OpenAI’s GitHub Alternative, OpenClaw Craze in China, and the AI Chip War

The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning  https://www.theinformation.com/articles/openai-developing-alternative-microsofts-github https://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscape 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/