The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.Articles discussed on this episode: https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-oppositionhttps://www.theinformation.com/articles/nadella-altman-averted-legal-war-awshttps://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financinghttps://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trialSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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