The Software Pricing War and AI Power Bottlenecks

The Software Pricing War and AI Power Bottlenecks

The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/applied-ai/new-data-show-anthropic-openai-upstarts-eating-software-budgets

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Chapters:

00:00 - Introduction

02:26 - Software's AI Price War

09:32 - Ande Raises $52M for AI Agents

18:50 - Flex CEO on AI Data Center Power

36:51 - Glance CEO on Siri AI Integration


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