Episode Description

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft’s renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit’s Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines’ high-profile research preview of real-time interaction models.

Articles discussed on this episode:

https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliers

https://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-deal

https://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenue

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Chapters:

00:00 - Introduction

01:13 - Cerebras IPO: OpenAI’s $5B Potential Windfall

14:25 - Exclusive: Microsoft Recoups OpenAI Investment

26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify

30:20 - Replit President on Benchmarking Coding Models

40:21 - Thinking Machines Teases New AI Interaction Model