▶ 19:51 · $CRWD · CrowdStrike builds AI agent tools on frontier models to capture rising cybersecurity budgets

episode briefing

The Information

OpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments & How AI Threats Shift Budgets

2026-09-09 · 14 company · 6 thematic

sentiment

8 bull2 bear4 neu

speakers

stephanie palazolo

Hosts The Information's daily video show covering tech and finance news.

valita pow

Covers M&A and venture capital deals for The Information; broke the Nvidia-Hugging Face acquisition story and SoftBank-1X deal.

aaron holmes

Covers Microsoft for The Information, reporting on Microsoft's AI chip strategy, cloud infrastructure, and semiconductor supply chain dynamics.

katherine pearlloff

Covers Amazon and AWS, focusing on cloud infrastructure, AI services, and competitive dynamics with Microsoft and Google.

quote

“we're also seeing, you know, big incumbents like PaloAlto Networks, Microsoft, Crowdstrike all build new AI agent tools that in most cases rely on models from the lab.”

—aaron holmes

episode shorts · 2

Is OpenAI's Astra AGI?

Why AI Favors Hackers Over Defenders

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$EDGEneutral· lowvalita pow

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