How Microsoft is Fighting OpenAI’s Frontier, Waymo’s New World Model, & OpenClaw Craze episode artwork

EPISODE · Feb 9, 2026 · 29 MIN

How Microsoft is Fighting OpenAI’s Frontier, Waymo’s New World Model, & OpenClaw Craze

from The Information's TITV · host The Information

The Information’s Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks.Articles discussed on this episode: https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-aheadhttps://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competitionSubscribe: 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/

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How Microsoft is Fighting OpenAI’s Frontier, Waymo’s New World Model, & OpenClaw Craze

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