U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan
Episode Description
The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic’s pre-IPO employee stock plan.
Articles discussed on this episode:
https://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-hunt
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Chapters:
00:00 - Introduction
00:01 - US Investigates Moonshot AI's Nvidia Chip Use
00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors
00:38 - Stripe’s Financial Secrets & Acquisition Strategy
00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees