The Information's 411

Crusoe CEO Chase Lochmiller talks with TITV Host Akash Pasricha about Crusoe's $1.3 billion funding and the company's ambition to take cloud computing into outer space. We also talk with The Information Reporters Stephanie Palazzolo, Kalley Huang, and Erin Woo about why OpenAI employees are calling the company's culture shift "Facebookification." Next, TITV Host Akash Pasricha talks with The Information's Rocket Drew about SoftBank's renewed robotics ambitions and the acquisition talks with Agility Robotics, as well as David Bell, CEO of Remedy Robotics, about how robots are revolutionizing medicine. Lastly, we get into the future of wearables with Premise's Co-Founder Vanessa Larco.Articles discussed on this episode:https://www.theinformation.com/articles/openai-readies-facebook-erahttps://www.theinformation.com/articles/softbank-hunts-humanoid-robot-startupsTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Aaron Tilley and TMF Associates' Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roof's scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company, Traba, is using AI to disrupt the light industrial staffing industry. The Information's Erin Woo joins us to detail Google's multimillion-dollar contract with Major League Hacking to push its Gemini AI model to young coders. Lastly, The Information's CEO and Editor-in-Chief Jessica Lessin speaks with Allison Braley, Partner at Bain Capital Ventures, to discuss modern communications strategies in the AI age.Articles discussed on this episode:https://www.theinformation.com/articles/apple-musks-spacex-finally-satellite-dealhttps://www.theinformation.com/articles/softbank-hunts-humanoid-robot-startupsTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Khosla Ventures' Vinod Khosla talks with TITV Host Akash Pasricha about AI's high costs, the risks in circular financing deals like those involving NVIDIA and Oracle, and the energy solutions to AI. We also talk with The Information's Ann Gehan about creator reaction to TikTok Shop's new advertising tool. Li Haslett Chen, Founder of Howl, discusses where AI can transform the shopping experience, noting returns as the biggest opportunity. Lastly, we get into rebuilding college for the AI era with Tade Oyerinde, Founder & Chancellor, and Jerome Pesenti, CTO, of Campus.Articles discussed on this episode:https://www.theinformation.com/articles/tiktok-shops-new-ad-policy-risks-alienating-merchantshttps://www.theinformation.com/articles/can-ai-deliver-shoppers-wantTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Catherine Perloff talks with TITV Host Akash Pasricha about AI chatbots reshaping website traffic. We also talk with Anissa Gardizy about data center financing concerns, including NVIDIA's involvement, and signs of a possible funding bubble. Anushka Salinas, CEO of Nanit, and The Information's Meredith Mazzilli discuss baby health gadgets and the Nanit smart monitor, and we get into the car ownership crisis with Turo CEO Andre Haddad.Articles discussed on this episode:https://www.theinformation.com/articles/ai-enigma-search-traffic-drops-sites-revenue-yethttps://www.theinformation.com/articles/data-center-boom-enters-speculative-eraTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Yueqi Yang talks with TITV Host Akash Pasricha about Hyperliquid and crypto's Wild West. We also talk with Moor Insights & Strategy's Patrick Moorhead about Nvidia's GTC announcements and competition, and Upgrade CEO Renaud Laplanche about their big funding and future IPO. Lastly, we get into personalized medicine and healthcare's AI future with Sunita Mohanty.Articles discussed on this episode:https://www.theinformation.com/articles/inside-hyperliquid-ground-zero-latest-crypto-controversyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Anissa Gardizy and TD Cowen's Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial's Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information's Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 billion youth sports tech market.Articles discussed on this episode:https://www.theinformation.com/articles/oracle-assures-investors-ai-cloud-margins-struggles-profit-older-nvidia-chipshttps://www.theinformation.com/articles/moneyball-minors-inside-booming-business-youth-sports-appsTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Microsoft's Aparna Chennapragada talks with TITV Host Akash Pasricha about Microsoft's new "learn-it-all" AI product development cycle. We also talk with The Information's Miles Kruppa and Theo Wayt about the complex, GPU-backed debt financing behind xAI's huge "Colossus 2" data center, and Valida Pau about why Anthropic is quietly positioning itself for a startup shopping spree. Lastly, we get into General Intuition's massive $133.7 million seed round and how CEO Pim de Witte is using gaming to train AI agents.Articles discussed on this episode:https://www.theinformation.com/articles/anthropic-gets-ready-go-startup-shoppinghttps://www.theinformation.com/articles/microsoft-let-openai-play-fieldhttps://www.theinformation.com/articles/xais-unusual-dealmaking-fund-musks-colossus-2TITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Reporters Erin Woo and Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's Dreamforce conference. We also talk with Second Opinion Media's Christina Farr about the challenges of new tech in healthcare, and the “Cursor Resistance" with The Information's Rocket Drew. Lastly, we speak with Decart CEO Dean Leitersdorf about his mission to reinvent AI video.Articles discussed on this episode:https://www.theinformation.com/articles/universities-part-cursor-resistanceTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Oura CEO Tom Hale talks with TITV Host Akash Pasricha about raising $900M at an $11B valuation and the company's AI-driven plans for the future of health tech. We also talk with Brex CEO Pedro Franceschi about the company's "unconstrained ambition" and how they're competing with incumbents. The Information's Stephanie Palazzolo explains the rise of "NeoClouds" and the race to rent out NVIDIA chips. Lastly, we get into AI-powered material science with Radical AI CEO Joseph Krause.Articles discussed on this episode:https://www.theinformation.com/articles/race-rent-nvidia-chips-cloud-intensifiesTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's ambitious plan to deploy 10 gigawatts of custom AI chips in partnership with Broadcom. We also talk with AWS CMO Julia White about the company's new suite of enterprise AI tools, QuickSuite, and the growing traction of its in-house Trainium chips. We get into how tech giants like Salesforce and Microsoft are challenging Google and Amazon in the ad tech space with our advertising reporter Catherine Perloff and Tau Marketing Solutions' Robert Webster. Lastly, we explore the rise of real-world asset tokenization with Securitize CEO Carlos Domingo.Articles discussed on this episode:https://www.theinformation.com/articles/ai-ad-tech-land-grab-pits-salesforce-google-microsoft-amazonhttps://www.theinformation.com/briefings/nvidia-announces-chip-design-deal-broadcomTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with our Reporter Ann Gehan and investor Michael Duda.Articles discussed on this episode:https://www.theinformation.com/articles/e-commerce-startups-back-deadTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Justin Lopas, COO of Base Power, talks with TITV Host Akash Pasricha about the company's recent $1B funding round and how they are addressing rising energy demands from AI data centers. We also talk with The Information's Sara Germano about AI's impact on sports, and also get into the future of fintech with Sheel Mohnot, a Co-Founder of Better Tomorrow Ventures. Lastly, we get into Trump's evolving relationship with big tech with our D.C. correspondent Sylvia Varnham O'Regan.Articles discussed on this episode:https://www.theinformation.com/articles/can-microsoft-resist-trumps-call-execs-firing-tech-bends-willTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

SignalFire's Ilya Kirnos and The Information's Aaron Holmes talk with TITV Host Akash Pasricha about AI's profitability problem. We also talk with Ema CEO Surojit Chatterjee about his new AI agent employee company, and we get into the longevity movement with DOC Co-Founder John Battelle & Dr. Jordan Shlain of Private Medical. Lastly, we do a pulse check on anxious tech founders with Pendo's Todd Olson and talk about merit-based hiring with MeritFirst CEO Zach Ganieany.Articles discussed on this episode:https://www.theinformation.com/articles/ai-profit-fantasyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Otherside AI CEO Matt Shumer and The Information's AI Reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI's developer day and its plans to become a “super app.” We also talk with The Information's Anissa Gardizy and Anita Ramaswamy about the new reporting on Oracle's razor-thin cloud margins. Runway CEO Cristobal Valenzuela joins to discuss AI copyright, and The Information's Theo Wayt talks about the challenges facing Tesla's Optimus robot. Lastly, we get into WHOOP's new blood test product with Head of Healthcare Product Alex Vannoni.Articles discussed on this episode:https://www.theinformation.com/articles/ai-creates-art-need-rethink-copyright-protects-artistshttps://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chipshttps://www.theinformation.com/articles/how-whoop-made-its-wearables-a-hit-among-athletes-and-survived-a-race-against-the-apple-watchhttps://www.theinformation.com/articles/elon-musk-preps-teslas-optimus-prime-time-big-hurdles-remainTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Austin Lyons, Senior Analyst at Creative Strategies, talks with TITV Host Akash Pasricha about OpenAI's new deal with AMD and what it means for other AI chip companies. We also talk with M13 Partner Anna Barber about where startups can still succeed in a world dominated by OpenAI, and we get into Founders Fund's surprisingly bullish stance on AI with Reporter Miles Kruppa. Lastly, we discuss the business of AI rollups and AI customer service with Crescendo Founder and CEO Matt Price.Articles discussed on this episode:https://www.theinformation.com/articles/founders-fund-shifts-caution-concentrated-bets-aihttps://www.theinformation.com/briefings/openai-strikes-six-gigawatt-compute-deal-amdTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's CEO & Editor-In-Chief Jessica Lessin speaks with Anduril CEO Brian Schimpf about the company's incredible growth, defense tech, and the future of geopolitics. TITV Host Akash Pasricha talks with Semafor's Reed Albergotti and The Information's Stephanie Palazzolo about their AI predictions for 2026, and we also get into a rare profile of Reed Jobs, Steve Jobs' son with The Information's Jemima McEvoy.Articles discussed on this episode:https://www.theinformation.com/articles/can-reed-jobs-son-steveTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about the strategic genius behind the launch of OpenAI Sora 2 and the complex copyright issues it raises. We also talk with The Information's Miles Krupa about Fermi America's head-scratching IPO. Jamin Ball from Altimeter Capital tells us why fast-growing AI companies need a reality check. Lastly, we get into Outdoor Voices' comeback with Ty Haney and her new "community commerce" model.Articles discussed on this episode:https://www.theinformation.com/briefings/fermi-soars-nearly-22-billion-valuation-trading-debutTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information's AI Agenda Live conference and Nick Patience from The Futurum Group about the new DeepSeek model. Lastly, we get into the corporate data wars with ClickUp CEO Zeb Evans and the potential TikTok US CEO with DC Correspondent Sylvia Varnham O'Regan.Articles discussed on this episode:https://www.theinformation.com/articles/tiktok-insiders-bet-2-adam-presser-will-run-new-venturehttps://www.theinformation.com/briefings/microsoft-ceo-relinquishes-duties-focus-technologyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Vercel's COO Jeanne DeWitt Grosser, talks with TITV Host Akash Pasricha about the company's $300M series F funding round and its aspirations to become the "AWS of AI." We also talk with Warp's Zach Lloyd and Zencoder's Andrew Filev about their first reactions to the new Claude Sonnet 4.5 model. The Information's Theo Wayt breaks down the latest xAI org chart shake-ups, and we also get into AI agents with AWS's Director of Technology, Shaown Nandi.Articles discussed on this episode:https://www.theinformation.com/articles/people-running-elon-musks-xaiTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Cory Weinberg talks with TITV Host Akash Pasricha about EA's $55 billion takeover and the private equity firms behind it. We also talk with Snowflake's Josh Klahr about the company's new consortium to end the AI data wars and The Information's Anissa Gardizy about why "fear" is fueling NVIDIA's spending spree. Lastly, we get into humanoid robots with Rodney Brooks, creator of the Roomba, who gives a reality check on their dexterity.Articles discussed on this episode:https://www.theinformation.com/articles/jensen-huang-using-nvidia-cash-rule-ai-economyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Katie Roof talks with TITV Host Akash Pasricha about the surprising $14 billion valuation of TikTok's US business and what it means for the company's future. We also talk with Cathy Perloff about the ongoing Google antitrust case, Stephanie Palazzolo about Ex-OpenAI Mira Murati's mysterious new $10 billion AI company, Thinking Machine Labs. Lastly, we get into the Trump Administration's new investment strategy—taking equity stakes in critical minerals companies—with our Editor Steve LeVine. Articles discussed on this episode:https://www.theinformation.com/articles/10-billion-enigma-mira-muratihttps://www.theinformation.com/articles/exclusive-electric-trump-administration-seeking-stakes-critical-minerals-companieshttps://www.theinformation.com/briefings/google-considered-selling-part-ad-tech-unit-last-year-google-executive-saysTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Forerunner Ventures' Kirsten Green talks with TITV Host Akash Pasricha about the future of AI in consumer tech and The Information's Anita Ramaswamy discusses the risks inherent in Oracle's recent debt offering. We also talk with Sword Health's ‘V' Bento about building an AI healthcare platform and Asana's Anne Raimondi about the company's new AI agents.Articles discussed on this episode:https://www.theinformation.com/articles/magical-thinking-behind-oracles-valuationTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams.Articles discussed on this episode: https://www.theinformation.com/articles/can-afford-aiTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climactic's Raj Kapoor. Lastly, we get into AI consulting and their recent $1.8 billion valuation with Distyl AI CEO Arjun Prakash.Articles discussed on this episode: https://www.theinformation.com/articles/ai-data-center-lenders-watchTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras' CEO Andrew Feldman about their delayed IPO and rivalry with NVIDIA.Articles discussed on this episode: https://www.theinformation.com/briefings/trump-sign-executive-order-week-details-tiktok-dealTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk's data center ambitions. We discuss NVIDIA's monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple's hardware talent with our Reporter Aaron Tilley.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-introduces-new-smart-glasses-displayhttps://www.theinformation.com/articles/metas-ar-presencehttps://www.theinformation.com/briefings/nvidia-hire-networking-startup-enfabricas-ceo-license-technologyhttps://www.theinformation.com/projects/the-information-50https://www.theinformation.com/articles/openai-raids-apple-hardware-talent-manufacturing-partnersTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham O'Regan about the ongoing TikTok-US deal, and we get an exclusive with the CEOs of DocuSign and CLEAR as they announce a new partnership. Lastly, we get into Rent the Runway's big comeback strategy with CEO Jennifer Hyman.Articles discussed on this episode: https://www.theinformation.com/articles/know-tiktok-dealTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer crypto and on-chain identity with Ty Haney of Try Your Best and Dave Morin from Offline Ventures. Lastly, we get an inside look at the IPO market with The Information's Katie Roof and Industry Ventures' Hans Swildens.Articles discussed on this episode: https://www.theinformation.com/articles/ventures-limited-partners-see-lifeline-ipo-wavehttps://www.theinformation.com/articles/anthropic-openai-developing-ai-co-workersTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolving role of product management with Sahir Azam, the new partner at Index Ventures, and finally, we talk with Kareem Amin, CEO of Clay, about how his company is defining a new role in go-to-market.Articles discussed on this episode: https://www.theinformation.com/articles/marc-benioff-said-ai-easy-crazy-team-salesforce-proved-wronghttps://www.theinformation.com/articles/microsoft-hopes-hastened-ai-rollout-price-discounts-can-fuel-office-365-growthTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.Articles discussed on this episode: https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-davidTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech companies aren't buying social media platforms with Quartermaster Advisors' James Creech and the crypto IPO boom with Sapphire Ventures' Jai Das.Articles discussed on this episode: https://www.theinformation.com/articles/openai-microsoft-duel-agi-high-stakes-negotiation https://www.theinformation.com/articles/openais-microsoft-deal-ellisons-risky-businesshttps://www.theinformation.com/briefings/microsoft-openai-announce-tentative-deal-startup-aims-restructureTITV 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/@theinformation4080/?sub_confirmation=1The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI's impact on healthcare and the company's new wearables device. We also get into the future of logistics with Augment CEO Harish Abbott and AI valuations with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/oracle-frenzy-spreadshttps://www.theinformation.com/articles/ai-valuations-bonkersTITV 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/@theinformation4080/?sub_confirmation=1The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Atlassian CEO Mike Cannon-Brookes talks with TITV Host Akash Pasricha about the corporate data wars and his company's recent acquisition of The Browser Company. We also talk with venture capitalist Mercedes Bent about the Klarna IPO and the Buy Now, Pay Later industry, and Aaron Holmes about Microsoft's new partnership with Anthropic. Finally, we get into Oracle's AI-driven surge with KeyBanc Capital Equity Researcher Jackson Ader as well as the Klarna IPO & broader IPO landscape with Katie Roof.Articles discussed on this episode: https://www.theinformation.com/articles/sequoia-poised-nearly-3-billion-gain-klarna-ipo https://www.theinformation.com/articles/microsoft-buy-ai-anthropic-shift-openai https://www.theinformation.com/articles/corporate-data-wars-intensify TITV 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/@theinformation4080/?sub_confirmation=1Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV Host Akash Pasricha talks with MercadoLibre CFO Martin De Los Santos about e-commerce growth and the company's massive fintech business. We also talk with Apple reporter Wayne Ma about whether AI matters for iPhone sales and reporter Natasha Mascarenhas about Andreessen Horowitz's crypto fund's massive returns.Articles discussed on this episode: https://www.theinformation.com/articles/andreessen-horowitzs-investment-returns-show-strength-cryptoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's OpenAI Reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's higher revenue projections and its even bigger cash burn. We also talk with Aalo Atomics CEO Matt Loszak about the future of nuclear energy and its role in the AI boom and GC AI CEO Cecilia Ziniti about the Anthropic lawsuit. Lastly, we get into Trump's White House tech dinner with The Information's DC Correspondent Sylvia Varnham O'Regan.Articles discussed on this episode: https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029https://www.theinformation.com/articles/can-tech-get-nuclear-power-to-move-at-ai-speedshttps://www.theinformation.com/articles/nuclear-investing-no-longer-radioactiveTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Rishi Jaluria and Ed Sim talk with TITV Host Akash Pasricha about enterprise software. The Information's Ann Gehan and Brian Sugar discuss GLP-1s, and we get into longevity with Jacob Kimmel. Sam Lessin also joins to discuss OpenAI's new hiring platform, and our reporter Anissa Gardizy explains NVIDIA's circular business operations.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-quietly-boosts-cloud-ally-1-5-billion-deal-rent-ai-chipsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Theo Wayt talks with TITV Host Akash Pasricha about Elon Musk's challenges with financial regulators over his X "everything app" plans. We also talk with SignalFire's Chris Farmer about his firm's data-driven VC approach and Rogo's Gabriel Stengel about the acquisition of Subset. We get into Atlassian's surprise acquisition of The Browser Company with Sanchan Saxena and Google's race to produce its own AI chips with Anissa Gardizy.Articles discussed on this episode: https://www.theinformation.com/articles/antitrust-judge-bars-google-exclusive-deals-require-chrome-saleTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information editors Jessica Lessin and Amir Efrati discuss Google's decisive antitrust win and how AI factored into the judge's decision. TITV Host Akash Pasricha talks with Antitrust Attorney Joel Thayer about what this ruling could mean for other antitrust cases. We also talk with Yutori Co-CEOs Devi Parikh and Abhishek Das about AI agents and their company, and we get into stablecoin debit cards with Rain CTO Charles Yoo-Naut.Articles discussed on this episode: https://www.theinformation.com/articles/antitrust-judge-bars-google-exclusive-deals-require-chrome-saleTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the SEC's use of AI. We also talk with Mercor CEO Brendan Foody about how AI could overhaul recruiting and Chalk CEO Marc Freed-Finnegan about his company's strategy to take on Databricks. Lastly, we get into AI data licensing with Reporter Natasha Mascarenhas.Articles discussed on this episode: https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Nuro Cofounder Dave Ferguson talks with TITV Host Akash Pasricha about the Uber robo-taxi partnership. We also break down NVIDIA's Q2 earnings with SemiAnalysis' Doug O'Laughlin, Seaport Research Partners' Jay Goldberg and The Information's Anissa Gardizy , and we get into Google's potential AdTech spinoff with our reporter Cathy Perloff.TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Overtime CEO Dan Porter talks with TITV Host Akash Pasricha about the future of sports media and why Gen Z will never watch live games on TV. We also talk with Altimeter Capital's Jamin Ball about software valuations and the rise of "quasi-public" companies , and The Information's Kevin McLaughlin about the AI data storage boom and NVIDIA's 80-year bet on VAST Data.Articles discussed on this episode: TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics.Articles discussed on this episode: - https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china- https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push- https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronicsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Anomaly's Mike Desjadon talks with TITV Host Akash Pasricha about AI healthcare startups. We also talk with The Information's Natasha Mascarenhas about Silicon Valley's AI anxiety and The Information's Ann Gehan about Faire's potential funding , and we get into the US Open's tech push with the USTA's Brian Ryerson.Articles discussed on this episode: https://www.theinformation.com/articles/ai-forces-silicon-valley-confront-moment-ecstasy-agony TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy.Articles discussed on this episode:• https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses• https://www.theinformation.com/articles/openai-challenging-google-using-search-data• https://www.theinformation.com/articles/funny-math-behind-key-software-metric TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Protege CEO Bobby Samuels and Footwork's Nikhil Basu Trivedi talk with TITV Host Akash Pasricha about the booming business of AI training data and the $25 million investment to build a data marketplace. We also talk with The Information's Yueqi Yang about Solana's comeback and push for a mainstream ETF, and we get into the future of automated consumer fintech and agentic commerce with Accrual Capital's Lauren Kolodny.Articles discussed on this episode:https://www.theinformation.com/articles/solana-gets-respectable-sets-sights-wall-streethttps://www.theinformation.com/articles/one-year-old-startup-notching-data-deals-model-makersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Bret Taylor, CEO and Co-Founder at Sierra, and Winston Weinberg, CEO and Co-Founder of Harvey, discuss the capabilities of AI agents and the evolving market with our founder and editor-in-chief Jessica Lessin. Garrett Lord, CEO of Handshake, shares insights on the future of work in the AI era. We also speak with Aaron Holmes from The Information, who uncovers why the cost of AI models is rising.Articles discussed on this episode:https://www.theinformation.com/articles/cost-buying-ai-creeping-boosting-microsoft-sellershttps://www.theinformation.com/articles/character-ai-talks-sell-raise-money-year-founders-departTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The InformationSign up for the AI Agenda newsletter

Raptive's Paul Bannister and The Information's Cathy Perloff talk with TITV Host Akash Pasricha about publishers' changing demands for AI content licensing. We also talk with Ultra Robotics' Jon Miller Schwartz & Reporter Rocket Drew about human-robot collaboration and Beehiiv's Tyler Denk about democratizing creator monetization. Lastly, we get into Eight Sleep's $100 million raise with CEO Matteo Franceschetti.Articles discussed on this episode:https://www.theinformation.com/articles/behind-robots-human-operator-toilshttps://www.theinformation.com/articles/news-publishers-shift-ai-licensing-focus-usage-based-dealshttps://www.theinformation.com/articles/the-co-founders-of-eight-sleep-want-to-optimize-your-performance-in-bedTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information. Sign up for the AI Agenda newsletter.

Grammarly CEO Shishir Mehrotra talks with TITV Host Akash Pasricha about new AI agents for students. We also talk with The Information's Anne Gehan about Walmart's e-commerce fight with Amazon and Kalley Huang about Meta's AI team restructuring. Finally, we get into the ongoing chip war with author Chris Miller.Articles discussed on this episode:https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The InformationSign up for the AI Agenda newsletter

Kathy Perloff, Theo Wayt, and Shweta Khajuria talk with TITV Host Akash Pasricha about the ad tech rivalry between Amazon and The Trade Desk. We also talk with Theo Wayt about Elon Musk's xAI and its unique talent pool, Jake Loosararian, CEO of Gecko Robotics, explains how his company's robots are used across different sectors, and Lin Qiao, CEO of Fireworks AI, details how her company helps application developers with quality, speed, and cost for their AI products.Articles discussed on this episode:https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information.Sign up for the AI Agenda newsletter

Bryan Johnson talks with TITV Host Akash Pasricha about his audacious "Don't Die" movement and the growing business behind his longevity programs. We also talk with Cory Weinberg about SoftBank's massive $9.7 billion investment in OpenAI and the unique financial arrangement benefiting CEO Masayoshi Son, Sri Muppidi details Perplexity's surprising acquisition bids for various internet browsers, and Rodrigo Liang, CEO of SambaNova, explains how his company's power-efficient AI chips are challenging NVIDIA's dominance.Articles discussed on this episode:https://www.theinformation.com/articles/openai-starts-look-like-masas-savior https://www.theinformation.com/articles/wild-chrome-bid-perplexity-hunting-browsers https://www.theinformation.com/articles/introducing-the-informations-ai-chip-database TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribeSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda