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. 1h ago

    Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter

    In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards. Articles discussed on this episode:  https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video 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 - Stripe Acquires OpenRouter for $7.5B 10:05 - Stripe’s Potential PayPal Deal 12:30 - AT&T Cuts AI Bills with Open Source 21:29 - Assessing Security Practices of AI Labs

  2. 1d ago

    Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange

    Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen. Articles discussed on this episode:  https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design 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's JV Acquires Casper Studios 08:12 - Nvidia In Talks for $20B Mercor Round 10:25 - Robinhood-Backed Prediction Exchange Rothera 19:38 - SEC's First Crypto Token Rule Proposal 22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

  3. 2d ago

    OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO

    AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari. Articles discussed on this episode:  https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-plan https://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipo 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 01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks 10:58 - White House AI Framework Leaves Valley in Limbo 20:10 - Anthropic Founders Grab Voting Power Ahead of IPO 30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice

  4. 3d ago

    Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business

    The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell. Articles discussed on this episode:  https://www.theinformation.com/articles/uber-bears-taken-wrong-turn 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 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued 13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents 29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom

  5. 4d ago

    Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash

    Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia’s $100B OpenAI backing for an Ohio Data Center. We also talk with Elon Musk reporter Grace Kay about Tesla’s radical flying Roadster and Leo Schwartz, Tech and Politics reporter, about Dario Amodei defending Anthropic against regulatory capture claims. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-talks-invest-3-billion-sb-energy-part-openai-data-center-deal https://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadster 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 Backs OpenAI's $100B Lease 13:26 - Tesla's Radical "Flying" Roadster 22:24 - Dario Amodei Responds to AI Backlash

  6. Aug 14

    Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

    In this week’s Editor’s Cut, The Information’s Jason Dean & Laura Mandaro discuss OpenAI CRO Denise Dresser’s departure after eight months. We also talk with Lovable CEO Anton Osika about their $400M raise at a $13.3B valuation, Dropbox co-CEO Ashraf Alkarmi about returning to growth with AI search, and Coursera CEO Greg Hart about their $100M bet on LearnVector, and we get into the secret influence of Anthropic CEO Dario Amodei’s wife, Cami Clark, with reporters Cory Weinberg and Jemima McEvoy. Articles discussed on this episode:  https://www.theinformation.com/articles/anthropics-first-lady-took-winding-road-top 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 CRO Denise Dresser Exits After 8 Months 13:48 - Lovable CEO Anton Osika on $13.3B Valuation & Vibe Coding 20:30 - Dropbox Co-CEO Ashraf Alkarmi on AI Search & Growth 30:20 - Coursera CEO Greg Hart on $100M Bet on AI Startup LearnVector 40:32 - Inside the Life of Cami Clark, Wife of Anthropic CEO Dario Amodei

  7. Aug 13

    Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute Crunch

    Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hard 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 - Robinhood Debuts Second Public Venture Fund 06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices 15:45 - WRITER Releases Flagship AI Model 'Palmyra X6' 27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard

  8. Aug 12

    Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status

    Crypto reporter Yueqi Yang talks with TITV Host Akash Pasricha about Kalshi topping $4B in annualized revenue and seeking a $40B valuation. We also talk with Eliyan co-founders Ramin Farjadrad and Patrick Sohelli about AI chiplet interconnects and competing with Broadcom, Leo Schwartz about David Sacks returning to Craft Ventures to target a new $1B fund, and we get into the USDA trimming its Salesforce footprint for C3 AI with Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/articles/kalshi-tops-4-billion-annualized-revenue-seeks-40-billion-valuation https://www.theinformation.com/articles/sacks-craft-targets-1-billion-first-fund-since-white-house-stint 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 - Kalshi Tops $4B In Annualized Revenue, Seeks $40B Valuation 08:59 - Chip Infrastructure Startup Eliyan Hits Unicorn Status 19:38 - Sacks’ Craft Targets $1B For First Fund Since White House 25:35 - USDA Taps C3 AI to Trim Salesforce Footprint

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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
    385
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

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