Episode Description

The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/applied-ai/new-data-show-anthropic-openai-upstarts-eating-software-budgets

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Chapters:

00:00 - Introduction

01:13 - Software Giants Turn to AI Discounting

09:32 - Ande Founder Lohit Sarma on $52M Agent Raise

18:50 - Flex CEO Revathi Advaithi on AI Data Center Power Grid

36:51 - Glance CEO Naveen Tewari on Siri AI Shopping Integration