OpenAI vs. Anthropic Enterprise War, OpenAI Ad Prices, Synthesia’s $4B Valuation | Jan 26, 2026

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI’s aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI’s premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company’s new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia’s $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-push https://www.theinformation.com/articles/openai-aims-lure-businesses-anthropic https://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davos https://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterprises https://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-deal 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/