Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat

Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The Information’s Microsoft Reporter Aaron Holmes about Meta and Microsoft’s efforts to curb internal Claude spending, competing models and the customer-facing demand that has offset Microsoft’s internal cuts. The Information’s Author of Applied AI Laura Bratton joins us to discuss Workday’s growth challenge, cautious enterprise buyers and its plans to charge for outside agents accessing its data. Lastly, DoorDash Head of AI Research Aryan Shah and Head of Applied AI Aayush Sheth discuss the US-China open-model race, consumer and driver AI tools, third-party agents and the company’s approach to internal AI spending.

Articles discussed in today’s show:

- https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude

- https://www.theinformation.com/articles/saaspocalypse-workday

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Chapters:

01:13 - Introduction

02:16 - Reflection’s Beam and open AI

14:24 - Meta and Microsoft’s Claude cuts

20:23 - Workday and the SaaSpocalypse

29:53 - DoorDash and the open-model race

36:07 - Third-party agents and DoorDash’s moat

39:13 - AI spending and internal evaluations