The Information's TITV

The Information
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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. 20시간 전

    SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It

    The Information’s Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk’s habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion. Articles discussed on this episode:  https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030 https://www.theinformation.com/articles/xai-went-chasing-anthropic-powering https://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-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/ Chapters: 00:00 - Introduction 01:13 - SpaceX Models Slated to Burn $350 Billion 09:41 - Why S&P Refused to Fast-Track SpaceX  13:32 - The xAI and Anthropic Cat and Mouse Game 19:50 - The AI Paradox for Cybersecurity Stocks 23:01 - Data Center Giant Switch Eyes $50B+ Valuation

    29분

  2. 1일 전

    Meta’s $200 AI Agent ‘Hatch’, Sam Altman-back Helion Valuation Hits $15.5B, Snowflake’s New AI Tools

    The Information’s San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta's internal plans to charge up to $200 a month for its premium AI agent, Hatch. We also talk with Helion Energy Founder and CEO David Kirtley about the nuclear fusion company's new $465 million funding round at a $15.5 billion valuation, Netskope CEO Sanjay Beri about the cybersecurity market's growth deceleration and using Anthropic’s Mythos model to spot code vulnerabilities, and Snowflake Chief Data and AI Officer Anahita Tafvizi about the enterprise launch of its newly rebranded CoWork and CoCo tools. Finally, we get into the systemic shift from open academic research to closed frontier AI laboratories with our Applied AI reporter Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/billionaire-databricks-perplexity-co-founder-pitches-ai-researchers-work-big-tech https://www.theinformation.com/articles/fusion-startup-helion-nearly-triples-valuation-15-5-billion-thrive-led-round https://www.theinformation.com/articles/meta-looks-charge-200-month-planned-hatch-ai-agent 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’s $200/Month AI Agent Hatch 08:26 - Helion Energy Raises $465M for Fusion 16:10 - Netskope CEO on AI Growth & Anthropic Mythos 27:36 - Snowflake Launches CoWork and CoCo AI Tools 34:26 - Databricks Co-Founder on Open AI Research

    42분

  3. 2일 전

    Microsoft’s Homegrown AI Models, Trump’s AI Executive Order, OpenAI to Merge Codex & ChatGPT

    TITV Host Akash Pasricha talks with Aaron Holmes about Microsoft’s new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc’s John Vinh joins to discuss Marvell’s soaring valuation, Intel’s low-power Crescent Island AI GPU, and Microsoft’s 2029 quantum chip timeline. Next, Leo Schwartz unpacks President Trump’s new AI executive order and its 30-day model-sharing compromise. Finally, Stephanie Palazzolo previews OpenAI's upcoming Codex and ChatGPT merger, and Jyoti Mann covers Meta's employee tracking scaleback following a 1,500-signature staff petition. Articles discussed on this episode:  https://www.theinformation.com/articles/inside-openais-decision-combine-codex-chatgpt https://www.theinformation.com/articles/meta-rolls-back-parts-employee-tracking-tool-staff-backlash https://www.theinformation.com/briefings/microsoft-unveils-new-homegrown-ai-openclaw-inspired-agents-businesses 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 - Microsoft Build: 7 New Models & Dev Box Hardware 10:48 - Nvidia's Trillion-Dollar Call & Intel's Crescent Island 24:46 - Trump Signs Compromise AI Executive Order 31:04 - OpenAI Merges Codex & ChatGPT Into Super App 40:41 - Meta Staff Backlash Limits Employee Tracking

    47분

  4. 3일 전

    Why Alphabet Wants $80 Billion for AI, Twitch’s Ad Plan & Self-Aware AI Models

    The Information’s Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly Media founder CJ Gustafson joins to dissect Alphabet’s unprecedented $80 billion equity raise for AI compute and the market implications of Anthropic's confidential IPO filing. JetStream Security CEO Raj Rajamani outlines the cybersecurity and budget risks of internal "citizen developers" using advanced models like Anthropic's Mythos. Finally, Rocket Drew reviews Cognition's rebranding of Windsurf to Devin Desktop and explains why frontier AI models are learning to detect when they are being evaluated. Articles discussed on this episode:  https://www.theinformation.com/articles/amazons-media-empire-quietly-taps-outside-ad-sales-help https://www.theinformation.com/newsletters/ai-agenda/cognition-aims-switzerland-ai-agents-app-makeover https://www.theinformation.com/newsletters/the-briefing/googles-ai-fundraising-anthropics-ipo-option 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 - Amazon leans more heavily on outside firms for ad sales 11:12 - Alphabet to Sell $80B in Stock for AI Investment 23:55 - Anthropic expanding Project Glasswing 34:43 - Cognition rebrands Windsurf app for AI era

    51분

  5. 4일 전

    Anthropic Confidentially Files for IPO, Nvidia’s New Chip for PCs, Ex-Meta CTO on their AI Playbook

    Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI’s aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta’s AI playbook. Articles discussed on this episode:  https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcs https://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customers https://www.theinformation.com/articles/forward-deployed-engineers-rage https://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filing https://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-day 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 - Anthropic Files Confidentially for IPO 02:52 - Nvidia Challenges Intel with M1X PC Chip 07:00 - Cyber Firms Spend Millions on Anthropic Mythos 14:44 - The Boom of Forward Deployed AI Engineers 18:13 - Inside OpenAI's Enterprise Sales Strategy 24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers

    34분

  6. 5월 29일

    Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI Risk

    Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux. Articles discussed on this episode:  https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest  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/

    38분

  7. 5월 28일

    Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump

    D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor. Articles discussed on this episode:  https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt 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 - Snowflake Shares Jump as AI Product Adoption Grows 08:04 - Salesforce Earnings Reaction and M&A Strategy 12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions 23:03 - Apple to Renew Push for AI That Runs on Devices 28:26 - Microsoft to Release New Coding Model

    33분

  8. 5월 27일

    Polymarket’s Regulatory Hurdles, Pre-IPO Betting Boom on Prediction Markets, AI Increasing Workloads

    Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents. Articles discussed on this episode:  https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuation https://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-risks https://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-markets https://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whispering 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 - Polymarket Faces Global Regulatory Crackdown 11:33 - Pre-IPO Betting Boom Hits Prediction Markets 20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them 32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation 38:12 - Why Developers Are Whispering to AI Agents

    44분
모두 보기(333개)

소개

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.

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    The Information
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    2015년 - 2026년
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    The Information's TITV

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