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. 16 hr ago

    SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush

    TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promises https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models 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 First Earnings Report & Starlink Mobile Ambitions 15:31 - AMD Drops After Earnings Despite 50% Revenue Growth 27:10 - China’s New AI Gold Rush: World Models

  2. 1 day ago

    Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives

    Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho. Articles discussed on this episode:  https://www.theinformation.com/newsletters/applied-ai/firms-like-coinbase-building-coding-agents-complement-anthropics-claude-code https://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companies 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 - Airtable Acquired by Bending Spoons for $1.3B 00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders 00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code 00:29 - Goodfire Launches 'Silico' AI Interpretability Platform

  3. 5 days ago

    Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?

    Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook’s legacy and what’s next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street 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/

  4. 6 days ago

    Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits

    Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoft 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 00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch 00:15:22 - Microsoft Azure Crosses $100B & AI Monetization 00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents

  5. 29 Jul

    ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ

    The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket Drew about Reflection AI's secret race to build an open-source AI champ, and we get into open-source AI safety with Cisco President Jeetu Patel. Articles discussed on this episode:  https://www.theinformation.com/articles/openais-chatgpt-nears-1-billion-weekly-active-users-seven-months-target https://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catch 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’s ChatGPT Nears 1 Billion Users 09:47 - Stripe’s $10 Billion OpenRouter Multiples 17:03 - Inside Nvidia-Backed Reflection AI 28:00 - Cisco President Jeetu Patel on AI Safety

  6. 28 Jul

    Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King

    TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera Rubin racks with Phoebe Liu. Articles discussed on this episode:  https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loom https://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-model http://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-models 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 - White House Finalizes Voluntary AI Framework 08:12 - Microsoft Launches Security AI vs Anthropic Mythos 13:38 - Claude Code vs Codex vs Cursor: Enterprise Data 25:34 - Nvidia Vera Rubin Racks Face Customer Tests

  7. 28 Jul

    Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy

    Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption with PwC’s Dallas Dolen. Articles discussed on this episode:  https://www.theinformation.com/articles/google-using-wall-street-financing-techniques-expand-chip-sales 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 - Initial Reviews on Anthropic Opus 5 11:45 - Open-Source AI Security & Policy Debates 23:48 - Inside Google’s AI Data Center Debt Strategy 34:19 - PwC on Enterprise Open-Source AI Adoption

  8. 24 Jul

    Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI

    Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield. Articles discussed on this episode:  https://www.theinformation.com/newsletters/applied-ai/openais-hugging-face-ai-hack-spooked-employees https://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestone https://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictions 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 - Tech Titans Push Back on Open-Weight AI Regulation 11:08 - OpenAI Model Breach & Enterprise Security Guardrails 16:53 - Runway CPO Anthony Maggio on AI Media Model Routers 27:43 - The Editor’s Cut: VC Bets on Nuclear Power for AI Data Centers

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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
    373
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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