The Information's TITV

The Information

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. 5h ago

    The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses

    Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heavy AI investments and Creator Ventures' Sasha Kaletsky about Meta's new Muse agent launch, and we get into developers pairing Claude Code with rival AI models with The Information's Alix Coutures. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/developers-find-ways-use-claude-code-without-anthropic-models https://www.theinformation.com/articles/bytedances-first-half-profit-drops-20-billion-weighed-ai-spending 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 - Handshake CEO Garrett Lord on Pacing AI & White-Collar ROI 13:04 - ByteDance Profits Fall to $20B Amid AI Investments 15:56 - Meta’s Muse Agent Launch & Enterprise Traction 25:25 - Developers Using Claude Code With Rival AI Models

  2. 1d ago

    What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive

    OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and coordinating with each other. They dig into the infamous Hugging Face incident, the limits of AI “research taste,” OpenAI’s push toward AI systems that can help improve the next generation of AI, and the growing challenge of monitoring models’ chains of thought as they become more capable. Related articles: Investigation into OpenAI Hugging Face Hack: https://www.theinformation.com/briefings/sen-josh-hawley-launches-investigation-openai-hugging-face-hack The Hugging Face Hack’s Chilling Postmortem: https://www.theinformation.com/newsletters/the-weekend/hugging-face-hacks-chilling-postmortem 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 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 and Overview of AI Agents 04:08 - Reasoning and Reinforcement Learning 08:50 - Current Limitations, Astra, and Impact on Work 25:50 - Multi-Agent Systems and Delegation 31:04 - The Hugging Face Incident and Agent Coordination 36:05 - Game Theory and Agent Security 40:39 - AI Alignment, Monitoring, and Chain of Thought 50:07 - Future Outlook on AI Models and Interpretability

  3. 1d ago

    Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal

    The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton about enterprise data privacy fears, Phoebe Liu about Anthropic’s $13.7B deal with Rum Group, Superhuman CEO Shishir Mehrotra about Superhuman’s acquiring of AI notetaker Fathom, and get into AI outcome-based pricing with Rillet CEO Nicolas Kopp. Articles discussed on this episode:  https://www.theinformation.com/articles/anthropic-data-fears-prompt-nvidia-palantir-booz-allen-restrict-model-use https://www.theinformation.com/articles/anthropic-strikes-13-7-billion-compute-deal-trump-linked-rum-group 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 - Secret AI Safety Body & Dario Amodei's Slowdown Proposal 10:49 - What an AI Slowdown Means for SaaS & Enterprise Data Fears 21:25 - Anthropic’s $13.7B Compute Deal with Rum Group 27:50 - Superhuman CEO Shishir Mehrotra on Fathom Acquisition & AI Safety 37:53 - Rillet CEO Nicolas Kopp on $1B Valuation & AI Pricing Models

  4. Sep 4

    Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview

    Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Adobe's New CEO & Software Earnings Lessons 00:13 - Netskope Sales Grow 29% as AI Security Expands 00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows 00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

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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.

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