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. vor 1 Std.

    NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

    Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaul 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 - DeepSeek Financials & Shanghai IPO 14:06 - NY Data Center Moratorium & Trump EO 22:52 - Microsoft Security Division Overhaul 30:09 - Should AI Giants Pay an AI Dividend?

  2. vor 23 Std.

    On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

    The Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS. Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Keirstead about the SaaS stock reckoning and Locus Robotics CFO Dustin Pederson about bottlenecks in frontier robotics. Lastly, we get into the $60B SpaceX-Cursor acquisition with our reporters Rocket Drew and Grace Kay. Articles discussed on this episode:  https://www.theinformation.com/articles/cursor-reinventing-spacex-deal-looms https://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demand 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 01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid 02:15 - Inside SpaceX’s $60B Cursor Acquisition 08:23 - Startups Bypass AWS for Nvidia GPUs 15:02 - UBS Chief AI Officer on Enterprise AI Playbook 24:34 - SaaS Stock Reckoning: The App Layer vs. Infra 42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots 52:02 - Closing & Show Wrap-up

  3. vor 2 Tagen

    TITV One Year Anniversary Show

    The Information is celebrating TITV’s one year anniversary today! Join us for this special moment, hosted at our San Francisco newsroom.  Kicking us off, Vercel’s COO Jeanne DeWitt Grosser and Theory Ventures General Partner Tomasz Tunguz talk with TITV Host Akash Pasricha about where AI will take the enterprise by 2030. We also talk with Decagon CEO Jesse Zhang about the direction of AI research and open source models, The Information’s Rocket Drew about the big questions facing AI researchers, Foxglove CEO Adrian Macneil about physical AI and robotics, and Cowboy Space Corporation CEO Baiju Bhatt about orbital data centers. Lastly, we get into AI policy predictions and the road ahead in D.C. with The Information’s Amir Efrati and Jason Dean. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-takeaway/learned-year-titv 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 01:01 - Where AI Will Take The Enterprise By 2030 24:56 - Decagon CEO on The Direction of AI research 44:01 - The Big Questions Facing AI Researchers 55:23 - Inside the Physical AI and Robotics Race 01:08:53 - Robinhood Co-Founder on the Space Frontier 01:28:14 - AI Policy Predictions And the Road Ahead in D.C.

  4. vor 3 Tagen

    Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse Spark

    Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple suing OpenAI over hardware secrets. We also talk with Yueqi Yang about Wall Street's DTCC tokenizing stock trading, Stephanie Palazzolo about her key takeaways from the ICML AI research conference, and we get into the latest frontier model releases with Laude Research Partner and former Meta Director of AI Braden Hancock.  Articles discussed on this episode:  https://www.theinformation.com/articles/apple-sues-openai-trade-secret-theft https://www.theinformation.com/articles/wall-streets-biggest-move-blockchain-begins-limits 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 - Apple Sues OpenAI Over Trade Secret Theft 15:31 - Wall Street’s Blockchain Bet: Stock Tokenization 26:31 - ICML AI Research Takeaways & Recursive Self-Improvement 36:38 - Lod Institute on the New Frontier Model Releases

  5. vor 6 Tagen

    Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent

    Citizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay. Articles discussed on this episode:  https://www.theinformation.com/briefings/cursor-working-competitor-claude-cowork https://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-cowork 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 Debuts Muse Spark 1.1 AI Model & Enterprise Strategy 16:24 - Tech’s AI Pricing Wars & Blue Origin's $10B Funding Round 30:20 - Cursor Develops AI Agent to Compete with Claude Cowork

  6. 9. Juli

    OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips

    Dan Shipper, CEO of Every, talks with TITV Host Akash Pasricha about OpenAI's new GPT 5.6 model family. We also talk with Aaron Tilley about Apple's on-device AI ambitions, Jing Yang and Qianer Liu about China allowing limited Nvidia H200 chip purchases, and Leo Schwartz about Binance shifting its cooperation with the DOJ. Lastly, we get into AI-driven e-commerce with Daydream founder and CEO Julie Bornstein. Articles discussed on this episode:  https://www.theinformation.com/articles/binance-cooperate-less-crypto-cases-justice-department-warns-staff-memo https://www.theinformation.com/briefings/spacexai-cursor-launch-grok-4-5-tout-lower-costs-rivals https://www.theinformation.com/articles/china-plans-let-top-ai-firms-buy-limited-amount-nvidia-h200-chips https://www.theinformation.com/newsletters/ai-agenda/openai-researcher-says-gpt-5-6-better-ai-research-human-interns 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 Launches GPT 5.6 Model Family 18:02 - Startup Runs Largest-Ever AI Model on iPhone 27:25 - China OKs Limited Nvidia H200 Chip Purchases 34:39 - Binance To Cooperate Less on DOJ Crypto Cases 42:26 - How AI is Reshaping E-commerce with Daydream CEO Julie Bornstein

  7. 8. Juli

    Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQ

    Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about Tesla's Miami Robotaxi launch. We also talk with Nvidia correspondent Phoebe Liu about Nvidia partnering with AI chip rivals and enterprise software reporter Kevin McLaughlin about HubSpot's controversial customer data reversal. Plus, we get into the cooling AI IPO pipeline with Gregor Feige, Co-Head of ECM, Americas and Head of Global TMT ECM, UBS. Articles discussed on this episode: https://www.theinformation.com/articles/teslas-robotaxi-push-tests-new-blueprint-scaling-fast https://www.theinformation.com/articles/nvidias-new-hedge-chip-competitors-partner https://www.theinformation.com/newsletters/applied-ai/facing-revolt-hubspot-reverses-decision-use-customer-data-ai-feature 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/

  8. 7. Juli

    Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips

    Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Future of Life Institute's report card grading AI safety practices. Articles discussed on this episode:  https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soars https://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financing https://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunity 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 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses 08:28 - China’s Zhipu AI Explores Custom Chips to Beat US Export Controls 16:20 - Walmart’s $6.4B Ad Machine Is Growing Faster Than Amazon 27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A

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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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