OpenAI’s Multi-Billion Ad Strategy, Modal Labs CEO on AI Infrastructure, Twilio’s Voice AI Surge

E-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy. Articles discussed on this episode:  https://www.theinformation.com/articles/twilios-ai-boost-double-edged-sword https://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-big 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 - OpenAI Scales Conversion Ads and Targets Small Businesses 08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap 16:10 - GitHub’s Maintenance Issues and the Need for AI Native Code Tools 25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype 29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio