The Information's TITV OpenAI & Anthropic Execs Leading the Pentagon AI Showdown, Amazon Explores AI Chabot Ads
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Mar 3, 2026 
Stephanie Palazzolo, AI policy reporter covering the OpenAI–Anthropic–Pentagon talks and talent shifts. Catherine Perloff, Amazon ad and product reporter, on chatbot ad plays. Matt Harp, CEO of Basis, on building AI accounting agents and fundraising. Tom Schmidt, partner at Dragonfly Capital, on a new crypto fund and crypto–AI overlap. Steve Koenig, Macquarie analyst, on MongoDB results and enterprise AI trends.
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Amazon's Chatbot Ads Play Is Market Expansion
- Amazon's move is offensive: it seeks more ad inventory amid Google scrutiny and limited ad slots on Amazon.com.
- Perloff framed it as an early play to cement Amazon as an ad-tech alternative to Google.
Prioritize New Ad Formats Over Legacy Scale
- Success in chatbot ads depends on technical innovation like new targeting and formats, not incumbent brand alone.
- Perloff compared possible winners to past waves where startups rose with format-specific tech like Applovin for mobile.
MongoDB Slide Fueled By Guide Miss And CRO Exit
- MongoDB beat expectations but guided below consensus and its CRO left, triggering a >25% stock drop.
- Steve Koenig said the guide miss and leadership departure were the primary company-specific drivers amid broader software multiple compression.