The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools

Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community features with CEO Tyler Denk.

Articles discussed on this episode:
https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-models
https://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunch
https://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarter

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Chapters:
00:00 - Introduction
01:13 - China’s Kimi K3 Tops Coding Benchmarks
20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid
30:16 - Inside Google’s TPU War Against Nvidia
44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots