The Information's TITV

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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. -53 min

    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

  2. -1 j

    Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell Party

    Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley. Articles discussed on this episode:  https://www.theinformation.com/articles/cursor-officially-enters-musk-era https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks 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 - Meta to Launch ‘Hatch’ AI Agent Platform 09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind 17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B 24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout 36:55 - Inside Tim Cook’s Apple Farewell Party

  3. -1 j

    Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance

    The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal 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 - Nvidia AI Chip Prices to Rise About 17% 05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation 12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers 24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

  4. -5 j

    Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter

    In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards. Articles discussed on this episode:  https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video 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 - Stripe Acquires OpenRouter for $7.5B 10:05 - Stripe’s Potential PayPal Deal 12:30 - AT&T Cuts AI Bills with Open Source 21:29 - Assessing Security Practices of AI Labs

  5. -5 j

    Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange

    Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen. Articles discussed on this episode:  https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design 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 - Anthropic's JV Acquires Casper Studios 08:12 - Nvidia In Talks for $20B Mercor Round 10:25 - Robinhood-Backed Prediction Exchange Rothera 19:38 - SEC's First Crypto Token Rule Proposal 22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

  6. 19 août

    OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO

    AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari. Articles discussed on this episode:  https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-plan https://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-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 01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks 10:58 - White House AI Framework Leaves Valley in Limbo 20:10 - Anthropic Founders Grab Voting Power Ahead of IPO 30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice

  7. 18 août

    Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business

    The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell. Articles discussed on this episode:  https://www.theinformation.com/articles/uber-bears-taken-wrong-turn 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 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued 13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents 29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom

  8. 17 août

    Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash

    Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia’s $100B OpenAI backing for an Ohio Data Center. We also talk with Elon Musk reporter Grace Kay about Tesla’s radical flying Roadster and Leo Schwartz, Tech and Politics reporter, about Dario Amodei defending Anthropic against regulatory capture claims. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-talks-invest-3-billion-sb-energy-part-openai-data-center-deal https://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadster 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 - Nvidia Backs OpenAI's $100B Lease 13:26 - Tesla's Radical "Flying" Roadster 22:24 - Dario Amodei Responds to AI Backlash

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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.

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  • Création
    The Information
  • Années d’activité
    2015 - 2026
  • Épisodes
    388
  • Classification
    Tous publics
  • Copyright
    © The Information
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    The Information's TITV

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