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. 16h ago

    Mythos-class Model Claude Fable 5 Early Reviews, How Nasdaq Landed SpaceX's Mega IPO

    Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit’s internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI’s multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidia https://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivals 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 01:42 - Anthropic Releases Claude Fable 5 Model 12:32 - Developer Reactions to Anthropic’s Fable 5 21:09 - OpenAI in Talks to Lease 10GW Ohio Data Center 30:59 - How Nasdaq Landed SpaceX’s Mega-IPO 40:37 - Demand Outlook on Nvidia’s Vera Rubin Chips

    53 min

  2. 22h ago

    Inside OpenAI’s IPO Filing, Former SpaceX Engineer on IPO, Apple’s AI Siri Upgrade

    The Information’s OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power. Articles discussed on this episode:  https://www.theinformation.com/briefings/openai-confidentially-files-ipo-paperwork-plans-separate-employee-share-sale https://www.theinformation.com/newsletters/the-briefing/apples-cautious-ai-overhaul-openais-ipo-filing https://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risks 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/

    43 min

  3. 2d ago

    SpaceX’s Quiet CFO Ahead of Wild IPO, Anthropic Sounds Alarm on Recursive Self-Improvement

    The Information’s Theo Wayt details SpaceX's upcoming public listing on the Nasdaq and how under-the-radar CFO Brett Johnson is managing the aggressive financial transition. AI and Robotics Reporter Rocket Drew then joins the show to unpack recursive self-improvement and why Anthropic is advocating for a coordinated industry pause. Finally, Ofir Ehrlich, CEO of Eon.io reviews whether AI infrastructure is outstripping real market demand , and Dallas Dolen from PwC breaks down how "tokenmaxxing" is unleashing a massive 400% budget predictability crisis for enterprise executives. Articles discussed on this episode:  https://www.theinformation.com/articles/spacexs-cfo-quiet-vip-wild-ipo https://www.theinformation.com/newsletters/ai-agenda/anthropic-sounds-alarm-recursive-self-improvement 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 Sets Nasdaq Debut Date & xAI Revenue Surges 16:55 - Anthropic Warns of AI Recursive Self-Improvement 27:47 - Cloud vs. AI Shift: Is the Compute Boom a Bubble? 40:46 - PwC on Tokenmaxxing and the 400% Budget Crisis

    50 min

  4. 5d ago

    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

    29 min

  5. 6d ago

    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

    42 min

  6. Jun 3

    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

    47 min

  7. Jun 2

    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

    51 min

  8. Jun 1

    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

    34 min
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4
out of 5
63 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
    336
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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