Appears On
Episode Appearances
The Information's TITV · May 13, 2026
Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand
“Co-reported story on Anthropic's pricing changes and customer adoption despite cost increases”
AI Startup Valuations in ChinaEnterprise AI Pricing Models and Cost ManagementOpenAI Legal Liability and Musk Lawsuit
View AnalysisThe Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Covered Microsoft's Copilot feature rollbacks and pricing strategy changes in response to customer dissatisfaction and margin pressure.”
Custom AI Chip Development and FinancingVendor Financing Agreements and TSMC Capacity AllocationMicrosoft Copilot Strategy and Feature Rollback
View AnalysisThe Information's TITV · Apr 29, 2026
Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast
“Previously reported on Microsoft-OpenAI partnership restructuring and exclusivity changes”
OpenAI AWS Integration and Bedrock AvailabilityChatGPT Subscription Tier Migration StrategyAI Advertising Revenue Models
View AnalysisThe Information's TITV · Apr 28, 2026
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements
“Broke story on OpenAI-Microsoft renegotiation; explains stateful vs. stateless model architecture dispute”
OpenAI-Microsoft Partnership RenegotiationStateful vs. Stateless AI Model ArchitectureAzure vs. AWS Cloud Infrastructure Competition
View AnalysisThe Information's TITV · Apr 24, 2026
Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal
“Reported on Microsoft's GPU allocation strategy, tiered customer access, and Azure underutilization policies”
GPU Supply Chain and AllocationCloud Provider Compute Pricing and Access PoliciesAI Model Benchmarking and Performance Comparison
View Analysis