Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles episode artwork

EPISODE · May 19, 2026 · 44 MIN

Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

from The Information's TITV · host The Information

The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developershttps://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-modelsSubscribe: 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 - Introduction01:13 - Elon Musk Loses OpenAI Lawsuit11:56 - Amazon’s Trainium Chips Gain Traction23:59 - Open-Source AI Gains Ground on Cost Advantage31:04 - Where Do Cerebras Shares Go From Here?

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Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

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