The Information’s TITV
- Folgen
- 445
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- täglich
- Letzte Folge
- 13. Nov. 2026
Über den Podcast
The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.
Folgen 445
Inside Jensen Huang’s Nvidia Exit, the Math Behind a Potential Tesla–SpaceX Merger
The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Jensen Huang’s final days as CEO and interim CEO Colette Kress’s pushback on the company’s riskiest bets. We also talk with …
Shownotes
The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Jensen Huang’s final days as CEO and interim CEO Colette Kress’s pushback on the company’s riskiest bets. We also talk with Mostly Media founder CJ Gustafson and Morningstar Senior Equity Analyst Seth Goldstein about the valuations and shareholder tradeoffs behind a potential Tesla–SpaceX merger, and Catalyst co-founders Justin Zheng and Dylan Iskandar about using AI to turn trading ideas into executed trades. Lastly, SeatGeek Co-Founder and CEO Jack Groetzinger discusses AI ticket purchases and why he thinks chatbots are changing how customers find tickets.
Articles discussed in today’s show:
Sex, Lies and AI Chips: Jensen Huang’s Last Days as Nvidia CEO
Interim Nvidia CEO Colette Kress Has Tried to Tame Nvidia’s Riskiest Bets
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Chapters:
01:13 - Introduction
02:29 - Inside Jensen Huang’s Nvidia Exit
08:40 - Colette Kress and Nvidia’s Riskiest Bets
11:11 - The Math Behind a Potential Tesla–SpaceX Merger
24:27 - Catalyst’s AI Trading Tools
31:09 - SeatGeek and AI Ticket Buying
Jensen Huang Resigns as Nvidia CEO: What's Next for the AI Industry?
Jensen Huang's resignation has left Nvidia facing a major leadership shakeup at a pivotal moment for the AI industry, with CFO Colette Kress stepping in as interim CEO. TITV host Akash Pasricha is joined by …
Shownotes
Jensen Huang's resignation has left Nvidia facing a major leadership shakeup at a pivotal moment for the AI industry, with CFO Colette Kress stepping in as interim CEO. TITV host Akash Pasricha is joined by Nancy Tengler, CEO and CIO of Laffer Tengler Investments; Matt Bryson, Managing Director of Equity Research at Wedbush; former Amazon board member Bing Gordon; and SemiAnalysis President Doug O'Laughlin to examine who could succeed Huang, whether Nvidia can maintain its competitive advantage without him, and what the uncertainty means for investors and the broader AI sector.
Plus, The Information's tech and politics reporter Leo Schwartz joins Akash to discuss a forthcoming Commerce Department rule aimed at restricting remote access to advanced AI chips, including the implications for Chinese companies renting computing power overseas. Town co-founder and CEO Jean-Denis Greze also joins to explain his company's approach to enterprise AI agents and how independent startups can compete with major AI platforms.
Articles discussed in today’s show:
-https://www.theinformation.com/articles/nvidias-dealmaking-binge-faces-reckoning-jensen-huangs-exit
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Chapters:
1:13 - Intro: Jensen Huang resigns
3:11 - Nvidia valuation and leadership: Nancy Tengler and Matt Bryson
13:42 - Nvidia succession and AI impact: Doug O’Laughlin and Bing Gordon
35:09 - AI chip export controls: Leo Schwartz
42:14 - Town and enterprise AI: Jean-Denis Greze
48:29 - Outro
On the Ground at Adobe MAX 2026: AI Agents, Firefly and the Future of Creativity
The Information’s TITV is on the ground at Adobe MAX 2026 in Miami Beach, where host Akash Pasricha speaks with Adobe executives Hannah Elsakr and Deepa Subramaniam about Firefly Foundry, custom AI models …
Shownotes
The Information’s TITV is on the ground at Adobe MAX 2026 in Miami Beach, where host Akash Pasricha speaks with Adobe executives Hannah Elsakr and Deepa Subramaniam about Firefly Foundry, custom AI models, creative agents and the growing role of ChatGPT and other AI platforms in creative work. Newell Brands CMO Nick Hammitt discusses how his team works with Adobe to scale content production while maintaining brand quality, and how AI is reshaping marketing.
Guests:
- Hannah Elsakr, Global VP, GenAI New Business Ventures, Adobe
- Deepa Subramaniam, Vice President of Product Marketing, Creative Professionals, Adobe
- Nick Hammitt, CMO, Newell Brands
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Chapters:
1:05 - Intro: On the Ground at Adobe MAX 2026
1:39 - Hannah Elsakr: Firefly Foundry and enterprise AI
10:27 - Deepa Subramaniam: Adobe's creative agents and AI integrations
25:55 - Nick Hammitt: Adobe, AI and the marketing stack
38:30 - Outro
How Jensen’s Ties to Alice Huang Fueled $7B+ in China Chip Sales
The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese …
Shownotes
The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese companies. We also talk with D.A. Davidson’s Gil Luria about the regulatory risks to Nvidia and the possibility of a CEO transition, The Information’s Alix Coutures about how AI Mode is complicating Google’s search ad business, and Mosaic Intelligence Labs co-founder Ileana Pirozzi about building AI-guided surgical catheters. Lastly, The Information’s Amy Dockser Marcus discusses Ray Kurzweil’s AI replica and his ambition to preserve a version of himself beyond his lifetime.
Articles discussed in today’s show:
- How Jensen Huang’s Yearslong Ties to Alice Huang Enabled $7 Billion-Plus Nvidia Chip Sales to China: https://www.theinformation.com/articles/jensen-huangs-yearslong-ties-alice-huang-enabled-nvidia-chip-sales-china
- Can AI Help Ray Kurzweil Cheat Death?: https://www.theinformation.com/articles/can-ai-help-ray-kurzweil-cheat-death
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction
02:38 - Jensen Huang’s ties to $7.5B in China chip shipments
10:23 - Nvidia’s business risks and CEO succession
18:24 - Google’s AI search advertising challenge
27:35 - AI-guided surgical catheters
37:08 - Ray Kurzweil’s AI double
46:19 - Outro
Nvidia Probes Jensen Huang; Inside Microsoft’s AI Payoff
The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about the board’s investigation following reports that Jensen Huang was targeted by a foreign intelligence effort, and the …
Shownotes
The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about the board’s investigation following reports that Jensen Huang was targeted by a foreign intelligence effort, and the questions facing his leadership.
We also talk with Everybody Wins author Bing Gordon about what AI companies can learn from gaming and Microsoft’s future in the Xbox business, and Runway co-founder and Chief Innovation Officer Alejandro Matamala-Ortiz about taking video models into robotics and other new markets. Lastly, Microsoft Corporate Vice President of AI & Work Transformation Katy George discusses the company’s approach to measuring AI’s impact, including an approximately 10% increase in revenue per seller among employees adopting AI tools.
Articles discussed in today’s show:
- Nvidia Board Is Launching Investigation After Reporting That CEO Targeted By Chinese Informant: https://www.theinformation.com/briefings/nvidia-board-launching-investigation-reporting-ceo-targeted-chinese-informant
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction
02:39 - Nvidia’s investigation into Jensen Huang
10:56 - Bing Gordon: What gaming can teach AI
20:37 - Should Microsoft sell Xbox?
26:54 - Runway’s expansion beyond AI video
36:17 - Inside Microsoft’s AI transformation
44:36 - Closing
Nvidia's Data Center Threat, AI Stock Rebound, OpenAI's Codex Strategy
SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia's growth and reshape AI infrastructure spending. Plus, Lyft …
Shownotes
SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia's growth and reshape AI infrastructure spending. Plus, Lyft CEO David Risher discusses Waymo, Dropbox Co-CEO Ashraf Alkarmi explains the company's Tigris acquisition, and OpenAI's Andrew Ambrosino and Every CEO Dan Shipper discuss coding agents and AI model competition.
Chapters:
00:00 Intro
01:13 AI stocks, data centers and Nvidia | Paul Kedrosky
12:49 Lyft earnings, subscriptions and Waymo | David Risher
20:16 Dropbox's Tigris acquisition and AI strategy | Ashraf Alkarmi
30:59 Every Thesis conference
31:40 OpenAI's Codex and AI product strategy | Andrew Ambrosino
48:35 Which AI models stand out? | Dan Shipper
01:02:50 Outro
Articles discussed in today’s show:
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Microsoft’s $5 Billion Data Center Delay, DigitalOcean CEO on AI Infrastructure Boom
Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn't ready on time. TITV Host Akash Pasricha speaks with The Information's Microsoft reporter Aaron Holmes …
Shownotes
Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn't ready on time. TITV Host Akash Pasricha speaks with The Information's Microsoft reporter Aaron Holmes about the delays and with crypto reporter Yueqi Yang about smaller banks allowing AI agents access to accounts. Lastly, DigitalOcean CEO Paddy Srinivasan discusses neocloud growth, data center regulation and the company's recent quarterly results.
Articles discussed in today's show:
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Chapters:
00:00 Intro
01:50 Microsoft's $5 billion data center spending delay
08:30 Why smaller banks are giving AI agents access to accounts
18:16 DigitalOcean CEO on neoclouds and AI infrastructure (Sponsored)
30:46 Outro
Democrats Retake Congress, Data Center Backlash and Radiant’s Power Philosophy for AI
Democratic victories in the House, Senate and key governor races could reshape AI infrastructure development and technology policy. TITV Host Akash Pasricha talks with Powerlines founder Charles Hua about the …
Shownotes
Democratic victories in the House, Senate and key governor races could reshape AI infrastructure development and technology policy. TITV Host Akash Pasricha talks with Powerlines founder Charles Hua about the implications for data centers and electricity costs, and with Tusk Ventures founder Bradley Tusk about Big Tech, regulation, California's proposed billionaire tax and prediction markets. Cantor Fitzgerald semiconductor analyst CJ Muse discusses AMD's revenue outlook and chip demand. Lastly, Radiant CEO Mahdi Yahya discusses power and policy in the data center era.
Articles discussed in today's show:
- https://www.theinformation.com/articles/six-ways-blue-wave-shake-ai-crypto-tech
-https://www.theinformation.com/articles/blue-wave-engulf-data-center-industry
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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How Nvidia Shapes Policy in Washington, Midterms Affecting Data Centers, Apple Sales Cool
Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also …
Shownotes
Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks.
Articles discussed in today’s show:
- Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool
- Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal
- Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races
- How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policy
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction and Apple’s earnings
13:56 - Marvell’s Lumentum acquisition
24:24 - Midterms and data center policy
34:20 - Nvidia’s influence in Washington
45:40 - Closing
Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments
The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The …
Shownotes
The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.
Articles discussed in today’s show:
- Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot
- Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push
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Chapters:
01:13 - Introduction and Apple’s Robotics Ambitions
11:00 - Meta’s Humanoid Robot Prototype
17:45 - Why AI Customers Want Flexibility
22:38 - OpenAI’s Smaller Funding Round
25:34 - Anthropic’s Amended IPO Filing
28:50 - Reddit and the Future of Search Traffic
41:52 - Closing
Intel Shares Plunge 25%, Cohere Targets $5B Series E and Binance Hit by $6.3B Hack
Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo …
Shownotes
Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security.
Articles discussed in today’s show:
-https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-losses
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction
02:23 - Intel’s outlook and foundry strategy
12:50 - Amazon earnings, AWS and AI spending
24:42 - Cohere’s funding and compute strategy
34:30 - Binance hack and frozen funds
45:36 - Closing
The Information’s Women in Tech, Media and Finance Summit 2026
Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as …
Shownotes
Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model cells, Google's Amanda Peterson Corio about the power infrastructure required for AI data centers, and UBS AI investment banker Nicole Su about soaring startup valuations, neocloud financing and what investors want from frontier-model IPOs. Lastly, Wabbi founder and CEO Brittany Greenfield explains why AI-generated code is creating new challenges for software security. The show also includes an excerpt from CBS News Editor in Chief Bari Weiss's WTF Summit conversation with The Information's Jessica Lessin.
Articles discussed in today's show:
-https://www.theinformation.com/articles/everyones-using-ai-divisions-growing-wtf-highlights
-https://www.theinformation.com/articles/cbs-bari-weiss-tells-critics-judge-journalism
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:06 - Introduction from WTF Summit
02:29 - Bari Weiss on changing CBS News
08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics
26:03 - Lori Goler on the $1.8B AI biology collaboration
38:26 - Google's Amanda Peterson Corio on the AI power buildout
52:30 - UBS's Nicole Su on AI valuations, financing and IPOs
1:05:59 - Brittany Greenfield on AI coding security
1:16:05 - Closing
OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products
Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing …
Shownotes
Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models.
Articles discussed in today's show:
- OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips
- Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction
02:46 - Robinhood's prediction markets and Q3 results
09:52 - Robinhood's AI trading agents
13:36 - OpenAI, Oracle and Google's TPUs
23:08 - AI chip pricing and neocloud risks
29:27 - Amazon's 250 million rival product listings
41:47 - Gemini and enterprise AI adoption
50:17 - Closing
Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B
D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing …
Shownotes
D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference.
Articles discussed in today's show:
-https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees
-https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo
-https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction and The Information Polls
01:13 - SpaceX and Broadcom's AI financing
15:53 - DoorDash–Instacart talks and Anaplan interview
33:19 - Microsoft's workforce strategy
39:56 - General Compute and AI chip alternatives
49:05 - Closing
Anthropic Files for IPO as OpenAI Cuts Prices, Stripe's AI Shopping Lead Challenges Card Networks
Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a …
Shownotes
Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu about the strengths of Anthropic and OpenAI and the gap between benchmarks and economic value. Lastly, The Information's Yueqi Yang discusses Stripe's early lead in agent payments and competing approaches from card networks.
Articles discussed in today's show:
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction and Anthropic's S-1
02:15 - Anthropic's revenue, margins and customer expansion
11:39 - Compute commitments and cloud partners
19:12 - Stock compensation and IPO valuation
25:23 - OpenAI's price cuts and customer switching
33:00 - Anthropic vs. OpenAI model capabilities
41:00 - Stripe and the AI shopping payments battle
49:54 - Closing
1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1
Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity …
Shownotes
Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI.
Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude.
In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies.
Articles discussed in today's show:
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Chapters
01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects
18:13 — Coco Labs wants to fix AI-generated design
27:42 — Salesforce customers face new Claude-related fees
37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market
Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow
Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind …
Shownotes
Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO.
Articles discussed in today's show:
-https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion
-https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction and Meta earnings
16:58 - AI-discovered PHP security flaw
22:51 - The shrinking AI cybersecurity defender’s window
32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift
35:49 - Tesla earnings and potential SpaceX merger
47:30 - Legora’s growth and AI legal competition
54:31 - Legora on security and IPO plans
58:01 - Closing
Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform
TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush …
Shownotes
TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry.
Articles discussed in today's show:
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Chapters:
01:13 - Introduction
01:13 - SpaceX results and Tesla merger talks
08:03 - SpaceX’s AI data center economics
17:33 - Netflix’s slowing growth
21:16 - Netflix’s content strategy and advertising
29:42 - Different’s $48M AI marketing bet
37:40 - Anthropic’s compute spending and IPO
41:08 - Prediction markets and the midterms
50:20 - AI infrastructure prediction markets
CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings
Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively …
Shownotes
Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure.
Articles discussed in today's show:
-https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction and Signal Award
02:49 - Big Tech earnings and Meta’s AI strategy
07:14 - Google Cloud, TPUs and AI monetization
10:30 - Microsoft Azure and enterprise AI
13:35 - Hyperscaler capital spending
16:45 - Inspired Capital’s $450M fund
21:26 - AI agents and the future of marketing
25:58 - Daytona’s $1B valuation and agent infrastructure
32:22 - Meta’s Muse and Daytona’s sandboxes
32:56 - CoreWeave’s debt and neocloud financing
The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force
Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the …
Shownotes
Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China.
Articles discussed in today's show:
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Chapters:
01:13 - Introduction
02:16 - Palo Alto Networks on securing AI agents
15:12 - Modal's valuation and revenue growth
26:25 - CoreWeave financing and neocloud risks
44:03 - Pentagon superintelligence task force
56:37 - Anthropic dispute
1:10:06 - Open-source AI and China
1:20:33 - Defense technology investment
OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers
The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with …
Shownotes
The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Architect Founder and CEO Brett Harrison about an auction marketplace for cheaper AI inference. Lastly, The Information’s Editor-at-Large Martin Peers discusses CoreWeave’s financing pressures and founders’ stock sales, and whether Anthropic may have missed its peak IPO window.
Articles discussed in today’s show:
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Chapters:
01:13 - Tesla Roadster demonstration and today’s headlines
03:06 - Apple’s potential DOJ antitrust settlement
13:06 - OpenAI’s advertising expansion and Meta hires
23:31 - Proof’s identity verification for AI agents
33:03 - Architect’s AI inference auction marketplace
42:20 - CoreWeave’s stock sales and neocloud financing
47:11 - Did Anthropic miss its peak IPO moment?
Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data
The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about …
Shownotes
The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.
Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast
Articles discussed in today’s show:
- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation
https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation
- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training
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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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Chapters:
01:13 - Introduction
02:23 - Anthropic’s $16.8 billion quarter
06:25 - Cash flow and future compute commitments
08:22 - Cursor’s training-data investigation
12:04 - Cursor’s earlier data-security issues
13:49 - The business of open-weight AI
17:18 - Where AI’s value could shift
Google’s Gemini 4 Targets Professional Work, OpenAI Races to Fix Model Safety Issues
Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati …
Shownotes
Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions.
Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast
Articles discussed in today’s show:
- Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals
https://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals
- OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model
- Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions
https://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitions
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Chapters:
01:13 - Introduction
02:25 - Google’s Gemini 4 Argon review
08:51 - Monitoring AI behavior
10:24 - OpenAI’s model safety challenges
21:57 - Private equity’s AI strategy
28:45 - AI for investment research
36:24 - Can AI beat analysts’ earnings predictions?
Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns
The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s …
Shownotes
The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheaper, “good enough” models.
Articles discussed in today’s show:
- Trump Administration Plans to Move AI Testing Agency Officials to White House
- Meta Unveils New AI Models to Challenge OpenAI and Anthropic
https://www.theinformation.com/briefings/meta-unveils-new-ai-models-challenge-openai-anthropic
- Leading-Edge AI Models Are Losing Their Allure With Developers
https://www.theinformation.com/articles/leading-edge-ai-models-losing-allure-developers
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Chapters:
01:13 - Introduction
02:28 - The White House’s AI testing shake-up
15:02 - Meta’s Muse Wonder review
18:51 - Token efficiency and agent costs
24:18 - Measuring corporate AI returns
30:56 - Why developers choose cheaper models
37:33 - When frontier AI is worth the premium
How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora
The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about …
Shownotes
The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about the startup that could revive OpenAI’s Sora and Aaron Tilley about home AI computing and Apple’s smart home plans. Lastly, Amy Dockser Marcus discusses Mark Zuckerberg’s $1.8 billion biomedical partnership and big tech’s growing role in medical research.
Articles discussed in today’s show:
- How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella
https://www.theinformation.com/articles/microsofts-new-office-chief-fixed-copilot-won-nadella
- OpenAI’s Plan To Revive Sora
https://www.theinformation.com/newsletters/ai-agenda/openais-plan-revive-sora
- GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes
https://www.theinformation.com/articles/gpus-wine-cellar-techies-hoarding-ai-compute-homes/
- Zuckerberg’s Big Biotech Moment
https://www.theinformation.com/newsletters/the-weekend/zuckerbergs-big-biotech-moment
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Chapters:
01:13 - Introduction
02:45 - Microsoft’s new Maia AI chips
04:53 - The executive behind Copilot’s overhaul
14:14 - OpenAI’s possible Sora revival
22:44 - Building AI labs at home
28:38 - Apple’s smart home plans
31:39 - Zuckerberg’s $1.8 billion biotech partnership
Inside OpenAI’s $20B Revenue Discrepancy & China’s Increasingly Crowded AI Race
The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue …
Shownotes
The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them.
Articles discussed in today’s show:
- China’s AI Model Race Is Just Getting More Crowded
https://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded
- OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports
- OpenAI ARR Snafu Highlights Flawed Metric
https://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/
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Chapters:
01:13 Introduction
02:14 China’s crowded AI model race
15:23 OpenAI’s revenue discrepancy
24:22 Arena’s funding and AI evaluations
26:01 Measuring AI misalignment
34:31 Domyn and AI ownership
43:25 Subscriptions vs. token sales
Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents
The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its …
Shownotes
The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its Project Falcon response and the challenges of backup power. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about former Trump AI adviser Sriram Krishnan’s proposed $500 million AI fund and the growing movement of government officials into AI companies. Lastly, Handshake Director of AI Research Jonas Mueller discusses Claude Haiku 5.5, the economics of multi-agent systems, Mistral and Reflection’s latest models, competition with Chinese models and demand for sovereign AI.
Articles discussed in today’s show:
-https://www.theinformation.com/articles/amazon-rewired-data-centers-mississippi-power-warning
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Chapters:
01:13 - Introduction
03:03 - Amazon’s grid warning and Project Falcon
13:15 - Sriram Krishnan’s proposed $500 million fund
20:53 - Claude Haiku 5.5 and AI agent costs
23:59 - Benchmarks versus real-world AI performance
25:12 - Mistral, Reflection and the open-model race
30:34 - The demand and economics of sovereign AI
Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions
The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics …
Shownotes
The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains a likely partner and what the project could reveal about Intel’s turnaround. Atlassian Chief Product and AI Officer Tamar Yehoshua discusses how companies are using AI agents, why many businesses still haven’t unlocked their full value and how Atlassian is approaching agent governance. Lastly, PwC Tech, Media and Telco Industry Leader Dallas Dolen explains why he expects the data center buildout to reach roughly $31 trillion over the next 25 years despite financial, political and overcapacity risks.
Articles discussed in today’s show:
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Chapters:
01:13 - Introduction
02:47 - Inside Nvidia’s dealmaking spree
12:35 - Elon Musk’s Terafab and Intel
28:02 - Atlassian’s push into AI agents
36:36 - Can the AI infrastructure boom last?
Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat
Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The …
Shownotes
Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The Information’s Microsoft Reporter Aaron Holmes about Meta and Microsoft’s efforts to curb internal Claude spending, competing models and the customer-facing demand that has offset Microsoft’s internal cuts. The Information’s Author of Applied AI Laura Bratton joins us to discuss Workday’s growth challenge, cautious enterprise buyers and its plans to charge for outside agents accessing its data. Lastly, DoorDash Head of AI Research Aryan Shah and Head of Applied AI Aayush Sheth discuss the US-China open-model race, consumer and driver AI tools, third-party agents and the company’s approach to internal AI spending.
Articles discussed in today’s show:
- https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude
- https://www.theinformation.com/articles/saaspocalypse-workday
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Chapters:
01:13 - Introduction
02:16 - Reflection’s Beam and open AI
14:24 - Meta and Microsoft’s Claude cuts
20:23 - Workday and the SaaSpocalypse
29:53 - DoorDash and the open-model race
36:07 - Third-party agents and DoorDash’s moat
39:13 - AI spending and internal evaluations
Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill
Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk …
Shownotes
Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about the White House’s new AI leadership and the unresolved legal questions surrounding rogue agents. The Information’s Nvidia Reporter Phoebe Liu joins us to discuss how Jensen Huang’s son-in-law, Nico Caprez, became a trusted executive involved in Nvidia’s neocloud relationships and infrastructure financing. Lastly, The Information’s Senior Reporter Covering Anthropic Cory Weinberg explains the company’s employee charity-matching program, its potential cost to shareholders and the nonprofits that could benefit from an IPO.
Articles discussed in today’s show:
-https://www.theinformation.com/articles/anthropics-big-charity-bill-shareholders
-https://www.theinformation.com/articles/jensen-huangs-son-in-law-became-one-trusted-executives
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Chapters:
01:13 - Introduction
02:25 - Cohere’s North 2 and enterprise AI
07:53 - Agent security and AI regulation
15:58 - The White House’s new AI leadership
19:03 - Who is liable when an AI agent goes rogue?
26:34 - Jensen Huang’s son-in-law and Nvidia’s financing strategy
35:44 - Anthropic’s IPO and its charity match
40:08 - Charity costs and shareholder influence
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