Apple's capital allocation and reliance on partners

Reporter Erin Woo talks with TITV Host Akash Pasricha about Anthropic’s clash with the Pentagon over red lines on mass surveillance and lethal autonomous weapons, how that led to its “supply chain risk” label, and how OpenAI took a different path with its own DoD deal. We also talk with Khosla Ventures’ Ethan Choi about what the phrase “all lawful purposes” really means, the power balance between private AI labs and governments, and the investment stakes in the frontier model race. Then we speak with The Information’s Aaron Tilley about Apple’s growing reliance on Google’s Gemini and cloud for Siri and Apple Intelligence, and with Ann Davis Vaughan about the $75 billion buildout of extra high-voltage power lines and what China’s ultra high-voltage grid says about the AI infrastructure race.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-discusses-google-hosting-new-siri-need-cloud-help-grows

https://www.theinformation.com/newsletters/ai-infrastructure/ai-spurs-shockingly-big-plans-extra-high-voltage-power-lines

https://www.theinformation.com/newsletters/ai-agenda/loopholes-openais-pentagon-deal

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