The Information's TITV

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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. 5 hr ago

    Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent

    Citizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay. Articles discussed on this episode:  https://www.theinformation.com/briefings/cursor-working-competitor-claude-cowork https://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-cowork 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 Debuts Muse Spark 1.1 AI Model & Enterprise Strategy 16:24 - Tech’s AI Pricing Wars & Blue Origin's $10B Funding Round 30:20 - Cursor Develops AI Agent to Compete with Claude Cowork

    35 min

  2. 1 day ago

    OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips

    Dan Shipper, CEO of Every, talks with TITV Host Akash Pasricha about OpenAI's new GPT 5.6 model family. We also talk with Aaron Tilley about Apple's on-device AI ambitions, Jing Yang and Qianer Liu about China allowing limited Nvidia H200 chip purchases, and Leo Schwartz about Binance shifting its cooperation with the DOJ. Lastly, we get into AI-driven e-commerce with Daydream founder and CEO Julie Bornstein. Articles discussed on this episode:  https://www.theinformation.com/articles/binance-cooperate-less-crypto-cases-justice-department-warns-staff-memo https://www.theinformation.com/briefings/spacexai-cursor-launch-grok-4-5-tout-lower-costs-rivals https://www.theinformation.com/articles/china-plans-let-top-ai-firms-buy-limited-amount-nvidia-h200-chips https://www.theinformation.com/newsletters/ai-agenda/openai-researcher-says-gpt-5-6-better-ai-research-human-interns 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 - OpenAI Launches GPT 5.6 Model Family 18:02 - Startup Runs Largest-Ever AI Model on iPhone 27:25 - China OKs Limited Nvidia H200 Chip Purchases 34:39 - Binance To Cooperate Less on DOJ Crypto Cases 42:26 - How AI is Reshaping E-commerce with Daydream CEO Julie Bornstein

    56 min

  3. 2 days ago

    Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQ

    Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about Tesla's Miami Robotaxi launch. We also talk with Nvidia correspondent Phoebe Liu about Nvidia partnering with AI chip rivals and enterprise software reporter Kevin McLaughlin about HubSpot's controversial customer data reversal. Plus, we get into the cooling AI IPO pipeline with Gregor Feige, Co-Head of ECM, Americas and Head of Global TMT ECM, UBS. Articles discussed on this episode: https://www.theinformation.com/articles/teslas-robotaxi-push-tests-new-blueprint-scaling-fast https://www.theinformation.com/articles/nvidias-new-hedge-chip-competitors-partner https://www.theinformation.com/newsletters/applied-ai/facing-revolt-hubspot-reverses-decision-use-customer-data-ai-feature 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

  4. 3 days ago

    Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips

    Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Future of Life Institute's report card grading AI safety practices. Articles discussed on this episode:  https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soars https://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financing https://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunity 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 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses 08:28 - China’s Zhipu AI Explores Custom Chips to Beat US Export Controls 16:20 - Walmart’s $6.4B Ad Machine Is Growing Faster Than Amazon 27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A

    46 min

  5. 4 days ago

    Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?

    The Information's Laura Bratton talks with Rocket Drew about small firms ditching Salesforce for custom AI apps. We also talk with Grace Kay about Tesla's strict new weekly AI spending caps for engineers, and Aaron Holmes discusses Microsoft laying off 4,800 employees while overhauling its Copilot strategy. Articles discussed on this episode:  https://www.theinformation.com/articles/small-firms-use-claude-quit-salesforce https://www.theinformation.com/articles/tesla-caps-employee-ai-spend-200-per-week-adoption-push  https://www.theinformation.com/articles/microsoft-memo-details-ai-app-overhaul-earn-right-exist  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

  6. 2 Jul

    Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?

    Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-share https://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costs https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues 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 - Nvidia Backstops Neo-Cloud GPU Purchases 12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion 22:34 - AI's Visual Reasoning Challenge 34:35 - Can AI Be Conscious? 45:30 - How Model Routers Are Lowering AI Costs

    55 min

  7. 1 Jul

    Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle

    Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay. Articles discussed on this episode:  https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-tesla https://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-model 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 - White House Eases Anthropic Fable 5 Export Controls  09:12 - Anthropic Preps Claude Agent in Microsoft Teams  17:15 - Inside Elon Musk’s $55B Terrafab Team at Tesla  23:15 - Bradley Tusk on OpenAI vs. Anthropic’s D.C. Playbooks

    34 min

  8. 30 Jun

    Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs

    Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is sparking cannibalization concerns among Salesforce employees. Finally, we get into OpenAI's secret internal optimizations that cut model inference costs by more than half with our AI reporter Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-pay-anthropic-technology-new-deal https://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjam https://www.theinformation.com/newsletters/ai-agenda/openai-discovers-new-way-cut-inference-costs-half https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack 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 - Adam Selipsky Leads $10B AI Infrastructure Play 12:56 - Anthropic Hits Amazon With Token Pricing Shift 20:46 - Salesforce Staff Clashing Over Claude in Slack 31:11 - OpenAI Sneaks Out 50% Inference Cost Drop

    41 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
    356
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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