Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift

Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information’s Aaron Holmes about Microsoft’s new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon’s $42 billion bond sale to fund AI infrastructure. Then we get into Tencent’s WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal. Articles discussed on this episode:  https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-project https://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suits https://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-ai https://www.theinformation.com/briefings/amazon-raising-42-billion-bonds 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/