Episode Description

Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community features with CEO Tyler Denk.

Articles discussed on this episode:

https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-models

https://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunch

https://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarter

Subscribe:

YouTube: https://www.youtube.com/@theinformation

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - China’s Kimi K3 Tops Coding Benchmarks

20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid

30:16 - Inside Google’s TPU War Against Nvidia

44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots