Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI

Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about AI safety and cybersecurity. We also talk with Core Automation CEO Jerry Tworek about leaving OpenAI to build Neo-Labs and recursive self-improvement, Marathon Management Partners' Gokul Rajaram about enterprise AI agent adoption and startup valuation metrics, and we get into distributed compute with Phin Barnes and GPU spot market pricing with Nebius CRO Marc Boroditsky.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:00:00 - Introduction 02:20 - Replit CEO Amjad Masad on AI Safety & Cybersecurity 13:34 - Ex-OpenAI Researcher Jerry Tworek on Neo-Labs & RSI 35:57 - Investor Gokul Rajaram on AI Agents & Enterprise Sales 48:15 - Phin Barnes on Distributed AI Compute & Edge Infrastructure 56:00 - Nebius CRO Marc Boroditsky on Compute Auctions & GPU Pricing