The Information's TITV

The Information
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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.

  1. 3 hr ago

    Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview

    Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Adobe's New CEO & Software Earnings Lessons 00:13 - Netskope Sales Grow 29% as AI Security Expands 00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows 00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

  2. 1 day ago

    Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-Up

    Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Arena's Peter Gostev on New Frontier AI Models 13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue 25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs 35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face 45:35 - Catherine Perloff on Google's Antitrust Victory

  3. 2 days ago

    OpenAI Technique in ‘Astra’ Model Sparks Security Concerns, SpaceX Shakes Up Data Center Leadership

    Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam. Articles discussed on this episode:  https://www.theinformation.com/articles/secret-technique-behind-openais-astra-model-sparks-security-concerns https://www.theinformation.com/newsletters/ai-agenda/new-reasoning-strategies-sweep-openai-developers https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-bills-80-higher-need-glean-says https://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-build Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - OpenAI Astra Security Risks 12:49 - SpaceX Shakes Up Data Center Leadership 17:51 - Glean Challenges Anthropic with Cheaper AI Costs 22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter

  4. 3 days ago

    Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI

    Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuation Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Wafer Raises $40M Series A at $200M+ Valuation 03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips 11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows 12:56 - Nvidia Invests $3.5B in MediaTek Convertibles 17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing? 23:30 - The VC Case for Building Software in the AI Era 28:45 - The VC Mechanics Driving Mega-Rounds & Pivots 34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

  5. 4 days ago

    How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

    The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti. Articles discussed on this episode:  https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac 00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI 00:16:47 - Is the SaaSpocalypse still happening? 00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case 00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding

  6. 28 Aug

    Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense Policy

    CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chips https://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructure Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Trump Admin Working to Curb China’s Remote Chip Access 12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO 23:12 - Inside the Politics & Policy Debate Around Data Centers 38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense

  7. 27 Aug

    Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump

    Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-agrees-buy-open-source-model-repository-hugging-face-12-9-billion Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

  8. 26 Aug

    Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI

    San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/articles/big-tech-suddenly-paying-startups https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks https://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforce Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Meta Settles Landmark Social Media Case 00:11 - Nvidia Earnings Preview & The Inference Shift 00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash 00:29 - Bill Gates AI Warning & Palo Alto Networks M&A 00:39 - Big Tech’s New AI M&A Premium 00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks

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About

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.

Information

  • Creator
    The Information
  • Years Active
    2015 - 2026
  • Episodes
    395
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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