Mythos-class Model Claude Fable 5 Early Reviews, How Nasdaq Landed SpaceX's Mega IPO

Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit’s internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI’s multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidia https://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivals 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 01:42 - Anthropic Releases Claude Fable 5 Model 12:32 - Developer Reactions to Anthropic’s Fable 5 21:09 - OpenAI in Talks to Lease 10GW Ohio Data Center 30:59 - How Nasdaq Landed SpaceX’s Mega-IPO 40:37 - Demand Outlook on Nvidia’s Vera Rubin Chips