Jessica Lessin, The Information’s Editor-in-Chief, on why Microsoft and NVIDIA's major investments in Anthropic were inevitable: "My reaction to this was honestly—what took so long? It was so clear that to fulfill these compute demands, everyone was going to be a customer of everyone." "I talked about multilateralism. That is the name of the game. And I think what's happening is that the fundraising needs are immense for players like Anthropic. Now also the compute needs are." Watch the full epi
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The Information's Editor-in-Chief Jessica Lessin discusses the dynamics between the US government, NVIDIA, and Beijing on the sale of H200 chips: "In the US, we tend to forget that Beijing is the other side of the coin. And, you know, this happened with TikTok and ByteDance. It's not just what Washington wants, it's what Beijing wants." Full episode: https://thein.fo/4pWCwuS | The Information
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