Episode Description

The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about delayed tech IPOs and market uncertainty. We also talk with Sriram Viswanathan about AMD’s $8.2B acquisition of World Labs, Laura Bratton about Anthropic cutting AI discounts, and we get into AI model benchmarks and safety with Vals AI Co-founder Rayan Krishnan. Lastly, the Lola CEO, Steve Hafner, discusses his AI travel booking agents.

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