Practical timing and benefits of early chip adoption

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

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/