The Information's 411

Hanover Park's Chris Hladczuk talks with TITV Host Akash Pasricha about the end of B2B SaaS and how AI is modernizing venture capital operations. We also talk with The Information's Stephanie Palazzolo and Aaron Tilley about Apple's crackdown on vibe coding apps like Replit, and Gecko Robotics CEO Jake Loosararian about his company's $71 million deal with the US Navy. Lastly, we get into Coinbase's ambition to build the payment layer for AI agents with our crypto reporter Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/articles/coinbase-dives-ai-agent-paymentshttps://www.theinformation.com/articles/apple-cracks-vibe-coding-appsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Futurum Group's Nick Patience and Hydra Host's Aaron Ginn talk with TITV Host Akash Pasricha about Nvidia's $1 trillion revenue projection and the new Groq-based chip system. We also talk with Reporter Sri Muppidi about OpenAI's new AWS deal for government contracts and Editor Ken Brown about Mastercard's $1.8 billion acquisition of BVNK. Lastly, we get into Asana's AI agent strategy and the "SaaS apocalypse" with CEO Dan Rogers.Articles discussed on this episode: https://www.theinformation.com/articles/openai-clinches-aws-deal-bid-win-government-contractshttps://www.theinformation.com/newsletters/ai-agenda/nvidia-needed-groqhttps://www.theinformation.com/briefings/mastercard-buy-stablecoin-startup-bvnk-1-8-billionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Nvidia's GTC keynote and the company's new inference chip technology. We also talk with Khosla Ventures' Ethan Choi about the U.S.-China AI race and the rise of AI agents in super apps, AI Reporter Laura Bratton about why SaaS companies are quietly flagging AI as a major business risk in regulatory filings, and we get into industrial-scale data center hacks with Columnist Ann Davis Vaughan.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/expect-gtc-nvidias-groq-chiphttps://www.theinformation.com/articles/figma-hubspot-ceos-say-fazed-risks-ai-agents-disclosures-say-otherwisehttps://www.theinformation.com/newsletters/ai-infrastructure/5-ingenious-hacks-boosting-ai-data-centersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Rocket Drew talks with TITV Host Akash Pasricha about the $109 billion legal threat facing OpenAI in its court battle with Elon Musk. We also talk with Theo Wayt about xAI's leadership turnover and new hires from Cursor, Ex-ChatGPT Product Head Peter Deng about the future of consumer AI and "taste" in product development, and Managing Editor Laura Mandaro about the startups inching toward IPOs in a volatile market. Lastly, we get into Meta's "Avocado" model delay and the prospect of licensing Google Gemini with our Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-said-push-back-launch-avocado-modelhttps://www.theinformation.com/articles/startups-inching-toward-ipo-volatile-markethttps://www.theinformation.com/articles/xai-hires-two-senior-leaders-cursor-catch-codinghttps://www.theinformation.com/articles/musk-openai-lawyers-face-109-billion-claimSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive CapEx spend on data centers is fundamentally irrational. We also talk with Jason Celino from KeyBanc about Atlassian's 10% staff reduction and its pivot toward AI agents, and we get into the details of Microsoft's new Texas data center deal with our reporter Anissa Gardizy. Finally, we look at Gemini & the Winklevosses' attempt at a turnaround in the prediction market with reporter Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-talks-lease-large-texas-data-center-site-oracle-walked-awayhttps://www.theinformation.com/briefings/atlassian-lays-10-staff-ceo-plans-investment-aihttps://www.theinformation.com/articles/winklevosses-bet-big-crypto-bull-market-bet-wrongSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia's $2 billion bet on Nebius and Meta's new custom AI chips. We also talk with Citi's Tyler Radke about Oracle's accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI's ChatGPT apps and early struggles in online shopping, and we get into OpenAI's Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC's Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/briefings/ai-cloud-company-nebius-gets-2-billion-nvidia-investmenthttps://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shifthttps://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-firstSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Menlo Ventures' Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia's Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information's Aaron Holmes about Microsoft's new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon's $42 billion bond sale to fund AI infrastructure. Then we get into Tencent's WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.Articles discussed on this episode: https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-projecthttps://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suitshttps://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-aihttps://www.theinformation.com/briefings/amazon-raising-42-billion-bondsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic's lawsuit against the Pentagon over its supply chain risk designation and how OpenAI's new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI's sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI's Texas data center twist, Nvidia's $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic's aggressive bet on Google TPUs and Fluidstack.Articles discussed on this episode: https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-riskhttps://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dodhttps://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-communityhttps://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abileneSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Martin Peers and Laura Mandaro break down Anthropic's legal battle with the Department of Defense and OpenAI's decision to narrow its scope by deprioritizing shopping and advertising efforts. We also talk with Robinhood CFO Shiv Verma about the company's new publicly traded venture fund and its rapid expansion into prediction markets. Then, we get into the global memory chip crunch with Jing Yang and Qianer Liu to see how it's driving a massive shift toward domestic suppliers in China. Finally, we explore Anne Wojcicki's radical plan to revive 23andMe as a non-profit with our health and science reporter Amy Dockser Marcus.Articles discussed on this episode: https://www.theinformation.com/articles/quince-talks-double-valuation-10-billion https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-talks-raise-7-5-billion-valuation https://www.theinformation.com/newsletters/the-briefing/openais-shopping-glitch https://www.theinformation.com/articles/demand-alibaba-giants-boosts-chinas-homegrown-memory-suppliers https://www.theinformation.com/articles/anne-wojcickis-plan-revive-23andme-rich-donors-improved-tests-maybe-mahaSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink's mobile expansion challenges in Europe with our reporter Theo Wayt.Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing. Articles discussed on this episode: https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gaphttps://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpthttps://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelonaSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning https://www.theinformation.com/articles/openai-developing-alternative-microsofts-githubhttps://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscapeSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's Pentagon deal, Anthropic's stance and the AI talent war in Washington. We also talk with Catherine Perloff about Amazon's plan to power ads inside AI chatbots and Basis CEO Matt Harpe about building AI agents for accounting and raising $100 million. Then we speak with Tom Schmidt about Dragonfly Capital's new crypto fund and how AI and crypto intersect. Lastly, we get into MongoDB's stock plunge, AI guidance and “agentic” workloads with Macquarie's Steve Koenig.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-explores-helping-apps-sell-chatbot-adshttps://www.theinformation.com/newsletters/ai-agenda/openai-anthropic-execs-center-pentagon-actionhttps://www.theinformation.com/newsletters/the-briefing/anthropic-stands-gain-pentagon-stanceSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Reporter Erin Woo talks with TITV Host Akash Pasricha about Anthropic's clash with the Pentagon over red lines on mass surveillance and lethal autonomous weapons, how that led to its “supply chain risk” label, and how OpenAI took a different path with its own DoD deal. We also talk with Khosla Ventures' Ethan Choi about what the phrase “all lawful purposes” really means, the power balance between private AI labs and governments, and the investment stakes in the frontier model race. Then we speak with The Information's Aaron Tilley about Apple's growing reliance on Google's Gemini and cloud for Siri and Apple Intelligence, and with Ann Davis Vaughan about the $75 billion buildout of extra high-voltage power lines and what China's ultra high-voltage grid says about the AI infrastructure race.Articles discussed on this episode: https://www.theinformation.com/articles/apple-discusses-google-hosting-new-siri-need-cloud-help-growshttps://www.theinformation.com/newsletters/ai-infrastructure/ai-spurs-shockingly-big-plans-extra-high-voltage-power-lineshttps://www.theinformation.com/newsletters/ai-agenda/loopholes-openais-pentagon-dealSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Darrin Peller and Marcelo Lima talk with TITV Host Akash Pasricha about Block's 40% layoffs and how much of the cuts were driven by AI versus old-fashioned bloat. We also talk with reporter Aaron Holmes and Anissa Gardizy about OpenAI's $110 billion funding round, Amazon's $50 billion commitment, and the emerging chip and cloud alliances among Microsoft, Google and Meta, and Editors Martin Peers and Nick Wingfield about Netflix walking away from the Warner Bros. Discovery bidding war and Anthropic's standoff with the Pentagon over military use of AI. Lastly, we get into AI answer-engine optimization, the rise of “marketing engineers” with Profound CEO James Cadwallader and the OpenClaw Foundation's future with foundation board member Dave Morin.Articles discussed on this episode: https://www.theinformation.com/articles/openais-new-deals-mean-amazon-microsoft-nvidiahttps://www.theinformation.com/articles/military-worries-simmer-openai-google-anthropic-hits-stalemate-pentagonhttps://www.theinformation.com/newsletters/the-briefing/jack-dorsey-proves-ai-job-cut-fears-true-ellisons-win-warnerSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Sri Muppidi talks with TITV Host Akash Pasricha about Amazon's potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia's blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake's growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agihttps://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billionshttps://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuationhttps://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-millionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Better Tomorrow Ventures GP Sheel Mohnot talks with TITV Host Akash Pasricha about who could acquire PayPal and why Stripe, Apple, Amazon and the card networks might want it. We also talk with The Information's Ann Gehan about the shift from agentic commerce to checkout buttons inside AI chat products and Stephanie Palazzolo about the language and data challenges facing AI audio models and OpenAI's push into India, and we get into AI advertising economics and inference costs with Koah Co-founder Nic Baird and Theory Ventures GP Tomasz Tunguz.Articles discussed on this episode: https://www.theinformation.com/articles/17-people-crucial-ai-shoppinghttps://www.theinformation.com/newsletters/ai-agenda/chatgpt-faces-language-barriersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Meta's massive six-gigawatt compute deal with AMD and what it means for the AI chip landscape. We also talk with Enterprise Reporter Kevin McLaughlin about HubSpot CEO Yamini Rangan's plan to monetize customer data accessed by third-party AI agents and Sarah Sachs, AI Lead at Notion, about the launch of custom agents and usage-based pricing. We then dive into Anthropic's 50 research projects studying rogue AI agents with reporter Rocket Drew and wrap up with Bradley Tusk, CEO of Tusk Ventures, to discuss the political and regulatory challenges facing data center build-outs.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-research-memo-shows-focus-rogue-agents-scheming-modelshttps://www.theinformation.com/articles/agent-toll-gates-software-companies-ponder-respond-ai-riskshttps://www.theinformation.com/briefings/meta-strikes-six-gigawatt-compute-deal-amdSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Theo Wayt talks with TITV Host Akash Pasricha about Starlink's push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI's "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia's upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.Articles discussed on this episode: https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-loomshttps://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalledhttps://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropicSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's 200-person team working on smart speakers, glasses, and lamps. We also talk with Lead Edge Capital Evan Skorpen about whether the software sector is currently oversold and why it's trading at a discount to the S&P 500 for the first time, and we get into the movement in social media stocks with editors Martin Peers and Meredith Mazzilli. Lastly, we wrap with health reporter Amy Dockser Marcus on the Silicon Valley obsession with mitochondrial transplants for longevity.Articles discussed on this episode: https://www.theinformation.com/articles/longevity-treatments-91-year-old-bold-bet-silicon-valleys-immortality-racehttps://www.theinformation.com/articles/inside-openai-team-developing-ai-devicesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Series C structure means for a 2026 IPO. We also talk with Ann Gehan about Hungryroot's potential public offering and the resurgence of high-quality consumer IPOs, Avery Marquez about the "race to go public" between AI titans, and we get into AMD's strategic financial backstop for Crusoe with Miles Kruppa. Finally, we discuss the "SaaS is dead, long live SaaS" shift with Dallas Dolen from PwC.Articles discussed on this episode: https://www.theinformation.com/articles/openai-finalizing-first-commitments-100-billion-mega-roundhttps://www.theinformation.com/articles/hungryroot-posts-55-revenue-growth-eyes-potential-2026-ipohttps://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbookSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Sri Muppidi talks with TITV Host Akash Pasricha about Anthropic's multi-billion dollar revenue sharing agreements with Amazon and Google. Anissa Gardizy covers the strategic Meta-Nvidia partnership and the elite executives leading the AI data center buildout. Plus, we talk with Reed Duchscher about Night Media's $70 million funding round and the future of the creator economy, and we get into the "continual learning" trend with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-sweetens-deal-cloud-providers https://www.theinformation.com/briefings/meta-nvidia-sign-strategic-partnership https://www.theinformation.com/articles/meet-data-center-executives-leading-ai-buildout https://www.theinformation.com/newsletters/ai-agenda/get-tricked-fake-continual-learning Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company's new AI search engine ‘Scout' and its potential IPO or sale. Plus, we cover Anduril's $60 billion valuation talks with our finance reporter Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/articles/openai-advanced-talks-hire-openclaw-founder-others-connected-agent-projecthttps://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battlehttps://www.theinformation.com/articles/anduril-discusses-new-funding-60-billion-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Editors Martin Peers and Nick Wingfield discuss Elon Musk's push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq's $7.6 billion payout to shareholders and Blue Owl Capital's massive data center financier role. Articles discussed on this episode: https://www.theinformation.com/newsletters/dealmaker/groq-shareholders-get-7-6-billion-payouthttps://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boomSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information's Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds' Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly, we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space startup, Aetherflux.Articles discussed on this episode: https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforcehttps://www.theinformation.com/newsletters/applied-ai/looming-battle-agent-management-softwareSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk's xAI and what it signals for the company's model timeline. The Information's Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management's Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.Articles discussed on this episode: https://www.theinformation.com/articles/investors-missing-servicenowhttps://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growthhttps://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnoverhttps://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leavesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly, we get into the technical mechanics of how OpenClaw agents learn new skills with our reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/chatgpt-shopping-get-complicated-fasthttps://www.theinformation.com/articles/amazon-discusses-ai-content-marketplace-publishershttps://www.theinformation.com/newsletters/ai-agenda/openclaw-learns-new-thingshttps://www.theinformation.com/newsletters/the-briefing/workdays-ceo-shuffle-sign-things-comeSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft's internal strategy to counter OpenAI's new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo's Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks.Articles discussed on this episode: https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-aheadhttps://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competitionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer's Jason Helfstein about Amazon's massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue, followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools, and we end with the Editor's Cut of Martin Peers and Laura Mandaro debating the "SaaS Apocalypse" and the rise of forward-deployed engineers.Articles discussed on this episode: https://www.theinformation.com/articles/architect-californias-billionaire-tax-became-techs-villainhttps://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challengeshttps://www.theinformation.com/briefings/amazon-plans-200-billion-capital-spending-2026Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagehttps://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-saleshttps://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarterhttps://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-waySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Uber's incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company's path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD's struggle with China trade regulations, and The Information's Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-techhttps://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openaihttps://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-acceleratesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson's Craig Moffett about the "thin" industrial logic of Elon's space data centers and Jefferies' Brent Thill about Palantir's record growth amid a broader software market reset. Finally, we get into Disney's CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/inside-musks-spacex-xai-megamergerhttps://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingershttps://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX's unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle's $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook.Articles discussed on this episode: https://www.theinformation.com/articles/big-agent-bet-reshaped-awshttps://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-mattershttps://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansionhttps://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-centerhttps://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocksSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company's $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus.Articles discussed on this episode: https://www.theinformation.com/articles/space-baby-erahttps://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalistshttps://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarterSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft's multi-billion dollar talks to join OpenAI's $100 billion funding round. We then speak with Theory Ventures' Tomasz Tunguz about Meta's bullish earnings and Microsoft's data center capacity crunch, followed by Ross Gerber on Tesla's decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openaihttps://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazon's massive 16,000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsoft's internal reaction to Anthropic's Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazon's grocery store experiments. Finally, we get into the return of speculative SPACs with our Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-races-respond-new-threats-anthropichttps://www.theinformation.com/newsletters/the-information-finance/new-spac-boom-let-last-spac-boomhttps://www.theinformation.com/briefings/amazon-cuts-16-000-employeeshttps://www.theinformation.com/newsletters/the-briefing/amazons-fresh-dream-expiresSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Editor-in-Chief Jessica Lessin talks with TITV Host Akash Pasricha about the erupting political debate in Silicon Valley, Sam Altman's internal warnings about ICE, and Anthropic CEO's AI Essay. We also talk with David Levy of Porch Capital about Nvidia's deepening ties to CoreWeave and the future of edge inference, Erin Woo about the massive legal trials facing social media giants, and we get into Pinterest's major layoffs and AI shift with a previous clip of Pinterest CEO Bill Ready.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/social-medias-reckoninghttps://www.theinformation.com/briefings/pinterest-cut-15-staff-part-ai-shifthttps://www.theinformation.com/briefings/openai-ceo-says-ice-going-far-internal-memoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI's aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI's premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company's new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia's $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy.Articles discussed on this episode: https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-pushhttps://www.theinformation.com/articles/openai-aims-lure-businesses-anthropichttps://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davoshttps://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterpriseshttps://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-dealSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

HSBC's Frank Lee talks with TITV Host Akash Pasricha about Intel's disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information's Laura Mandaro about Capital One's $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and OpenAI's ad testing with editors Martin Peers and Meredith Mazzilli. Finally, we go inside the political transformation of OpenAI President Greg Brockman with reporters Stephanie Palazzolo and Jemima McEvoy.Articles discussed on this episode: https://www.theinformation.com/articles/intel-now-pricier-tsmc-makes-sensehttps://www.theinformation.com/newsletters/the-briefing/brexit-fintechhttps://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-fundshttps://www.theinformation.com/briefings/tiktok-completes-sale-data-security-arm-joint-ventureSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Wayne Ma and Aaron Tilley talk with TITV Host Akash Pasricha about Apple's secret development of an AI wearable pin and Craig Federighi's cautious strategy to catch up with rivals. We also talk with Smooth Media's Josh Kaplan about TikTok's survival in the 2026 creator economy, Stephanie Palazzolo about OpenAI's internal restructuring following the Thinking Machines Labs fallout, and Kielstar LLC's Kieley Taylor about how brands are bracing for AI-powered advertising. Lastly, we get into the race for clean energy with General Fusion CEO Greg Twinney as the company prepares for its $1 billion public market debut.Articles discussed on this episode: https://www.theinformation.com/articles/apple-developing-ai-wearable-pinhttps://www.theinformation.com/articles/google-deal-apples-craig-federighi-plots-cautious-course-aihttps://www.theinformation.com/articles/anthropic-lowers-profit-margin-projection-revenue-skyrocketshttps://www.theinformation.com/newsletters/applied-ai/openai-plans-take-cut-customers-ai-aided-discoverieshttps://www.theinformation.com/articles/openai-names-former-tml-staffer-zoph-oversee-enterprise-pushSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Rich Greenfield, Co-founder of LightShed Partners, talks with TITV Host Akash Pasricha about Netflix's quarterly results and why a Warner Brothers acquisition is a long-term strategic win. We also talk with Ex-OpenAI Head of Sales Aliisa Rosenthal about the shift from traditional SaaS sales to AI-native selling, and Foundation Capital's Ashu Garg and Jaya Gupta about "context graphs" becoming the new moat for enterprise software. Lastly, we get into the rising costs of data center buildouts and copper inflation with our finance editor Ken Brown, and our CEO Jessica Lessin checks in from Davos with Handshake's Garrett Lord and DCVC's Zach Bogue on the future of AI staffing and nuclear energy.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-information-finance/data-center-inflationhttps://www.theinformation.com/briefings/chatgpt-checkouts-take-4-cut-shopify-merchant-saleshttps://www.theinformation.com/newsletters/the-briefing/andy-jassy-davos-netflixs-q4Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Amazon CEO Andy Jassy talks with The Information's CEO Jessica Lessin about Amazon's significant new deal with OpenAI and the company's aggressive push into custom AI chips with Trainium. We also talk with Jessica Lessin about her reflections on the ground at Davos and MongoDB CEO CJ Desai about whether AI is a structural threat to enterprise software. Lastly, we get into Google's exponential Gemini API growth with our reporter Erin Woo.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-ceo-weighs-ai-shopping-wars-openai-relationshiphttps://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-saleshttps://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-salesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Cory Weinberg and Martin Peers talk with TITV Host Akash Pasricha about the 2026 IPO landscape, featuring SpaceX, Discord, and the potential pitfalls for "geriatric" startups. We also talk with The Information's Rocket Drew about the "cracked engineer" phenomenon reshaping the AI labor market, and we get into the future of healthcare with Oura CEO Tom Hale and Chai Discovery co-founder Josh Meier.Articles discussed on this episode: https://www.theinformation.com/articles/9-tech-ipo-contenders-watch-yearhttps://www.theinformation.com/articles/forget-vibe-coders-cracked-engineers-rage-techhttps://www.theinformation.com/articles/pocket-enterprise-software-investors-still-loveSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

The Information's Qianer Liu talks with TITV Host Akash Pasricha about TSMC's record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson's Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta's Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctohttps://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closeshttps://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-aihttps://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortagehttps://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsoft's growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally, we get into the launch of the tech-focused Door Bank with Ken Brown, and we end with Shane Burke discussing whether a proposed wealth tax is pushing billionaires out of California.Articles discussed on this episode: https://www.theinformation.com/articles/californians-want-texas-top-destinationhttps://www.theinformation.com/articles/microsofts-spending-anthropic-ai-pace-hit-500-millionhttps://www.theinformation.com/articles/upstart-tech-bank-trying-shake-financehttps://www.theinformation.com/briefings/airbnb-hires-former-meta-ai-leader-ctoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Martin Peers talks with TITV Host Akash Pasricha about China's new restrictions on Nvidia H200 purchases and Meta's decision to cut staff in Reality Labs to focus on AI wearables. We also talk with DataBank CEO Raul Martynek about Mark Zuckerberg's massive "Meta Compute" initiative and The Information's Erin Woo and Aaron Tilley about the landmark deal to bring Gemini into Siri. We get into the creative world of AI M&A and "synthetic pref rights" with Brex CBO Art Levy, and lastly we check in with reporter Miles Kruppa on Google's $4.8 billion acquisition of Intersect Power to bypass the energy grid.Articles discussed on this episode: https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstanceshttps://www.theinformation.com/articles/google-goes-electric-get-quick-data-center-approvalTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Editor-in-Chief Jessica Lessin joins TITV for breaking news—Meta's high-profile hiring of Dina Powell McCormick and Apple's Siri-Gemini partnership. Next, The Information's Cory Weinberg and Michael Roddan talk with TITV Host Akash Pasricha about Motive's reliance on 400 human annotators in Pakistan to verify AI dashcam alerts. We also talk with Senior Editor Meredith Mazzilli about Google's new AI shopping tools, Crypto Reporter Yueqi Yang about Robinhood's massive stock lead over Coinbase, and Accelsius CEO Josh Claman about the $65M race to cool AI data centers. Articles discussed on this episode: https://www.theinformation.com/briefings/meta-appoints-dina-powell-mccormick-president-vice-chairhttps://www.theinformation.com/articles/google-matches-openai-shoppinghttps://www.theinformation.com/briefings/apple-partners-google-upcoming-siri-overhaulhttps://www.theinformation.com/articles/robinhood-wins-round-battle-coinbasehttps://www.theinformation.com/articles/dashcam-maker-motive-touts-ai-relies-humansTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss exclusive reporting on DeepSeek's new V4 flagship model and its superior coding capabilities. We also talk with Cory Weinberg about Strava's confidential IPO and Lambda's $350M raise, and Every CEO Dan Shipper about how AI is blurring the lines between media and software. Then, Ro CEO Zach Reitano breaks down the launch of a new GLP-1 pill with Novo Nordisk and AI's role in modern healthcare. Lastly, we dive into the Silicon Valley obsession with biological age with Jemima McEvoy and the AI shopping race with Editors Martin Peers and Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/articles/deepseek-release-next-flagship-ai-model-strong-coding-abilityhttps://www.theinformation.com/articles/silicon-valley-obsessed-biological-age-tests-despite-dubious-sciencehttps://www.theinformation.com/articles/nvidia-backed-cloud-provider-lambda-talks-raise-350-million-ahead-ipohttps://www.theinformation.com/articles/strava-filed-confidentially-ipo-hired-goldman-sachsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Rocket Drew joins TITV Host Akash Pasricha to discuss the major court ruling sending Elon Musk's lawsuit against OpenAI to a jury trial. We also talk with reporter Sri Muppidi about OpenAI's exclusive $50 billion employee stock grant pool, e-comm reporter Ann Gehan about the messy reality of OpenAI's e-commerce ambitions, Netskope CEO Sanjay Beri on cybersecurity innovation. Lastly, we get into OpenAI's new health features with Dr. Jordan Shlain and DOC Co-founder John Battelle.Articles discussed on this episode: https://www.theinformation.com/articles/openais-shopping-ambitions-hit-messy-data-realityhttps://www.theinformation.com/articles/openai-reserves-50-billion-stock-grant-poolhttps://www.theinformation.com/articles/googles-chatbot-health-move-far-behind-openaisTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Nvidia reporter Wayne Ma joins TITV Host Akash Pasricha to discuss China's move to halt orders of Nvidia's H200 chips as it tries to bolster domestic competition. We also talk with Conviction founder Sarah Guo about the mismatch between AI productivity and enterprise ROI, and Finance Editor Ken Brown about the high failure rate of AI-themed investment funds. Mercedes Bent of Premise breaks down Discord's confidential IPO filing and advertising hurdles, and OutSystems CEO Woodson Martin explains why most AI agents fail in production.Articles discussed on this episode: https://www.theinformation.com/articles/china-tells-tech-companies-halt-nvidia-h200-chip-ordershttps://www.theinformation.com/articles/ai-money-pit-individual-investorsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about Jensen Huang's blockbuster CES keynote and why NVIDIA's new Rubin chips require a total data center overhaul. We also talk with The Information's Rocket Drew about Nvidia's open-source Alpamao-1 self-driving model and our scoop on LMArena's $1.7 billion valuation, Amazon Reporter Catherine Perloff about why AWS employees are skeptical of their homegrown "Nova" models, and AI Infrastructure Columnist Ann Davis Vaughan about how the natural gas and nuclear industries are seizing the AI boom.Articles discussed on this episode: https://www.theinformation.com/articles/inside-amazon-homegrown-ai-tough-sellhttps://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-roundhttps://www.theinformation.com/articles/ai-boom-now-energy-boomTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge's Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator communities, and we get into OpenAI's ambitious $200 billion revenue goal with The Information's Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-big-ambitions-solve-manufacturing-shows-slow-returns-farhttps://www.theinformation.com/articles/openais-international-conundrumhttps://www.theinformation.com/articles/ces-kicks-2026-tech-sectorTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda