The Information's TITV
The Information's TITV
The Information
The Software Pricing War and AI Power Bottlenecks
49 minutes Posted Sep 22, 2026 at 8:50 pm.
Introduction 02:26 - Software's AI Price War 09:32 - Ande Raises $52M for AI Agents 18:50 - Flex CEO on AI Data Center Power 36:51 - Glance CEO on Siri AI Integration
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The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/new-data-show-anthropic-openai-upstarts-eating-software-budgets Subscribe: 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 02:26 - Software's AI Price War 09:32 - Ande Raises $52M for AI Agents 18:50 - Flex CEO on AI Data Center Power 36:51 - Glance CEO on Siri AI Integration