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For highly specialized tasks, like writing kernels for AI chips, human expertise is still critical. One CEO says even a single line of inefficient AI code is too risky for this kind of work. Insights on the "Cursor Resistance": https://thein.fo/4hqfAl3

AI Agenda: OpenAI is pitching companies on allowing visitors to sign in to their websites using their ChatGPT credentials, much like Google or Facebook accounts. This is part of a novel strategy to integrate ChatGPT more broadly into the consumer experience. Full story here: https://thein.fo/48ziKAu

OpenAI CEO Sam Altman is pressing TSMC to free up more manufacturing capacity to produce the company's new AI chip with Broadcom. Read: https://thein.fo/4mW9mdv

Elon Musk’s xAI is pursuing an ambitious plan to build the world's most powerful data center, Colossus 2, and a massive natural gas plant to power it. The project's scale and xAI's precarious finances necessitate reliance on outside funding and risk-sharing. Learn more: https://thein.fo/4hiToZU

Exclusive: OpenAI is set to spend more on server rentals with rivals—primarily Oracle—than with Microsoft by 2030, marking the end of their exclusive cloud partnership. Read: https://thein.fo/3KR94Yc

Sodium ion battery technology has faced a tough year: -Two major sodium-ion startups, Bedrock Materials and Natron Energy, have closed their doors. -The ex-CEO of Bedrock and a paper in Nature concluded that sodium ion cannot beat LFP on cost, citing its lower energy density. Full details: https://thein.fo/3IQNBOx

Capital expenditures for major cloud providers are skyrocketing. Microsoft’s capex exceeded $10.7 billion in a single quarter in mid-2023, a historic high, signaling the scale of the chip arms race. Read: https://thein.fo/3KSwtsa

The Information | TITV | October 16, 2025 The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 ET on The Information.com, App, YouTube, X—and on demand wherever you get your podcasts.

Why the mix of AI tech? Reducto uses both OCR and VLMs because VLMs, like other generative models, can "hallucinate"—and traditional OCR helps catch those errors. https://thein.fo/4qbeVaQ

Today on The Information’s TITV: -Microsoft’s CPO of AI for Work, Aparna Chennapragada, on their latest tools and strategy -Deals & debt behind xAI’s new datacenter | Reporters Theo Wayt & Miles Kruppa -Anthropic gears up for mass acquisitions | Tech M&A Reporter Valida Pau -New startup teaches AI using video games | Pim de Witte, CEO of General Intuition 📺 Tune in at 10 am PT / 1 pm ET on https://thein.fo/4qb4zYz