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The Information's TITV

The Information

The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary.

Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.

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Friday · 1 hr 2 min
Nvidia's Data Center Threat, AI Stock Rebound, OpenAI's Codex Strategy
SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia's growth and reshape AI infrastructure spending. Plus, Lyft CEO David Risher discusses Waymo, Dropbox Co-CEO Ashraf Alkarmi explains the company's Tigris acquisition, and OpenAI's Andrew Ambrosino and Every CEO Dan Shipper discuss coding agents and AI model competition. Chapters: 00:00 Intro 01:13 AI stocks, data centers and Nvidia | Paul Kedrosky 12:49 Lyft earnings, subscriptions and Waymo | David Risher 20:16 Dropbox's Tigris acquisition and AI strategy | Ashraf Alkarmi 30:59 Every Thesis conference 31:40 OpenAI's Codex and AI product strategy | Andrew Ambrosino 48:35 Which AI models stand out? | Dan Shipper 01:02:50 Outro Articles discussed in today’s show: -https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildings 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/
Friday · 30 min
Microsoft’s $5 Billion Data Center Delay, DigitalOcean CEO on AI Infrastructure Boom
Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn't ready on time. TITV Host Akash Pasricha speaks with The Information's Microsoft reporter Aaron Holmes about the delays and with crypto reporter Yueqi Yang about smaller banks allowing AI agents access to accounts. Lastly, DigitalOcean CEO Paddy Srinivasan discusses neocloud growth, data center regulation and the company's recent quarterly results. Articles discussed in today's show: -https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-iren 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: 00:00 Intro 01:50 Microsoft's $5 billion data center spending delay 08:30 Why smaller banks are giving AI agents access to accounts 18:16 DigitalOcean CEO on neoclouds and AI infrastructure (Sponsored) 30:46 Outro
Wednesday · 45 min
Democrats Retake Congress, Data Center Backlash and Radiant’s Power Philosophy for AI
Democratic victories in the House, Senate and key governor races could reshape AI infrastructure development and technology policy. TITV Host Akash Pasricha talks with Powerlines founder Charles Hua about the implications for data centers and electricity costs, and with Tusk Ventures founder Bradley Tusk about Big Tech, regulation, California's proposed billionaire tax and prediction markets. Cantor Fitzgerald semiconductor analyst CJ Muse discusses AMD's revenue outlook and chip demand. Lastly, Radiant CEO Mahdi Yahya discusses power and policy in the data center era. Articles discussed in today's show: - https://www.theinformation.com/articles/six-ways-blue-wave-shake-ai-crypto-tech -https://www.theinformation.com/articles/blue-wave-engulf-data-center-industry 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/
Tuesday · 45 min
How Nvidia Shapes Policy in Washington, Midterms Affecting Data Centers, Apple Sales Cool
Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks. Articles discussed in today’s show: - Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool - Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal - Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races - How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policy 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 and Apple’s earnings 13:56 - Marvell’s Lumentum acquisition 24:24 - Midterms and data center policy 34:20 - Nvidia’s influence in Washington 45:40 - Closing
November 2 · 41 min
Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments
The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web. Articles discussed in today’s show: - Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot - Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push 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 and Apple’s Robotics Ambitions 11:00 - Meta’s Humanoid Robot Prototype 17:45 - Why AI Customers Want Flexibility 22:38 - OpenAI’s Smaller Funding Round 25:34 - Anthropic’s Amended IPO Filing 28:50 - Reddit and the Future of Search Traffic 41:52 - Closing
October 30 · 45 min
Intel Shares Plunge 25%, Cohere Targets $5B Series E and Binance Hit by $6.3B Hack
Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security. Articles discussed in today’s show: -https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-losses 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 02:23 - Intel’s outlook and foundry strategy 12:50 - Amazon earnings, AWS and AI spending 24:42 - Cohere’s funding and compute strategy 34:30 - Binance hack and frozen funds 45:36 - Closing
October 29 · 1 hr 15 min
The Information’s Women in Tech, Media and Finance Summit 2026
Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model cells, Google's Amanda Peterson Corio about the power infrastructure required for AI data centers, and UBS AI investment banker Nicole Su about soaring startup valuations, neocloud financing and what investors want from frontier-model IPOs. Lastly, Wabbi founder and CEO Brittany Greenfield explains why AI-generated code is creating new challenges for software security. The show also includes an excerpt from CBS News Editor in Chief Bari Weiss's WTF Summit conversation with The Information's Jessica Lessin. Articles discussed in today's show: -https://www.theinformation.com/articles/everyones-using-ai-divisions-growing-wtf-highlights -https://www.theinformation.com/articles/cbs-bari-weiss-tells-critics-judge-journalism 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: 01:06 - Introduction from WTF Summit 02:29 - Bari Weiss on changing CBS News 08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics 26:03 - Lori Goler on the $1.8B AI biology collaboration 38:26 - Google's Amanda Peterson Corio on the AI power buildout 52:30 - UBS's Nicole Su on AI valuations, financing and IPOs 1:05:59 - Brittany Greenfield on AI coding security 1:16:05 - Closing
October 28 · 49 min
OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products
Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models. Articles discussed in today's show: - OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips - Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/ 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 02:46 - Robinhood's prediction markets and Q3 results 09:52 - Robinhood's AI trading agents 13:36 - OpenAI, Oracle and Google's TPUs 23:08 - AI chip pricing and neocloud risks 29:27 - Amazon's 250 million rival product listings 41:47 - Gemini and enterprise AI adoption 50:17 - Closing
October 27 · 48 min
Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B
D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference. Articles discussed in today's show: -https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees -https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo -https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal 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 and The Information Polls 01:13 - SpaceX and Broadcom's AI financing 15:53 - DoorDash–Instacart talks and Anaplan interview 33:19 - Microsoft's workforce strategy 39:56 - General Compute and AI chip alternatives 49:05 - Closing
October 26 · 49 min
Anthropic Files for IPO as OpenAI Cuts Prices, Stripe's AI Shopping Lead Challenges Card Networks
Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu about the strengths of Anthropic and OpenAI and the gap between benchmarks and economic value. Lastly, The Information's Yueqi Yang discusses Stripe's early lead in agent payments and competing approaches from card networks. Articles discussed in today's show: -https://www.theinformation.com/articles/anthropics-s-1-takeaways-giant-compute-commitments-complex-lock-ups 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 and Anthropic's S-1 02:15 - Anthropic's revenue, margins and customer expansion 11:39 - Compute commitments and cloud partners 19:12 - Stock compensation and IPO valuation 25:23 - OpenAI's price cuts and customer switching 33:00 - Anthropic vs. OpenAI model capabilities 41:00 - Stripe and the AI shopping payments battle 49:54 - Closing
October 23 · 46 min
1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1
Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI. Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude. In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies. Articles discussed in today's show: https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-apps https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo https://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream 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 01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects 18:13 — Coco Labs wants to fix AI-generated design 27:42 — Salesforce customers face new Claude-related fees 37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market
October 22 · 57 min
Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow
Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO. Articles discussed in today's show: -https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion -https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh -https://www.theinformation.com/articles/andreessen-horowitz-drop-crypto-name-flagship-blockchain-fund 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 and Meta earnings 16:58 - AI-discovered PHP security flaw 22:51 - The shrinking AI cybersecurity defender’s window 32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift 35:49 - Tesla earnings and potential SpaceX merger 47:30 - Legora’s growth and AI legal competition 54:31 - Legora on security and IPO plans 58:01 - Closing
October 21 · 51 min
Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform
TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry. Articles discussed in today's show: -https://www.theinformation.com/newsletters/the-briefing/spacexs-musk-lauds-soaring-cloud-business-possible-tesla-merger 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 01:13 - SpaceX results and Tesla merger talks 08:03 - SpaceX’s AI data center economics 17:33 - Netflix’s slowing growth 21:16 - Netflix’s content strategy and advertising 29:42 - Different’s $48M AI marketing bet 37:40 - Anthropic’s compute spending and IPO 41:08 - Prediction markets and the midterms 50:20 - AI infrastructure prediction markets
October 20 · 41 min
CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings
Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure. Articles discussed in today's show: -https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning 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 and Signal Award 02:49 - Big Tech earnings and Meta’s AI strategy 07:14 - Google Cloud, TPUs and AI monetization 10:30 - Microsoft Azure and enterprise AI 13:35 - Hyperscaler capital spending 16:45 - Inspired Capital’s $450M fund 21:26 - AI agents and the future of marketing 25:58 - Daytona’s $1B valuation and agent infrastructure 32:22 - Meta’s Muse and Daytona’s sandboxes 32:56 - CoreWeave’s debt and neocloud financing
October 19 · 1 hr 29 min
The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force
Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China. Articles discussed in today's show: -https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government 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 - Palo Alto Networks on securing AI agents 15:12 - Modal's valuation and revenue growth 26:25 - CoreWeave financing and neocloud risks 44:03 - Pentagon superintelligence task force 56:37 - Anthropic dispute 1:10:06 - Open-source AI and China 1:20:33 - Defense technology investment
October 16 · 48 min
OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers
The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Architect Founder and CEO Brett Harrison about an auction marketplace for cheaper AI inference. Lastly, The Information’s Editor-at-Large Martin Peers discusses CoreWeave’s financing pressures and founders’ stock sales, and whether Anthropic may have missed its peak IPO window. Articles discussed in today’s show: -https://www.theinformation.com/articles/apples-antitrust-settlement-talks-spur-worries-among-developers 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 - Tesla Roadster demonstration and today’s headlines 03:06 - Apple’s potential DOJ antitrust settlement 13:06 - OpenAI’s advertising expansion and Meta hires 23:31 - Proof’s identity verification for AI agents 33:03 - Architect’s AI inference auction marketplace 42:20 - CoreWeave’s stock sales and neocloud financing 47:11 - Did Anthropic miss its peak IPO moment?
October 15 · 21 min
Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data
The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications. Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast Articles discussed in today’s show: - Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation - Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training https://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-training 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 02:23 - Anthropic’s $16.8 billion quarter 06:25 - Cash flow and future compute commitments 08:22 - Cursor’s training-data investigation 12:04 - Cursor’s earlier data-security issues 13:49 - The business of open-weight AI 17:18 - Where AI’s value could shift
October 14 · 37 min
Google’s Gemini 4 Targets Professional Work, OpenAI Races to Fix Model Safety Issues
Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions. Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast Articles discussed in today’s show: - Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals https://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals - OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model https://www.theinformation.com/articles/openai-scrambles-fix-safety-issues-shipping-next-flagship-model/ - Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions https://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitions 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 - Google’s Gemini 4 Argon review 08:51 - Monitoring AI behavior 10:24 - OpenAI’s model safety challenges 21:57 - Private equity’s AI strategy 28:45 - AI for investment research 36:24 - Can AI beat analysts’ earnings predictions?
October 13 · 38 min
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 cheaper, “good enough” models. Articles discussed in today’s show: - Trump Administration Plans to Move AI Testing Agency Officials to White House https://www.theinformation.com/articles/trump-administration-plans-move-ai-testing-agency-officials-white-house - Meta Unveils New AI Models to Challenge OpenAI and Anthropic https://www.theinformation.com/briefings/meta-unveils-new-ai-models-challenge-openai-anthropic - Leading-Edge AI Models Are Losing Their Allure With Developers https://www.theinformation.com/articles/leading-edge-ai-models-losing-allure-developers 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 02:28 - The White House’s AI testing shake-up 15:02 - Meta’s Muse Wonder review 18:51 - Token efficiency and agent costs 24:18 - Measuring corporate AI returns 30:56 - Why developers choose cheaper models 37:33 - When frontier AI is worth the premium
October 12 · 43 min
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 biomedical partnership and big tech’s growing role in medical research. Articles discussed in today’s show: - How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella https://www.theinformation.com/articles/microsofts-new-office-chief-fixed-copilot-won-nadella - OpenAI’s Plan To Revive Sora https://www.theinformation.com/newsletters/ai-agenda/openais-plan-revive-sora - GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes https://www.theinformation.com/articles/gpus-wine-cellar-techies-hoarding-ai-compute-homes/ - Zuckerberg’s Big Biotech Moment https://www.theinformation.com/newsletters/the-weekend/zuckerbergs-big-biotech-moment 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 02:45 - Microsoft’s new Maia AI chips 04:53 - The executive behind Copilot’s overhaul 14:14 - OpenAI’s possible Sora revival 22:44 - Building AI labs at home 28:38 - Apple’s smart home plans 31:39 - Zuckerberg’s $1.8 billion biotech partnership

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