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 2 STD.

    Elon Musk’s “Ego” SpaceX-xAI Bet, Ranking AI Models, Groq’s $7.6 Billion Payout

    The Information’s Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq’s $7.6 billion payout to shareholders and Blue Owl Capital’s massive data center financier role.  Articles discussed on this episode:  https://www.theinformation.com/newsletters/dealmaker/groq-shareholders-get-7-6-billion-payout https://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom 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/

    38 Min.

  2. VOR 1 TAG

    New AI Superagent Dashboard Race, SpaceX-xAI Acquisition Analysis, Tech Stocks That Stand Out

    Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information’s Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds’ Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly, we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space startup, Aetherflux. Articles discussed on this episode:  https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforce https://www.theinformation.com/newsletters/applied-ai/looming-battle-agent-management-software 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/

    42 Min.

  3. VOR 2 TAGEN

    Musk’s xAI Loses Two Co-founders, Why AI Automation is Different, Wealth Management Stocks Fall

    Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management’s Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX. Articles discussed on this episode:  https://www.theinformation.com/articles/investors-missing-servicenow https://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growth https://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnover https://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leaves 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/

    39 Min.

  4. VOR 3 TAGEN

    OpenAI Rolls Out Ads, AWS Weighs AI Content Marketplace for Publishers, How OpenClaw Agents Think

    The Information’s Ann Gehan talks with TITV Host Akash Pasricha about OpenAI’s rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly, we get into the technical mechanics of how OpenClaw agents learn new skills with our reporter Rocket Drew. Articles discussed on this episode:  https://www.theinformation.com/articles/chatgpt-shopping-get-complicated-fast https://www.theinformation.com/articles/amazon-discusses-ai-content-marketplace-publishers https://www.theinformation.com/newsletters/ai-agenda/openclaw-learns-new-things https://www.theinformation.com/newsletters/the-briefing/workdays-ceo-shuffle-sign-things-come 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/

    43 Min.

  5. VOR 4 TAGEN

    How Microsoft is Fighting OpenAI’s Frontier, Waymo’s New World Model, & OpenClaw Craze

    The Information’s Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks. Articles discussed on this episode:  https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-ahead https://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competition 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/

    30 Min.

  6. 6. FEB.

    OpenAI vs Anthropic: Coding Tools & Branding, SaaS Selloff Debate, Nvidia’s Blackwell Challenges

    The Information’s Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer’s Jason Helfstein about Amazon’s massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue, followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools, and we end with the Editor’s Cut of Martin Peers and Laura Mandaro debating the "SaaS Apocalypse" and the rise of forward-deployed engineers. Articles discussed on this episode:  https://www.theinformation.com/articles/architect-californias-billionaire-tax-became-techs-villain https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges https://www.theinformation.com/briefings/amazon-plans-200-billion-capital-spending-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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

    57 Min.

  7. 5. FEB.

    Why Alphabet is Doubling AI CapEx, Nvidia Delays Gaming Chip, OpenAI Hires AI Consultants

    Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortage https://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-sales https://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarter https://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-way 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/

    33 Min.

  8. 4. FEB.

    Exclusive Interview with Uber’s Incoming CFO, OpenAI-Amazon Weigh Deal, US-China Chip Trade War

    Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech https://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openai https://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-accelerates 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/

    44 Min.
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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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    The Information
  • Jahre aktiv
    2015 - 2026
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    The Information's TITV

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