Episode Description

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about the token resellers offering access to Anthropic models in China and the forces driving demand for distillation. Co-Executive Editor Martin Peers joins Jing to discuss how US AI IPOs could affect Chinese markets and debate what distillation allegations mean for investors. We also talk with The Information’s AI Finance Reporter Dakin Campbell about tightening bank lending, rising bond yields and the pressure on data center returns. Lastly, CoreWeave Executive Vice President of Product and Engineering Chen Goldberg discusses the company’s Vera Rubin rollout, its Forge platform and the engineering behind always-on AI agents.

Articles discussed in today’s show:

- https://www.theinformation.com/articles/chinas-token-resellers-create-anthropic-gray-market

-https://www.theinformation.com/newsletters/the-information-finance/ai-data-center-debt-showing-everywhere

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Chapters —

1:01:13 - Introduction

1:02:16 - China’s gray market for Anthropic

1:14:41 - AI IPOs & China’s markets

1:21:46 - The debate over distillation

1:30:39 - AI’s data center debt squeeze

1:42:17 - CoreWeave, Vera Rubin & AI agents