Episode Description

Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan.

Articles discussed on this episode:

https://www.theinformation.com/articles/xai-bets-groks-racy-side

https://www.theinformation.com/briefings/meta-building-prediction-markets-app

https://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannes

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Chapters:

00:00 - Introduction

01:13 - xAI Doubles Down on Video & Image Tools

08:29 - Meta Is Building a Prediction Markets App

22:15 - SambaNova Notches $3.5B Compute Commitment

35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions