The Information's TITV

The Information
  • 0.0 (0)
  • Tech News
  • Updated daily

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. 1 day 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

  2. 2 days ago

    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

  3. 3 days ago

    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

  4. 4 days ago

    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

  5. 12 Jun

    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

  6. 11 Jun

    ‘Mr. IPO’ on SpaceX’s Historic Listing, Anthropic’s Repelling Data Retention Policy

    "Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fable https://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurity https://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-friday 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 & AI Cyber Threats 02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks 14:22 - How Frontier LLMs & Big Tech are Disrupting Software 25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs 34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets

    39 min

  7. 10 Jun

    Mythos-class Model Claude Fable 5 Early Reviews, How Nasdaq Landed SpaceX's Mega IPO

    Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit’s internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI’s multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidia https://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivals 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 01:42 - Anthropic Releases Claude Fable 5 Model 12:32 - Developer Reactions to Anthropic’s Fable 5 21:09 - OpenAI in Talks to Lease 10GW Ohio Data Center 30:59 - How Nasdaq Landed SpaceX’s Mega-IPO 40:37 - Demand Outlook on Nvidia’s Vera Rubin Chips

    53 min

  8. 10 Jun

    Inside OpenAI’s IPO Filing, Former SpaceX Engineer on IPO, Apple’s AI Siri Upgrade

    The Information’s OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power. Articles discussed on this episode:  https://www.theinformation.com/briefings/openai-confidentially-files-ipo-paperwork-plans-separate-employee-share-sale https://www.theinformation.com/newsletters/the-briefing/apples-cautious-ai-overhaul-openais-ipo-filing https://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risks 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/

    43 min
See All (342)

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
    2019 - 2026
  • Episodes
    342
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

You Might Also Like