The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek’s first-ever outside funding round and its potential $10 billion valuation. We also talk with Rosenblatt Securities' Barton Crockett about Netflix’s slowing revenue growth and its aggressive expansion into sports and gaming, and Microsoft reporter Aaron Holmes about LinkedIn’s surprisingly successful AI Hiring Assistant. Lastly, we get into the systemic financial risks posed by Anthropic's powerful Mythos model with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode:

https://www.theinformation.com/articles/chinas-deepseek-raising-money-first-time-10-billion-plus-valuation

https://www.theinformation.com/articles/openai-spend-20-billion-cerebras-chips-receive-equity-stake

https://www.theinformation.com/newsletters/applied-ai/linkedins-ai-agent-product-becomes-surprise-bright-spot-microsoft

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DeepSeek’s Potential $10B+ Valuation, LinkedIn’s AI Agent Win and the Risks of Anthropic’s Mythos