Episode Description

The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-bills

https://www.theinformation.com/newsletters/ai-agenda/agent-loops-hot

https://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-tesla

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Chapters:

00:00 - Introduction

01:13 - Ballooning AI Budgets & Fleeing OpenAI Costs

11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero

29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation

36:39 - Inside Silicon Valley's New Obsession: Agent Loops