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. 18h ago

    Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI Risk

    Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux. Articles discussed on this episode:  https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest  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/

    38 min

  2. 1d ago

    Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump

    D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor. Articles discussed on this episode:  https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt 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 - Snowflake Shares Jump as AI Product Adoption Grows 08:04 - Salesforce Earnings Reaction and M&A Strategy 12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions 23:03 - Apple to Renew Push for AI That Runs on Devices 28:26 - Microsoft to Release New Coding Model

    33 min

  3. 2d ago

    Polymarket’s Regulatory Hurdles, Pre-IPO Betting Boom on Prediction Markets, AI Increasing Workloads

    Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents. Articles discussed on this episode:  https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuation https://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-risks https://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-markets https://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whispering 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 - Polymarket Faces Global Regulatory Crackdown 11:33 - Pre-IPO Betting Boom Hits Prediction Markets 20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them 32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation 38:12 - Why Developers Are Whispering to AI Agents

    44 min

  4. 3d ago

    OpenAI’s Multi-Billion Ad Strategy, Modal Labs CEO on AI Infrastructure, Twilio’s Voice AI Surge

    E-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy. Articles discussed on this episode:  https://www.theinformation.com/articles/twilios-ai-boost-double-edged-sword https://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-big 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 Scales Conversion Ads and Targets Small Businesses 08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap 16:10 - GitHub’s Maintenance Issues and the Need for AI Native Code Tools 25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype 29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio

    36 min

  5. May 22

    SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

    Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billion https://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-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: 00:00 - Introduction 01:13 - OpenAI Hits $5.7B Q1 Revenue 02:39 - Microsoft Triggers New Corporate Data War 12:43 - The Right Way to Value SpaceX 25:46 - Mercury CEO on Fintech Growth and AI Tools

    42 min

  6. May 21

    Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO Filing

    The Information’s Aaron Holmes breaks down exclusive reporting on Anthropic’s early talks with Microsoft to deploy its custom Maya 200 AI inference chips as part of an infrastructure diversification strategy. We also talk with HSBC’s Frank Lee about Nvidia’s blockbusting quarterly earnings, data center revenue reclassification, and surging optical supply chain demand. Lastly, we get into SpaceX’s historic S-1 IPO filing and Starlink margins with Gerber Kawasaki CEO Ross Gerber, and the White House's postponed AI clearance executive order with Politics Reporter Leo Schwartz. Articles discussed on this episode:  https://www.theinformation.com/articles/spacex-reveals-40-billion-anthropic-deal-catch https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips https://www.theinformation.com/briefings/white-house-delays-ai-executive-order-event https://www.theinformation.com/newsletters/the-briefing/nvidias-blowout-spacexs-blue-sky-ambitions 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 - Anthropic Explores Microsoft Maya 200 Chip Deal 08:44 - Nvidia Reclassifies Data Center Revenue After Blowout Q1 19:19 - Inside SpaceX’s Historic S-1 IPO Filing 33:20 - White House Postpones Frontier AI Review Order

    41 min

  7. May 20

    Meta’s 8,000 Job Cuts, SpaceX’s IPO by the Numbers, Google's Universal Shopping Cart

    Google Reporter Erin Woo talks with TITV Host Akash Pasricha about Google’s AI convergence between Search and Gemini. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about SpaceX's financials ahead of its blockbuster IPO, AI Reporter Laura Bratton about how enterprise software buyers are altering vendor contracts to fund AI, and Mizuho Managing Director Lloyd Walmsley about Meta’s 8,000 workforce layoffs and its AI margin protections. Lastly, we get into the bankruptcy of e-commerce credit card darling Parker with our e-comm reporter Ann Gehan. Articles discussed on this episode:  https://www.theinformation.com/articles/5-charts-make-sense-spacexs-ipo-numbers https://www.theinformation.com/briefings/google-unveils-new-video-model-search-upgrades https://www.theinformation.com/newsletters/the-briefing/googles-ai-search-leap-forward https://www.theinformation.com/briefings/meta-begins-cutting-8-000-jobs https://www.theinformation.com/newsletters/ai-agenda/google-pitches-ai-coding-tools-cost-effective-option 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 - Google IO: Search vs. Gemini Continuity 12:56 - SpaceX IPO: Launch Margins & xAI Compute 22:46 - The SaaS Apocalypse: Shorter Tech Contracts 29:57 - Inside Meta's AI Efficiencies & Layoffs 43:29 - E-Commerce Crisis: Why Fintech Parker Failed

    53 min

  8. May 19

    Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

    The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das. Articles discussed on this episode:  https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developers https://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-models 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 - Elon Musk Loses OpenAI Lawsuit 11:56 - Amazon’s Trainium Chips Gain Traction 23:59 - Open-Source AI Gains Ground on Cost Advantage 31:04 - Where Do Cerebras Shares Go From Here?

    45 min
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4
out of 5
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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
    328
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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