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. 18 hr 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

  2. 1 day 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

  3. 5 days ago

    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

  4. 6 days ago

    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

  5. 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

  6. 29 Jun

    Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI Agents

    DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-bill https://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdown 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 Restricts Employee Use of OpenAI & Anthropic Tools 02:55 - Inside Mark Warner’s New AI Agent Legislative Framework 10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise 14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy 20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO 26:17 - Why White House Clampdowns Are Driving Open Weight Adoption 34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand

    48 min

  7. 26 Jun

    Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI Licensing

    The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers. Articles discussed on this episode:  https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns https://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensing https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says 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 - US Government Forces OpenAI to Stagger GPT-5.6 Release 16:57 - Google Pressures Publishers on AI Licensing Deals 24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce 44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers

    50 min

  8. 25 Jun

    Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift

    TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models. Articles discussed on this episode:  https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai 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 - Inside Google's AI Coding Team Restructuring 11:19 - Micron's Revenue Surge & Cerebras Margin Shock 23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip 27:05 - The High-Stakes Divide in Physical AI 35:43 - Odyssey CTO on World Models & $310M Round

    42 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
    353
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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