, CEO of Booking Holdings, reveals how AI is enhancing customer experiences in travel and their partnerships with frontier players like OpenAI. Amir Efrati debates the defining factors in the AI race, examining which companies may prevail amid financial realities, while also touching on the high-stakes lawsuit Elon Musk has filed against OpenAI.

Amir Efrati, co-executive editor at The Information, dissects Google's recent antitrust victory and its ramifications for the tech landscape. He sheds light on how AI informed the judge's decision and the impact on future antitrust cases. The conversation also dives into how AI agents, developed by Yutori's co-founders, are set to enhance digital assistance. Additionally, Rain's CTO discusses the revolutionary potential of stablecoin debit cards in simplifying transactions, especially in financial systems struggling with traditional banking.