Rumors of GPT-5 emerging, OpenAI's vulnerabilities, Microsoft's claims on OpenAI, Inflection's leadership change, Google and Apple's potential AI agreement, Apple's antitrust case outlined, DOJ's case against Apple discussed, Shohei Ohtani's betting scandal

Silicon Valley needs a new thing and AI is that new thing: investors are supposed to pour 43 billion dollars into AI this year. But will individual startups cash in on the boom, or will the real winners of AI be the same handful of big, established companies?Featuring: Renate Nyborg (@renate), a tech veteran who is launching an AI startup, and got a firsthand look at the AI funding frenzy. (00:00)Then: Dror Berman (@drorberman), a venture capitalist at Innovation Endeavors, which he co-founded with the former CEO of Google. He’s one of the guys throwing a ton of money into AI. The reason he thinks he’ll get it right is because he’s done it before. (06:47)And: Jessica Lessin (@Jessicalessin), founder and editor-in-chief of The Information. She knows Silicon Valley inside and out and translates this moment for us. (24:00) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Reporter Jessica Lessin from The Information discusses the complex relationship between the US and China in the tech industry. Topics include the tension between the two countries, the role of Chinese-owned apps like TikTok, and the importance of the Chinese supply chain for companies like Apple.

Jessica Lessin, founder and CEO of The Information, shares her expertise at the intersection of journalism and technology. She discusses the innovations showcased at CES and how they might transform media consumption. The conversation delves into the complex relationship between tech giants and politics, and their impact on advertising trends for 2024. Lessin also illuminates the challenges of maintaining audience trust in today's politicized media landscape and how AI could reshape content creation and journalism integrity.

Jessica Lessin, founder and CEO of The Information, shares her journey of establishing a media company in the AI era, sparked by frustrations with traditional news. She dives into the relationship between tech and journalism and the challenges of career transitions in a rapidly changing landscape. Lessin discusses the dynamic AI startup ecosystem, highlighting the importance of financial independence for startups. Additionally, she emphasizes fostering curiosity in the next generation and the challenges of creating scalable media storytelling.