Block's Business Health and Margins

Darrin Peller and Marcelo Lima talk with TITV Host Akash Pasricha about Block’s 40% layoffs and how much of the cuts were driven by AI versus old-fashioned bloat. We also talk with reporter Aaron Holmes and Anissa Gardizy about OpenAI’s $110 billion funding round, Amazon’s $50 billion commitment, and the emerging chip and cloud alliances among Microsoft, Google and Meta, and Editors Martin Peers and Nick Wingfield about Netflix walking away from the Warner Bros. Discovery bidding war and Anthropic’s standoff with the Pentagon over military use of AI. Lastly, we get into AI answer-engine optimization, the rise of “marketing engineers” with Profound CEO James Cadwallader and the OpenClaw Foundation’s future with foundation board member Dave Morin.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openais-new-deals-mean-amazon-microsoft-nvidia

https://www.theinformation.com/articles/military-worries-simmer-openai-google-anthropic-hits-stalemate-pentagon

https://www.theinformation.com/newsletters/the-briefing/jack-dorsey-proves-ai-job-cut-fears-true-ellisons-win-warner

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h
  

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/