The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das.

Articles discussed on this episode:

https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developers

https://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-models

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Chapters:

00:00 - Introduction

01:13 - Elon Musk Loses OpenAI Lawsuit

11:56 - Amazon’s Trainium Chips Gain Traction

23:59 - Open-Source AI Gains Ground on Cost Advantage

31:04 - Where Do Cerebras Shares Go From Here?