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. hace 2 d

    Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI Licensing

    The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers. Articles discussed on this episode:  https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns https://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensing https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says 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 - US Government Forces OpenAI to Stagger GPT-5.6 Release 16:57 - Google Pressures Publishers on AI Licensing Deals 24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce 44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers

    50 min

  2. hace 3 d

    Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift

    TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models. Articles discussed on this episode:  https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai 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 Google's AI Coding Team Restructuring 11:19 - Micron's Revenue Surge & Cerebras Margin Shock 23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip 27:05 - The High-Stakes Divide in Physical AI 35:43 - Odyssey CTO on World Models & $310M Round

    42 min

  3. hace 3 d

    Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad Progress

    Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan. Articles discussed on this episode:  https://www.theinformation.com/articles/xai-bets-groks-racy-side https://www.theinformation.com/briefings/meta-building-prediction-markets-app https://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannes 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 - xAI Doubles Down on Video & Image Tools 08:29 - Meta Is Building a Prediction Markets App 22:15 - SambaNova Notches $3.5B Compute Commitment 35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions

    40 min

  4. hace 4 d

    OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla Hype

    The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-bills https://www.theinformation.com/newsletters/ai-agenda/agent-loops-hot https://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-tesla 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 - Ballooning AI Budgets & Fleeing OpenAI Costs 11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero 29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation 36:39 - Inside Silicon Valley's New Obsession: Agent Loops

    46 min

  5. hace 6 d

    SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan

    Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg. Articles discussed on this episode:  https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-idea https://www.theinformation.com/newsletters/the-briefing/cannes-ad-festival-puts-openais-projections-spotlight https://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-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  01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports  05:21 - Prediction Markets, Polymarket, and Kalshi Tactics  11:20 - SpaceX's Record 74-Day Confidential IPO Window  15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments  24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks  31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax  36:25 - The UC Davis Law Professor Behind the AI Equity Plan

    46 min

  6. 18 jun

    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

  7. 17 jun

    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

  8. 16 jun

    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
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Información

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.

Ficha técnica

  • Creado por
    The Information
  • Años en activo
    2015 - 2026
  • Episodios
    347
  • Clasificación
    Apto
  • Derechos de autor
    © The Information
  • Sitio web del podcast
    The Information's TITV

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