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Episode Description
Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI startup and the implications of President Trump’s historic visit to China with a delegation of tech CEOs. We also talk with Laura Bratton about why Anthropic customers are willing to pay double or triple for AI services, followed by an update from Rocket Drew on Sam Altman’s testimony in the Elon Musk trial. Then, FTV Capital’s Brad Bernstein explains how growth equity firms are navigating "false positives" in the SaaS market, and we end with Senior Finance Editor Ken Brown on the high-stakes battle between banks and the crypto industry over the Senate’s new "Clarity Act."
Articles discussed on this episode:
https://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-cost
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Chapters:
00:00 - Introduction
01:13 - Former Alibaba Star’s $2B China Startup & Trump’s Tech Visit
09:07 - Anthropic Customers Eat Rising AI Costs
14:29 - Sam Altman Testifies in Elon Musk v. OpenAI Trial
17:14 - FTV Capital’s Brad Bernstein on the SaaS Market
26:46 - The "Clarity Act": Crypto’s Senate Battle vs. Banks