Explorez tous les épisodes du podcast The Information's TITV
| Titre | Date | Durée | |
|---|---|---|---|
| Inside OpenAI’s $20B Revenue Discrepancy & China’s Increasingly Crowded AI Race | 09 Oct 2026 | 00:46:45 | |
The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them. Articles discussed in today’s show: - China’s AI Model Race Is Just Getting More Crowded https://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded - OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports - OpenAI ARR Snafu Highlights Flawed Metric https://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/ Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 01:13 Introduction 02:14 China’s crowded AI model race 15:23 OpenAI’s revenue discrepancy 24:22 Arena’s funding and AI evaluations 26:01 Measuring AI misalignment 34:31 Domyn and AI ownership 43:25 Subscriptions vs. token sales | |||
| Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents | 08 Oct 2026 | 00:33:49 | |
The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its Project Falcon response and the challenges of backup power. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about former Trump AI adviser Sriram Krishnan’s proposed $500 million AI fund and the growing movement of government officials into AI companies. Lastly, Handshake Director of AI Research Jonas Mueller discusses Claude Haiku 5.5, the economics of multi-agent systems, Mistral and Reflection’s latest models, competition with Chinese models and demand for sovereign AI. Articles discussed in today’s show: -https://www.theinformation.com/articles/amazon-rewired-data-centers-mississippi-power-warning Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 01:13 - Introduction 03:03 - Amazon’s grid warning and Project Falcon 13:15 - Sriram Krishnan’s proposed $500 million fund 20:53 - Claude Haiku 5.5 and AI agent costs 23:59 - Benchmarks versus real-world AI performance 25:12 - Mistral, Reflection and the open-model race 30:34 - The demand and economics of sovereign AI | |||
| Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions | 07 Oct 2026 | 00:45:38 | |
The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains a likely partner and what the project could reveal about Intel’s turnaround. Atlassian Chief Product and AI Officer Tamar Yehoshua discusses how companies are using AI agents, why many businesses still haven’t unlocked their full value and how Atlassian is approaching agent governance. Lastly, PwC Tech, Media and Telco Industry Leader Dallas Dolen explains why he expects the data center buildout to reach roughly $31 trillion over the next 25 years despite financial, political and overcapacity risks. Articles discussed in today’s show: Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 01:13 - Introduction 02:47 - Inside Nvidia’s dealmaking spree 12:35 - Elon Musk’s Terafab and Intel 28:02 - Atlassian’s push into AI agents 36:36 - Can the AI infrastructure boom last? | |||
| Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat | 06 Oct 2026 | 00:41:15 | |
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 Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ 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 | |||
| Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill | 05 Oct 2026 | 00:43:38 | |
Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about the White House’s new AI leadership and the unresolved legal questions surrounding rogue agents. The Information’s Nvidia Reporter Phoebe Liu joins us to discuss how Jensen Huang’s son-in-law, Nico Caprez, became a trusted executive involved in Nvidia’s neocloud relationships and infrastructure financing. Lastly, The Information’s Senior Reporter Covering Anthropic Cory Weinberg explains the company’s employee charity-matching program, its potential cost to shareholders and the nonprofits that could benefit from an IPO. Articles discussed in today’s show: -https://www.theinformation.com/articles/anthropics-big-charity-bill-shareholders -https://www.theinformation.com/articles/jensen-huangs-son-in-law-became-one-trusted-executives Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 01:13 - Introduction 02:25 - Cohere’s North 2 and enterprise AI 07:53 - Agent security and AI regulation 15:58 - The White House’s new AI leadership 19:03 - Who is liable when an AI agent goes rogue? 26:34 - Jensen Huang’s son-in-law and Nvidia’s financing strategy 35:44 - Anthropic’s IPO and its charity match 40:08 - Charity costs and shareholder influence | |||
| Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing | 02 Oct 2026 | 00:53:18 | |
The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about the token resellers offering access to Anthropic models in China and the forces driving demand for distillation. Co-Executive Editor Martin Peers joins Jing to discuss how US AI IPOs could affect Chinese markets and debate what distillation allegations mean for investors. We also talk with The Information’s AI Finance Reporter Dakin Campbell about tightening bank lending, rising bond yields and the pressure on data center returns. Lastly, CoreWeave Executive Vice President of Product and Engineering Chen Goldberg discusses the company’s Vera Rubin rollout, its Forge platform and the engineering behind always-on AI agents. Articles discussed in today’s show: - https://www.theinformation.com/articles/chinas-token-resellers-create-anthropic-gray-market Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters — 1:01:13 - Introduction 1:02:16 - China’s gray market for Anthropic 1:14:41 - AI IPOs & China’s markets 1:21:46 - The debate over distillation 1:30:39 - AI’s data center debt squeeze 1:42:17 - CoreWeave, Vera Rubin & AI agents | |||
| Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card | 01 Oct 2026 | 00:48:25 | |
The Information’s Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about how SpaceX’s AI unit became a cloud computing provider and its talks with Microsoft. We also talk with The Information’s Yueqi Yang about the security, privacy and payment disputes that come with trusting AI agents to shop for you. Synthesia Co-founder and CEO Victor Riparbelli joins us to discuss interactive avatars for training, coaching and customer research. Lastly, Circle Co-founder and CEO Jeremy Allaire explains why he thinks Anthropic should go public, why AI needs regulation and how stablecoins could power payments between agents. Articles discussed in today’s show: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 01:13 - Introduction 02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks 10:23 - Should You Trust AI Agents With Your Credit Card? 19:46 - Synthesia’s Interactive Avatars & Enterprise AI 30:35 - Circle CEO on Anthropic’s IPO & AI Regulation 46:10 - Stablecoins & Payments Between AI Agents | |||
| OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI Overviews | 30 Sep 2026 | 00:47:05 | |
Constellation Research CEO Ray Wang talks with TITV Host Akash Pasricha about OpenAI's DevDay announcements, new pricing tiers, and enterprise strategy. We also talk with The Information's Alix Coutures about Google paying digital publishers for content used in AI Overviews and EliseAI CEO Minna Song about raising $350 million at a $4 billion valuation. Lastly, we get into a photo-based AI assistant Dazzle with former Yahoo CEO Marissa Mayer and Editor-in-Chief Jessica Lessin. Articles discussed in today’s show:
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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty 08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B 17:08 - Anthropic Cuts AI Discounts & Usage Caps 22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking 35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking | |||
| Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5 | 29 Sep 2026 | 00:44:09 | |
The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about delayed tech IPOs and market uncertainty. We also talk with Sriram Viswanathan about AMD’s $8.2B acquisition of World Labs, Laura Bratton about Anthropic cutting AI discounts, and we get into AI model benchmarks and safety with Vals AI Co-founder Rayan Krishnan. Lastly, the Lola CEO, Steve Hafner, discusses his AI travel booking agents. Articles discussed in today’s show:
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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty 08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B 17:08 - Anthropic Cuts AI Discounts & Usage Caps 22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking 35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking | |||
| Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags | 28 Sep 2026 | 00:45:35 | |
D.A. Davidson’s Gil Luria talks with TITV Host Akash Pasricha about Nvidia’s software to control rogue AI agents an Meta's enterprise push. We also talk with The Information's Grace Kay about Tesla Optimus production snags and Amy Dockser Marcus about the AI vs. human biotech race. Lastly, we get into AI agents going rogue with Zapier CEO Wade Foster. Articles discussed in today’s show:
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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Nvidia Agent Safety & Meta's Cloud Push 17:38 - Tesla Optimus Hits Scale-Up Production Snags 26:11 - Inside the AI vs. Humans Biotech Race 36:44 - Zapier CEO Wade Foster on AI Agents Going Rogue | |||
| Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group | 25 Sep 2026 | 00:56:19 | |
Google DeepMind Chief Architect Koray Kavukcuoglu talks with Jessica Lessin about recursive self-improvement and AI agent autonomy. Then: TITV Host Akash Pasricha talks with The Information's Stephanie Palazzolo and Leo Schwartz about SAFA, a proposed safety body from Google, OpenAI, and Anthropic; Cory Weinberg about Anthropic co-founders seeking voting control ahead of their IPO; Asia Bureau Chief Jing Yang and Asia Reporter Juro Osawa about DeepSeek's $1 billion ARR; Kristy Loke about why America's AI ambitions face headwinds compared to China. Finally, we get a peek at The Information Pro’s newest tool, which identifies emerging AI trends with Eric Bellomo, The Information’s Head of Research. Articles discussed in today’s show:
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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/
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| Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI | 24 Sep 2026 | 01:16:06 | |
Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about AI safety and cybersecurity. We also talk with Core Automation CEO Jerry Tworek about leaving OpenAI to build Neo-Labs and recursive self-improvement, Marathon Management Partners' Gokul Rajaram about enterprise AI agent adoption and startup valuation metrics, and we get into distributed compute with Phin Barnes and GPU spot market pricing with Nebius CRO Marc Boroditsky. Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 02:20 - Replit CEO Amjad Masad on AI Safety & Cybersecurity 13:34 - Ex-OpenAI Researcher Jerry Tworek on Neo-Labs & RSI 35:57 - Investor Gokul Rajaram on AI Agents & Enterprise Sales 48:15 - Phin Barnes on Distributed AI Compute & Edge Infrastructure 56:00 - Nebius CRO Marc Boroditsky on Compute Auctions & GPU Pricing | |||
| OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises | 23 Sep 2026 | 00:40:01 | |
Arena.ai AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about cheaper AI models from OpenAI and Anthropic. We also talk with The Information’s Julia Hornstein about VCs visiting China and Asia Bureau Chief Jing Yang about China probing DeepSeek. Lastly, we get into a16z's new AI college with Gagan Biyani, CEO at The Horowitz Andreessen Academy. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ | |||
| The Software Pricing War and AI Power Bottlenecks | 22 Sep 2026 | 00:49:22 | |
The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/
00:00 - Introduction 02:26 - Software's AI Price War 09:32 - Ande Raises $52M for AI Agents 18:50 - Flex CEO on AI Data Center Power 36:51 - Glance CEO on Siri AI Integration | |||
| U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era | 21 Sep 2026 | 00:45:32 | |
The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about US-China AI dialogue and the ‘AI Force’. We also talk with Khosla Ventures Founder Vinod Khosla about AI tax reform and safety regulation, and we get into AI sales agents and scaling limits with Clay Co-Founder and CEO Kareem Amin. Articles discussed on this episode: https://www.theinformation.com/articles/refounding-america-tax-code-needs-change-age-ai https://www.theinformation.com/briefings/u-s-china-discussed-ai-safety-system-bessent-says Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - US-China AI Dialog & Trump's AI Force with Leo Schwartz 09:12 - Vinod Khosla on AI Tax Reform & Safety 33:26 - Clay CEO Kareem Amin on AI Sales & Agents | |||
| AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment | 18 Sep 2026 | 00:56:32 | |
The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arcee AI Co-Founder and CEO Mark McQuade about open weight AI models in the US vs China. Lastly, we get into AI compute debt financing with The Information Senior Editor Meredith Mazzilli. Articles discussed on this episode: https://www.theinformation.com/briefings/coreweave-prices-3-7-billion-convertible-bond-offering Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Are AI Safety Watchdog Groups Truly Independent? 24:13 - China’s View on AI Safety & US-China VC Decoupling 36:15 - Arcee AI CEO Mark McQuade on Open Weight Models 47:44 - The Debt Financing Behind the AI Compute Buildout | |||
| The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled | 18 Sep 2026 | 00:42:35 | |
Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO Greg Jensen demanding bank-style regulation for AI compute and Menlo Ventures' Amy Wu Martin about consumer AI adoption stalling despite tripled spending. Lastly, we get into The Information's newly released list of the 50 Most Influential People in Tech with our reporter Jemima McEvoy. Articles discussed on this episode: https://www.theinformation.com/articles/introducing-informations-50-influential-people-tech https://www.theinformation.com/projects/50-most-influential-people-in-tech Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - How Fed Rate Hikes Impact AI Sector & Debt 12:44 - Bridgewater Co-CIO Calls for AI Regulation 21:59 - Menlo Report: Consumer AI Adoption & Agents 32:34 - The 50 Most Influential People in Tech | |||
| Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction | 16 Sep 2026 | 00:41:09 | |
about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenstein. Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/anthropics-data-policy-drama-good-openai Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Dreamforce: Jensen, Sam & Dario Clash On AI Pacing 14:23 - How AI Pacing Forces Founders to Rethink Startups 22:00 - Apple Considers AI Server Bet & Nvidia Deal 32:40 - Tutor Intelligence CEO Josh Gruenstein on Next-Gen Industrial Robots | |||
| The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses | 15 Sep 2026 | 00:33:59 | |
Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heavy AI investments and Creator Ventures' Sasha Kaletsky about Meta's new Muse agent launch, and we get into developers pairing Claude Code with rival AI models with The Information's Alix Coutures. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Handshake CEO Garrett Lord on Pacing AI & White-Collar ROI 13:04 - ByteDance Profits Fall to $20B Amid AI Investments 15:56 - Meta’s Muse Agent Launch & Enterprise Traction 25:25 - Developers Using Claude Code With Rival AI Models | |||
| What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive | 14 Sep 2026 | 00:55:19 | |
OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and coordinating with each other. They dig into the infamous Hugging Face incident, the limits of AI “research taste,” OpenAI’s push toward AI systems that can help improve the next generation of AI, and the growing challenge of monitoring models’ chains of thought as they become more capable. Related articles: Investigation into OpenAI Hugging Face Hack: https://www.theinformation.com/briefings/sen-josh-hawley-launches-investigation-openai-hugging-face-hack The Hugging Face Hack’s Chilling Postmortem: https://www.theinformation.com/newsletters/the-weekend/hugging-face-hacks-chilling-postmortem Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction and Overview of AI Agents 04:08 - Reasoning and Reinforcement Learning 08:50 - Current Limitations, Astra, and Impact on Work 25:50 - Multi-Agent Systems and Delegation 31:04 - The Hugging Face Incident and Agent Coordination 36:05 - Game Theory and Agent Security 40:39 - AI Alignment, Monitoring, and Chain of Thought 50:07 - Future Outlook on AI Models and Interpretability | |||
| Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal | 14 Sep 2026 | 00:47:17 | |
The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton about enterprise data privacy fears, Phoebe Liu about Anthropic’s $13.7B deal with Rum Group, Superhuman CEO Shishir Mehrotra about Superhuman’s acquiring of AI notetaker Fathom, and get into AI outcome-based pricing with Rillet CEO Nicolas Kopp. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Secret AI Safety Body & Dario Amodei's Slowdown Proposal 10:49 - What an AI Slowdown Means for SaaS & Enterprise Data Fears 21:25 - Anthropic’s $13.7B Compute Deal with Rum Group 27:50 - Superhuman CEO Shishir Mehrotra on Fathom Acquisition & AI Safety 37:53 - Rillet CEO Nicolas Kopp on $1B Valuation & AI Pricing Models | |||
| Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing | 11 Sep 2026 | 00:46:06 | |
RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI existential risks with Editors Martin Peers and Jason Dean. Articles discussed on this episode: https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:03:48 - Oracle Cash Burn & CapEx Strategy 00:11:58 - Baseten Acquires Blaxel for AI Sandboxes 00:22:09 - Inside Blackstone's $10B+ Google TPU Play 00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat | |||
| Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise? | 10 Sep 2026 | 00:38:06 | |
Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The Information's Alix Coutures about OpenAI's new ad restrictions, and we get into Asana's new AI rollout with Asana CEO Dan Rogers. Articles discussed on this episode: Subscribe:
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| Meta Debuts New Agent ‘Muse,’ OpenAI’s Math Drama & White House AI Whitelist Confusion | 09 Sep 2026 | 00:41:14 | |
Foundation Capital’s Jaya Gupta talks with TITV Host Akash Pasricha about the launch of Meta’s first consumer AI agent, Muse. We also talk with Samsara’s Johan Land about the drama around OpenAI’s latest math model breakthrough, the White House’s confusing AI whitelist policy with our reporter Leo Schwartz and our reporter Laura Bratton discusses Hugging Face’s robotics push. Articles discussed on this episode:
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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ | |||
| OpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments Tech & How AI Threats Shift Corporate Budgets | 08 Sep 2026 | 00:35:54 | |
Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's new Astra model and its AGI claims. We also talk with Valida Pau about Coatue's proposed chip financing joint venture with startup MatX, Aaron Holmes about rising AI cyber threats and ElevenLabs' 2028 IPO plans, and we get into AWS's major Bedrock overhaul with Catherine Perloff. Articles discussed on this episode:
Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ | |||
| Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview | 04 Sep 2026 | 00:42:21 | |
Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Adobe's New CEO & Software Earnings Lessons 00:13 - Netskope Sales Grow 29% as AI Security Expands 00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows 00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview | |||
| Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-Up | 03 Sep 2026 | 00:55:03 | |
Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Arena's Peter Gostev on New Frontier AI Models 13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue 25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs 35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face 45:35 - Catherine Perloff on Google's Antitrust Victory | |||
| OpenAI Technique in ‘Astra’ Model Sparks Security Concerns, SpaceX Shakes Up Data Center Leadership | 02 Sep 2026 | 00:35:30 | |
Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam. Articles discussed on this episode: https://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-build Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - OpenAI Astra Security Risks 12:49 - SpaceX Shakes Up Data Center Leadership 17:51 - Glean Challenges Anthropic with Cheaper AI Costs 22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter | |||
| Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI | 01 Sep 2026 | 00:38:31 | |
Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Wafer Raises $40M Series A at $200M+ Valuation 03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips 11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows 12:56 - Nvidia Invests $3.5B in MediaTek Convertibles 17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing? 23:30 - The VC Case for Building Software in the AI Era 28:45 - The VC Mechanics Driving Mega-Rounds & Pivots 34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins | |||
| How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company | 31 Aug 2026 | 00:47:36 | |
The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti. Articles discussed on this episode: https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac 00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI 00:16:47 - Is the SaaSpocalypse still happening? 00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case 00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding | |||
| Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense Policy | 28 Aug 2026 | 00:46:48 | |
CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers. Articles discussed on this episode: https://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructure Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Trump Admin Working to Curb China’s Remote Chip Access 12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO 23:12 - Inside the Politics & Policy Debate Around Data Centers 38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense | |||
| Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump | 27 Aug 2026 | 00:36:39 | |
Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/ | |||
| Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI | 26 Aug 2026 | 00:47:50 | |
San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton. Articles discussed on this episode: https://www.theinformation.com/articles/big-tech-suddenly-paying-startups https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks https://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforce Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Meta Settles Landmark Social Media Case 00:11 - Nvidia Earnings Preview & The Inference Shift 00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash 00:29 - Bill Gates AI Warning & Palo Alto Networks M&A 00:39 - Big Tech’s New AI M&A Premium 00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks | |||
| Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell Party | 25 Aug 2026 | 00:42:53 | |
Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley. Articles discussed on this episode: https://www.theinformation.com/articles/cursor-officially-enters-musk-era https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Meta to Launch ‘Hatch’ AI Agent Platform 09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind 17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B 24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout 36:55 - Inside Tim Cook’s Apple Farewell Party | |||
| Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance | 24 Aug 2026 | 00:34:06 | |
The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants. Articles discussed on this episode: https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Nvidia AI Chip Prices to Rise About 17% 05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation 12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers 24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants | |||
| Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter | 21 Aug 2026 | 00:32:19 | |
In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards. Articles discussed on this episode: https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Stripe Acquires OpenRouter for $7.5B 10:05 - Stripe’s Potential PayPal Deal 12:30 - AT&T Cuts AI Bills with Open Source 21:29 - Assessing Security Practices of AI Labs | |||
| Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange | 20 Aug 2026 | 00:34:24 | |
Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen. Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Anthropic's JV Acquires Casper Studios 08:12 - Nvidia In Talks for $20B Mercor Round 10:25 - Robinhood-Backed Prediction Exchange Rothera 19:38 - SEC's First Crypto Token Rule Proposal 22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins | |||
| OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO | 19 Aug 2026 | 00:44:26 | |
AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks 10:58 - White House AI Framework Leaves Valley in Limbo 20:10 - Anthropic Founders Grab Voting Power Ahead of IPO 30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice | |||
| Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business | 18 Aug 2026 | 00:41:23 | |
The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell. Articles discussed on this episode: https://www.theinformation.com/articles/uber-bears-taken-wrong-turn Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued 13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents 29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom | |||
| Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash | 17 Aug 2026 | 00:30:12 | |
Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia’s $100B OpenAI backing for an Ohio Data Center. We also talk with Elon Musk reporter Grace Kay about Tesla’s radical flying Roadster and Leo Schwartz, Tech and Politics reporter, about Dario Amodei defending Anthropic against regulatory capture claims. Articles discussed on this episode: https://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadster Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Nvidia Backs OpenAI's $100B Lease 13:26 - Tesla's Radical "Flying" Roadster 22:24 - Dario Amodei Responds to AI Backlash | |||
| Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation | 14 Aug 2026 | 00:54:23 | |
In this week’s Editor’s Cut, The Information’s Jason Dean & Laura Mandaro discuss OpenAI CRO Denise Dresser’s departure after eight months. We also talk with Lovable CEO Anton Osika about their $400M raise at a $13.3B valuation, Dropbox co-CEO Ashraf Alkarmi about returning to growth with AI search, and Coursera CEO Greg Hart about their $100M bet on LearnVector, and we get into the secret influence of Anthropic CEO Dario Amodei’s wife, Cami Clark, with reporters Cory Weinberg and Jemima McEvoy. Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-first-lady-took-winding-road-top Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - OpenAI CRO Denise Dresser Exits After 8 Months 13:48 - Lovable CEO Anton Osika on $13.3B Valuation & Vibe Coding 20:30 - Dropbox Co-CEO Ashraf Alkarmi on AI Search & Growth 30:20 - Coursera CEO Greg Hart on $100M Bet on AI Startup LearnVector 40:32 - Inside the Life of Cami Clark, Wife of Anthropic CEO Dario Amodei | |||
| Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute Crunch | 13 Aug 2026 | 00:36:17 | |
Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Robinhood Debuts Second Public Venture Fund 06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices 15:45 - WRITER Releases Flagship AI Model 'Palmyra X6' 27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard | |||
| Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status | 12 Aug 2026 | 00:33:08 | |
Crypto reporter Yueqi Yang talks with TITV Host Akash Pasricha about Kalshi topping $4B in annualized revenue and seeking a $40B valuation. We also talk with Eliyan co-founders Ramin Farjadrad and Patrick Sohelli about AI chiplet interconnects and competing with Broadcom, Leo Schwartz about David Sacks returning to Craft Ventures to target a new $1B fund, and we get into the USDA trimming its Salesforce footprint for C3 AI with Laura Bratton. Articles discussed on this episode: Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Kalshi Tops $4B In Annualized Revenue, Seeks $40B Valuation 08:59 - Chip Infrastructure Startup Eliyan Hits Unicorn Status 19:38 - Sacks’ Craft Targets $1B For First Fund Since White House 25:35 - USDA Taps C3 AI to Trim Salesforce Footprint | |||
| Exclusive: OnlyFans Investor James Sagan Sits Down with The Information’s CEO Jessica Lessin | 11 Aug 2026 | 00:56:17 | |
OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more. The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader. Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-models Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Architect Capital Takes 16% Stake in OnlyFans 00:29 - Nvidia Debuts Nemotron 3.5 Lightning 00:38 - Menlo Ventures Raises $3B for AI 00:49 - State of Software: SaaS M&A and Salesforce Shakeup | |||
| SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up | 10 Aug 2026 | 00:38:04 | |
Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste. Articles discussed on this episode: https://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nears https://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunch Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 02:08 - SpaceX Nears $60B Acquisition of Cursor 06:55 - Meta Bets Big on Open-Source Models 20:25 - Microsoft Ramps Up Homegrown AI Chips 28:45 - AWS Tells Engineers to Cut CPU Waste | |||
| Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon Valley | 07 Aug 2026 | 00:45:15 | |
Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny. Articles discussed on this episode: https://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competition Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings 18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race 31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma 35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny 38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks | |||
| Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding Tools | 06 Aug 2026 | 00:43:59 | |
Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean. Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memory Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips 00:09 - Meta Debuts New AI Coding Tools 00:20 - What Google’s AI Shakeup Means for Pichai Succession 00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders | |||
| SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush | 05 Aug 2026 | 00:34:04 | |
TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang. Articles discussed on this episode: https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions 15:31 - AMD Drops After Earnings Despite 50% Revenue Growth 27:10 - China’s New AI Gold Rush: World Models | |||
| Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives | 04 Aug 2026 | 00:39:56 | |
Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho. Articles discussed on this episode: https://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companies Subscribe:
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Airtable Acquired by Bending Spoons for $1.3B 00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders 00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code 00:29 - Goodfire Launches 'Silico' AI Interpretability Platform | |||
| Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple? | 31 Jul 2026 | 00:56:01 | |
Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook’s legacy and what’s next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ | |||