Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group

Google DeepMind Chief Architect Koray Kavukcuoglu talks with Jessica Lessin about recursive self-improvement and AI agent autonomy. Then: TITV Host Akash Pasricha talks with The Information's Stephanie Palazzolo and Leo Schwartz about SAFA, a proposed safety body from Google, OpenAI, and Anthropic; Cory Weinberg about Anthropic co-founders seeking voting control ahead of their IPO; Asia Bureau Chief Jing Yang and Asia Reporter Juro Osawa about DeepSeek's $1 billion ARR; Kristy Loke about why America's AI ambitions face headwinds compared to China. Finally, we get a peek at The Information Pro’s newest tool, which identifies emerging AI trends with Eric Bellomo, The Information’s Head of Research.
Articles discussed in today’s show:
https://www.theinformation.com/articles/google-openai-anthropic-ai-safety-group-takes-shape

https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

https://www.theinformation.com/articles/deepseeks-annualized-revenue-hits-1-billion-startup-finalizes-7-5-billion-fundraising

https://www.theinformation.com/articles/americas-ai-dream-failing-launch

https://www.theinformation.com/articles/introducing-ai-inflection-index-9-500-articles-say-coming-next

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Chapters:00:00 - Introduction & DeepMind's Autonomous AI Agents02:18 - Inside AI Agenda Live: Open Source Price Wars & JEPA06:35 - SAFA: Google, OpenAI & Anthropic Form AI Safety Group11:10 - Anthropic Co-Founders Push for IPO Voting Control15:02 - DeepSeek Revenue Soars to $1B ARR at 83% Margin19:15 - Why America’s AI Ambitions Face Public Backlash24:05 - Introducing The Information’s AI Inflection Index