The Information's TITV

The Information
  • 3.9 (62)
  • TECH NEWS
  • UPDATED SEMIWEEKLY

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. 23H AGO

    Anthropic Sues Pentagon, OpenAI IPO Investor Skeptics, New Groq Chip Reveal at Nvidia GTC

    AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designation and how OpenAI’s new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI’s sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI’s Texas data center twist, Nvidia’s $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic’s aggressive bet on Google TPUs and Fluidstack. Articles discussed on this episode:  https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-risk https://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dod https://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-community https://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abilene 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/

    35 min

  2. 3D AGO

    OpenAI and Anthropic’s Tumultuous Week, the Global Memory Chip Crunch and 23andMe’s Non-Profit Plan

    The Information's Martin Peers and Laura Mandaro break down Anthropic’s legal battle with the Department of Defense and OpenAI’s decision to narrow its scope by deprioritizing shopping and advertising efforts. We also talk with Robinhood CFO Shiv Verma about the company’s new publicly traded venture fund and its rapid expansion into prediction markets. Then, we get into the global memory chip crunch with Jing Yang and Qianer Liu to see how it’s driving a massive shift toward domestic suppliers in China. Finally, we explore Anne Wojcicki’s radical plan to revive 23andMe as a non-profit with our health and science reporter Amy Dockser Marcus. Articles discussed on this episode:  https://www.theinformation.com/articles/quince-talks-double-valuation-10-billion  https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-talks-raise-7-5-billion-valuation  https://www.theinformation.com/newsletters/the-briefing/openais-shopping-glitch  https://www.theinformation.com/articles/demand-alibaba-giants-boosts-chinas-homegrown-memory-suppliers  https://www.theinformation.com/articles/anne-wojcickis-plan-revive-23andme-rich-donors-improved-tests-maybe-maha 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/

    48 min

  3. 4D AGO

    OpenAI Scales Back ChatGPT Shopping Plans, Starlink in Europe, Broadcom’s Revenue Projections

    The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink’s mobile expansion challenges in Europe with our reporter Theo Wayt. Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing.  Articles discussed on this episode:  https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads  https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelona 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/

    50 min

  4. 5D AGO

    OpenAI’s GitHub Alternative, OpenClaw Craze in China, and the AI Chip War

    The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning  https://www.theinformation.com/articles/openai-developing-alternative-microsofts-github https://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscape 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/

    33 min

  5. 6D AGO

    OpenAI & Anthropic Execs Leading the Pentagon AI Showdown, Amazon Explores AI Chabot Ads

    AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI’s Pentagon deal, Anthropic’s stance and the AI talent war in Washington. We also talk with Catherine Perloff about Amazon’s plan to power ads inside AI chatbots and Basis CEO Matt Harpe about building AI agents for accounting and raising $100 million. Then we speak with Tom Schmidt about Dragonfly Capital’s new crypto fund and how AI and crypto intersect. Lastly, we get into MongoDB’s stock plunge, AI guidance and “agentic” workloads with Macquarie’s Steve Koenig. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-explores-helping-apps-sell-chatbot-ads https://www.theinformation.com/newsletters/ai-agenda/openai-anthropic-execs-center-pentagon-action https://www.theinformation.com/newsletters/the-briefing/anthropic-stands-gain-pentagon-stance 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/

    45 min

  6. MAR 2

    Anthropic vs Pentagon & OpenAI’s Deal, Apple Discusses Google Hosting Siri, Supercharged Power Lines

    Reporter Erin Woo talks with TITV Host Akash Pasricha about Anthropic’s clash with the Pentagon over red lines on mass surveillance and lethal autonomous weapons, how that led to its “supply chain risk” label, and how OpenAI took a different path with its own DoD deal. We also talk with Khosla Ventures’ Ethan Choi about what the phrase “all lawful purposes” really means, the power balance between private AI labs and governments, and the investment stakes in the frontier model race. Then we speak with The Information’s Aaron Tilley about Apple’s growing reliance on Google’s Gemini and cloud for Siri and Apple Intelligence, and with Ann Davis Vaughan about the $75 billion buildout of extra high-voltage power lines and what China’s ultra high-voltage grid says about the AI infrastructure race. Articles discussed on this episode:  https://www.theinformation.com/articles/apple-discusses-google-hosting-new-siri-need-cloud-help-grows https://www.theinformation.com/newsletters/ai-infrastructure/ai-spurs-shockingly-big-plans-extra-high-voltage-power-lines https://www.theinformation.com/newsletters/ai-agenda/loopholes-openais-pentagon-deal 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/

    41 min

  7. FEB 27

    Block’s 40% Layoff, Netflix Drops WB Bid, Anthropic vs Pentagon, Amazon-OpenAI $50B Deal

    Darrin Peller and Marcelo Lima talk with TITV Host Akash Pasricha about Block’s 40% layoffs and how much of the cuts were driven by AI versus old-fashioned bloat. We also talk with reporter Aaron Holmes and Anissa Gardizy about OpenAI’s $110 billion funding round, Amazon’s $50 billion commitment, and the emerging chip and cloud alliances among Microsoft, Google and Meta, and Editors Martin Peers and Nick Wingfield about Netflix walking away from the Warner Bros. Discovery bidding war and Anthropic’s standoff with the Pentagon over military use of AI. Lastly, we get into AI answer-engine optimization, the rise of “marketing engineers” with Profound CEO James Cadwallader and the OpenClaw Foundation’s future with foundation board member Dave Morin. Articles discussed on this episode:  https://www.theinformation.com/articles/openais-new-deals-mean-amazon-microsoft-nvidia https://www.theinformation.com/articles/military-worries-simmer-openai-google-anthropic-hits-stalemate-pentagon https://www.theinformation.com/newsletters/the-briefing/jack-dorsey-proves-ai-job-cut-fears-true-ellisons-win-warner 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/

    57 min

  8. FEB 26

    Inside Amazon’s Potential $50B OpenAI Investment, Nvidia’s Impressive Earnings & Stock Fall

    The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia’s blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake’s growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau. Articles discussed on this episode:  https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi https://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billions https://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuation https://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-million 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
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3.9
out of 5
62 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
    270
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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