OpenAI to Save $97B in Microsoft Deal, Satya Nadella Testifies in Musk-OpenAI Trial

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft’s renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit’s Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines’ high-profile research preview of real-time interaction models. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliers https://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-deal https://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenue 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/ Chapters: 00:00 - Introduction 01:13 - Cerebras IPO: OpenAI’s $5B Potential Windfall 14:25 - Exclusive: Microsoft Recoups OpenAI Investment 26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify 30:20 - Replit President on Benchmarking Coding Models 40:21 - Thinking Machines Teases New AI Interaction Model