Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand

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/former-alibaba-star-researcher-starts-new-ai-lab-seeks-2-billion-valuation https://www.theinformation.com/newsletters/the-information-finance/can-crypto-beat-banks-win-washington https://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-cost 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 - 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