The Information's TITV

The Information
  • 0.0 (0)
  • Tech News
  • Updated twice weekly

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. 3 hr ago

    SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up

    Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-start https://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nears https://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunch 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 02:08 - SpaceX Nears $60B Acquisition of Cursor 06:55 - Meta Bets Big on Open-Source Models 20:25 - Microsoft Ramps Up Homegrown AI Chips 28:45 - AWS Tells Engineers to Cut CPU Waste

  2. 3 days ago

    Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon Valley

    Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny.  Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategy https://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competition https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley 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 02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings 18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race 31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma 35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny 38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks

  3. 4 days ago

    Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding Tools

    Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean. Articles discussed on this episode:  https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley https://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memory 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 00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips 00:09 - Meta Debuts New AI Coding Tools 00:20 - What Google’s AI Shakeup Means for Pichai Succession 00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders

  4. 5 days ago

    SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush

    TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promises https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-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 - SpaceX First Earnings Report & Starlink Mobile Ambitions 15:31 - AMD Drops After Earnings Despite 50% Revenue Growth 27:10 - China’s New AI Gold Rush: World Models

  5. 6 days ago

    Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives

    Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho. Articles discussed on this episode:  https://www.theinformation.com/newsletters/applied-ai/firms-like-coinbase-building-coding-agents-complement-anthropics-claude-code https://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companies 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 00:01 - Airtable Acquired by Bending Spoons for $1.3B 00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders 00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code 00:29 - Goodfire Launches 'Silico' AI Interpretability Platform

  6. 31 Jul

    Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?

    Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook’s legacy and what’s next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street 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/

  7. 30 Jul

    Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits

    Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoft 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 00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch 00:15:22 - Microsoft Azure Crosses $100B & AI Monetization 00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents

  8. 29 Jul

    ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ

    The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket Drew about Reflection AI's secret race to build an open-source AI champ, and we get into open-source AI safety with Cisco President Jeetu Patel. Articles discussed on this episode:  https://www.theinformation.com/articles/openais-chatgpt-nears-1-billion-weekly-active-users-seven-months-target https://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catch 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’s ChatGPT Nears 1 Billion Users 09:47 - Stripe’s $10 Billion OpenRouter Multiples 17:03 - Inside Nvidia-Backed Reflection AI 28:00 - Cisco President Jeetu Patel on AI Safety

See All (376)

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
    376
  • Rating
    Clean
  • Copyright
    © The Information
  • Show Website
    The Information's TITV

You Might Also Like