Show notes
Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about the massive 60-gigawatt AI infrastructure supply gap looming by 2030 and his firm's new $355 million fund. We also talk with OpenAI and Google reporter Erin Woo about star researcher Noam Shazeer leaving Google for OpenAI, Asia Bureau Chief Jing Yang about the Chinese government forcing Meta to unwind its $2 billion acquisition of AI agent startup Manus, AI reporter Stephanie Palazzolo about Hermes—a new open-source agent platform outperforming Open Claw on GitHub, and Amazon reporter Catherine Perloff about why enterprises are choosing Amazon's Trainium and Inferentia chips over Nvidia to slash costs by 80%.Articles discussed on this episode: https://www.theinformation.com/articles/manus-revenue-soars-original-investors-move-reverse-meta-dealhttps://www.theinformation.com/articles/star-google-ai-researcher-shazeer-joins-openaihttps://www.theinformation.com/newsletters/ai-agenda/competitor-openclaw-emergesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Google AI Star Noam Shazeer Joins OpenAI05:59 - China Forces Meta to Reverse $2B Manus Acquisition10:00 - Hermes Emerges as Open Claw's New Open-Source Agent Rival17:13 - Amazon Chip Play Attacks Nvidia on Price23:33 - Kindred Ventures' Steve Jang on $355M Fund & 60GW Compute Shortage