The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.
Articles discussed on this episode:
https://www.theinformation.com/articles/nadella-altman-averted-legal-war-aws
https://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trial
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