TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models.

Articles discussed on this episode:

https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic

https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai

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Chapters:

00:00 - Introduction

01:13 - Inside Google's AI Coding Team Restructuring

11:19 - Micron's Revenue Surge & Cerebras Margin Shock

23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip

27:05 - The High-Stakes Divide in Physical AI

35:43 - Odyssey CTO on World Models & $310M Round