Catherine Perloff

Rocket Drew, AI and robotics reporter who tracks open-source agents; Anna Barber, GP at Everywhere Ventures focused on early-stage startups; Catherine Perloff, AWS reporter with cloud and enterprise AI expertise. They dig into the OpenClaw local-agent craze and Moltbook’s agent interactions. They unpack SpaceX’s massive FCC filing for orbital data centers and AWS’s internal reorg shifting product priorities.

Joining the discussion are Steve Jang, founder of Kindred Ventures with expertise in hardware and robotics, Rocket Drew, an AI and robotics reporter, Catherine Perloff, an Amazon reporter, and Anne Davis Vaughn, an AI infrastructure columnist. They delve into NVIDIA's Rubin chips and the need for data center revamps, the promising capabilities of the Alpameo-1 self-driving model, and internal skepticism about Amazon's Nova models. Additionally, they explore how energy industries are adapting amid the AI boom, leveraging opportunities in natural gas and nuclear sectors.

Rocket Drew, AI and robotics reporter, explains how OpenClaw agents learn new skills and trade-offs. Rishi Jaluria, software equity analyst, breaks down CEO changes and valuation pressure in software. Catherine Perloff, Amazon reporter, outlines AWS’s plans for a publisher content marketplace. Anne Guillen, e-commerce reporter, covers OpenAI’s ad rollout, shopping ambitions, and tough tax hurdles.

Join Catherine Perloff, an advertising reporter at The Information, as she unpacks the intriguing developments in the Google antitrust case, discussing the implications of a potential breakup on the ad market. Steve LeVine, the electric-vehicles correspondent, sheds light on the Trump administration's strategy to invest in critical minerals and how it may impact the EV supply chain. They also delve into the mysterious $10 billion startup by Mira Murati, exploring its ambitious goals and the factors drawing significant investor interest.

Jessica Lessin, Editor-in-Chief of The Information, dives into the major AI moves from Microsoft and NVIDIA, revealing a new partnership with Anthropic and discussing Jeff Bezos's AI startup, Prometheus. Erin Woo provides insights on Google’s Gemini 3.0, touching on its integration across platforms and user feedback. Catherine Perloff highlights Pinterest's cautious approach to generative AI and its impact on user experience. Lastly, Paul Kedrosky discusses the growing corporate debt in AI capital expenditure and the macro risks involved.