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 7 h

    Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI

    Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuation 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 - Wafer Raises $40M Series A at $200M+ Valuation 03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips 11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows 12:56 - Nvidia Invests $3.5B in MediaTek Convertibles 17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing? 23:30 - The VC Case for Building Software in the AI Era 28:45 - The VC Mechanics Driving Mega-Rounds & Pivots 34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

  2. hace 1 d

    How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

    The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti. Articles discussed on this episode:  https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac 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 - How Apple Stumbled Into AI Hardware Success With the Mac 00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI 00:16:47 - Is the SaaSpocalypse still happening? 00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case 00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding

  3. hace 4 d

    Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense Policy

    CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chips https://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructure 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 - Trump Admin Working to Curb China’s Remote Chip Access 12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO 23:12 - Inside the Politics & Policy Debate Around Data Centers 38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense

  4. hace 5 d

    Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump

    Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-agrees-buy-open-source-model-repository-hugging-face-12-9-billion 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/

  5. hace 6 d

    Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI

    San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/articles/big-tech-suddenly-paying-startups https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks https://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforce 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 - Meta Settles Landmark Social Media Case 00:11 - Nvidia Earnings Preview & The Inference Shift 00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash 00:29 - Bill Gates AI Warning & Palo Alto Networks M&A 00:39 - Big Tech’s New AI M&A Premium 00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks

  6. 25 ago

    Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell Party

    Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley. Articles discussed on this episode:  https://www.theinformation.com/articles/cursor-officially-enters-musk-era https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks 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 to Launch ‘Hatch’ AI Agent Platform 09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind 17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B 24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout 36:55 - Inside Tim Cook’s Apple Farewell Party

  7. 24 ago

    Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance

    The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal 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 - Nvidia AI Chip Prices to Rise About 17% 05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation 12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers 24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

  8. 21 ago

    Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter

    In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards. Articles discussed on this episode:  https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video 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 - Stripe Acquires OpenRouter for $7.5B 10:05 - Stripe’s Potential PayPal Deal 12:30 - AT&T Cuts AI Bills with Open Source 21:29 - Assessing Security Practices of AI Labs

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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
    392
  • Clasificación
    Apto
  • Derechos de autor
    © The Information
  • Sitio web del podcast
    The Information's TITV

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