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. 20h ago

    On the Ground at Adobe MAX 2026: AI Agents, Firefly and the Future of Creativity

    The Information’s TITV is on the ground at Adobe MAX 2026 in Miami Beach, where host Akash Pasricha speaks with Adobe executives Hannah Elsakr and Deepa Subramaniam about Firefly Foundry, custom AI models, creative agents and the growing role of ChatGPT and other AI platforms in creative work. Newell Brands CMO Nick Hammitt discusses how his team works with Adobe to scale content production while maintaining brand quality, and how AI is reshaping marketing. Guests: - Hannah Elsakr, Global VP, GenAI New Business Ventures, Adobe - Deepa Subramaniam, Vice President of Product Marketing, Creative Professionals, Adobe - Nick Hammitt, CMO, Newell Brands Subscribe: https://www.theinformation.com/subscribe-youtube The Information’s 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: 1:05 - Intro: On the Ground at Adobe MAX 2026 1:39 - Hannah Elsakr: Firefly Foundry and enterprise AI 10:27 - Deepa Subramaniam: Adobe's creative agents and AI integrations 25:55 - Nick Hammitt: Adobe, AI and the marketing stack 38:30 - Outro

  2. 1d ago

    How Jensen’s Ties to Alice Huang Fueled $7B+ in China Chip Sales

    The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese companies. We also talk with D.A. Davidson’s Gil Luria about the regulatory risks to Nvidia and the possibility of a CEO transition, The Information’s Alix Coutures about how AI Mode is complicating Google’s search ad business, and Mosaic Intelligence Labs co-founder Ileana Pirozzi about building AI-guided surgical catheters. Lastly, The Information’s Amy Dockser Marcus discusses Ray Kurzweil’s AI replica and his ambition to preserve a version of himself beyond his lifetime.  Articles discussed in today’s show: - How Jensen Huang’s Yearslong Ties to Alice Huang Enabled $7 Billion-Plus Nvidia Chip Sales to China: https://www.theinformation.com/articles/jensen-huangs-yearslong-ties-alice-huang-enabled-nvidia-chip-sales-china - Can AI Help Ray Kurzweil Cheat Death?: https://www.theinformation.com/articles/can-ai-help-ray-kurzweil-cheat-death 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 02:38 - Jensen Huang’s ties to $7.5B in China chip shipments 10:23 - Nvidia’s business risks and CEO succession 18:24 - Google’s AI search advertising challenge 27:35 - AI-guided surgical catheters 37:08 - Ray Kurzweil’s AI double 46:19 - Outro

  3. 2d ago

    Nvidia Probes Jensen Huang; Inside Microsoft’s AI Payoff

    The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about the board’s investigation following reports that Jensen Huang was targeted by a foreign intelligence effort, and the questions facing his leadership. We also talk with Everybody Wins author Bing Gordon about what AI companies can learn from gaming and Microsoft’s future in the Xbox business, and Runway co-founder and Chief Innovation Officer Alejandro Matamala-Ortiz about taking video models into robotics and other new markets. Lastly, Microsoft Corporate Vice President of AI & Work Transformation Katy George discusses the company’s approach to measuring AI’s impact, including an approximately 10% increase in revenue per seller among employees adopting AI tools. Articles discussed in today’s show: - Nvidia Board Is Launching Investigation After Reporting That CEO Targeted By Chinese Informant: https://www.theinformation.com/briefings/nvidia-board-launching-investigation-reporting-ceo-targeted-chinese-informant 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 02:39 - Nvidia’s investigation into Jensen Huang 10:56 - Bing Gordon: What gaming can teach AI 20:37 - Should Microsoft sell Xbox? 26:54 - Runway’s expansion beyond AI video 36:17 - Inside Microsoft’s AI transformation 44:36 - Closing

  4. 5d ago

    Nvidia's Data Center Threat, AI Stock Rebound, OpenAI's Codex Strategy

    SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia's growth and reshape AI infrastructure spending. Plus, Lyft CEO David Risher discusses Waymo, Dropbox Co-CEO Ashraf Alkarmi explains the company's Tigris acquisition, and OpenAI's Andrew Ambrosino and Every CEO Dan Shipper discuss coding agents and AI model competition. Chapters: 00:00 Intro 01:13 AI stocks, data centers and Nvidia | Paul Kedrosky 12:49 Lyft earnings, subscriptions and Waymo | David Risher 20:16 Dropbox's Tigris acquisition and AI strategy | Ashraf Alkarmi 30:59 Every Thesis conference 31:40 OpenAI's Codex and AI product strategy | Andrew Ambrosino 48:35 Which AI models stand out? | Dan Shipper 01:02:50 Outro Articles discussed in today’s show: -https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildings 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/

  5. 5d ago

    Microsoft’s $5 Billion Data Center Delay, DigitalOcean CEO on AI Infrastructure Boom

    Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn't ready on time. TITV Host Akash Pasricha speaks with The Information's Microsoft reporter Aaron Holmes about the delays and with crypto reporter Yueqi Yang about smaller banks allowing AI agents access to accounts. Lastly, DigitalOcean CEO Paddy Srinivasan discusses neocloud growth, data center regulation and the company's recent quarterly results. Articles discussed in today's show: -https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-iren 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 Intro 01:50 Microsoft's $5 billion data center spending delay 08:30 Why smaller banks are giving AI agents access to accounts 18:16 DigitalOcean CEO on neoclouds and AI infrastructure (Sponsored) 30:46 Outro

  6. Nov 4

    Democrats Retake Congress, Data Center Backlash and Radiant’s Power Philosophy for AI

    Democratic victories in the House, Senate and key governor races could reshape AI infrastructure development and technology policy. TITV Host Akash Pasricha talks with Powerlines founder Charles Hua about the implications for data centers and electricity costs, and with Tusk Ventures founder Bradley Tusk about Big Tech, regulation, California's proposed billionaire tax and prediction markets. Cantor Fitzgerald semiconductor analyst CJ Muse discusses AMD's revenue outlook and chip demand. Lastly, Radiant CEO Mahdi Yahya discusses power and policy in the data center era. Articles discussed in today's show: - https://www.theinformation.com/articles/six-ways-blue-wave-shake-ai-crypto-tech -https://www.theinformation.com/articles/blue-wave-engulf-data-center-industry 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/

  7. Nov 3

    How Nvidia Shapes Policy in Washington, Midterms Affecting Data Centers, Apple Sales Cool

    Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks. Articles discussed in today’s show: - Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool - Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal - Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races - How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policy 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 Apple’s earnings 13:56 - Marvell’s Lumentum acquisition 24:24 - Midterms and data center policy 34:20 - Nvidia’s influence in Washington 45:40 - Closing

  8. Nov 2

    Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments

    The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web. Articles discussed in today’s show: - Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot  - Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push  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 Apple’s Robotics Ambitions 11:00 - Meta’s Humanoid Robot Prototype 17:45 - Why AI Customers Want Flexibility 22:38 - OpenAI’s Smaller Funding Round 25:34 - Anthropic’s Amended IPO Filing 28:50 - Reddit and the Future of Search Traffic 41:52 - Closing

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3.9
out of 5
66 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
    443
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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