Episode Description

Constellation Research CEO Ray Wang talks with TITV Host Akash Pasricha about OpenAI's DevDay announcements, new pricing tiers, and enterprise strategy. We also talk with The Information's Alix Coutures about Google paying digital publishers for content used in AI Overviews and EliseAI CEO Minna Song about raising $350 million at a $4 billion valuation. Lastly, we get into a photo-based AI assistant Dazzle with former Yahoo CEO Marissa Mayer and Editor-in-Chief Jessica Lessin.

Articles discussed in today’s show:

https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-market

https://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spending

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Chapters:

00:00 - Introduction

01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty

08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B

17:08 - Anthropic Cuts AI Discounts & Usage Caps

22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking

35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking