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. 13 HR AGO

    Nebius CRO on 2026 Strategy, Meta’s Rogue AI Security Breach, Ross Gerber on SaaS & AI

    Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2026 strategy. Next, The Information’s Jyoti Mann talks about a rogue Meta AI agent triggering a major security alert. We also talk with Offline Ventures’ Brit Morin about AI agent workflows and security, Financial Analysis Columnist Columnist Anita Ramaswamy about why Canva was smart to delay its IPO, and we get into the $5 billion Qualtrics debt drama & AI with Ross Gerber of Gerber Kawasaki Wealth & Investment. Articles discussed on this episode:  https://www.theinformation.com/articles/canva-smart-hold-ipo https://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alert 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/

    54 min

  2. 1 DAY AGO

    Apple Blocks Vibe Coding Apps, Anthropic’s Pitch to PE Firms, Coinbase’s Crypto Payments for AI

    Hanover Park’s Chris Hladczuk talks with TITV Host Akash Pasricha about the end of B2B SaaS and how AI is modernizing venture capital operations. We also talk with The Information’s Stephanie Palazzolo and Aaron Tilley about Apple’s crackdown on vibe coding apps like Replit, and Gecko Robotics CEO Jake Loosararian about his company’s $71 million deal with the US Navy. Lastly, we get into Coinbase’s ambition to build the payment layer for AI agents with our crypto reporter Yueqi Yang. Articles discussed on this episode:  https://www.theinformation.com/articles/coinbase-dives-ai-agent-payments https://www.theinformation.com/articles/apple-cracks-vibe-coding-apps 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/

    38 min

  3. 2 DAYS AGO

    Nvidia GTC 2026 Takeaways, OpenAI-AWS Pentagon Deal, Asana CEO on AI Agent Tool Launch

    Futurum Group’s Nick Patience and Hydra Host’s Aaron Ginn talk with TITV Host Akash Pasricha about Nvidia's $1 trillion revenue projection and the new Groq-based chip system. We also talk with Reporter Sri Muppidi about OpenAI's new AWS deal for government contracts and Editor Ken Brown about Mastercard's $1.8 billion acquisition of BVNK. Lastly, we get into Asana's AI agent strategy and the "SaaS apocalypse" with CEO Dan Rogers. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-clinches-aws-deal-bid-win-government-contracts https://www.theinformation.com/newsletters/ai-agenda/nvidia-needed-groq https://www.theinformation.com/briefings/mastercard-buy-stablecoin-startup-bvnk-1-8-billion 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

  4. 3 DAYS AGO

    Nvidia GTC Preview, China’s SuperApp AI Advantage, SaaS’ AI Contradictions, Data Center Hacks

    The Information's Wayne Ma talks with TITV Host Akash Pasricha about Nvidia’s GTC keynote and the company's new inference chip technology. We also talk with Khosla Ventures’ Ethan Choi about the U.S.-China AI race and the rise of AI agents in super apps, AI Reporter Laura Bratton about why SaaS companies are quietly flagging AI as a major business risk in regulatory filings, and we get into industrial-scale data center hacks with Columnist Ann Davis Vaughan. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/expect-gtc-nvidias-groq-chip https://www.theinformation.com/articles/figma-hubspot-ceos-say-fazed-risks-ai-agents-disclosures-say-otherwise https://www.theinformation.com/newsletters/ai-infrastructure/5-ingenious-hacks-boosting-ai-data-centers 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/

    40 min

  5. 6 DAYS AGO

    Musk vs. Altman: The $109B Legal Threat, xAI’s Desperate Coding Push, Will Meta License Gemini?

    The Information's Rocket Drew talks with TITV Host Akash Pasricha about the $109 billion legal threat facing OpenAI in its court battle with Elon Musk. We also talk with Theo Wayt about xAI’s leadership turnover and new hires from Cursor, Ex-ChatGPT Product Head Peter Deng about the future of consumer AI and "taste" in product development, and Managing Editor Laura Mandaro about the startups inching toward IPOs in a volatile market. Lastly, we get into Meta’s "Avocado" model delay and the prospect of licensing Google Gemini with our Co-Executive Editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/briefings/meta-said-push-back-launch-avocado-model https://www.theinformation.com/articles/startups-inching-toward-ipo-volatile-market https://www.theinformation.com/articles/xai-hires-two-senior-leaders-cursor-catch-coding https://www.theinformation.com/articles/musk-openai-lawyers-face-109-billion-claim 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/

    44 min

  6. 12 MAR

    Winklevoss Twins’ Big Miss on Crypto, Top VC Tech Sector Warning, Atlassian's 10% Staff Cut

    Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive CapEx spend on data centers is fundamentally irrational. We also talk with Jason Celino from KeyBanc about Atlassian’s 10% staff reduction and its pivot toward AI agents, and we get into the details of Microsoft’s new Texas data center deal with our reporter Anissa Gardizy. Finally, we look at Gemini & the Winklevosses’ attempt at a turnaround in the prediction market with reporter Yueqi Yang. Articles discussed on this episode:  https://www.theinformation.com/articles/microsoft-talks-lease-large-texas-data-center-site-oracle-walked-away https://www.theinformation.com/briefings/atlassian-lays-10-staff-ceo-plans-investment-ai https://www.theinformation.com/articles/winklevosses-bet-big-crypto-bull-market-bet-wrong 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/

    39 min

  7. 11 MAR

    Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPT

    Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also talk with Citi’s Tyler Radke about Oracle’s accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI’s ChatGPT apps and early struggles in online shopping, and we get into OpenAI’s Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC’s Dallas Dolen. Articles discussed on this episode:  https://www.theinformation.com/briefings/ai-cloud-company-nebius-gets-2-billion-nvidia-investment https://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shift https://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-first 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/

    49 min

  8. 10 MAR

    Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift

    Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information’s Aaron Holmes about Microsoft’s new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon’s $42 billion bond sale to fund AI infrastructure. Then we get into Tencent’s WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal. Articles discussed on this episode:  https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-project https://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suits https://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-ai https://www.theinformation.com/briefings/amazon-raising-42-billion-bonds 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
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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
    278
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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