The Information's TITV

The Information
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  • TECH NEWS
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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. 15H AGO

    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

  2. 1D AGO

    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

  3. 2D AGO

    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

  4. 3D AGO

    Anthropic Sues Pentagon, OpenAI IPO Investor Skeptics, New Groq Chip Reveal at Nvidia GTC

    AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designation and how OpenAI’s new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI’s sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI’s Texas data center twist, Nvidia’s $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic’s aggressive bet on Google TPUs and Fluidstack. Articles discussed on this episode:  https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-risk https://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dod https://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-community https://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abilene 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/

    35 min

  5. 6D AGO

    OpenAI and Anthropic’s Tumultuous Week, the Global Memory Chip Crunch and 23andMe’s Non-Profit Plan

    The Information's Martin Peers and Laura Mandaro break down Anthropic’s legal battle with the Department of Defense and OpenAI’s decision to narrow its scope by deprioritizing shopping and advertising efforts. We also talk with Robinhood CFO Shiv Verma about the company’s new publicly traded venture fund and its rapid expansion into prediction markets. Then, we get into the global memory chip crunch with Jing Yang and Qianer Liu to see how it’s driving a massive shift toward domestic suppliers in China. Finally, we explore Anne Wojcicki’s radical plan to revive 23andMe as a non-profit with our health and science reporter Amy Dockser Marcus. Articles discussed on this episode:  https://www.theinformation.com/articles/quince-talks-double-valuation-10-billion  https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-talks-raise-7-5-billion-valuation  https://www.theinformation.com/newsletters/the-briefing/openais-shopping-glitch  https://www.theinformation.com/articles/demand-alibaba-giants-boosts-chinas-homegrown-memory-suppliers  https://www.theinformation.com/articles/anne-wojcickis-plan-revive-23andme-rich-donors-improved-tests-maybe-maha 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

  6. MAR 5

    OpenAI Scales Back ChatGPT Shopping Plans, Starlink in Europe, Broadcom’s Revenue Projections

    The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink’s mobile expansion challenges in Europe with our reporter Theo Wayt. Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing.  Articles discussed on this episode:  https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads  https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelona 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/

    50 min

  7. MAR 4

    OpenAI’s GitHub Alternative, OpenClaw Craze in China, and the AI Chip War

    The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning  https://www.theinformation.com/articles/openai-developing-alternative-microsofts-github https://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscape 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

  8. MAR 3

    OpenAI & Anthropic Execs Leading the Pentagon AI Showdown, Amazon Explores AI Chabot Ads

    AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI’s Pentagon deal, Anthropic’s stance and the AI talent war in Washington. We also talk with Catherine Perloff about Amazon’s plan to power ads inside AI chatbots and Basis CEO Matt Harpe about building AI agents for accounting and raising $100 million. Then we speak with Tom Schmidt about Dragonfly Capital’s new crypto fund and how AI and crypto intersect. Lastly, we get into MongoDB’s stock plunge, AI guidance and “agentic” workloads with Macquarie’s Steve Koenig. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-explores-helping-apps-sell-chatbot-ads https://www.theinformation.com/newsletters/ai-agenda/openai-anthropic-execs-center-pentagon-action https://www.theinformation.com/newsletters/the-briefing/anthropic-stands-gain-pentagon-stance 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/

    45 min
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3.9
out of 5
62 Ratings

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
    273
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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