The Information's TITV

The Information
  • 5.0（1）
  • 技術ニュース
  • アップデート：週2回

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. 12時間前

    Jensen Huang’s ‘Digital Twin’, Future of Creators, OpenAI’s International Issue | Jan 5, 2025

    The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge’s Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator communities, and we get into OpenAI’s ambitious $200 billion revenue goal with The Information’s Sri Muppidi. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidias-big-ambitions-solve-manufacturing-shows-slow-returns-far https://www.theinformation.com/articles/openais-international-conundrum https://www.theinformation.com/articles/ces-kicks-2026-tech-sector TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    37分

  2. 5日前

    Uber Considers Buying SpotHero, xAI’s New Supersized Data Center, Nvidia Predictions | Dec 31, 2025

    The Information’s Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber’s potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI’s massive third data center expansion in Memphis and Creative Strategies’ Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle’s potential "chip-backed" securities and Brookfield’s new cloud company, Radiant, with AI & Finance Reporter Miles Kruppa. Articles discussed on this episode:  https://www.theinformation.com/articles/uber-considers-deal-parking-app-spothero https://www.theinformation.com/articles/brookfield-start-cloud-business-lower-cost-ai https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-center TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    38分

  3. 6日前

    Meta Buys Manus for $2B, Apple’s 2026 Rebirth, Elon Musk’s Failed Goals | Dec 30, 2025

    The Information’s Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta’s $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital’s Willy Lee about the future of Neoclouds like CoreWeave and OpenAI’s competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, we get into whether Elon Musk actually met his ambitious 2025 goals for Tesla and SpaceX with our reporter Theo Wayt. Articles discussed on this episode:  https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slumphttps://www.theinformation.com/articles/top-ai-themes-2025-watching-next-year https://www.theinformation.com/briefings/metas-acquisition-values-manus-2-billion https://www.theinformation.com/briefings/meta-acquires-manus-ai-agent TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    36分

  4. 2025/12/29

    Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk | Dec 29, 2025

    The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple, and we get into the regulatory challenges facing prediction markets with Finance Editor Ken Brown. Articles discussed on this episode:  https://www.theinformation.com/articles/long-game-behind-waymos-potential-100-billion-valuation https://www.theinformation.com/briefings/nvidia-will-pay-groq-backers-staff-deals-20-billion-valuation https://www.theinformation.com/articles/groqs-ip-matters-nvidia-ai-experts-favorite-books-year https://www.theinformation.com/articles/elon-musks-promises-self-driving-ai-robots-clashed-reality https://www.theinformation.com/articles/nvidias-year-end-shocker-says-next-year TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    31分

  5. 2025/12/24

    Inside OpenAI’s Ads Push & Potential $100B in Funding, Preview for SpaceX IPO | Dec 24, 2025

    The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI’s massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impacts Elon Musk's SpaceX IPO strategy with The Information’s Theo Wayt. Articles discussed on this episode:  https://www.theinformation.com/articles/openais-ads-push-starts-taking-shape https://www.theinformation.com/articles/openais-next-100-billion-funding-come TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    29分

  6. 2025/12/23

    Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025

    ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk’s pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston. Articles discussed on this episode:  https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listings https://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competition https://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billion TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    32分

  7. 2025/12/22

    Microsoft CEO’s Copilot Push, Cursor Acquires Graphite, Hurdles for Waymo & Humanoids | Dec 22, 2025

    The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-nadella-pressures-deputies-accelerate-copilot-improvements https://www.theinformation.com/articles/electric-fords-leap-powering-ai-data-centers-reflects-industry-adrift https://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outage TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    43分

  8. 2025/12/19

    The Information’s 2026 Predictions, PwC Leader on Media & Ecomm, ByteDance’s Victory | Dec 19, 2025

    The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC’s Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle. Articles discussed on this episode:  https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venture https://www.theinformation.com/articles/googles-ai-weakness-turned-strength TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to:  - The Information on 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

    42分
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番組について

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.

情報

  • クリエイター
    The Information
  • 配信期間
    15年 - 26年
  • エピソード
    227
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © The Information
  • 番組のWebサイト
    The Information's TITV

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