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.

Listen in PodNod RSS feed Show website

20 episodes
Updated Friday

Episodes20

Newest first

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 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/
Friday · 56 min
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. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoft 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 - Introduction 00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch 00:15:22 - Microsoft Azure Crosses $100B & AI Monetization 00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents
Thursday · 37 min
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://www.theinformation.com/articles/openais-chatgpt-nears-1-billion-weekly-active-users-seven-months-target https://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catch 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 - Introduction 01:13 - OpenAI’s ChatGPT Nears 1 Billion Users 09:47 - Stripe’s $10 Billion OpenRouter Multiples 17:03 - Inside Nvidia-Backed Reflection AI 28:00 - Cisco President Jeetu Patel on AI Safety
Wednesday · 46 min
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 Rubin racks with Phoebe Liu. Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loom https://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-model http://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-models 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 - Introduction 01:13 - White House Finalizes Voluntary AI Framework 08:12 - Microsoft Launches Security AI vs Anthropic Mythos 13:38 - Claude Code vs Codex vs Cursor: Enterprise Data 25:34 - Nvidia Vera Rubin Racks Face Customer Tests
Tuesday · 36 min
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 with PwC’s Dallas Dolen. Articles discussed on this episode: https://www.theinformation.com/articles/google-using-wall-street-financing-techniques-expand-chip-sales 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 - Introduction 01:13 - Initial Reviews on Anthropic Opus 5 11:45 - Open-Source AI Security & Policy Debates 23:48 - Inside Google’s AI Data Center Debt Strategy 34:19 - PwC on Enterprise Open-Source AI Adoption
Tuesday · 44 min
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 discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/openais-hugging-face-ai-hack-spooked-employees https://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestone https://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictions 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 - Introduction 01:13 - Tech Titans Push Back on Open-Weight AI Regulation 11:08 - OpenAI Model Breach & Enterprise Security Guardrails 16:53 - Runway CPO Anthony Maggio on AI Media Model Routers 27:43 - The Editor’s Cut: VC Bets on Nuclear Power for AI Data Centers
July 24 · 41 min
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 Dean about Anthropic’s pre-IPO employee stock plan. Articles discussed on this episode: https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusations https://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-public https://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-hunt 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/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 - US Investigates Moonshot AI's Nvidia Chip Use 00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors 00:38 - Stripe’s Financial Secrets & Acquisition Strategy 00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees
July 23 · 57 min
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 London. Articles discussed on this episode: https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texas https://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises 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 - Introduction 01:13 - SpaceXAI’s New Texas Data Center Expansion 06:05 - Exclusive: Oracle Data Centers Face Costly Surprises 19:07 - General Compute CTO on AMD’s $5B Anthropic Deal 30:12 - The Future of AI-Generated Feature Films
July 22 · 50 min
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 Weinberg discusses human data labeling startup Mercor’s concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton. Articles discussed on this episode: https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-show https://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-show https://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-race 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 - Introduction 00:01 - AMD Launches New Helios AI System 00:12 - Kimi K3 ReIgnites US AI Policy Debate 00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies 00:37 - Anthropic Lags in Voice and Chat AI
July 21 · 44 min
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.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently https://www.theinformation.com/articles/160-enterprise-software-startups-sale-year 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 - Introduction 01:13 - Google’s Secret Gemini Chip: "Frozen V2" 06:19 - AI-Powered Cyber Scams & Consumer Safety 17:47 - 160 Enterprise Software Startups Up for Sale
July 20 · 29 min
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 features with CEO Tyler Denk. Articles discussed on this episode: https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-models https://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunch https://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarter 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 - Introduction 01:13 - China’s Kimi K3 Tops Coding Benchmarks 20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid 30:16 - Inside Google’s TPU War Against Nvidia 44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots
July 17 · 56 min
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 this episode: https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaul 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 - Introduction 01:13 - DeepSeek Financials & Shanghai IPO 14:06 - NY Data Center Moratorium & Trump EO 22:52 - Microsoft Security Division Overhaul 30:09 - Should AI Giants Pay an AI Dividend?
July 16 · 47 min
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 Keirstead about the SaaS stock reckoning and Locus Robotics CFO Dustin Pederson about bottlenecks in frontier robotics. Lastly, we get into the $60B SpaceX-Cursor acquisition with our reporters Rocket Drew and Grace Kay. Articles discussed on this episode: https://www.theinformation.com/articles/cursor-reinventing-spacex-deal-looms https://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demand 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid 02:15 - Inside SpaceX’s $60B Cursor Acquisition 08:23 - Startups Bypass AWS for Nvidia GPUs 15:02 - UBS Chief AI Officer on Enterprise AI Playbook 24:34 - SaaS Stock Reckoning: The App Layer vs. Infra 42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots 52:02 - Closing & Show Wrap-up
July 15 · 51 min
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 and open source models, The Information’s Rocket Drew about the big questions facing AI researchers, Foxglove CEO Adrian Macneil about physical AI and robotics, and Cowboy Space Corporation CEO Baiju Bhatt about orbital data centers. Lastly, we get into AI policy predictions and the road ahead in D.C. with The Information’s Amir Efrati and Jason Dean. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-takeaway/learned-year-titv 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 - Introduction 01:01 - Where AI Will Take The Enterprise By 2030 24:56 - Decagon CEO on The Direction of AI research 44:01 - The Big Questions Facing AI Researchers 55:23 - Inside the Physical AI and Robotics Race 01:08:53 - Robinhood Co-Founder on the Space Frontier 01:28:14 - AI Policy Predictions And the Road Ahead in D.C.
July 14 · 1 hr 38 min
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 Hancock. Articles discussed on this episode: https://www.theinformation.com/articles/apple-sues-openai-trade-secret-theft https://www.theinformation.com/articles/wall-streets-biggest-move-blockchain-begins-limits 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 - Introduction 01:13 - Apple Sues OpenAI Over Trade Secret Theft 15:31 - Wall Street’s Blockchain Bet: Stock Tokenization 26:31 - ICML AI Research Takeaways & Recursive Self-Improvement 36:38 - Lod Institute on the New Frontier Model Releases
July 13 · 47 min
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.theinformation.com/briefings/cursor-working-competitor-claude-cowork https://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-cowork 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 - Introduction 01:13 - Meta Debuts Muse Spark 1.1 AI Model & Enterprise Strategy 16:24 - Tech’s AI Pricing Wars & Blue Origin's $10B Funding Round 30:20 - Cursor Develops AI Agent to Compete with Claude Cowork
July 10 · 35 min
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 CEO Julie Bornstein. Articles discussed on this episode: https://www.theinformation.com/articles/binance-cooperate-less-crypto-cases-justice-department-warns-staff-memo https://www.theinformation.com/briefings/spacexai-cursor-launch-grok-4-5-tout-lower-costs-rivals https://www.theinformation.com/articles/china-plans-let-top-ai-firms-buy-limited-amount-nvidia-h200-chips https://www.theinformation.com/newsletters/ai-agenda/openai-researcher-says-gpt-5-6-better-ai-research-human-interns 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 - Introduction 01:13 - OpenAI Launches GPT 5.6 Model Family 18:02 - Startup Runs Largest-Ever AI Model on iPhone 27:25 - China OKs Limited Nvidia H200 Chip Purchases 34:39 - Binance To Cooperate Less on DOJ Crypto Cases 42:26 - How AI is Reshaping E-commerce with Daydream CEO Julie Bornstein
July 9 · 56 min
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 and Head of Global TMT ECM, UBS. Articles discussed on this episode: https://www.theinformation.com/articles/teslas-robotaxi-push-tests-new-blueprint-scaling-fast https://www.theinformation.com/articles/nvidias-new-hedge-chip-competitors-partner https://www.theinformation.com/newsletters/applied-ai/facing-revolt-hubspot-reverses-decision-use-customer-data-ai-feature 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/
July 8 · 34 min
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 Future of Life Institute's report card grading AI safety practices. Articles discussed on this episode: https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soars https://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financing https://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunity 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 - Introduction 01:13 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses 08:28 - China’s Zhipu AI Explores Custom Chips to Beat US Export Controls 16:20 - Walmart’s $6.4B Ad Machine Is Growing Faster Than Amazon 27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A
July 7 · 45 min
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-firms-use-claude-quit-salesforce https://www.theinformation.com/articles/tesla-caps-employee-ai-spend-200-per-week-adoption-push https://www.theinformation.com/articles/microsoft-memo-details-ai-app-overhaul-earn-right-exist 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/
July 6 · 33 min

The Information's TITV

Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?

Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits

ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ

Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King

Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy

Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI

U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System

Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale

The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools

NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

TITV One Year Anniversary Show

Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse Spark

Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent

OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips

Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQ

Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips

Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?