The Information's TITV
The Information's TITV is a weekday tech news and analysis show from The Information, the subscription technology news outlet. Each episode covers the latest developments in the tech industry, breaking down the stories the newsroom is reporting on and shaping. Hosts and reporters offer insider context and commentary rather than surface-level headlines. The show streams live every weekday at 10 am PT / 1 pm ET on The Information's site, app, YouTube and X, and is available on demand as a podcast.
Episodes
Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns
The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheap
How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora
The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about the startup that could revive OpenAI’s Sora and Aaron Tilley about home AI computing and Apple’s smart home plans. Lastly, Amy Dockser Marcus discusses Mark Zuckerberg’s $1.8 billion biomed
Inside OpenAI’s $20B Revenue Discrepancy & China’s Increasingly Crowded AI Race
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 sh
Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents
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 $5
Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions
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
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 in
Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill
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 R
Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing
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
Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card
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
OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI Overviews
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
Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5
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, discusse
Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags
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:http
Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group
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
Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI
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 mark
OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises
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 ep
The Software Pricing War and AI Power Bottlenecks
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: https://www.theinformation.com/newsletters/applied-ai
U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era
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/ar
AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment
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.Article
The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled
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 Informatio
Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction
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/articles/apple-considers-return-server-market-talked-nvidia-use-network-techhttps://www.theinformation.com/newsletters/dealma
The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses
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&#
What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive
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
Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal
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
Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing
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 ex
Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?
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: https://www.thein
Meta Debuts New Agent ‘Muse,’ OpenAI’s Math Drama & White House AI Whitelist Confusion
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
OpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments Tech & How AI Threats Shift Corporate Budgets
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 episod
Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview
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'
Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-Up
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, a
OpenAI Technique in ‘Astra’ Model Sparks Security Concerns, SpaceX Shakes Up Data Center Leadership
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 ge
Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI
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 d
How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company
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
Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense Policy
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, an
Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump
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:
Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI
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, w
Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell Party
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 N
Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance
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.theinfo
Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter
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
Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange
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/arti
OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO
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: https://www.theinfo
Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business
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 wit
Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash
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/artic
Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation
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 inf
Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute Crunch
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 episo
Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status
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 Sale
Exclusive: OnlyFans Investor James Sagan Sits Down with The Information’s CEO Jessica Lessin
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 An
SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up
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:
Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon Valley
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 War
Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding Tools
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 shak
SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush
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
Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives
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 interpretab
Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?
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 un
Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits
Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet.Art
ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ
The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket Drew about Reflection AI's secret race to build an open-source AI champ, and we get into open-source AI safety with Cisco President Jeetu Patel.Articles discussed on this episode: https://
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King
TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera
Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy
Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption w
Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI
Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield.Articles discuss
U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan
The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason
SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters
Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack L
US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System
Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinbe
Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale
The Information’s Erin Woo talks with TITV Host Akash Pasricha about Google’s secret new "Frozen V2" server chip designed for Gemini. We also talk with Savi Security CEO Patrick Coughlin about the $200 billion AI cyber scam surge and The Information’s Alix Coutures about 160 enterprise software startups primed for acquisition.Articles discussed on this episode: https://www.theinformation
The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools
Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community fe
NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate
Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford.Articles discussed on t
On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park
The Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS.Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Kei
TITV One Year Anniversary Show
The Information is celebrating TITV’s one year anniversary today! Join us for this special moment, hosted at our San Francisco newsroom. Kicking us off, Vercel’s COO Jeanne DeWitt Grosser and Theory Ventures General Partner Tomasz Tunguz talk with TITV Host Akash Pasricha about where AI will take the enterprise by 2030. We also talk with Decagon CEO Jesse Zhang about the direction of AI research a
Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse Spark
Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple suing OpenAI over hardware secrets. We also talk with Yueqi Yang about Wall Street's DTCC tokenizing stock trading, Stephanie Palazzolo about her key takeaways from the ICML AI research conference, and we get into the latest frontier model releases with Laude Research Partner and former Meta Director of AI Braden Hanco
Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent
Citizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay.Articles discussed on this episode: https://www.theinfor
OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips
Dan Shipper, CEO of Every, talks with TITV Host Akash Pasricha about OpenAI's new GPT 5.6 model family. We also talk with Aaron Tilley about Apple's on-device AI ambitions, Jing Yang and Qianer Liu about China allowing limited Nvidia H200 chip purchases, and Leo Schwartz about Binance shifting its cooperation with the DOJ. Lastly, we get into AI-driven e-commerce with Daydream founder and
Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQ
Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about Tesla's Miami Robotaxi launch. We also talk with Nvidia correspondent Phoebe Liu about Nvidia partnering with AI chip rivals and enterprise software reporter Kevin McLaughlin about HubSpot's controversial customer data reversal. Plus, we get into the cooling AI IPO pipeline with Gregor Feige, Co-Head of ECM, Americas an
Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips
Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Fut
Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?
The Information's Laura Bratton talks with Rocket Drew about small firms ditching Salesforce for custom AI apps. We also talk with Grace Kay about Tesla's strict new weekly AI spending caps for engineers, and Aaron Holmes discusses Microsoft laying off 4,800 employees while overhauling its Copilot strategy.Articles discussed on this episode: https://www.theinformation.com/articles/small-fi
Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?
Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura
Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle
Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip proje
Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs
Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech gian
Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI Agents
DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggere
Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI Licensing
The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton abou
Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift
TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO
Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad Progress
Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising b
OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla Hype
The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated follo
SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan
Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally,
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