Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments

<p>The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.</p><p>Articles discussed in today’s show:</p><p>- Inside Apple’s Slog to Create Its First Robot: <a href="https://www.theinformation.com/articles/inside-apples-slog-create-first-robot"><u>https://www.theinformation.com/articles/inside-apples-slog-create-first-robot</u></a> </p><p>- Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: <a href="https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push"><u>https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push</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><p>Chapters:</p><p>01:13 - Introduction and Apple’s Robotics Ambitions</p><p>11:00 - Meta’s Humanoid Robot Prototype</p><p>17:45 - Why AI Customers Want Flexibility</p><p>22:38 - OpenAI’s Smaller Funding Round</p><p>25:34 - Anthropic’s Amended IPO Filing</p><p>28:50 - Reddit and the Future of Search Traffic</p><p>41:52 - Closing</p>