The Information's 411

The Information's Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI's massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impacts Elon Musk's SpaceX IPO strategy with The Information's Theo Wayt.Articles discussed on this episode: https://www.theinformation.com/articles/openais-ads-push-starts-taking-shapehttps://www.theinformation.com/articles/openais-next-100-billion-funding-comeTITV 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

ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk's pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.Articles discussed on this episode: https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listingshttps://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competitionhttps://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billionTITV 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 Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-nadella-pressures-deputies-accelerate-copilot-improvementshttps://www.theinformation.com/articles/electric-fords-leap-powering-ai-data-centers-reflects-industry-adrifthttps://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outageTITV 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 CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon's need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC's Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.Articles discussed on this episode: https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venturehttps://www.theinformation.com/articles/googles-ai-weakness-turned-strengthTITV 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

OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood's Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information's Anissa Gardizy about the financing hurdles facing Oracle's newest data center. We also get into Lyft's financial turnaround with CFO Erin Brewer and discuss the future of the media landscape with Axios CEO Jim VandeHei and The Information's CEO Jessica Lessin. Lastly, the Tubi CEO Anjali Sud joins to announce its first-ever TikTok Awards.Articles discussed on this episode: https://www.theinformation.com/articles/openais-organizational-problems-hurt-chatgpthttps://www.theinformation.com/articles/openai-discussed-raising-tens-billions-valuation-around-750-billionhttps://www.theinformation.com/articles/openais-chatgpt-problemhttps://www.theinformation.com/briefings/youtube-will-broadcast-oscars-starting-2029TITV 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 Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's talks to raise $10 billion from Amazon and the strategic move to use Amazon's Trainium chips. We also talk with Katie Roof about Waymo's early talks to raise billions at a $100 billion valuation, as well as Valida Pau and Stephanie Palazzolo about how OpenAI and Anthropic are hunting for specialized data as public sources dry up. Lastly, we get into the "scarcity premium" risk facing upcoming mega IPOs with our finance editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chipshttps://www.theinformation.com/articles/private-tech-giants-lose-scarcity-premium-iposhttps://www.theinformation.com/articles/banks-pitching-mega-ipos-seek-limit-mass-sellinghttps://www.theinformation.com/articles/openai-anthropic-discuss-data-deals-biotech-companiesTITV 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 Kevin McLaughlin breaks down Databricks' massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures' Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA's Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom with Centific SVP Prithivi Pradeep.Articles discussed on this episode: https://www.theinformation.com/articles/small-bank-critical-stablecoin-payments-tightens-risk-controlshttps://www.theinformation.com/articles/corporate-chatbots-gone-wildhttps://www.theinformation.com/articles/alien-hunters-want-jensen-huang-fund-ai-telescopehttps://www.theinformation.com/articles/servicenow-sell-highlights-jittery-marketTITV 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 Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates' Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its reliance on the Starlink story. Lastly, we get into xAI's uphill battle to sell Grok to businesses with The Information's Theo Wayt, and the harsh reality of AI's colossal power infrastructure needs with Ann Davis Vaughan, as she launches her debut AI Infrastructure newsletter. Articles discussed on this episode: https://www.theinformation.com/articles/bragawatt-data-center-era-brings-reality-checks-energy-breakthroughshttps://www.theinformation.com/articles/elon-musk-suddenly-talking-space-data-centershttps://www.theinformation.com/articles/xai-uphill-battle-selling-grok-businesseshttps://www.theinformation.com/articles/people-running-apple-executive-exodusTITV 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

Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The Information's Editors Martin Peers and Nick Wingfield discuss the scale of Larry Ellison's bets in media and tech, and Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure.Articles discussed on this episode: https://www.theinformation.com/articles/whatnots-schlock-empire-shows-digital-live-shopping-can-thrive-americahttps://www.theinformation.com/articles/tech-giants-partnering-broadcom-break-free-nvidiahttps://www.theinformation.com/briefings/oracles-data-centers-openai-reportedly-delayedhttps://www.theinformation.com/briefings/exclusive-wealthfront-prices-ipo-14-tripling-tiger-investmentTITV 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

Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 billion cash burn, and the challenge of financing its AI cloud expansion. Lastly, we get into the future of the cloud, 'Cognition as a Service,' and AI teammates with Mayfield's Managing Partner Navin Chaddha and discuss the strategy for TalkShopLive with its new CEO Sandie Hawkins.Articles discussed on this episode: https://www.theinformation.com/briefings/disney-invest-1-billion-openaihttps://www.theinformation.com/articles/oracles-costly-ai-expansion-turns-wall-streethttps://www.theinformation.com/articles/disney-openai-ai-startup-valuations-keep-falling-revenue-riseshttps://www.theinformation.com/articles/tencent-poaches-bytedance-researchers-china-ai-race-heatsTITV 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

Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information's Miles Kruppa about the UAE fund becoming a major financier for big US data center projects. Lastly, we get into custom models and the future of the AI model battlefield with AWS Director of Technology Shaown Nandi.Articles discussed on this episode: https://www.theinformation.com/articles/china-weighs-nvidia-chip-purchase-emergency-meetings-tech-companieshttps://www.theinformation.com/briefings/nvidia-builds-technology-help-fight-chip-smugglinghttps://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-modelhttps://www.theinformation.com/articles/uae-fund-mgx-quietly-becomes-one-biggest-data-center-financiersTITV 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 and Moor Insights & Strategy's Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midterm elections. Next, CoreWeave VP Chen Goldberg discusses CoreWeave's new Mission Control GPU monitoring features. IBM's Rob Thomas and Confluent CEO Jay Kreps discuss the rationale behind IBM's $11 billion acquisition of Confluent, and finally, we get into Instacart's new ChatGPT integration and the advertising implications with E-Commerce Reporter Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/ai-backlash-shape-midterm-electionshttps://www.theinformation.com/briefings/instacart-launches-chatgpt-app-instant-checkout-featurehttps://www.theinformation.com/briefings/trump-reportedly-let-nvidia-sell-advanced-ai-chips-chinahttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionTITV 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 Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount's hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research's Paul Meeks about IBM's $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI Reporter Stephanie Palazzolo discusses the growing skepticism around AI breakthroughs in biology from the NeurIPS conference. Lastly, Crypto Reporter Yueqi Yang breaks down the intensifying competition in prediction markets following Kalshi's $11 billion valuation.Articles discussed on this episode: https://www.theinformation.com/articles/ais-biggest-event-researchers-said-field-needs-overhaulhttps://www.theinformation.com/articles/chatgpt-product-chief-responding-code-redhttps://www.theinformation.com/briefings/ellisons-paramount-skydance-make-108-billion-tender-offer-warnerhttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionhttps://www.theinformation.com/briefings/openais-head-chatgpt-envisions-ai-superpowersTITV 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 Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's most credible challenger in AI chips. Then, Editor-in-Chief Jessica Lessin and Managing Editor Laura Mandaro get into the escalating OpenAI-Google rivalry and the state of venture capital. Lastly, we speak with Dude Perfect CEO Andrew Yaffe about how the YouTube brand is building a truly scalable media business.Articles discussed on this episode: https://www.theinformation.com/articles/netflixs-warner-purchase-82-7-billion-blunderhttps://www.theinformation.com/articles/silicon-valley-buzzing-apple-ceo-successionhttps://www.theinformation.com/articles/diamonds-turds-hock-tan-turned-broadcom-ai-juggernauthttps://www.theinformation.com/articles/amodeis-advantage-altman-comes-viewTITV 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 Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Information's Stephanie Palazzolo about OpenAI's new model code-named 'Garlic' to counter Google's Gemini 3, and the 'split brain problem' models are facing. Lastly, we get into the new US robotics policy, the tariff-induced rising costs of robot components, and Anthropic CEO Dario Amodei's strategy against OpenAI with The Information's Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/openai-pivots-counter-gemini-3https://www.theinformation.com/articles/inside-web-publishers-quest-stamp-ai-bots-posing-humanshttps://www.theinformation.com/articles/anthropics-ceo-says-code-redsTITV 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

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trending toward a decade low. Lastly, we get into the future of travel tech with Johannes Reck, Co-Founder & CEO of GetYourGuide, who discusses the European market and competition with Airbnb and Booking Holdings.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-productshttps://www.theinformation.com/articles/s-p-takes-ai-debt-deals-crypto-giantsTITV 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 and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information's Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure, Cloud reporter Anissa Gardizy about Marvell's advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI's impact on advertising with Highbeam CEO Sameer Shergill. Articles discussed on this episode: https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-efforthttps://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-dealhttps://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gainsTITV 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 Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and digital play with her new gaming console, Board. Lastly, we get into the secret to Flighty's real-time accuracy with CEO Ryan Jones, and the evolution of Birdies' holiday sales strategy with Co-founder Bianca Gates.Articles discussed on this episode:https://www.theinformation.com/articles/informations-2025-gift-guidehttps://www.theinformation.com/articles/china-want-buy-nvidia-chipshttps://www.theinformation.com/articles/aws-beats-ai-drum-vegashttps://www.theinformation.com/articles/aws-preps-new-ai-models-relations-anthropic-get-complicatedTITV 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 Sri Muppidi talks with today's TITV Host Anita Ramaswamy about OpenAI's ambitious projections for 220 million paid ChatGPT subscribers and the competition from Google's Gemini. We also talk with Laffer Tengler Investments CEO Nancy Tengler about big tech stock movements, including NVIDIA, Oracle, and whether the AI market is a bubble, and Editor Ken Brown about the current crypto sell-off and the systemic risks posed by stablecoins. Lastly, we get into the challenges of music licensing in sports and how figure skating is turning to AI-generated music with The Information's Sara Germano.Articles discussed on this episode:https://www.theinformation.com/articles/crypto-winter-will-different-timehttps://www.theinformation.com/articles/openai-projected-least-220-million-people-will-pay-chatgpt-2030TITV 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 Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding for Oracle's data center build outs with Finance reporter Miles Kruppa, and Ran Ben-Tzur discusses the IPO market heading into 2026. Finally, we speak with ModelML CEO Chaz Englander about their $75 million Series A round and the use of AI to automate tasks in financial services.Articles discussed on this episode:https://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-pushhttps://www.theinformation.com/articles/oracle-linked-borrowing-binge-worries-lendersTITV 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

Elon Musk Reporter Theo Wayt talks with today's TITV Host Anita Ramaswamy about Elon Musk's mission to replace X staff with xAI's Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson's Gil Luria and WorkHelix's Andrew McAfee about AI's accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA. Warp CEO Zack Lloyd shares his data showing Google's Gemini 3.0 model's advantage over OpenAI's models in agentic coding. Lastly, KeyBanc Capital Markets' Jackson Ader provides an earnings preview for Zoom, Zscaler, and Salesforce, and The Information's Co-Executive Editor Martin Peers breaks down the unprecedented growth of NVIDIA's free cash flow and how the company is using it to fight competition.Articles discussed on this episode:https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grokhttps://www.theinformation.com/articles/nvidias-mushrooming-cash-pile-spotlights-spending-choicesTITV 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

AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel discusses how AI is transforming the travel industry. Next, Co-Executive Editors Martin Peers and Amir Efrati debate which of the five frontier AI companies (OpenAI, Anthropic, Google, Meta, XAI) will ultimately succeed. Lastly, reporter Rocket Drew details the current high-stakes status of the Elon Musk OpenAI lawsuit.Articles discussed on this episode:https://www.theinformation.com/articles/openai-ceo-braces-possible-economic-headwinds-catching-resurgent-googlehttps://www.theinformation.com/briefings/openai-ceo-googles-ai-breakthrough-cause-headwinds-openaiTITV 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

Seaport Research's Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to launch a prediction market. Lastly, we get into the gender gap in venture capital with All Raise CEO Paige Hendrix Buckner.Articles discussed on this episode:https://www.theinformation.com/articles/white-house-working-executive-order-foil-state-ai-regulationshttps://www.theinformation.com/articles/next-state-ai-laws-trump-orderhttps://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshiTITV 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 Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt, and AWS Director of Technology Shaown Nandi discusses how companies can achieve profit margins with AI as inference costs are expected to drop 90%. Lastly, we get into the current state of the creator economy, the shift to interest-based algorithms, and the importance of a sustainable business outside of social with Creator Ventures' Partner and successful creator, Caspar Lee.Articles discussed on this episode:https://www.theinformation.com/articles/soon-call-end-ai-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 Editor-in-Chief Jessica Lessin and Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how Pinterest is navigating the AI threat. Lastly, we get into Amazon's $15 billion bond issuance and the growing debt bubble in AI CapEx with SK Ventures General Partner Paul Kedrosky.Articles discussed on this episode:https://www.theinformation.com/articles/pinterests-ai-strategy-focuses-users-wanthttps://www.theinformation.com/articles/gemini-3-arrives-open-source-coding-agent-raises-19-millionhttps://www.theinformation.com/briefings/microsoft-nvidia-invest-anthropic-anthropic-spend-30-billion-azureTITV 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

Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information's Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a "superchip" for Optimus. Lastly, we get into Beehiiv's massive product expansion for creators and its $32M annualized revenue rate with CEO Tyler Denk.Articles discussed on this episode:https://www.theinformation.com/articles/musk-tie-together-tesla-xaihttps://www.theinformation.com/articles/bitcoin-falling-crypto-stocks-crashingTITV 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

Parag Agrawal, Founder & CEO of Parallel Web Systems, talks with TITV Host Akash Pasricha about his $100M AI infrastructure startup and the future of AI agents on the web. We also talk with Sid Sheth, Founder & CEO of d-Matrix, about taking on NVIDIA with their specialized inference chip, and Cory Weinberg about the escalating boardroom battle at Grindr. Lastly, we get into Waymo's freeway expansion and the autonomous vehicle landscape with The Information's Ken Brown and Nick Wingfield.Articles discussed on this episode:https://www.theinformation.com/articles/buyout-offer-boardroom-feud-festered-grindrTITV 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 Anita Ramaswamy talks with TITV Host Akash Pasricha about Lyft's surprising stock performance and its strategy in the autonomous vehicle space. We also talk with Jeff Hollan about Snowflake Intelligence, a new group of AI agents, and how the company differentiates itself in the crowded enterprise software market. Loop Global CEO Olga Shevorenkova discusses the state of EV charging infrastructure in the US, the impact of high interest rates on adoption, and her 10-year view of the market. Lastly, we get into robotics valuations and data infrastructure for physical AI with The Information's Rocket Drew and Foxglove CEO Adrian Macneil, after the company announced a $40M funding round.Articles discussed on this episode:https://www.theinformation.com/articles/lyft-investors-enjoying-rideTITV 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

Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his Etiquette Finishing School for founders, and we get into the enterprise AI agent turf war with The Information's Aaron Holmes.Articles discussed on this episode:https://www.theinformation.com/articles/snowflake-sierra-every-enterprise-software-firm-selling-ai-agentshttps://www.theinformation.com/articles/investors-chase-neolabs-outflank-openai-anthropicTITV 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

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information's Miles Kruppa provides exclusive details on Blue Owl's $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.Articles discussed on this episode:https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-saleshttps://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investmentTITV 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 reporter Sri Muppidi joins TITV Host Akash Pasricha to analyze Anthropic's revenue projections relative to OpenAI. ShopMy Founder & CEO Harry Rein discusses the creator e-commerce company's new funding at a $1.5 billion valuation and its explosive growth. Seneca Founder & CEO Stuart Landesberg explains the company's autonomous drone system using AI to cut wildfire response times to under ten minutes. We also hear from AWS Director of Technology, Shaown Nandi on the challenges and solutions for scaling AI agents in the enterprise, covering cost management, identity, and security. Lastly, The Information's Jemima McEvoy discusses the rise of James Bond-style red teaming consultants at data centers.Articles discussed on this episode:https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openaihttps://www.theinformation.com/articles/data-centers-want-james-bond-style-security-consultantsTITV 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

Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI's John Mern and Anthony Corso about Terra AI's mission to use AI to solve metal and mineral shortages for the tech industry. Lastly, we get into the heightened competition for Series A funding and the trend of VC partners leaving to start their own funds with The Information's Natasha Mascarenhas.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/elon-musks-victoryhttps://www.theinformation.com/articles/ai-stokes-battles-series-altimeter-raise-new-growth-fundTITV 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

Managing Partner at Creator Ventures Sasha Kaletsky talks with TITV Host Akash Pasricha about Snap earnings and the company's new $400 million partnership with Perplexity. We also talk with Synchron CEO Tom Oxley about the Neuralink-competitor's $200 million funding round and its next-generation whole brain interface, and Metropolis Co-founder Alex Israel about Metropolis' $1.6 billion capitalization and their goal of being the largest applied AI company in the world. Next, we get into Benable's word-of-mouth social platform with its CEO Tony Staehelin and The Information's Ann Gehan. Lastly we talk to Shaown Nandi about AWS's purpose-built AI chips strategy, including Trainium, Graviton, and Nitro, and how they balance with NVIDIA.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025TITV 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

Equity Research Analyst John Vinh talks with TITV Host Akash Pasricha about AMD's latest earnings, particularly its strong data center revenue and how it stacks up against Nvidia and Intel. We also talk with Advertising Reporter Catherine Perloff about Pinterest's earnings, the drop in share price, and the company's AI focus. Then, Catherine and E-Comm Reporter Ann Gehan break down their story on how OpenAI's new commerce features are creating friction with consumer companies who worry about losing the customer relationship. Former Intel Board Member David Yoffie offers his perspective on the current chip sector, the rivalry between AMD and Intel, the risks of "circularity" in the AI ecosystem, and his ultimate recommendation for Intel's manufacturing strategy. We conclude by welcoming AJ Meyer, CEO of Pickle Robot, and AI Reporter Rocket Drew to discuss Pickle Robot Company, one of The Information's 50 most promising startups.Articles discussed on this episode:https://www.theinformation.com/articles/openais-commerce-apps-efforts-divide-consumer-firmshttps://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025TITV 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 E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic's new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock's Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/information-50s-top-performers-2024https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costshttps://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028TITV 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 Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses their AI go-to-market strategy, the TPU platform, and their strong earnings results, and we get into the enterprise AI adoption hurdles and ServiceNow's heterogeneous chip stack with Vice Chairman Nick Tzitzon. Finally, Tubi CEO Anjali Sud explains how the free, ad-supported streaming service reached profitability and their 'Free Forever' philosophy.Articles discussed on this episode:https://www.theinformation.com/briefings/openai-aws-sign-38-billion-cloud-dealhttps://www.theinformation.com/articles/anthropic-aws-give-customers-ai-agents-helping-handTITV 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 Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Reporter Yueqi Yang joins to discuss Kraken's soaring $20 billion valuation and the boom in crypto private markets, followed by Maven AGI Founder & CEO Jonathan Corbin, who talks about the crowded AI customer support space and his three-to-five-year timeline for AGI. Lastly, Venture Capital Reporter Natasha Mascarenhas breaks down Benchmark's "anti-Andreessen Horowitz" strategy and the implications of its new General Partner. The episode also features clips from The Information's WTF Summit with YouTube's Chief Business Officer Mary Ellen Coe and Tubi's CEO Anjali Sud.Articles discussed on this episode:https://www.theinformation.com/articles/benchmarks-ai-pressure-test-high-prices-smaller-stakes-poached-starhttps://www.theinformation.com/articles/stock-markets-crypto-rally-boosts-private-companieshttps://www.theinformation.com/articles/amazons-cloud-liftsTITV 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 Erin Woo and Aaron Holmes talk with TITV Host Akash Pasricha about Google and Microsoft's accelerating cloud growth and soaring CapEx spending. We also talk with Theory Ventures' Tomasz Tunguz about Mark Zuckerberg's aggressive AI investment mode and the lack of predictability in ad revenue, and Bloomberg Beta's Roy Bahat about how startups compete with big tech's massive CapEx and why AI will replace 100% of jobs. Then, Shishir Mehrotra and Rahul Vohra discuss Grammarly's rebrand to Superhuman, the launch of their AI assistant, Superhuman Go, and data privacy. The Information's CEO Jessica Lessin speaks with Reporter Natasha Mascarenhas about the WTF Summit takeaways, and with Lucy Guo about why creators are resistant to AI tools. Lastly, we get into Campbell Brown's new AI fact-checking startup, Forum AI, with Natasha Mascarenhas.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=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

In this special edition of TITV, Reporter Natasha Mascarenhas takes over hosting at The Information's annual WTF Summit (Women in Tech, Media and Finance).Natasha talks with Aparna Chennapragada, Chief Product Officer at Microsoft, about why "yesterday's magic is today's commodity in AI" and the rush to build resilient agents at the "speed of trust”. Next, Meghan Joyce, Co-Founder and CEO of Duckbill, talks about combining AI and humans to solve the "long tail" of personal tasks. We also get into the new aggressive growth expectations for AI startups and the obsolete VC funding frameworks with Merritt Hummer, Partner at Bain Capital Ventures.The Information's CEO and Editor-in-Chief Jessica Lessin interviews Paris Hilton, CEO of 11:11 Media, about building a personal brand and her deep connection with her fans and Elizabeth Stone, CTO at Netflix, about the company's AI strategy for improving member and creator experience.From New York, TITV Host Akash Pasricha talks with Jackson Ader about OpenAI's restructuring agreement with Microsoft and the company's newfound freedom in the competitive AI market, including the rivalry with Google. 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=1- 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 is on the ground at Adobe MAX 2025 speaking with Adobe executives about their AI models, marketing tech, forward deployed engineers and the future of creative work.Akash speaks with Rachel Thornton, CMO at Adobe Enterprise, about what is on the minds of CMOs worldwide, including the shift from SEO to LLMs, the need for content at scale, and AI adoption challenges. He also talks with Adobe's Varun Parmar about GenStudio, Adobe's solution for the content supply chain, and the automation of performance marketing tracking. Hannah Elsakr, VP of GenAI New Ventures at Adobe, details the new Firefly Foundry deep tuning service and Adobe's move toward use case-based pricing. Lastly, we get into the profound impacts of AI on advertising, discoverability, and the creative process with Critical Mass's Chief Strategy Officer Grant Owens and Chief Creative Officer Val Carlson.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=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Industry Ventures' Hans Swildens and Caplight's Javier Avalos talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about the growing secondary venture market and the rise of continuation funds. We also talk with Phin Barnes, Co-Founder of The General Partnership, about the VC fund concentration, splitting firms into "Alpha VC" and "Beta VC" approaches, and The Information's Erin Woo about OpenAI's new push into AI-generated music. Lastly, we get into using AI to better mental healthcare with April Koh, who discusses Spring Health's approach for safe mental health chatbots.Articles discussed on this episode:https://www.theinformation.com/briefings/openai-working-music-generating-toolTITV 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

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