Podcast
The Information's TITV
Hosted by The Information · EN
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.
92episodes
Episodes
Newest firstAll episodes
Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle
Yesterday00:34:26Tap to summarizeBradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay.Articles discussed on this episode: https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-teslahttps://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-modelSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - White House Eases Anthropic Fable 5 Export Controls 09:12 - Anthropic Preps Claude Agent in Microsoft Teams 17:15 - Inside Elon Musk’s $55B Terrafab Team at Tesla 23:15 - Bradley Tusk on OpenAI vs. Anthropic’s D.C. Playbooks
Transcribe →Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs
2d ago00:41:04Tap to summarizeDakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is sparking cannibalization concerns among Salesforce employees. Finally, we get into OpenAI's secret internal optimizations that cut model inference costs by more than half with our AI reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-pay-anthropic-technology-new-dealhttps://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjamhttps://www.theinformation.com/newsletters/ai-agenda/openai-discovers-new-way-cut-inference-costs-halfhttps://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slackSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Adam Selipsky Leads $10B AI Infrastructure Play12:56 - Anthropic Hits Amazon With Token Pricing Shift20:46 - Salesforce Staff Clashing Over Claude in Slack31:11 - OpenAI Sneaks Out 50% Inference Cost Drop
Transcribe →Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI Agents
3d ago00:47:57Tap to summarizeDigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-billhttps://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta Restricts Employee Use of OpenAI & Anthropic Tools02:55 - Inside Mark Warner’s New AI Agent Legislative Framework10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO26:17 - Why White House Clampdowns Are Driving Open Weight Adoption34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand
Transcribe →Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI Licensing
6d ago00:50:21Tap to summarizeThe Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concernshttps://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensinghttps://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-saysSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - US Government Forces OpenAI to Stagger GPT-5.6 Release16:57 - Google Pressures Publishers on AI Licensing Deals24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers
Transcribe →Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift
1w ago00:42:04Tap to summarizeTITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models.Articles discussed on this episode: https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropichttps://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-aiSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Inside Google's AI Coding Team Restructuring11:19 - Micron's Revenue Surge & Cerebras Margin Shock23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip27:05 - The High-Stakes Divide in Physical AI35:43 - Odyssey CTO on World Models & $310M Round
Transcribe →Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad Progress
1w ago00:39:56Tap to summarizeElon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/xai-bets-groks-racy-sidehttps://www.theinformation.com/briefings/meta-building-prediction-markets-apphttps://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - xAI Doubles Down on Video & Image Tools08:29 - Meta Is Building a Prediction Markets App22:15 - SambaNova Notches $3.5B Compute Commitment35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions
Transcribe →OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla Hype
1w ago00:45:46Tap to summarizeThe Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-billshttps://www.theinformation.com/newsletters/ai-agenda/agent-loops-hothttps://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-teslaSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Ballooning AI Budgets & Fleeing OpenAI Costs11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation36:39 - Inside Silicon Valley's New Obsession: Agent Loops
Transcribe →SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan
1w ago00:45:48Tap to summarizeRyan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg.Articles discussed on this episode: https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-ideahttps://www.theinformation.com/newsletters/the-briefing/cannes-ad-festival-puts-openais-projections-spotlighthttps://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-ipoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction 01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports 05:21 - Prediction Markets, Polymarket, and Kalshi Tactics 11:20 - SpaceX's Record 74-Day Confidential IPO Window 15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments 24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks 31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax 36:25 - The UC Davis Law Professor Behind the AI Equity Plan
Transcribe →Why Star Google AI Researcher Joined OpenAI, OpenClaw Competitor Arrival, Amazon’s AI Chip Advantage
2w ago00:46:06Tap to summarizeKindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about the massive 60-gigawatt AI infrastructure supply gap looming by 2030 and his firm's new $355 million fund. We also talk with OpenAI and Google reporter Erin Woo about star researcher Noam Shazeer leaving Google for OpenAI, Asia Bureau Chief Jing Yang about the Chinese government forcing Meta to unwind its $2 billion acquisition of AI agent startup Manus, AI reporter Stephanie Palazzolo about Hermes—a new open-source agent platform outperforming Open Claw on GitHub, and Amazon reporter Catherine Perloff about why enterprises are choosing Amazon's Trainium and Inferentia chips over Nvidia to slash costs by 80%.Articles discussed on this episode: https://www.theinformation.com/articles/manus-revenue-soars-original-investors-move-reverse-meta-dealhttps://www.theinformation.com/articles/star-google-ai-researcher-shazeer-joins-openaihttps://www.theinformation.com/newsletters/ai-agenda/competitor-openclaw-emergesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Google AI Star Noam Shazeer Joins OpenAI05:59 - China Forces Meta to Reverse $2B Manus Acquisition10:00 - Hermes Emerges as Open Claw's New Open-Source Agent Rival17:13 - Amazon Chip Play Attacks Nvidia on Price23:33 - Kindred Ventures' Steve Jang on $355M Fund & 60GW Compute Shortage
Transcribe →Inside OpenAI’s $3.7B Cash Burn, White House Ban on Anthropic, & Salesforce Enterprise Talent War
2w ago00:46:23Tap to summarizeThe Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House's latest regulatory showdown with Anthropic and its broader implications for foreign tech talent. We also talk with Enterprise Software Reporter Kevin McLaughlin about OpenAI and Anthropic's competitive hiring freeze on Salesforce talent to build their enterprise engines, Power Law CEO Mike Dinsdale about giving public market investors private market exposure to massive players like SpaceX, and Adobe's Varun Parmar about the structural shift from SEO to answer engine optimization (AEO) in digital advertising.Articles discussed on this episode: https://www.theinformation.com/articles/openai-anthropic-tap-salesforce-talenthttps://www.theinformation.com/articles/anthropic-ban-stirs-concerns-openai-beyond-crackdown-foreign-ai-talenthttps://www.theinformation.com/articles/openai-burned-3-7-billion-first-three-months-2026Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI Q1 Cash Burn and Financial Runway02:45 - The White House's De Facto Ban on Anthropic12:35 - OpenAI and Anthropic Raid Salesforce Talent21:00 - Power Law CEO Mike Dinsdale on SpaceX Exits32:51 - Adobe’s Varun Parmar on the AI Ad Disruption
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