TITV Host Akash Pasricha sits down with The Information&#x27;s San Francisco Bureau Chief Jason Dean to break down Google&#x27;s sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron&#x27;s massive revenue growth, Cerebras&#x27; post-IPO margin warnings, and OpenAI&#x27;s custom &quot;Jalapeno&quot; performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models. Articles discussed on this episode: https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai 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 - Inside Google&#x27;s AI Coding Team Restructuring 11:19 - Micron&#x27;s Revenue Surge &amp; Cerebras Margin Shock 23:06 - OpenAI and Broadcom Debut &#x27;Jalapeno&#x27; Chip 27:05 - The High-Stakes Divide in Physical AI 35:43 - Odyssey CTO on World Models &amp; $310M Round

Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift

The Information's TITV

# Full Transcript

**Podcast:** The Information's TITV

## Transcript

Welcome everyone to The Information's TITV. My name is Akash Mastricha. It is Thursday, June 25th. Today on the show, The Information has exclusive reporting that Google is reorganizing its recently launched Strike Team working on AI coding models. We'll dig into those details shortly.

We'll then get some analysis on Micron and Cerebrus' quarterly results, OpenAI's new Jalapeno Chip and Qualcomm's acquisition, plus a growing rift currently dividing the physical AI space.

And Odyssey, a new AI lab focused on world models, has raised $310 million and a $1.45 billion valuation. We will look at what is driving those massive funding rounds. It's going to be a great show, so let's get right on into it. Google shares have suffered a big drop over the past few days after two of its most senior researchers left the company for rival AI labs.

Now the information has exclusive reporting that the company is revamping the team that is working on its AI coding models to make it more competitive. My colleague Aaron Wu, who covers OpenAI and Google, reported that story. And for more context, I want to bring on Jason Dean, our San Francisco Bureau Chief, to help us break it all down. Jason, welcome back to the show. It's great to have you here. Thanks for being here. Okay, so let's just back up a bit. Google loses two of its star researchers.

Noam Shazir goes to OpenAI. John Jumper goes to Anthropic. We didn't have a great sense at the time, well, at the time that Noam left at least, why it was he may have made the jump. What do we know now about these two departures? There's still quite a bit of mystery around these, but Aaron has learned a couple of interesting things in our reporting.

First of all, Shazir told people before he left that Google had shifted away or really kind of combined the computing resources for his project that he was working on with that of other teams. And so basically diminished his access to compute. It's not exactly clear how that shaped his thinking, but obviously something very important. And he's been doing work.

Shazir, of course, is one of the co-authors of the seminal AI paper on transformers that kind of gave birth to the current AI boom. He's been doing work on sort of new architectures for AI beyond transformers. And, you know, so the access to compute obviously is a big issue inside Google and something that he flagged to people before he left.

The other thing is that Google's CTO in announcing his departure internally said that it was very sudden. So, you know, clearly there was some abrupt rupture here. The exact linkage isn't clear, but this was something that happened suddenly and happened after this compute issue. Right. Okay. So Google is left to pick up the pieces, I guess, of these two departures.

And I should say that, you know, they lost one Nobel Prize winner, but they still, I mean, Demis is also a Nobel Prize winner, right? So it's... ...

Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift

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Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.