Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover

New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon’s hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic’s crackdown on OpenClaw with Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-status https://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-products https://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikes 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/