The Information's TITV

The Information
  • 5.0 (3)
  • TECH NEWS
  • UPDATED TWICE WEEKLY

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. 8 HR AGO

    Starlink Takes on Telecom Giants, OpenAI’s Stargate Compute Hurdles, Nvidia Earnings Preview

    The Information’s Theo Wayt talks with TITV Host Akash Pasricha about Starlink’s push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI’s "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia’s upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises. Articles discussed on this episode:  https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-looms https://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalled https://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropic 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/

    46 min

  2. 3 DAYS AGO

    Inside OpenAI’s Smart Speaker and the Minds Behind It, Social Media Stocks Under Pressure

    AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's 200-person team working on smart speakers, glasses, and lamps. We also talk with Lead Edge Capital Evan Skorpen about whether the software sector is currently oversold and why it's trading at a discount to the S&P 500 for the first time, and we get into the movement in social media stocks with editors Martin Peers and Meredith Mazzilli. Lastly, we wrap with health reporter Amy Dockser Marcus on the Silicon Valley obsession with mitochondrial transplants for longevity. Articles discussed on this episode:  https://www.theinformation.com/articles/longevity-treatments-91-year-old-bold-bet-silicon-valleys-immortality-race https://www.theinformation.com/articles/inside-openai-team-developing-ai-devices 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/

    48 min

  3. 4 DAYS AGO

    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

  4. 5 DAYS AGO

    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

  5. 6 DAYS AGO

    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

  6. 13 FEB

    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

  7. 12 FEB

    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

  8. 11 FEB

    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
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Ratings & Reviews

5
out of 5
3 Ratings

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
    2015 - 2026
  • Episodes
    260
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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