Anissa Gardizy
Cloud and compute reporter at The Information who covers data center build-outs, infrastructure financing, and the NVIDIA–CoreWeave partnership discussed in this episode.
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Jan 26, 2026 • 37min
OpenAI vs. Anthropic Enterprise War, OpenAI Ad Prices, Synthesia’s $4B Valuation | Jan 26, 2026
Anissa Gardizy, cloud reporter covering data-center finance and NVIDIA–CoreWeave ties. Victor Riparbelli, CEO of Synthesia building AI-native video at scale. Ann Gehan, e-commerce reporter on premium ChatGPT ad pricing. Kevin McLaughlin, enterprise reporter on OpenAI vs Anthropic enterprise battle. They discuss OpenAI’s enterprise push and branding, a $60 CPM ad pilot, Synthesia’s $4B raise and AI video vision, and NVIDIA’s CoreWeave investment.
38 snips
Dec 17, 2025 • 28min
OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025
Anissa Gardizy, a cloud and compute reporter, dives into Amazon's potential $10 billion investment in OpenAI and the proposed use of AWS Trainium chips. Katie Roof reveals Waymo's early $100 billion fundraising talks and the challenges of its profitability against high R&D costs. Valida Pau and Stephanie Palazzolo discuss AI labs' hunt for specialized data with dwindling public sources, emphasizing the complexities of pricing and privacy. Meanwhile, Ken Brown analyzes the 'scarcity premium' risks for significant upcoming IPOs, drawing intriguing historical parallels.
