Show notes
The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic’s pre-IPO employee stock plan.Articles discussed on this episode: https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusationshttps://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-publichttps://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-huntSubscribe: 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 - Introduction 00:01 - US Investigates Moonshot AI's Nvidia Chip Use 00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors 00:38 - Stripe’s Financial Secrets & Acquisition Strategy 00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees