Nvidia's Data Center Threat, AI Stock Rebound, OpenAI's Codex Strategy

<p>SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia&#39;s growth and reshape AI infrastructure spending. Plus, Lyft CEO David Risher discusses Waymo, Dropbox Co-CEO Ashraf Alkarmi explains the company&#39;s Tigris acquisition, and OpenAI&#39;s Andrew Ambrosino and Every CEO Dan Shipper discuss coding agents and AI model competition.</p><p>Chapters:</p><p>00:00 Intro</p><p>01:13 AI stocks, data centers and Nvidia | Paul Kedrosky</p><p>12:49 Lyft earnings, subscriptions and Waymo | David Risher</p><p>20:16 Dropbox&#39;s Tigris acquisition and AI strategy | Ashraf Alkarmi</p><p>30:59 Every Thesis conference</p><p>31:40 OpenAI&#39;s Codex and AI product strategy | Andrew Ambrosino</p><p>48:35 Which AI models stand out? | Dan Shipper</p><p>01:02:50 Outro</p><p>Articles discussed in today’s show:</p><p>-<a href="https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildings"><u>https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildings</u></a></p><p>Subscribe:</p><p>- YouTube: https://www.youtube.com/@theinformation</p><p>- The Information: https://www.theinformation.com/subscribe_h</p><p>Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda</p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p>Follow us:</p><p>X: https://x.com/theinformation</p><p>IG: https://www.instagram.com/theinformation/</p><p>TikTok: https://www.tiktok.com/@titv.theinformation</p><p>LinkedIn: https://www.linkedin.com/company/theinformation/</p>