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. HÁ 4 DIAS

    Uber Considers Buying SpotHero, xAI’s New Supersized Data Center, Nvidia Predictions | Dec 31, 2025

    The Information’s Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber’s potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI’s massive third data center expansion in Memphis and Creative Strategies’ Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle’s potential "chip-backed" securities and Brookfield’s new cloud company, Radiant, with AI & Finance Reporter Miles Kruppa. Articles discussed on this episode:  https://www.theinformation.com/articles/uber-considers-deal-parking-app-spothero https://www.theinformation.com/articles/brookfield-start-cloud-business-lower-cost-ai https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-center TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    38min

  2. HÁ 5 DIAS

    Meta Buys Manus for $2B, Apple’s 2026 Rebirth, Elon Musk’s Failed Goals | Dec 30, 2025

    The Information’s Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta’s $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital’s Willy Lee about the future of Neoclouds like CoreWeave and OpenAI’s competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, we get into whether Elon Musk actually met his ambitious 2025 goals for Tesla and SpaceX with our reporter Theo Wayt. Articles discussed on this episode:  https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slumphttps://www.theinformation.com/articles/top-ai-themes-2025-watching-next-year https://www.theinformation.com/briefings/metas-acquisition-values-manus-2-billion https://www.theinformation.com/briefings/meta-acquires-manus-ai-agent TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    36min

  3. HÁ 6 DIAS

    Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk | Dec 29, 2025

    The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple, and we get into the regulatory challenges facing prediction markets with Finance Editor Ken Brown. Articles discussed on this episode:  https://www.theinformation.com/articles/long-game-behind-waymos-potential-100-billion-valuation https://www.theinformation.com/briefings/nvidia-will-pay-groq-backers-staff-deals-20-billion-valuation https://www.theinformation.com/articles/groqs-ip-matters-nvidia-ai-experts-favorite-books-year https://www.theinformation.com/articles/elon-musks-promises-self-driving-ai-robots-clashed-reality https://www.theinformation.com/articles/nvidias-year-end-shocker-says-next-year TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    31min

  4. 24/12/2025

    Inside OpenAI’s Ads Push & Potential $100B in Funding, Preview for SpaceX IPO | Dec 24, 2025

    The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI’s massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impacts Elon Musk's SpaceX IPO strategy with The Information’s Theo Wayt. Articles discussed on this episode:  https://www.theinformation.com/articles/openais-ads-push-starts-taking-shape https://www.theinformation.com/articles/openais-next-100-billion-funding-come TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    29min

  5. 23/12/2025

    Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025

    ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk’s pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston. Articles discussed on this episode:  https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listings https://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competition https://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billion TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    32min

  6. 22/12/2025

    Microsoft CEO’s Copilot Push, Cursor Acquires Graphite, Hurdles for Waymo & Humanoids | Dec 22, 2025

    The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-nadella-pressures-deputies-accelerate-copilot-improvements https://www.theinformation.com/articles/electric-fords-leap-powering-ai-data-centers-reflects-industry-adrift https://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outage TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    43min

  7. 19/12/2025

    The Information’s 2026 Predictions, PwC Leader on Media & Ecomm, ByteDance’s Victory | Dec 19, 2025

    The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC’s Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle. Articles discussed on this episode:  https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venture https://www.theinformation.com/articles/googles-ai-weakness-turned-strength TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    42min

  8. 18/12/2025

    Axios CEO on ‘Post-News’ Era, Tubi CEO on TikTok Awards, Lyft’s Autonomous Goals | Dec 18, 2025

    OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood’s Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information’s Anissa Gardizy about the financing hurdles facing Oracle’s newest data center. We also get into Lyft’s financial turnaround with CFO Erin Brewer and discuss the future of the media landscape with Axios CEO Jim VandeHei and The Information’s CEO Jessica Lessin. Lastly, the Tubi CEO Anjali Sud joins to announce its first-ever TikTok Awards. Articles discussed on this episode:  https://www.theinformation.com/articles/openais-organizational-problems-hurt-chatgpt https://www.theinformation.com/articles/openai-discussed-raising-tens-billions-valuation-around-750-billion https://www.theinformation.com/articles/openais-chatgpt-problem https://www.theinformation.com/briefings/youtube-will-broadcast-oscars-starting-2029 TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    1h10min
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Sobre

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.

Informações

  • Criado por
    The Information
  • Anos de atividade
    2015 - 2025
  • Episódios
    226
  • Classificação
    Livre
  • Copyright
    © The Information
  • Site do podcast
    The Information's TITV

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