Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs
Episode Description
Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is sparking cannibalization concerns among Salesforce employees. Finally, we get into OpenAI's secret internal optimizations that cut model inference costs by more than half with our AI reporter Stephanie Palazzolo.
Articles discussed on this episode:
https://www.theinformation.com/articles/amazon-pay-anthropic-technology-new-deal
https://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjam
https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack
Subscribe:
YouTube: https://www.youtube.com/@theinformation
The Information: https://www.theinformation.com/subscribe_h
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/
Chapters:
00:00 - Introduction
01:13 - Adam Selipsky Leads $10B AI Infrastructure Play
12:56 - Anthropic Hits Amazon With Token Pricing Shift
20:46 - Salesforce Staff Clashing Over Claude in Slack
31:11 - OpenAI Sneaks Out 50% Inference Cost Drop
