Inside OpenAI’s $20B Revenue Discrepancy & China’s Increasingly Crowded AI Race

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them.Articles discussed in today’s show:- China’s AI Model Race Is Just Getting More Crowdedhttps://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded- OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reportshttps://www.theinformation.com/briefings/openais-annualized-revenue-neared-50-billion-lower-past-reports- OpenAI ARR Snafu Highlights Flawed Metrichttps://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/Subscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 Introduction02:14 China’s crowded AI model race15:23 OpenAI’s revenue discrepancy24:22 Arena’s funding and AI evaluations26:01 Measuring AI misalignment34:31 Domyn and AI ownership43:25 Subscriptions vs. token sales