Investing: AI moving from bits to atoms

TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic’s embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine’ talks with The Information’s Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agent

https://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-sales

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