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. -4 H

    OpenAI’s $100B Funding Round, SpaceX 2026 IPO, and AMD’s Debt Play

    The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Series C structure means for a 2026 IPO. We also talk with Ann Gehan about Hungryroot’s potential public offering and the resurgence of high-quality consumer IPOs, Avery Marquez about the "race to go public" between AI titans, and we get into AMD’s strategic financial backstop for Crusoe with Miles Kruppa. Finally, we discuss the "SaaS is dead, long live SaaS" shift with Dallas Dolen from PwC. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-finalizing-first-commitments-100-billion-mega-round https://www.theinformation.com/articles/hungryroot-posts-55-revenue-growth-eyes-potential-2026-ipo https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook 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/

    45 min

  2. -1 J

    Anthropic’s Multi-Billion Revenue Share, Meta & Nvidia’s New Partnership, $10M Paydays for Data Center Executives

    Sri Muppidi talks with TITV Host Akash Pasricha about Anthropic's multi-billion dollar revenue sharing agreements with Amazon and Google. Anissa Gardizy covers the strategic Meta-Nvidia partnership and the elite executives leading the AI data center buildout. Plus, we talk with Reed Duchscher about Night Media’s $70 million funding round and the future of the creator economy, and we get into the "continual learning" trend with Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/anthropic-sweetens-deal-cloud-providers  https://www.theinformation.com/briefings/meta-nvidia-sign-strategic-partnership  https://www.theinformation.com/articles/meet-data-center-executives-leading-ai-buildout  https://www.theinformation.com/newsletters/ai-agenda/get-tricked-fake-continual-learning  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/

    41 min

  3. -2 J

    OpenAI Snaps Up OpenClaw, Yahoo’s AI Search Engine ‘Scout,’ Inside Anduril’s $60B+ Valuation Talks

    The Information’s Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company’s new AI search engine ‘Scout’ and its potential IPO or sale. Plus, we cover Anduril’s $60 billion valuation talks with our finance reporter Cory Weinberg. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-advanced-talks-hire-openclaw-founder-others-connected-agent-project https://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battle https://www.theinformation.com/articles/anduril-discusses-new-funding-60-billion-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/

    50 min

  4. -6 J

    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

  5. 12 FÉVR.

    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

  6. 11 FÉVR.

    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

  7. 10 FÉVR.

    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

  8. 9 FÉVR.

    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
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À propos

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.

Informations

  • Création
    The Information
  • Années d’activité
    2015 - 2026
  • Épisodes
    258
  • Classification
    Tous publics
  • Copyright
    © The Information
  • Site web de l’émission
    The Information's TITV

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