Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.

Articles discussed on this episode:

https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-share

https://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costs

https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues

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Chapters:

00:00 - Introduction

01:13 - Nvidia Backstops Neo-Cloud GPU Purchases

12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion

22:34 - AI's Visual Reasoning Challenge

34:35 - Can AI Be Conscious?

45:30 - How Model Routers Are Lowering AI Costs

Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay.

Articles discussed on this episode:

https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-tesla

https://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-model

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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IG: https://www.instagram.com/theinformation/

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Chapters:

00:00 - Introduction

01:13 - White House Eases Anthropic Fable 5 Export Controls

09:12 - Anthropic Preps Claude Agent in Microsoft Teams

17:15 - Inside Elon Musk’s $55B Terrafab Team at Tesla

23:15 - Bradley Tusk on OpenAI vs. Anthropic’s D.C. Playbooks

DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo.

Articles discussed on this episode:

https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-bill

https://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdown

Subscribe:

• YouTube: https://www.youtube.com/@theinformation

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

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LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - Meta Restricts Employee Use of OpenAI & Anthropic Tools

02:55 - Inside Mark Warner’s New AI Agent Legislative Framework

10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise

14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy

20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO

26:17 - Why White House Clampdowns Are Driving Open Weight Adoption

34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand