The Information's 411

Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg.Articles discussed on this episode: https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-ideahttps://www.theinformation.com/newsletters/the-briefing/cannes-ad-festival-puts-openais-projections-spotlighthttps://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-ipoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction 01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports 05:21 - Prediction Markets, Polymarket, and Kalshi Tactics 11:20 - SpaceX's Record 74-Day Confidential IPO Window 15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments 24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks 31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax 36:25 - The UC Davis Law Professor Behind the AI Equity Plan

Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about the massive 60-gigawatt AI infrastructure supply gap looming by 2030 and his firm's new $355 million fund. We also talk with OpenAI and Google reporter Erin Woo about star researcher Noam Shazeer leaving Google for OpenAI, Asia Bureau Chief Jing Yang about the Chinese government forcing Meta to unwind its $2 billion acquisition of AI agent startup Manus, AI reporter Stephanie Palazzolo about Hermes—a new open-source agent platform outperforming Open Claw on GitHub, and Amazon reporter Catherine Perloff about why enterprises are choosing Amazon's Trainium and Inferentia chips over Nvidia to slash costs by 80%.Articles discussed on this episode: https://www.theinformation.com/articles/manus-revenue-soars-original-investors-move-reverse-meta-dealhttps://www.theinformation.com/articles/star-google-ai-researcher-shazeer-joins-openaihttps://www.theinformation.com/newsletters/ai-agenda/competitor-openclaw-emergesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Google AI Star Noam Shazeer Joins OpenAI05:59 - China Forces Meta to Reverse $2B Manus Acquisition10:00 - Hermes Emerges as Open Claw's New Open-Source Agent Rival17:13 - Amazon Chip Play Attacks Nvidia on Price23:33 - Kindred Ventures' Steve Jang on $355M Fund & 60GW Compute Shortage

The Information's Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House's latest regulatory showdown with Anthropic and its broader implications for foreign tech talent. We also talk with Enterprise Software Reporter Kevin McLaughlin about OpenAI and Anthropic's competitive hiring freeze on Salesforce talent to build their enterprise engines, Power Law CEO Mike Dinsdale about giving public market investors private market exposure to massive players like SpaceX, and Adobe's Varun Parmar about the structural shift from SEO to answer engine optimization (AEO) in digital advertising.Articles discussed on this episode: https://www.theinformation.com/articles/openai-anthropic-tap-salesforce-talenthttps://www.theinformation.com/articles/anthropic-ban-stirs-concerns-openai-beyond-crackdown-foreign-ai-talenthttps://www.theinformation.com/articles/openai-burned-3-7-billion-first-three-months-2026Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI Q1 Cash Burn and Financial Runway02:45 - The White House's De Facto Ban on Anthropic12:35 - OpenAI and Anthropic Raid Salesforce Talent21:00 - Power Law CEO Mike Dinsdale on SpaceX Exits32:51 - Adobe's Varun Parmar on the AI Ad Disruption

The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek's massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom's $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox's $22 billion acquisition of Roku.Articles discussed on this episode: https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-ringshttps://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revvinghttps://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-risinghttps://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structureSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction 01:13 - Inside DeepSeek's Uncommon $7.4B Funding Round 13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings 22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips 30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share 38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy's sound of the alarm about Anthropic's most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao.Articles discussed on this episode: https://www.theinformation.com/briefings/fox-buy-roku-22-billionhttps://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuationhttps://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politicshttps://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Fox Acquires Roku & Salesforce Buys Fin 03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic 11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing 17:47 - Inside Microsoft's Plan to Overhaul or Spin Out Xbox 24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation 32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink's dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.Articles discussed on this episode: https://www.theinformation.com/briefings/spacex-shares-open-150-per-sharehttps://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20https://www.theinformation.com/articles/anthropic-blindsides-business-partnersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Goes Public in Historic $2T IPO 10:06 - Starlink Margin Squeeze & Telco Threats 19:57 - Inside the SpaceX Retail Trading Playbook 33:54 - Anthropic Blindsides Software App Partners

"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fablehttps://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurityhttps://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-fridaySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction & AI Cyber Threats02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks14:22 - How Frontier LLMs & Big Tech are Disrupting Software25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets

Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit's internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI's multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing.Articles discussed on this episode: https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidiahttps://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivalsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:42 - Anthropic Releases Claude Fable 5 Model12:32 - Developer Reactions to Anthropic's Fable 521:09 - OpenAI in Talks to Lease 10GW Ohio Data Center30:59 - How Nasdaq Landed SpaceX's Mega-IPO40:37 - Demand Outlook on Nvidia's Vera Rubin Chips

The Information's OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power.Articles discussed on this episode: https://www.theinformation.com/briefings/openai-confidentially-files-ipo-paperwork-plans-separate-employee-share-salehttps://www.theinformation.com/newsletters/the-briefing/apples-cautious-ai-overhaul-openais-ipo-filinghttps://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risksSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Theo Wayt details SpaceX's upcoming public listing on the Nasdaq and how under-the-radar CFO Brett Johnson is managing the aggressive financial transition. AI and Robotics Reporter Rocket Drew then joins the show to unpack recursive self-improvement and why Anthropic is advocating for a coordinated industry pause. Finally, Ofir Ehrlich, CEO of Eon.io reviews whether AI infrastructure is outstripping real market demand , and Dallas Dolen from PwC breaks down how "tokenmaxxing" is unleashing a massive 400% budget predictability crisis for enterprise executives.Articles discussed on this episode: https://www.theinformation.com/articles/spacexs-cfo-quiet-vip-wild-ipohttps://www.theinformation.com/newsletters/ai-agenda/anthropic-sounds-alarm-recursive-self-improvementSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Sets Nasdaq Debut Date & xAI Revenue Surges16:55 - Anthropic Warns of AI Recursive Self-Improvement27:47 - Cloud vs. AI Shift: Is the Compute Boom a Bubble?40:46 - PwC on Tokenmaxxing and the 400% Budget Crisis

The Information's Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk's habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.Articles discussed on this episode: https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030https://www.theinformation.com/articles/xai-went-chasing-anthropic-poweringhttps://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Models Slated to Burn $350 Billion09:41 - Why S&P Refused to Fast-Track SpaceX 13:32 - The xAI and Anthropic Cat and Mouse Game19:50 - The AI Paradox for Cybersecurity Stocks23:01 - Data Center Giant Switch Eyes $50B+ Valuation

The Information's San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta's internal plans to charge up to $200 a month for its premium AI agent, Hatch. We also talk with Helion Energy Founder and CEO David Kirtley about the nuclear fusion company's new $465 million funding round at a $15.5 billion valuation, Netskope CEO Sanjay Beri about the cybersecurity market's growth deceleration and using Anthropic's Mythos model to spot code vulnerabilities, and Snowflake Chief Data and AI Officer Anahita Tafvizi about the enterprise launch of its newly rebranded CoWork and CoCo tools. Finally, we get into the systemic shift from open academic research to closed frontier AI laboratories with our Applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/billionaire-databricks-perplexity-co-founder-pitches-ai-researchers-work-big-techhttps://www.theinformation.com/articles/fusion-startup-helion-nearly-triples-valuation-15-5-billion-thrive-led-roundhttps://www.theinformation.com/articles/meta-looks-charge-200-month-planned-hatch-ai-agentSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta's $200/Month AI Agent Hatch08:26 - Helion Energy Raises $465M for Fusion16:10 - Netskope CEO on AI Growth & Anthropic Mythos27:36 - Snowflake Launches CoWork and CoCo AI Tools34:26 - Databricks Co-Founder on Open AI Research

TITV Host Akash Pasricha talks with Aaron Holmes about Microsoft's new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc's John Vinh joins to discuss Marvell's soaring valuation, Intel's low-power Crescent Island AI GPU, and Microsoft's 2029 quantum chip timeline. Next, Leo Schwartz unpacks President Trump's new AI executive order and its 30-day model-sharing compromise. Finally, Stephanie Palazzolo previews OpenAI's upcoming Codex and ChatGPT merger, and Jyoti Mann covers Meta's employee tracking scaleback following a 1,500-signature staff petition.Articles discussed on this episode: https://www.theinformation.com/articles/inside-openais-decision-combine-codex-chatgpthttps://www.theinformation.com/articles/meta-rolls-back-parts-employee-tracking-tool-staff-backlashhttps://www.theinformation.com/briefings/microsoft-unveils-new-homegrown-ai-openclaw-inspired-agents-businessesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Microsoft Build: 7 New Models & Dev Box Hardware10:48 - Nvidia's Trillion-Dollar Call & Intel's Crescent Island24:46 - Trump Signs Compromise AI Executive Order31:04 - OpenAI Merges Codex & ChatGPT Into Super App40:41 - Meta Staff Backlash Limits Employee Tracking

The Information's Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly Media founder CJ Gustafson joins to dissect Alphabet's unprecedented $80 billion equity raise for AI compute and the market implications of Anthropic's confidential IPO filing. JetStream Security CEO Raj Rajamani outlines the cybersecurity and budget risks of internal "citizen developers" using advanced models like Anthropic's Mythos. Finally, Rocket Drew reviews Cognition's rebranding of Windsurf to Devin Desktop and explains why frontier AI models are learning to detect when they are being evaluated.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-media-empire-quietly-taps-outside-ad-sales-helphttps://www.theinformation.com/newsletters/ai-agenda/cognition-aims-switzerland-ai-agents-app-makeoverhttps://www.theinformation.com/newsletters/the-briefing/googles-ai-fundraising-anthropics-ipo-optionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Amazon leans more heavily on outside firms for ad sales11:12 - Alphabet to Sell $80B in Stock for AI Investment23:55 - Anthropic expanding Project Glasswing34:43 - Cognition rebrands Windsurf app for AI era

Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI's aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta's AI playbook.Articles discussed on this episode: https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcshttps://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customershttps://www.theinformation.com/articles/forward-deployed-engineers-ragehttps://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filinghttps://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-daySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Anthropic Files Confidentially for IPO02:52 - Nvidia Challenges Intel with M1X PC Chip07:00 - Cyber Firms Spend Millions on Anthropic Mythos14:44 - The Boom of Forward Deployed AI Engineers18:13 - Inside OpenAI's Enterprise Sales Strategy24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers

Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic's newest model, Claude Opus 4.8. In this week's Editor's Cut, we hear from The Information's Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux.Articles discussed on this episode: https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groqhttps://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-modelhttps://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

D.A. Davidson's Gil Luria and BEP Research's Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information's Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.Articles discussed on this episode: https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloudhttps://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-toolshttps://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attemptSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Snowflake Shares Jump as AI Product Adoption Grows08:04 - Salesforce Earnings Reaction and M&A Strategy12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions23:03 - Apple to Renew Push for AI That Runs on Devices28:26 - Microsoft to Release New Coding Model

Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents.Articles discussed on this episode: https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuationhttps://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-riskshttps://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-marketshttps://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whisperingSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Polymarket Faces Global Regulatory Crackdown11:33 - Pre-IPO Betting Boom Hits Prediction Markets20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation38:12 - Why Developers Are Whispering to AI Agents

E-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy.Articles discussed on this episode: https://www.theinformation.com/articles/twilios-ai-boost-double-edged-swordhttps://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-bigSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI Scales Conversion Ads and Targets Small Businesses08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap16:10 - GitHub's Maintenance Issues and the Need for AI Native Code Tools25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft's contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billionhttps://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agentsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI Hits $5.7B Q1 Revenue02:39 - Microsoft Triggers New Corporate Data War12:43 - The Right Way to Value SpaceX25:46 - Mercury CEO on Fintech Growth and AI Tools

The Information's Aaron Holmes breaks down exclusive reporting on Anthropic's early talks with Microsoft to deploy its custom Maya 200 AI inference chips as part of an infrastructure diversification strategy. We also talk with HSBC's Frank Lee about Nvidia's blockbusting quarterly earnings, data center revenue reclassification, and surging optical supply chain demand. Lastly, we get into SpaceX's historic S-1 IPO filing and Starlink margins with Gerber Kawasaki CEO Ross Gerber, and the White House's postponed AI clearance executive order with Politics Reporter Leo Schwartz.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-reveals-40-billion-anthropic-deal-catchhttps://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chipshttps://www.theinformation.com/briefings/white-house-delays-ai-executive-order-eventhttps://www.theinformation.com/newsletters/the-briefing/nvidias-blowout-spacexs-blue-sky-ambitionsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Anthropic Explores Microsoft Maya 200 Chip Deal08:44 - Nvidia Reclassifies Data Center Revenue After Blowout Q119:19 - Inside SpaceX's Historic S-1 IPO Filing33:20 - White House Postpones Frontier AI Review Order

Google Reporter Erin Woo talks with TITV Host Akash Pasricha about Google's AI convergence between Search and Gemini. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about SpaceX's financials ahead of its blockbuster IPO, AI Reporter Laura Bratton about how enterprise software buyers are altering vendor contracts to fund AI, and Mizuho Managing Director Lloyd Walmsley about Meta's 8,000 workforce layoffs and its AI margin protections. Lastly, we get into the bankruptcy of e-commerce credit card darling Parker with our e-comm reporter Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/5-charts-make-sense-spacexs-ipo-numbershttps://www.theinformation.com/briefings/google-unveils-new-video-model-search-upgradeshttps://www.theinformation.com/newsletters/the-briefing/googles-ai-search-leap-forwardhttps://www.theinformation.com/briefings/meta-begins-cutting-8-000-jobshttps://www.theinformation.com/newsletters/ai-agenda/google-pitches-ai-coding-tools-cost-effective-optionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Google IO: Search vs. Gemini Continuity12:56 - SpaceX IPO: Launch Margins & xAI Compute22:46 - The SaaS Apocalypse: Shorter Tech Contracts29:57 - Inside Meta's AI Efficiencies & Layoffs43:29 - E-Commerce Crisis: Why Fintech Parker Failed

The Information's Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk's legal defeat. We also talk with Catherine Perloff about Amazon's Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developershttps://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-modelsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Elon Musk Loses OpenAI Lawsuit11:56 - Amazon's Trainium Chips Gain Traction23:59 - Open-Source AI Gains Ground on Cost Advantage31:04 - Where Do Cerebras Shares Go From Here?

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-leadhttps://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-ipoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters00:00 - Introduction01:13 - Microsoft Executives Sound Alarm Over GitHub10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO17:26 - Genspark's COO on the AI application race27:22 - Anthropic, OpenAI generate 89% of AI startup revenue

Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk's "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.Articles discussed on this episode: https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approachhttps://www.theinformation.com/articles/openais-apple-partnership-sourshttps://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-mathhttps://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-dramahttps://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX AI Exodus: 50+ Exits Since Acquisition10:17 - Musk v. OpenAI: Jury Deliberations Begin17:53 - Cerebras IPO Pop & OpenAI's Apple Conflict30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware48:06 - Valar Atomics: The Race to Turn on Nuclear

Apple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store while balancing security risks from "vibe coding" apps. We also look at the big winners of the Cerebras IPO with Julia Hornstein, including OpenAI and Foundation Capital, and get an update from Rocket Drew on the closing arguments in Elon Musk's trial against OpenAI. Finally, Stephanie Palazzolo explores Modal's $4.5 billion valuation in the GPU reselling market and we get into Marathon Management Partners' Gokul Rajaram's prediction that OpenAI's advertising business could rival Google and Meta.Articles discussed on this episode: https://www.theinformation.com/articles/apple-explores-ways-welcome-ai-agents-app-storehttps://www.theinformation.com/articles/startup-modal-talks-raise-4-5-billion-valuation-revenue-surgeshttps://www.theinformation.com/articles/cerebras-ipo-winners-include-foundation-benchmark-openaiSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Apple Exploring AI Agents for App Store Safety09:40 - Cerebras IPO: Benchmark and Foundation Capital's Big Wins15:17 - Musk v. OpenAI: The "Jackass Trophy" and Closing Arguments18:56 - Modal Raising at $4.5B Valuation Amid GPU Crunch25:37 - Gokul Rajaram on OpenAI's $100B Advertising Opportunity

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI startup and the implications of President Trump's historic visit to China with a delegation of tech CEOs. We also talk with Laura Bratton about why Anthropic customers are willing to pay double or triple for AI services, followed by an update from Rocket Drew on Sam Altman's testimony in the Elon Musk trial. Then, FTV Capital's Brad Bernstein explains how growth equity firms are navigating "false positives" in the SaaS market, and we end with Senior Finance Editor Ken Brown on the high-stakes battle between banks and the crypto industry over the Senate's new "Clarity Act."Articles discussed on this episode: https://www.theinformation.com/articles/former-alibaba-star-researcher-starts-new-ai-lab-seeks-2-billion-valuationhttps://www.theinformation.com/newsletters/the-information-finance/can-crypto-beat-banks-win-washingtonhttps://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-costSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Former Alibaba Star's $2B China Startup & Trump's Tech Visit09:07 - Anthropic Customers Eat Rising AI Costs14:29 - Sam Altman Testifies in Elon Musk v. OpenAI Trial17:14 - FTV Capital's Brad Bernstein on the SaaS Market26:46 - The "Clarity Act": Crypto's Senate Battle vs. Banks

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft's renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit's Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines' high-profile research preview of real-time interaction models.Articles discussed on this episode: https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliershttps://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-dealhttps://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenueSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Cerebras IPO: OpenAI's $5B Potential Windfall14:25 - Exclusive: Microsoft Recoups OpenAI Investment26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify30:20 - Replit President on Benchmarking Coding Models40:21 - Thinking Machines Teases New AI Interaction Model

Box CEO Aaron Levie talks with TITV Host Akash Pasricha about layoffs, AI agent pricing and more. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about Cerebras' $48B IPO and Robhinood Co-founder Baiju Bhatt about his new startup Cowboy Space Corporation. Lastly, we get into AI margin math and headcount trends with Meredith Mazzilli and Managing org structures in the AI era with PwC's Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/articles/techs-ai-margin-math-getting-messierhttps://www.theinformation.com/briefings/cerebras-raises-pricing-range-ahead-ipohttps://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-will-test-investor-appetite-ai-chip-startupsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters: 00:00 - Introduction 01:13 - Cerebras Bumps IPO Valuation to $48B 08:26 - Tech's AI Margin Math: Shopify & Spotify 16:10 - Cowboy Space Corp: Data Centers in Orbit 29:26 - Box CEO Aaron Levie on AI Agents & Pricing 53:42 - Managing Org Structures in the AI Era

The Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's $18B chip snag. We also talk with Aaron Holmes about Microsoft's Copilot updated strategy and UpperEdge's Adam Mansfield about ServiceNow's enterprise friction. Lastly, we get into the Elon Musk trial with Rocket Drew, Martin Peers, and Nick Wingfield.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/microsoft-cuts-copilot-bloathttps://www.theinformation.com/articles/openais-ai-chip-deal-broadcom-hits-18-billion-financing-snagSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters: 00:00 - Introduction 01:13 - DeepSeek Plans $7B Funding Round 03:00 - OpenAI's Broadcom Chip Deal Hits $18B Snag 11:22 - Microsoft Cuts Copilot Bloat and Hikes GitHub Prices 16:34 - ServiceNow Conference: Enterprise Buyers Seek ROI 30:39 - Elon Musk v. OpenAI Trial: Board Depositions Played 34:23 - The Editor's Cut: Who is Winning the Legal War?

Raul Martynek, CEO of DataBank, joins TITV Host Akash Pasricha to discuss Anthropic's deal to utilize xAI's Colossus data center and whether Elon Musk is pivoting to a neo-cloud business model. We also talk with The Information's Rocket Drew about Shivon Zilis's testimony in the Musk v. OpenAI trial, and we get into the $22 billion valuation of Kalshi and Polymarket's shaky U.S. homecoming with Michael Roddan and Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/musk-giving-xais-servers-anthropic-ai-video-app-developer-reka-acquires-video-generating-startuphttps://www.theinformation.com/articles/polymarkets-homecoming-shaky-u-s-ceo-awolSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters: 00:00 - Introduction 01:13 - Anthropic's Data Center Deal with xAI 10:41 - Shivon Zilis Testifies in OpenAI Trial 13:57 - Kalshi Raises $1B at $22B Valuation 15:17 - Polymarket's Shaky U.S. Homecoming

Creative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share grabbing" environment for CPUs. We also talk with The Information's Sri Muppidi and Erin Woo about Anthropic's massive $200 billion commitment to Google Cloud and whether the AI boom is fueled by circular financing. Rocket Drew provides an update from the Elon Musk v. OpenAI trial on Greg Brockman's testimony, and we get into the $60 million funding round for Tessera Labs with CEO Kabir Nagrecha. Finally, we close with subscriber data on the tightening chatbot race between ChatGPT, Claude, and Gemini.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chipsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/00:00 — 01:13 Introduction 01:14 — 11:05 AMD Revenue Rises 38% in Q1 11:06 — 18:41 Anthropic to Spend $200B on Google's Cloud and Chips 18:42 — 22:18 Musk Trial: OpenAI President Testifies 22:19 — 29:48 Tessera Labs Raises $60M in Funding 29:49 — 31:23 Three-Way AI Chatbot Race Emerges 

Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about a new hybrid AI search experience and the future of product discovery. We also talk with Rocket Drew about OpenAI President Greg Brockman's $30 billion testimony in the Elon Musk trial, Yueqi Yang about Coinbase's 14% workforce reduction and a16z's new $2.2 billion crypto fund, and we get into the safety risks and hidden costs behind xAI's rapid data center buildout with Theo Wayt. Finally, we wrap with Warp CEO Zach Lloyd on the $60 billion SpaceX-Cursor deal and why he is taking his AI coding startup open source.Articles discussed on this episode: https://www.theinformation.com/articles/xais-fast-cheap-data-center-build-hidden-costshttps://www.theinformation.com/newsletters/ai-agenda/greg-brockmans-rough-dayhttps://www.theinformation.com/articles/amazon-offer-hybrid-mode-ai-search-retail-siteSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Enterprise Software Reporter Kevin McLaughlin talks with TITV Host Akash Pasricha about SAP's move to block unauthorized AI agents from accessing corporate data. We also talk with Stephanie Palazzolo about Anthropic's talks to buy AI inference chips from U.K. startup Fractal and Ken Brown about how fund managers are selling big tech stocks to make room for the SpaceX IPO. Lastly, we get into the impact of mega-IPOs on the venture capital ecosystem with Darian Shirazi, Managing Partner at Gradient.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-ipo-set-drive-billions-tech-stock-saleshttps://www.theinformation.com/articles/anthropic-talks-buy-ai-chips-u-k-startupSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We also talk with UBS' Gary Marcus about his takeaways from the first week of the Musk v. Altman trial and the dangers of autonomous AI agents, and we get into Shopify's move to obtain nationwide money transmitter licenses with Senior Editor Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/articles/shopify-seeks-licenses-push-deeper-fintechSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Jefferies Senior Analyst Brent Thill joins Senior Finance Editor Ken Brown to break down Meta's massive $145 billion CapEx forecast and why Mark Zuckerberg's monetization plan is rattling Wall Street. We also talk with RBC Capital Markets' Rishi Jaluria about Microsoft's $9 billion in AI revenue and the enterprise adoption of Copilot, and we get into the "brutal" cross-examination of Elon Musk in the OpenAI trial with Rocket Drew. Lastly, we discuss Starlink's declining revenue per user with Theo Wayt and the technical hurdles of GPU utilization at xAI with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/musk-battles-openai-lawyer-claims-co-founders-stole-charityhttps://www.theinformation.com/articles/spacexs-starlink-revenue-per-user-fell-18-customers-quadrupledhttps://www.theinformation.com/newsletters/ai-agenda/xai-shows-hard-use-lot-gpushttps://www.theinformation.com/briefings/microsoft-cloud-revenue-accelerates-office-365-copilot-sales-rise-33Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some customers are underwhelmed. We also talk with Sri Muppidi about OpenAI's massive shift toward the $8 ChatGPT Go plan and Rocket Drew about Elon Musk's high-stakes testimony in the OpenAI trial. Lastly, we get into the future of crypto regulation with Cody Carbone and Maria Sharapova's new podcast “Pretty Tough” with Jessica Lessin.Articles discussed on this episode: https://www.theinformation.com/articles/openai-sees-8-chatgpt-driving-consumer-subscribers-122-million-yearSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.Articles discussed on this episode: https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-oppositionhttps://www.theinformation.com/articles/nadella-altman-averted-legal-war-awshttps://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financinghttps://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trialSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mistakes in enterprise software can be fatal, and we get into the $200 billion IPO outlook for SpaceX and OpenAI with The Information's Cory Weinberg and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/briefings/china-blocks-metas-2-billion-acquisition-manusSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We also talk with Harvey's Niko Gruppen about the launch of GPT 5.5 and whether it puts OpenAI back in "pole position" over Anthropic's Claude Code. Our Co-Executive editor Martin Peers breaks down Meta's decision to cut 10% of its workforce to fuel AI spending and Intel's surprising 125% stock surge. Finally, Julia Hornstein joins to reveal the inside story of why SpaceX is moving to acquire the coding startup Cursor for a staggering $60 billion.Articles discussed on this episode: https://www.theinformation.com/articles/behind-cursors-deal-spacex-anthropic-compute-costs-loomed-largehttps://www.theinformation.com/articles/microsoft-cloud-providers-tighten-grip-gpus-pressuring-ai-customershttps://www.theinformation.com/newsletters/the-briefing/big-techs-new-layoffs-phase-underwaySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also talk with The Information's Erin Woo about "agent sprawl" at Google Cloud Next and The Home Depot's struggle to automate workflows, and we get into the "SaaS apocalypse" and insurers dropping AI coverage with reporter Laura BrattonArticles discussed on this episode: https://www.theinformation.com/articles/berkshire-hathaway-chubb-win-approval-drop-ai-insurance-coverageSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with reporter Rocket Drew about the growing pains of OpenClaw and the unauthorized access to Anthropic's Mythos model. The Information's Valida Pau and Cory Weinberg break down SpaceX's skyrocketing debt profile to $23 billion and its potential $60 billion deal for Cursor. Then, Ox Security CEO Neatsun Ziv explains why AI is escalating critical cybersecurity threats by 4x. Finally, Senior Finance Editor Ken Brown analyzes CoreWeave's dominance in the bond market and the risks to the broader economy if AI demand slows down.Articles discussed on this episode: https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuationhttps://www.theinformation.com/articles/openclaw-struggles-grow-overnight-successhttps://www.theinformation.com/articles/spacex-debt-jumped-23-billion-last-yearSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

D.A. Davidson's Gil Luria talks with TITV Guest Host Anita Ramaswamy about Apple's CEO transition and Amazon's $25B investment in Anthropic. We also talk with The Information's Valida Pau and Cory Weinberg about Elon Musk's increased stake in SpaceX and the company's upcoming IPO. On the ground at Adobe Summit 2026, TITV Host Akash Pasricha joins Adobe CMO Rachel Thornton and Amit Ahuja about the launch of new AI agents and enterprise partnerships with Nvidia, Microsoft and Anthropic. Lastly, we get into agentic commerce with DICK'S Sporting Goods' VP of Product Jason Cherok and the macro state of AI adoption with Adobe's Senior Director & Head of Adobe Digital Insights Taylor Schreiner.Articles discussed on this episode: https://www.theinformation.com/articles/musk-bought-1-4-billion-spacex-shares-helping-boost-controlSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Erin Woo talks with TITV Guest Host Rocket Drew about Google's new internal strike team focused on automating coding and AI research. We also talk with Yueqi Yang about Polymarket's $15 billion valuation and the rise of prediction markets, and Buck Shlegeris, CEO of Redwood Research, about the Berkeley AI control conference and the latest in AI safety. Finally, we get into the in-depth profile of Anthropic CFO Krishna Rao and the company's path to a massive IPO with Sri Muppidi and Valida Pau.Articles discussed on this episode: https://www.theinformation.com/articles/google-creates-strike-team-improve-coding-modelshttps://www.theinformation.com/articles/polymarket-talks-raise-money-15-billion-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek's first-ever outside funding round and its potential $10 billion valuation. We also talk with Rosenblatt Securities' Barton Crockett about Netflix's slowing revenue growth and its aggressive expansion into sports and gaming, and Microsoft reporter Aaron Holmes about LinkedIn's surprisingly successful AI Hiring Assistant. Lastly, we get into the systemic financial risks posed by Anthropic's powerful Mythos model with our editors Martin Peers and Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/articles/chinas-deepseek-raising-money-first-time-10-billion-plus-valuationhttps://www.theinformation.com/articles/openai-spend-20-billion-cerebras-chips-receive-equity-stakehttps://www.theinformation.com/newsletters/applied-ai/linkedins-ai-agent-product-becomes-surprise-bright-spot-microsoft Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Erin Woo joins TITV Host Akash Pasricha to discuss her latest exclusive: Google is in discussions with the Defense Department about using Gemini in classified settings. We also talk with E-Commerce Reporter Ann Gehan about OpenAI's rapid expansion into click-based advertising and Aaron Tilley about Apple's decision to send Siri staffers to an AI coding bootcamp ahead of a critical product launch. Lastly, we get into how AI is forcing a total rethink of the industry value chain with Dallas Dolen, Tech, Media, Telco Industry Leader at PwC.Articles discussed on this episode: https://www.theinformation.com/articles/google-pentagon-discuss-classified-ai-deal-company-rebuilds-military-tieshttps://www.theinformation.com/articles/apple-sends-siri-staffers-coding-bootcamp-latest-shakeup-organizationhttps://www.theinformation.com/articles/openai-plans-new-pricing-chatgpt-ads-explores-upgrades Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Martin Peers discusses why Snap's 16% workforce reduction is a performative move rather than a strategic fix. Anissa Gardizy breaks down Allbirds' surprising pivot from footwear to GPU cloud rentals. Kevin McLaughlin explains Anthropic's shift to consumption-based pricing for enterprise customers. Stephanie Palazzolo reveals details on Anthropic's upcoming Opus 4.7 model and its new AI design tool. Yueqi Yang reports on how crypto firms are racing to defend against AI-driven cybersecurity threats. Ken Brown analyzes the financial implications of a potential SpaceX IPO and its inclusion in major stock indices. Finally, Adobe VP Digital EX and Co-Chair AI Toni Vanwinkle and Workday VP of AI and Open Technology at Workday Kathy Pham join a roundtable to discuss upskilling talent and measuring AI efficacy in the enterprise.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-changes-pricing-bill-firms-based-ai-use-amid-compute-crunchhttps://www.theinformation.com/newsletters/the-information-finance/helped-pick-stocks-dow-watching-spacex-ipo-carefullyhttps://www.theinformation.com/briefings/allbirds-pivot-ai-chipshttps://www.theinformation.com/briefings/snap-lays-16-workforcehttps://www.theinformation.com/articles/crypto-firms-seek-access-anthropics-mythos-shoring-defensesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Theo Wayt and TMF Associates President Tim Farrar talk with TITV Host Akash Pasricha about Amazon's $11 billion acquisition of Globalstar and its new deal with Apple to challenge SpaceX. We also talk with The Information's Cory Weinberg about exclusive leaked financials showing Starlink's massive profitability and xAI's $21 billion CapEx, and Michael Roddan about Polymarket's new audit of its developer program to curb insider trading. Lastly, we get into the future of AI-driven creativity and the Webby Awards with Jesse Feister, Executive Director of the Webby Media Group.Articles discussed on this episode: https://www.theinformation.com/articles/new-spacex-numbers-show-reliance-starlinkhttps://www.theinformation.com/articles/polymarket-reverses-course-startups-piggyback-insider-tradeshttps://www.theinformation.com/newsletters/the-briefing/spacexs-numbers-tellSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's internal memo regarding staggering AWS demand. We also talk with Laura Bratton about the R&D spending race and Emergence Capital GP Jake Saper about why SaaS companies must shift to selling outcomes to survive the AI era. Lastly, we get into Microsoft's struggle to secure data center power with Columnist Ann Davis Vaughan.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-plots-new-copilot-features-inspired-openclawhttps://www.theinformation.com/articles/atlassian-figma-lead-r-d-arms-racehttps://www.theinformation.com/newsletters/ai-infrastructure/microsoft-slowed-ai-spending-now-playing-catchupSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Anissa Gardizy breaks down the executive exodus from OpenAI's Stargate initiative and the intensifying war for data center talent. We host a Bull vs. Bear debate with Martin Peers and Jason Dean on OpenAI's leadership fissures and whether its revenue lead over Anthropic is evaporating. Cory Weinberg and Theo Wayt reveal exclusive SpaceX financials showing a $5 billion loss driven by xAI spending as the company kicks off its massive IPO roadshow. Finally, Rocket Drew profiles Boris Cherney, the face of Anthropic's Claude Code, to discuss how AI agents are redefining software engineering and driving a multi-billion dollar revenue surge.Articles discussed on this episode: https://www.theinformation.com/articles/openai-stargate-leaders-depart-latest-shakeup-data-center-strategyhttps://www.theinformation.com/articles/spacex-posted-nearly-5-billion-loss-last-year-ai-spendinghttps://www.theinformation.com/articles/spacex-woos-investors-c-suite-shakeups-continue https://www.theinformation.com/articles/self-taught-programmer-became-father-claude-code Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to acquire Israeli startup AI21 and Laura Bratton about ServiceNow's new agentic tool for the customer data wars. Lastly, we get into Meta's $21 billion CoreWeave deal and new AI models with D.A. Davidson's Gil Luria.Articles discussed on this episode: https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzleshttps://www.theinformation.com/newsletters/the-briefing/meta-tries-light-fire-ai-marketSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/