▶ 9:00 · $STRIPE · Stripe acquires Open Router as defensive move against AI labs building in-house payments

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

“essentially what what's kind of going on here is you know as Anthropic is growing as companies like OpenAI are also growing. They're getting super complicated and you can imagine that kind of charging and keeping track of payments for AI i…”

—stephanie palazolo

episode shorts · 2

Is OpenAI's Astra AGI?

Why AI Favors Hackers Over Defenders

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