Show and guest
CNBC interview with The Information founder and CEO Jessica Lessin. Original English title: Compute scarcity favors Big Tech after midterms, says The Information's Jessica Lessin.
Key points
- Voters gave Big Tech a gift 0:49
- Under compute scarcity, the giants are better positioned, while Nvidia and new cloud providers are having a harder time 1:06
- Anthropic’s IPO numbers are good enough; the IPO window is open 1:32
- The half-life of anti-AI rhetoric is only 6–12 months 3:10
- Musk is in the crosshairs, with hearings and investigations following one another 4:42
Background and notes
Subtitle coverage note: the video subtitles comprise 274 timestamped segments, covering the full video from 0:00–7:27. The views and timestamps in the text are relayed from the original subtitles; each timestamp marks the start of the corresponding spoken segment.