Amazon CEO Andy Jassy & Jessica Lessin at Davos, Gemini’s Developer Boom | Jan 20, 2026

Amazon CEO Andy Jassy talks with The Information’s CEO Jessica Lessin about Amazon's significant new deal with OpenAI and the company's aggressive push into custom AI chips with Trainium. We also talk with Jessica Lessin about her reflections on the ground at Davos and MongoDB CEO CJ Desai about whether AI is a structural threat to enterprise software. Lastly, we get into Google's exponential Gemini API growth with our reporter Erin Woo. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-ceo-weighs-ai-shopping-wars-openai-relationship https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales 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/