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 3 H

    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

  2. HACE 1 DÍA

    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

  3. HACE 4 DÍAS

    OpenAI vs Anthropic: Coding Tools & Branding, SaaS Selloff Debate, Nvidia’s Blackwell Challenges

    The Information’s Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer’s Jason Helfstein about Amazon’s massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue, followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools, and we end with the Editor’s Cut of Martin Peers and Laura Mandaro debating the "SaaS Apocalypse" and the rise of forward-deployed engineers. Articles discussed on this episode:  https://www.theinformation.com/articles/architect-californias-billionaire-tax-became-techs-villain https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges https://www.theinformation.com/briefings/amazon-plans-200-billion-capital-spending-2026 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/

    57 min

  4. HACE 5 DÍAS

    Why Alphabet is Doubling AI CapEx, Nvidia Delays Gaming Chip, OpenAI Hires AI Consultants

    Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortage https://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-sales https://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarter https://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-way 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/

    33 min

  5. HACE 6 DÍAS

    Exclusive Interview with Uber’s Incoming CFO, OpenAI-Amazon Weigh Deal, US-China Chip Trade War

    Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech https://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openai https://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-accelerates 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/

    44 min

  6. HACE 6 DÍAS

    Inside Musk’s Merger, Palantir’s Impressive Revenue Growth, New Disney CEO

    The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/articles/inside-musks-spacex-xai-megamerger https://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingers https://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceo 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/

    38 min

  7. 2 FEB

    Inside the OpenClaw & Moltbook Craze, SpaceX’s FCC Filing for Orbital Data Centers

    New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX’s unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle’s $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook. Articles discussed on this episode:  https://www.theinformation.com/articles/big-agent-bet-reshaped-aws https://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-matters https://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansion https://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-center https://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocks 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. 30 ENE

    Uber-Waabi Robotaxi Partnership, Apple’s High Growth, OpenAI vs Anthropic Debate | Jan 30, 2026

    D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus. Articles discussed on this episode:  https://www.theinformation.com/articles/space-baby-era https://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalists https://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarter 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/

    39 min
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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.

Información

  • Creador
    The Information
  • Años de actividad
    2015 - 2026
  • Episodios
    252
  • Clasificación
    Apto
  • Copyright
    © The Information
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    The Information's TITV

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