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. 13 hrs ago

    Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad Progress

    Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan. Articles discussed on this episode:  https://www.theinformation.com/articles/xai-bets-groks-racy-side https://www.theinformation.com/briefings/meta-building-prediction-markets-app https://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannes 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 - xAI Doubles Down on Video & Image Tools 08:29 - Meta Is Building a Prediction Markets App 22:15 - SambaNova Notches $3.5B Compute Commitment 35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions

    40 min

  2. 1d ago

    OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla Hype

    The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-bills https://www.theinformation.com/newsletters/ai-agenda/agent-loops-hot https://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-tesla 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 - Ballooning AI Budgets & Fleeing OpenAI Costs 11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero 29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation 36:39 - Inside Silicon Valley's New Obsession: Agent Loops

    46 min

  3. 2d ago

    SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan

    Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg. Articles discussed on this episode:  https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-idea https://www.theinformation.com/newsletters/the-briefing/cannes-ad-festival-puts-openais-projections-spotlight https://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-ipo 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 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports  05:21 - Prediction Markets, Polymarket, and Kalshi Tactics  11:20 - SpaceX's Record 74-Day Confidential IPO Window  15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments  24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks  31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax  36:25 - The UC Davis Law Professor Behind the AI Equity Plan

    46 min

  4. 6d ago

    Why Star Google AI Researcher Joined OpenAI, OpenClaw Competitor Arrival, Amazon’s AI Chip Advantage

    Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about the massive 60-gigawatt AI infrastructure supply gap looming by 2030 and his firm's new $355 million fund. We also talk with OpenAI and Google reporter Erin Woo about star researcher Noam Shazeer leaving Google for OpenAI, Asia Bureau Chief Jing Yang about the Chinese government forcing Meta to unwind its $2 billion acquisition of AI agent startup Manus, AI reporter Stephanie Palazzolo about Hermes—a new open-source agent platform outperforming Open Claw on GitHub, and Amazon reporter Catherine Perloff about why enterprises are choosing Amazon's Trainium and Inferentia chips over Nvidia to slash costs by 80%. Articles discussed on this episode:  https://www.theinformation.com/articles/manus-revenue-soars-original-investors-move-reverse-meta-deal https://www.theinformation.com/articles/star-google-ai-researcher-shazeer-joins-openai https://www.theinformation.com/newsletters/ai-agenda/competitor-openclaw-emerges 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 - Google AI Star Noam Shazeer Joins OpenAI 05:59 - China Forces Meta to Reverse $2B Manus Acquisition 10:00 - Hermes Emerges as Open Claw's New Open-Source Agent Rival 17:13 - Amazon Chip Play Attacks Nvidia on Price 23:33 - Kindred Ventures' Steve Jang on $355M Fund & 60GW Compute Shortage

    46 min

  5. Jun 17

    Inside OpenAI’s $3.7B Cash Burn, White House Ban on Anthropic, & Salesforce Enterprise Talent War

    The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House's latest regulatory showdown with Anthropic and its broader implications for foreign tech talent. We also talk with Enterprise Software Reporter Kevin McLaughlin about OpenAI and Anthropic's competitive hiring freeze on Salesforce talent to build their enterprise engines, Power Law CEO Mike Dinsdale about giving public market investors private market exposure to massive players like SpaceX, and Adobe's Varun Parmar about the structural shift from SEO to answer engine optimization (AEO) in digital advertising. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-anthropic-tap-salesforce-talent https://www.theinformation.com/articles/anthropic-ban-stirs-concerns-openai-beyond-crackdown-foreign-ai-talent https://www.theinformation.com/articles/openai-burned-3-7-billion-first-three-months-2026 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 Q1 Cash Burn and Financial Runway 02:45 - The White House's De Facto Ban on Anthropic 12:35 - OpenAI and Anthropic Raid Salesforce Talent 21:00 - Power Law CEO Mike Dinsdale on SpaceX Exits 32:51 - Adobe’s Varun Parmar on the AI Ad Disruption

    46 min

  6. Jun 16

    Inside DeepSeek’s $7.4B Funding, Broadcom’s $35B Backstop, Nvidia’s Inference Rise

    The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek’s massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom’s $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox’s $22 billion acquisition of Roku. Articles discussed on this episode:  https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-rings https://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revving https://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-rising https://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structure 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 - Inside DeepSeek's Uncommon $7.4B Funding Round  13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings  22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips  30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share  38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation

    46 min

  7. Jun 15

    Why Andy Jassy Sounded the Anthropic Alarm, Meta's ‘Tokenminimizing’, & Xbox Spin-Out Plans

    AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy’s sound of the alarm about Anthropic’s most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao. Articles discussed on this episode:  https://www.theinformation.com/briefings/fox-buy-roku-22-billion https://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuation https://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politics https://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdown 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 - Fox Acquires Roku & Salesforce Buys Fin  03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic 11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing  17:47 - Inside Microsoft’s Plan to Overhaul or Spin Out Xbox  24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation  32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia

    43 min

  8. Jun 12

    Inside SpaceX’s Historic $2T IPO: Nasdaq Debut, Crypto & Retail Traders, the Starlink Threat

    The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink’s dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer. Articles discussed on this episode:  https://www.theinformation.com/briefings/spacex-shares-open-150-per-share https://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20 https://www.theinformation.com/articles/anthropic-blindsides-business-partners 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 - SpaceX Goes Public in Historic $2T IPO  10:06 - Starlink Margin Squeeze & Telco Threats  19:57 - Inside the SpaceX Retail Trading Playbook  33:54 - Anthropic Blindsides Software App Partners

    40 min
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Ratings & Reviews

4.5
out of 5
2 Ratings

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
    345
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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