Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

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 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/ 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?