The Information's 411

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/

Theory Ventures' GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic's massive Claude Mythos model and when the startup could realistically surpass Nvidia's market cap. We also talk with The Information's Yueqi Yang about Polygon Labs' $100M pivot into stablecoin payments and Aaron Holmes about why AI agents are causing outages at GitHub. Lastly, we get into a valuation framework that suggests Nvidia is 400% undervalued with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-information-finance/nvidia-worth-22-trillion-old-school-financial-model-says-yeshttps://www.theinformation.com/articles/polygon-labs-talks-raise-100-million-payments-businesshttps://www.theinformation.com/newsletters/applied-ai/microsofts-github-sees-booming-traffic-outages-ai-agents-flood-platformSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic's $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon's hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic's crackdown on OpenClaw with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-statushttps://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-productshttps://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikesSubscribe: 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 talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI's IPO timeline and massive cloud spending. We also talk with Elon Musk Reporter Theo Wayt about the surprisingly small financial details of SpaceX's Starlink deal with T-Mobile and Rex Woodbury, Founder of Daybreak Ventures, about the next generation of startup talent and why storytelling is the new king-maker in Silicon Valley.Articles discussed on this episode: https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timinghttps://www.theinformation.com/articles/spacex-uphill-battle-growing-starlink-mobileSubscribe: 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/

Lead Edge Capital's Mitchell Green talks with TITV Host Akash Pasricha about SpaceX's $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information's Martin Peers and Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-jokehttps://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-questshttps://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuseSubscribe: 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/

PitchBook's Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX's confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone's exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital's Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picturehttps://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signalsSubscribe: 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/

TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle's massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon's Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic's embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine' talks with The Information's Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agenthttps://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-salesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company's $10.1 billion valuation and why he is hiring 600 people while other tech giants cut costs for AI. We also talk with The Information's Senior Finance Editor Ken Brown about the "relative return" trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple's escalating crackdown on vibe coding apps. Lastly, we get into Nvidia's $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information's Next GP list. Articles discussed on this episode: https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refusehttps://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-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/

The Information's Yueqi Yang talks with TITV Host Akash Pasricha about crypto's "crisis of faith" and why Bitcoin's value has halved since October. We also talk with Elon Musk Reporter Theo Wayt about how the SpaceX IPO hype is boosting—and threatening—the space ecosystem, and Haystack Partner Aashay Sanghvi about the "Big Token" thesis for AI startup exits and making it onto The Information's Next General Partners list. Lastly, we get into the complex world of FedRAMP and regulated AI with M12 Partner Cheryl Cheng.Articles discussed on this episode: https://www.theinformation.com/articles/cryptos-nasty-downturn-getting-worsehttps://www.theinformation.com/articles/spacex-hype-boosts-stocks-crosshairsSubscribe: 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/

Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk's management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft's hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent's aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week's Editor's Cut with Martin Peers and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groupshttps://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battlehttps://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-dealshttps://www.theinformation.com/projects/general-partners-venture-firms-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/

Harvard Law's Rebecca Haw Allensworth and Cato Institute's Jennifer Huddleston talk with TITV Host Akash Pasricha about the landmark Meta and YouTube addiction ruling and its impact on Section 230. We also talk with Spotter CEO Aaron DeBevoise about OpenAI shutting down Sora and the rise of "Creator TV," and Alap Shah from LOTUS Management about policy solutions for AI-driven labor displacement, and we get into the rivalry between Anthropic's Claude and OpenClaw with our AI Reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-youtube-found-liable-landmark-social-media-addiction-casehttps://www.theinformation.com/newsletters/the-briefing/metas-future-value-social-media-verdicthttps://www.theinformation.com/newsletters/ai-agenda/claude-gaining-openclawSubscribe: 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/

TITV Host Akash Pasricha tells you what you need to know about SpaceX's upcoming IPO filing. AI Reporter Stephanie Palazzolo then talks with Akash about OpenAI's massive product pivot and the shuttering of Sora. We also talk with Seligman Ventures' Umesh Padval about Arm's bold entry into the CPU market and Co-Executive Editor Martin Peers about Meta's recent layoffs and recent business plans.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-aims-file-ipo-soon-weekhttps://www.theinformation.com/articles/meta-platforms-lay-hundredshttps://www.theinformation.com/articles/openai-ceo-shifts-responsibilities-preps-spud-ai-modelSubscribe: 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/

Cisco President Jeetu Patel talks with TITV Host Akash Pasricha about the shift from chatbots to autonomous AI agents and the security risks of agents going rogue. We also talk with The Information's Kevin McLaughlin about AWS accelerating the use of internal AI agents following recent staff cuts, Deals Reporter Valida Pau about why data center deals are the only bright spot in a tech M&A slump, and we get into why AI coding agents are being assigned multiple personalities with AI Reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/aws-accelerates-internal-ai-agents-following-staff-cutshttps://www.theinformation.com/newsletters/ai-agenda/ai-coding-agents-need-multiple-personalities-best-workSubscribe: 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/

E-commerce Reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's sudden retreat from e-commerce integrations to focus on its core product. We also talk with Porch Capital's David Levy about why Nvidia and AWS are pivoting to SRAM to solve the AI memory crunch and KeyBanc Capital Markets' Jackson Ader about why software employees are demanding more stock-based compensation despite market volatility. Finally, we get into Anduril's massive new manufacturing blitz in Ohio with Deputy Bureau Chief of Finance Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/articles/openais-shopping-u-turn-complicate-enterprise-playbookhttps://www.theinformation.com/articles/inside-andurils-big-gamble-ohio-weapons-factorySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Information's Rocket Drew talks with TITV Host Akash Pasricha about Nvidia's robotics chief and the future of AI agents in physical robotics. We also talk with Catherine Perloff about Amazon's acquisition of Rivr, Editors Martin Peers and Laura Mandaro about the White House's AI legislative framework and the Silicon Valley vs. "Real World" disconnect, and we get into Microsoft's gaming future with Aaron Holmes as he profiles new Gaming CEO Asha Sharma.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-robotics-chief-ai-agents-will-bring-chatgpt-moment-roboticshttps://www.theinformation.com/articles/rising-star-microsoft-promises-restored-xbox-soulless-ai-slophttps://www.theinformation.com/articles/amazon-acquires-robotics-startup-boosting-efforts-streamline-deliveriesSubscribe: 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/