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. 44 MIN AGO

    Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast

    The Information’s Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some customers are underwhelmed. We also talk with Sri Muppidi about OpenAI’s massive shift toward the $8 ChatGPT Go plan and Rocket Drew about Elon Musk’s high-stakes testimony in the OpenAI trial. Lastly, we get into the future of crypto regulation with Cody Carbone and Maria Sharapova’s new podcast “Pretty Tough” with Jessica Lessin. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-sees-8-chatgpt-driving-consumer-subscribers-122-million-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/

    30 min

  2. 1 DAY AGO

    OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements

    The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian. Articles discussed on this episode:  https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-opposition https://www.theinformation.com/articles/nadella-altman-averted-legal-war-aws https://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financing https://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trial 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

  3. 2 DAYS AGO

    From the New York Stock Exchange: Financing the AI Revolution

    At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mistakes in enterprise software can be fatal, and we get into the $200 billion IPO outlook for SpaceX and OpenAI with The Information’s Cory Weinberg and Ken Brown. Articles discussed on this episode:  https://www.theinformation.com/briefings/china-blocks-metas-2-billion-acquisition-manus 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/

    30 min

  4. 4 DAYS AGO

    Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal

    The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We also talk with Harvey's Niko Gruppen about the launch of GPT 5.5 and whether it puts OpenAI back in "pole position" over Anthropic’s Claude Code. Our Co-Executive editor Martin Peers breaks down Meta's decision to cut 10% of its workforce to fuel AI spending and Intel's surprising 125% stock surge. Finally, Julia Hornstein joins to reveal the inside story of why SpaceX is moving to acquire the coding startup Cursor for a staggering $60 billion. Articles discussed on this episode:  https://www.theinformation.com/articles/behind-cursors-deal-spacex-anthropic-compute-costs-loomed-large https://www.theinformation.com/articles/microsoft-cloud-providers-tighten-grip-gpus-pressuring-ai-customers https://www.theinformation.com/newsletters/the-briefing/big-techs-new-layoffs-phase-underway 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/

    34 min

  5. 6 DAYS AGO

    Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance

    Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also talk with The Information's Erin Woo about "agent sprawl" at Google Cloud Next and The Home Depot's struggle to automate workflows, and we get into the "SaaS apocalypse" and insurers dropping AI coverage with reporter Laura Bratton Articles discussed on this episode:  https://www.theinformation.com/articles/berkshire-hathaway-chubb-win-approval-drop-ai-insurance-coverage 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/

    34 min

  6. 6 DAYS AGO

    SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains

    The Information’s Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with reporter Rocket Drew about the growing pains of OpenClaw and the unauthorized access to Anthropic's Mythos model.  The Information’s Valida Pau and Cory Weinberg break down SpaceX’s skyrocketing debt profile to $23 billion and its potential $60 billion deal for Cursor. Then, Ox Security CEO Neatsun Ziv explains why AI is escalating critical cybersecurity threats by 4x. Finally, Senior Finance Editor Ken Brown analyzes CoreWeave's dominance in the bond market and the risks to the broader economy if AI demand slows down. Articles discussed on this episode:  https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuation https://www.theinformation.com/articles/openclaw-struggles-grow-overnight-success https://www.theinformation.com/articles/spacex-debt-jumped-23-billion-last-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/

    53 min

  7. 21 APR

    On the Ground at Adobe Summit 2026

    D.A. Davidson’s Gil Luria talks with TITV Guest Host Anita Ramaswamy about Apple’s CEO transition and Amazon’s $25B investment in Anthropic. We also talk with The Information’s Valida Pau and Cory Weinberg about Elon Musk’s increased stake in SpaceX and the company’s upcoming IPO.  On the ground at Adobe Summit 2026, TITV Host Akash Pasricha joins Adobe CMO Rachel Thornton and Amit Ahuja about the launch of new AI agents and enterprise partnerships with Nvidia, Microsoft and Anthropic. Lastly, we get into agentic commerce with DICK’S Sporting Goods’ VP of Product Jason Cherok and the macro state of AI adoption with Adobe’s Senior Director & Head of Adobe Digital Insights Taylor Schreiner. Articles discussed on this episode:  https://www.theinformation.com/articles/musk-bought-1-4-billion-spacex-shares-helping-boost-control 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/

    1hr 4min

  8. 20 APR

    Google’s Strike Team for Coding Models, Anthropic’s Powerful CFO, Polymarket’s Raise

    The Information’s Erin Woo talks with TITV Guest Host Rocket Drew about Google’s new internal strike team focused on automating coding and AI research. We also talk with Yueqi Yang about Polymarket’s $15 billion valuation and the rise of prediction markets, and Buck Shlegeris, CEO of Redwood Research, about the Berkeley AI control conference and the latest in AI safety. Finally, we get into the in-depth profile of Anthropic CFO Krishna Rao and the company's path to a massive IPO with Sri Muppidi and Valida Pau. Articles discussed on this episode:  https://www.theinformation.com/articles/google-creates-strike-team-improve-coding-models https://www.theinformation.com/articles/polymarket-talks-raise-money-15-billion-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/

    34 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
    307
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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