The Information's TITV

The Information
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  • Tech News
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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. 3h ago

    Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow

    Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO. Articles discussed in today's show: -https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion -https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh -https://www.theinformation.com/articles/andreessen-horowitz-drop-crypto-name-flagship-blockchain-fund 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: 01:13 - Introduction and Meta earnings 16:58 - AI-discovered PHP security flaw 22:51 - The shrinking AI cybersecurity defender’s window 32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift 35:49 - Tesla earnings and potential SpaceX merger 47:30 - Legora’s growth and AI legal competition 54:31 - Legora on security and IPO plans 58:01 - Closing

  2. 1d ago

    Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform

    TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry. Articles discussed in today's show: -https://www.theinformation.com/newsletters/the-briefing/spacexs-musk-lauds-soaring-cloud-business-possible-tesla-merger 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: 01:13 - Introduction 01:13 - SpaceX results and Tesla merger talks 08:03 - SpaceX’s AI data center economics 17:33 - Netflix’s slowing growth 21:16 - Netflix’s content strategy and advertising 29:42 - Different’s $48M AI marketing bet 37:40 - Anthropic’s compute spending and IPO 41:08 - Prediction markets and the midterms 50:20 - AI infrastructure prediction markets

  3. 2d ago

    CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings

    Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure. Articles discussed in today's show: -https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning 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: 01:13 - Introduction and Signal Award 02:49 - Big Tech earnings and Meta’s AI strategy 07:14 - Google Cloud, TPUs and AI monetization 10:30 - Microsoft Azure and enterprise AI 13:35 - Hyperscaler capital spending 16:45 - Inspired Capital’s $450M fund 21:26 - AI agents and the future of marketing 25:58 - Daytona’s $1B valuation and agent infrastructure 32:22 - Meta’s Muse and Daytona’s sandboxes 32:56 - CoreWeave’s debt and neocloud financing

  4. 3d ago

    The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force

    Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China. Articles discussed in today's show: -https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government 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: 01:13 - Introduction 02:16 - Palo Alto Networks on securing AI agents 15:12 - Modal's valuation and revenue growth 26:25 - CoreWeave financing and neocloud risks 44:03 - Pentagon superintelligence task force 56:37 - Anthropic dispute 1:10:06 - Open-source AI and China 1:20:33 - Defense technology investment

  5. 6d ago

    OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers

    The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Architect Founder and CEO Brett Harrison about an auction marketplace for cheaper AI inference. Lastly, The Information’s Editor-at-Large Martin Peers discusses CoreWeave’s financing pressures and founders’ stock sales, and whether Anthropic may have missed its peak IPO window. Articles discussed in today’s show: -https://www.theinformation.com/articles/apples-antitrust-settlement-talks-spur-worries-among-developers 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: 01:13 - Tesla Roadster demonstration and today’s headlines 03:06 - Apple’s potential DOJ antitrust settlement 13:06 - OpenAI’s advertising expansion and Meta hires 23:31 - Proof’s identity verification for AI agents 33:03 - Architect’s AI inference auction marketplace 42:20 - CoreWeave’s stock sales and neocloud financing 47:11 - Did Anthropic miss its peak IPO moment?

  6. Oct 15

    Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data

    The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications. Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast Articles discussed in today’s show: - Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation - Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training https://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-training 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: 01:13 - Introduction 02:23 - Anthropic’s $16.8 billion quarter 06:25 - Cash flow and future compute commitments 08:22 - Cursor’s training-data investigation 12:04 - Cursor’s earlier data-security issues 13:49 - The business of open-weight AI 17:18 - Where AI’s value could shift

  7. Oct 14

    Google’s Gemini 4 Targets Professional Work, OpenAI Races to Fix Model Safety Issues

    Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions. Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast Articles discussed in today’s show: - Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals https://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals - OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model https://www.theinformation.com/articles/openai-scrambles-fix-safety-issues-shipping-next-flagship-model/ - Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions https://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitions 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: 01:13 - Introduction 02:25 - Google’s Gemini 4 Argon review 08:51 - Monitoring AI behavior 10:24 - OpenAI’s model safety challenges 21:57 - Private equity’s AI strategy 28:45 - AI for investment research 36:24 - Can AI beat analysts’ earnings predictions?

  8. Oct 13

    Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns

    The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheaper, “good enough” models. Articles discussed in today’s show: - Trump Administration Plans to Move AI Testing Agency Officials to White House https://www.theinformation.com/articles/trump-administration-plans-move-ai-testing-agency-officials-white-house - Meta Unveils New AI Models to Challenge OpenAI and Anthropic https://www.theinformation.com/briefings/meta-unveils-new-ai-models-challenge-openai-anthropic - Leading-Edge AI Models Are Losing Their Allure With Developers https://www.theinformation.com/articles/leading-edge-ai-models-losing-allure-developers 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: 01:13 - Introduction 02:28 - The White House’s AI testing shake-up 15:02 - Meta’s Muse Wonder review 18:51 - Token efficiency and agent costs 24:18 - Measuring corporate AI returns 30:56 - Why developers choose cheaper models 37:33 - When frontier AI is worth the premium

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3.9
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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
    429
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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