Why Star Google AI Researcher Joined OpenAI, OpenClaw Competitor Arrival, Amazon’s AI Chip Advantage

Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about the massive 60-gigawatt AI infrastructure supply gap looming by 2030 and his firm's new $355 million fund. We also talk with OpenAI and Google reporter Erin Woo about star researcher Noam Shazeer leaving Google for OpenAI, Asia Bureau Chief Jing Yang about the Chinese government forcing Meta to unwind its $2 billion acquisition of AI agent startup Manus, AI reporter Stephanie Palazzolo about Hermes—a new open-source agent platform outperforming Open Claw on GitHub, and Amazon reporter Catherine Perloff about why enterprises are choosing Amazon's Trainium and Inferentia chips over Nvidia to slash costs by 80%. Articles discussed on this episode:  https://www.theinformation.com/articles/manus-revenue-soars-original-investors-move-reverse-meta-deal https://www.theinformation.com/articles/star-google-ai-researcher-shazeer-joins-openai https://www.theinformation.com/newsletters/ai-agenda/competitor-openclaw-emerges 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 - Google AI Star Noam Shazeer Joins OpenAI 05:59 - China Forces Meta to Reverse $2B Manus Acquisition 10:00 - Hermes Emerges as Open Claw's New Open-Source Agent Rival 17:13 - Amazon Chip Play Attacks Nvidia on Price 23:33 - Kindred Ventures' Steve Jang on $355M Fund & 60GW Compute Shortage