The Information's TITV

Austin Lyons, a Senior Analyst at Creative Strategies, delves into the implications of the OpenAI-AMD compute deal for the chip market, highlighting AMD's strategic counter to NVIDIA. He explains how heterogeneous compute opens paths for AI chip startups, yet identifies challenges against NVIDIA's flexible GPUs. M13's Anna Barber discusses startup opportunities in finance and healthcare despite OpenAI's dominance. Lastly, Crescendo's Matt Price talks about transforming contact centers with AI, illustrating the shift towards AI-native operations and improved customer trust.

Brian Schimpf, co-founder and CEO of Anduril, discusses the company’s rapid growth and innovative defense technology, including counter-drone systems and space capabilities. He highlights the impact of geopolitical instability on demand for defense solutions and the balancing act of operational and ethical considerations. The conversation shifts to predictions for the future of AI, with discussions on vertical applications in healthcare and law, as well as insights into Reed Jobs’ unique career trajectory and investment focus.

Saanya Ojha, a Partner at Bain Capital Ventures, dives into OpenAI's Sora 2 launch, revealing its social and copyright implications. Jamin Ball from Altimeter Capital shares his concerns about the rapid revenue growth of AI companies, emphasizing retention risks. Francis Aquila, an M&A expert, discusses current market dynamics, including an uptick in mega deals and acqui-hire trends. Lastly, Ty Haney from Outdoor Voices talks about relaunching the brand with a new community-focused commerce model that engages superfans.

Nick Patience, VP of AI at The Futurum Group, dives into DeepSeek's v3.2 model, exploring its efficiency gains and competitive stance against Chinese giants like Alibaba. Zeb Evans, CEO of ClickUp, discusses the evolving data wars and predicts a future dominated by 'super software' that integrates AI and various applications. They also touch on TikTok's potential US leadership, the challenges ahead, and what user data safety looks like in this shifting landscape.

Join Jeanne DeWitt Grosser, COO of Vercel, as she reveals Vercel's ambitious goal of becoming the 'AWS of AI' following a $300M funding round. She discusses the transformative potential of their new cloud services and the impact of the Claude Sonnet 4.5 model on coding. Also featuring Sean Nandy from AWS, who explains the practical applications of AI agents that can autonomously manage complex tasks and share insights from a case study where F1's downtime was reduced by 86% through agent-assisted analysis.

Cory Weinberg, Deputy Bureau Chief of Finance at The Information, dives into EA's monumental $55 billion buyout, dissecting the financial giants behind the deal, including Jared Kushner's Affinity. Rodney Brooks, founder of Robust AI and co-creator of iRobot, shares a technical reality check on humanoid robots, discussing their challenges with dexterity, safety risks, and the evolution of robot design. The conversation also touches on NVIDIA's race in AI as driven by competitive fears and the hurdles of corporate data access in AI projects.

Join Catherine Perloff, an advertising reporter at The Information, as she unpacks the intriguing developments in the Google antitrust case, discussing the implications of a potential breakup on the ad market. Steve LeVine, the electric-vehicles correspondent, sheds light on the Trump administration's strategy to invest in critical minerals and how it may impact the EV supply chain. They also delve into the mysterious $10 billion startup by Mira Murati, exploring its ambitious goals and the factors drawing significant investor interest.

Kirsten Green, the founder of Forerunner Ventures and a prominent backer of consumer brands, joins the discussion. She explores how AI is reshaping consumer tech, emphasizing the 'magical' experiences that today’s technology offers. Kirsten also shares insights on how startups can effectively compete with big tech through focused execution. The conversation dives into the evolving landscape of AI-driven healthcare with Sword Health's V Bento, discussing innovative care platforms, and concludes with Asana's Anne Raimondi revealing their new AI teammates designed to enhance team productivity.

Hemant Taneja, CEO of General Catalyst, shares insights on AI's 'peak ambiguity' and its implications for investment and energy needs. He discusses the shift towards labor budgets and the impact of AI on workforce dynamics. Jamil Valliani from Atlassian highlights a critical finding: while AI boosts individual productivity by 33%, it fails to enhance team performance. He attributes this gap to information overload and emphasizes the need for AI etiquette within teams. Together, they explore the intricate balance between innovation, productivity, and organizational change.

Aaron Ginn, CEO of Hydra Host and expert on GPU hosting, joins the discussion alongside other industry leaders. They dive into NVIDIA's massive investment in OpenAI's data center strategy and its implications for the AI landscape. Ginn sheds light on capital constraints affecting GPU supply, while Jay Goldberg raises concerns about lender skepticism and market dynamics. The conversation also touches on the intersection of AI and clean energy during Climate Week, highlighting the call for innovative financing and practical tech solutions.