Intro

Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information’s Aaron Holmes about Microsoft’s new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon’s $42 billion bond sale to fund AI infrastructure. Then we get into Tencent’s WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.

Articles discussed on this episode: 

https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-project

https://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suits

https://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-ai

https://www.theinformation.com/briefings/amazon-raising-42-billion-bonds

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