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. 16h ago

    OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products

    Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models. Articles discussed in today's show: - OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips - Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/ 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: 01:13 - Introduction 02:46 - Robinhood's prediction markets and Q3 results 09:52 - Robinhood's AI trading agents 13:36 - OpenAI, Oracle and Google's TPUs 23:08 - AI chip pricing and neocloud risks 29:27 - Amazon's 250 million rival product listings 41:47 - Gemini and enterprise AI adoption 50:17 - Closing

  2. 1d ago

    Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B

    D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference. Articles discussed in today's show: -https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees -https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo -https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal 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: 01:13 - Introduction and The Information Polls 01:13 - SpaceX and Broadcom's AI financing 15:53 - DoorDash–Instacart talks and Anaplan interview 33:19 - Microsoft's workforce strategy 39:56 - General Compute and AI chip alternatives 49:05 - Closing

  3. 2d ago

    Anthropic Files for IPO as OpenAI Cuts Prices, Stripe's AI Shopping Lead Challenges Card Networks

    Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu about the strengths of Anthropic and OpenAI and the gap between benchmarks and economic value. Lastly, The Information's Yueqi Yang discusses Stripe's early lead in agent payments and competing approaches from card networks. Articles discussed in today's show: -https://www.theinformation.com/articles/anthropics-s-1-takeaways-giant-compute-commitments-complex-lock-ups 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: 01:13 - Introduction and Anthropic's S-1 02:15 - Anthropic's revenue, margins and customer expansion 11:39 - Compute commitments and cloud partners 19:12 - Stock compensation and IPO valuation 25:23 - OpenAI's price cuts and customer switching 33:00 - Anthropic vs. OpenAI model capabilities 41:00 - Stripe and the AI shopping payments battle 49:54 - Closing

  4. 5d ago

    1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1

    Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI. Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude. In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies. Articles discussed in today's show: https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-apps https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo https://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream  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 01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects 18:13 — Coco Labs wants to fix AI-generated design 27:42 — Salesforce customers face new Claude-related fees 37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market

  5. 6d ago

    Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow

    Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO. Articles discussed in today's show: -https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion -https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh -https://www.theinformation.com/articles/andreessen-horowitz-drop-crypto-name-flagship-blockchain-fund 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: 01:13 - Introduction and Meta earnings 16:58 - AI-discovered PHP security flaw 22:51 - The shrinking AI cybersecurity defender’s window 32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift 35:49 - Tesla earnings and potential SpaceX merger 47:30 - Legora’s growth and AI legal competition 54:31 - Legora on security and IPO plans 58:01 - Closing

  6. Oct 21

    Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform

    TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry. Articles discussed in today's show: -https://www.theinformation.com/newsletters/the-briefing/spacexs-musk-lauds-soaring-cloud-business-possible-tesla-merger 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: 01:13 - Introduction 01:13 - SpaceX results and Tesla merger talks 08:03 - SpaceX’s AI data center economics 17:33 - Netflix’s slowing growth 21:16 - Netflix’s content strategy and advertising 29:42 - Different’s $48M AI marketing bet 37:40 - Anthropic’s compute spending and IPO 41:08 - Prediction markets and the midterms 50:20 - AI infrastructure prediction markets

  7. Oct 20

    CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings

    Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure. Articles discussed in today's show: -https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning 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: 01:13 - Introduction and Signal Award 02:49 - Big Tech earnings and Meta’s AI strategy 07:14 - Google Cloud, TPUs and AI monetization 10:30 - Microsoft Azure and enterprise AI 13:35 - Hyperscaler capital spending 16:45 - Inspired Capital’s $450M fund 21:26 - AI agents and the future of marketing 25:58 - Daytona’s $1B valuation and agent infrastructure 32:22 - Meta’s Muse and Daytona’s sandboxes 32:56 - CoreWeave’s debt and neocloud financing

  8. Oct 19

    The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force

    Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China. Articles discussed in today's show: -https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government 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: 01:13 - Introduction 02:16 - Palo Alto Networks on securing AI agents 15:12 - Modal's valuation and revenue growth 26:25 - CoreWeave financing and neocloud risks 44:03 - Pentagon superintelligence task force 56:37 - Anthropic dispute 1:10:06 - Open-source AI and China 1:20:33 - Defense technology investment

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3.9
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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
    433
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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