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How Microsoft is Fighting OpenAI’s Frontier, Waymo’s New World Model, & OpenClaw Craze

February 9, 2026

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OpenAI Rolls Out Ads, AWS Weighs AI Content Marketplace for Publishers, How OpenClaw Agents Think

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Episode Description

The Information’s Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks.

Articles discussed on this episode:

https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-ahead

https://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competition

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