Show notes
Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is sparking cannibalization concerns among Salesforce employees. Finally, we get into OpenAI's secret internal optimizations that cut model inference costs by more than half with our AI reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-pay-anthropic-technology-new-dealhttps://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjamhttps://www.theinformation.com/newsletters/ai-agenda/openai-discovers-new-way-cut-inference-costs-halfhttps://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slackSubscribe: 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 - Adam Selipsky Leads $10B AI Infrastructure Play12:56 - Anthropic Hits Amazon With Token Pricing Shift20:46 - Salesforce Staff Clashing Over Claude in Slack31:11 - OpenAI Sneaks Out 50% Inference Cost Drop