The Information's TITV

Andy Jassy, CEO of Amazon, shares insights on the company’s collaboration with OpenAI and their innovations in custom AI chips. He discusses the implications of AI in commerce and the sustainability of data centers. CJ Desai, CEO of MongoDB, reveals his 100-day plan and voices concerns about AI's impact on enterprise software. Erin Wu highlights the rapid adoption of Google's Gemini API and its potential to transform cloud consumption, despite some lingering product issues. Together, they explore the future of AI and technology at Davos.

Cory Weinberg, finance deputy bureau chief, and Martin Peers, tech co-executive editor, dive into the 2026 IPO prospects for SpaceX and Discord, highlighting the challenges of aging startups. Rocket Drew discusses the 'cracked engineers' trend reshaping the AI labor market, emphasizing how demanding AI standards are influencing talent acquisition. Oura CEO Tom Hale shares insights on FDA guidance for wearables and the potential future of healthcare, while Joshua Meyer outlines exciting advancements in AI drug discovery at the JPMorgan health conference.

Join Channer Liu, an Asia reporter focused on the semiconductor industry, as he discusses TSMC's record $56 billion capital spending and its dominance in advanced chipmaking. Stephanie Palazzolo dives into the drama at Thinking Machines Lab as co-founders return to OpenAI, stirring investor concerns. Analyst Gil Luria highlights Meta's heavy investment in Reality Labs amidst skepticism about its profitability. Lastly, Anita Ramaswamy sheds light on ByteDance's undervalued $330 billion, while Rocket Drew explores how companies are hiring and training AI-native talent.

Brian Chesky, CEO of Airbnb, shares insights on integrating AI to transform the travel experience, detailing features that aid hosts with listing automation and customer service. Tuhin Srivastava, CEO of Base10, discusses how their infrastructure supports AI inference across various models and clouds. Finance editor Ken Brown reveals the launch of Erbador Bank, a tech-focused bank addressing modern financing needs amid rising regulatory challenges. They also explore the implications of a proposed wealth tax in California on billionaire residents.

Raul Martynek, CEO of DataBank, shares insights on Meta's ambitious data center plans and the challenges of scaling capacity in a tech boom. Art Levy, CBO of Brex, dives into AI-related M&A, discussing the rise of partnerships and employee protections in new licensing deals. Miles Kruppa, finance reporter, explains Google's $4.8 billion acquisition of Intersect Power, focusing on microgrid strategies to power data centers. This conversation unveils the intricate dynamics of tech and energy in a fast-evolving landscape.

Meredith Mazzilli, Senior Editor at The Information and e-commerce expert, explains Google's cutting-edge Gemini AI shopping tools, shedding light on merchant challenges and payment innovations. Josh Claman, CEO of Excelsius, discusses his company's revolutionary two-phase direct-to-chip cooling technology and the complexities of scaling AI infrastructure. Together, they explore the transformative impacts of AI on retail and data centers, highlighting the balance between efficiency and technological advancement.

Cory Weinberg, a finance expert, dives into Strava's confidential IPO and Lambda's impressive $350M raise. Dan Shipper, CEO of Every, reveals how AI is blurring lines between media and software, while offering insights on trust in AI agents. Zach Reitano, from Ro, discusses the launch of a new GLP-1 pill and how AI is reshaping healthcare delivery, emphasizing patient empowerment. The conversation also touches on Silicon Valley's obsession with biological age tests, contrasting hype with science, and examining the demand for anti-aging solutions.

Ann Gehan, an E-commerce reporter, dives into OpenAI's complicated journey in the retail world, highlighting issues like syncing merchant data and payment complexities. Sanjay Beri, CEO of Netskope, discusses how AI is reshaping cybersecurity, balancing innovation with protection against threats. Dr. Jordan Shlain, a physician and founder of Private Medical, stresses the need for accountability in AI's healthcare applications and outlines the critical nature of safety in clinical use. This discussion unpacks the transformative yet challenging terrain of AI across various industries.

Sarah Guo, founder of Conviction, discusses the challenges in AI adoption, highlighting the gap between productivity and ROI. Ken Brown, finance editor, warns retail investors about the pitfalls of AI funds. Mercedes Bent from Premise breaks down Discord's monetization strategies and the impact of its international user base. Woodson Martin, CEO of OutSystems, shares insights on AI-generated code in production and the importance of governance and model orchestration for successful development.

Joining the discussion are Steve Jang, founder of Kindred Ventures with expertise in hardware and robotics, Rocket Drew, an AI and robotics reporter, Catherine Perloff, an Amazon reporter, and Anne Davis Vaughn, an AI infrastructure columnist. They delve into NVIDIA's Rubin chips and the need for data center revamps, the promising capabilities of the Alpameo-1 self-driving model, and internal skepticism about Amazon's Nova models. Additionally, they explore how energy industries are adapting amid the AI boom, leveraging opportunities in natural gas and nuclear sectors.