Who can challenge NVIDIA next

The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning 

https://www.theinformation.com/articles/openai-developing-alternative-microsofts-github

https://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscape

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