AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025

Austin Lyons, Senior Analyst at Creative Strategies, talks with TITV Host Akash Pasricha about OpenAI's new deal with AMD and what it means for other AI chip companies. We also talk with M13 Partner Anna Barber about where startups can still succeed in a world dominated by OpenAI, and we get into Founders Fund's surprisingly bullish stance on AI with Reporter Miles Kruppa. Lastly, we discuss the business of AI rollups and AI customer service with Crescendo Founder and CEO Matt Price. Articles discussed on this episode: https://www.theinformation.com/articles/founders-fund-shifts-caution-concentrated-bets-aihttps://www.theinformation.com/briefings/openai-strikes-six-gigawatt-compute-deal-amd TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1 - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda