The Information's TITV

The Information
  • 3.9 (66)
  • Tech News
  • Updated Semiweekly

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

    Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat

    Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The Information’s Microsoft Reporter Aaron Holmes about Meta and Microsoft’s efforts to curb internal Claude spending, competing models and the customer-facing demand that has offset Microsoft’s internal cuts. The Information’s Author of Applied AI Laura Bratton joins us to discuss Workday’s growth challenge, cautious enterprise buyers and its plans to charge for outside agents accessing its data. Lastly, DoorDash Head of AI Research Aryan Shah and Head of Applied AI Aayush Sheth discuss the US-China open-model race, consumer and driver AI tools, third-party agents and the company’s approach to internal AI spending. Articles discussed in today’s show: - https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude - https://www.theinformation.com/articles/saaspocalypse-workday 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 - Reflection’s Beam and open AI 14:24 - Meta and Microsoft’s Claude cuts 20:23 - Workday and the SaaSpocalypse 29:53 - DoorDash and the open-model race 36:07 - Third-party agents and DoorDash’s moat 39:13 - AI spending and internal evaluations

  2. 1d ago

    Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill

    Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about the White House’s new AI leadership and the unresolved legal questions surrounding rogue agents. The Information’s Nvidia Reporter Phoebe Liu joins us to discuss how Jensen Huang’s son-in-law, Nico Caprez, became a trusted executive involved in Nvidia’s neocloud relationships and infrastructure financing. Lastly, The Information’s Senior Reporter Covering Anthropic Cory Weinberg explains the company’s employee charity-matching program, its potential cost to shareholders and the nonprofits that could benefit from an IPO. Articles discussed in today’s show: -https://www.theinformation.com/articles/anthropics-big-charity-bill-shareholders -https://www.theinformation.com/articles/jensen-huangs-son-in-law-became-one-trusted-executives 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 02:25 - Cohere’s North 2 and enterprise AI 07:53 - Agent security and AI regulation 15:58 - The White House’s new AI leadership 19:03 - Who is liable when an AI agent goes rogue? 26:34 - Jensen Huang’s son-in-law and Nvidia’s financing strategy 35:44 - Anthropic’s IPO and its charity match 40:08 - Charity costs and shareholder influence

  3. 4d ago

    Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing

    The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about the token resellers offering access to Anthropic models in China and the forces driving demand for distillation. Co-Executive Editor Martin Peers joins Jing to discuss how US AI IPOs could affect Chinese markets and debate what distillation allegations mean for investors. We also talk with The Information’s AI Finance Reporter Dakin Campbell about tightening bank lending, rising bond yields and the pressure on data center returns. Lastly, CoreWeave Executive Vice President of Product and Engineering Chen Goldberg discusses the company’s Vera Rubin rollout, its Forge platform and the engineering behind always-on AI agents. Articles discussed in today’s show: - https://www.theinformation.com/articles/chinas-token-resellers-create-anthropic-gray-market -https://www.theinformation.com/newsletters/the-information-finance/ai-data-center-debt-showing-everywhere 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 — 1:01:13 - Introduction 1:02:16 - China’s gray market for Anthropic 1:14:41 - AI IPOs & China’s markets 1:21:46 - The debate over distillation 1:30:39 - AI’s data center debt squeeze 1:42:17 - CoreWeave, Vera Rubin & AI agents

  4. 5d ago

    Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card

    The Information’s Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about how SpaceX’s AI unit became a cloud computing provider and its talks with Microsoft. We also talk with The Information’s Yueqi Yang about the security, privacy and payment disputes that come with trusting AI agents to shop for you. Synthesia Co-founder and CEO Victor Riparbelli joins us to discuss interactive avatars for training, coaching and customer research. Lastly, Circle Co-founder and CEO Jeremy Allaire explains why he thinks Anthropic should go public, why AI needs regulation and how stablecoins could power payments between agents. Articles discussed in today’s show: https://www.theinformation.com/articles/spacexs-ai-unit-turned-ai-cloud-firm https://www.theinformation.com/newsletters/the-information-special-report/can-trust-agent-credit-card 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 02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks 10:23 - Should You Trust AI Agents With Your Credit Card? 19:46 - Synthesia’s Interactive Avatars & Enterprise AI 30:35 - Circle CEO on Anthropic’s IPO & AI Regulation 46:10 - Stablecoins & Payments Between AI Agents

  5. 6d ago

    OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI Overviews

    Constellation Research CEO Ray Wang talks with TITV Host Akash Pasricha about OpenAI's DevDay announcements, new pricing tiers, and enterprise strategy. We also talk with The Information's Alix Coutures about Google paying digital publishers for content used in AI Overviews and EliseAI CEO Minna Song about raising $350 million at a $4 billion valuation. Lastly, we get into a photo-based AI assistant Dazzle with former Yahoo CEO Marissa Mayer and Editor-in-Chief Jessica Lessin. Articles discussed in today’s show: https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-market https://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-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 - Delayed Tech IPOs & Anthropic Market Uncertainty 08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B 17:08 - Anthropic Cuts AI Discounts & Usage Caps 22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking 35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking

  6. Sep 29

    Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5

    The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about delayed tech IPOs and market uncertainty. We also talk with Sriram Viswanathan about AMD’s $8.2B acquisition of World Labs, Laura Bratton about Anthropic cutting AI discounts, and we get into AI model benchmarks and safety with Vals AI Co-founder Rayan Krishnan. Lastly, the Lola CEO, Steve Hafner, discusses his AI travel booking agents. Articles discussed in today’s show: https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-market https://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-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 - Delayed Tech IPOs & Anthropic Market Uncertainty 08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B 17:08 - Anthropic Cuts AI Discounts & Usage Caps 22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking 35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking

  7. Sep 28

    Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags

    D.A. Davidson’s Gil Luria talks with TITV Host Akash Pasricha about Nvidia’s software to control rogue AI agents an Meta's enterprise push. We also talk with The Information's Grace Kay about Tesla Optimus production snags and Amy Dockser Marcus about the AI vs. human biotech race. Lastly, we get into AI agents going rogue with Zapier CEO Wade Foster. Articles discussed in today’s show: https://www.theinformation.com/briefings/nvidia-releases-products-stop-ai-going-rogue https://www.theinformation.com/briefings/meta-taps-mongodb-ceo-lead-new-enterprise-ai-division 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 Agent Safety & Meta's Cloud Push 17:38 - Tesla Optimus Hits Scale-Up Production Snags 26:11 - Inside the AI vs. Humans Biotech Race 36:44 - Zapier CEO Wade Foster on AI Agents Going Rogue

  8. Sep 25

    Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group

    Google DeepMind Chief Architect Koray Kavukcuoglu talks with Jessica Lessin about recursive self-improvement and AI agent autonomy. Then: TITV Host Akash Pasricha talks with The Information's Stephanie Palazzolo and Leo Schwartz about SAFA, a proposed safety body from Google, OpenAI, and Anthropic; Cory Weinberg about Anthropic co-founders seeking voting control ahead of their IPO; Asia Bureau Chief Jing Yang and Asia Reporter Juro Osawa about DeepSeek's $1 billion ARR; Kristy Loke about why America's AI ambitions face headwinds compared to China. Finally, we get a peek at The Information Pro’s newest tool, which identifies emerging AI trends with Eric Bellomo, The Information’s Head of Research. Articles discussed in today’s show: https://www.theinformation.com/articles/google-openai-anthropic-ai-safety-group-takes-shape https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo https://www.theinformation.com/articles/deepseeks-annualized-revenue-hits-1-billion-startup-finalizes-7-5-billion-fundraising https://www.theinformation.com/articles/americas-ai-dream-failing-launch https://www.theinformation.com/articles/introducing-ai-inflection-index-9-500-articles-say-coming-next  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 & DeepMind's Autonomous AI Agents02:18 - Inside AI Agenda Live: Open Source Price Wars & JEPA06:35 - SAFA: Google, OpenAI & Anthropic Form AI Safety Group11:10 - Anthropic Co-Founders Push for IPO Voting Control15:02 - DeepSeek Revenue Soars to $1B ARR at 83% Margin19:15 - Why America’s AI Ambitions Face Public Backlash24:05 - Introducing The Information’s AI Inflection Index

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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
    417
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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