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. 12h ago

    U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan

    The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic’s pre-IPO employee stock plan. Articles discussed on this episode:  https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusations https://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-public https://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-hunt 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/ Chapters: 00:00 - Introduction   00:01 - US Investigates Moonshot AI's Nvidia Chip Use   00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors   00:38 - Stripe’s Financial Secrets & Acquisition Strategy   00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees

  2. 1d ago

    SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

    Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack London. Articles discussed on this episode:  https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texas https://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises 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 - SpaceXAI’s New Texas Data Center Expansion 06:05 - Exclusive: Oracle Data Centers Face Costly Surprises 19:07 - General Compute CTO on AMD’s $5B Anthropic Deal 30:12 - The Future of AI-Generated Feature Films

  3. 2d ago

    US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System

    Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinberg discusses human data labeling startup Mercor’s concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-show https://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-show https://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-race 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 00:01 - AMD Launches New Helios AI System 00:12 - Kimi K3 ReIgnites US AI Policy Debate 00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies 00:37 - Anthropic Lags in Voice and Chat AI

  4. 3d ago

    Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale

    The Information’s Erin Woo talks with TITV Host Akash Pasricha about Google’s secret new "Frozen V2" server chip designed for Gemini. We also talk with Savi Security CEO Patrick Coughlin about the $200 billion AI cyber scam surge and The Information’s Alix Coutures about 160 enterprise software startups primed for acquisition. Articles discussed on this episode:  https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently https://www.theinformation.com/articles/160-enterprise-software-startups-sale-year 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 - Google’s Secret Gemini Chip: "Frozen V2" 06:19 - AI-Powered Cyber Scams & Consumer Safety 17:47 - 160 Enterprise Software Startups Up for Sale

  5. 6d ago

    The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools

    Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community features with CEO Tyler Denk. Articles discussed on this episode:  https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-models https://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunch https://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-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/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 - China’s Kimi K3 Tops Coding Benchmarks 20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid 30:16 - Inside Google’s TPU War Against Nvidia 44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots

  6. Jul 16

    NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

    Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaul 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 - DeepSeek Financials & Shanghai IPO 14:06 - NY Data Center Moratorium & Trump EO 22:52 - Microsoft Security Division Overhaul 30:09 - Should AI Giants Pay an AI Dividend?

  7. Jul 15

    On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

    The Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS. Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Keirstead about the SaaS stock reckoning and Locus Robotics CFO Dustin Pederson about bottlenecks in frontier robotics. Lastly, we get into the $60B SpaceX-Cursor acquisition with our reporters Rocket Drew and Grace Kay. Articles discussed on this episode:  https://www.theinformation.com/articles/cursor-reinventing-spacex-deal-looms https://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demand 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/ Chapters: 00:00 - Introduction 01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid 02:15 - Inside SpaceX’s $60B Cursor Acquisition 08:23 - Startups Bypass AWS for Nvidia GPUs 15:02 - UBS Chief AI Officer on Enterprise AI Playbook 24:34 - SaaS Stock Reckoning: The App Layer vs. Infra 42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots 52:02 - Closing & Show Wrap-up

  8. Jul 14

    TITV One Year Anniversary Show

    The Information is celebrating TITV’s one year anniversary today! Join us for this special moment, hosted at our San Francisco newsroom.  Kicking us off, Vercel’s COO Jeanne DeWitt Grosser and Theory Ventures General Partner Tomasz Tunguz talk with TITV Host Akash Pasricha about where AI will take the enterprise by 2030. We also talk with Decagon CEO Jesse Zhang about the direction of AI research and open source models, The Information’s Rocket Drew about the big questions facing AI researchers, Foxglove CEO Adrian Macneil about physical AI and robotics, and Cowboy Space Corporation CEO Baiju Bhatt about orbital data centers. Lastly, we get into AI policy predictions and the road ahead in D.C. with The Information’s Amir Efrati and Jason Dean. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-takeaway/learned-year-titv 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 01:01 - Where AI Will Take The Enterprise By 2030 24:56 - Decagon CEO on The Direction of AI research 44:01 - The Big Questions Facing AI Researchers 55:23 - Inside the Physical AI and Robotics Race 01:08:53 - Robinhood Co-Founder on the Space Frontier 01:28:14 - AI Policy Predictions And the Road Ahead in D.C.

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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
    365
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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