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.
106episodes
Episodes
Newest firstAll episodes
SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters
2d ago00:50:50Tap to summarizeElon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack London.Articles discussed on this episode: https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texashttps://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprisesSubscribe: 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 - SpaceXAI’s New Texas Data Center Expansion06:05 - Exclusive: Oracle Data Centers Face Costly Surprises19:07 - General Compute CTO on AMD’s $5B Anthropic Deal30:12 - The Future of AI-Generated Feature Films
Transcribe →US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System
3d ago00:44:44Tap to summarizeCreative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinberg discusses human data labeling startup Mercor’s concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-showhttps://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-showhttps://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-raceSubscribe: 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 - Introduction00:01 - AMD Launches New Helios AI System00:12 - Kimi K3 ReIgnites US AI Policy Debate00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies00:37 - Anthropic Lags in Voice and Chat AI
Transcribe →Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale
4d ago00:29:37Tap to summarizeThe Information’s Erin Woo talks with TITV Host Akash Pasricha about Google’s secret new "Frozen V2" server chip designed for Gemini. We also talk with Savi Security CEO Patrick Coughlin about the $200 billion AI cyber scam surge and The Information’s Alix Coutures about 160 enterprise software startups primed for acquisition.Articles discussed on this episode: https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficientlyhttps://www.theinformation.com/articles/160-enterprise-software-startups-sale-yearSubscribe: 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’s Secret Gemini Chip: "Frozen V2"06:19 - AI-Powered Cyber Scams & Consumer Safety17:47 - 160 Enterprise Software Startups Up for Sale
Transcribe →The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools
1w ago00:56:32Tap to summarizeArena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community features with CEO Tyler Denk.Articles discussed on this episode: https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-modelshttps://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunchhttps://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarterSubscribe: 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 - China’s Kimi K3 Tops Coding Benchmarks20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid30:16 - Inside Google’s TPU War Against Nvidia44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots
Transcribe →NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate
1w ago00:47:03Tap to summarizeJing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaulSubscribe: 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 - DeepSeek Financials & Shanghai IPO14:06 - NY Data Center Moratorium & Trump EO22:52 - Microsoft Security Division Overhaul30:09 - Should AI Giants Pay an AI Dividend?
Transcribe →On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park
1w ago00:51:26Tap to summarizeThe Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS.Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Keirstead about the SaaS stock reckoning and Locus Robotics CFO Dustin Pederson about bottlenecks in frontier robotics. Lastly, we get into the $60B SpaceX-Cursor acquisition with our reporters Rocket Drew and Grace Kay.Articles discussed on this episode: https://www.theinformation.com/articles/cursor-reinventing-spacex-deal-loomshttps://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demandSubscribe: 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 - Introduction01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid02:15 - Inside SpaceX’s $60B Cursor Acquisition08:23 - Startups Bypass AWS for Nvidia GPUs15:02 - UBS Chief AI Officer on Enterprise AI Playbook24:34 - SaaS Stock Reckoning: The App Layer vs. Infra42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots52:02 - Closing & Show Wrap-up
Transcribe →TITV One Year Anniversary Show
1w ago01:38:18Tap to summarizeThe Information is celebrating TITV’s one year anniversary today! Join us for this special moment, hosted at our San Francisco newsroom. Kicking us off, Vercel’s COO Jeanne DeWitt Grosser and Theory Ventures General Partner Tomasz Tunguz talk with TITV Host Akash Pasricha about where AI will take the enterprise by 2030. We also talk with Decagon CEO Jesse Zhang about the direction of AI research and open source models, The Information’s Rocket Drew about the big questions facing AI researchers, Foxglove CEO Adrian Macneil about physical AI and robotics, and Cowboy Space Corporation CEO Baiju Bhatt about orbital data centers. Lastly, we get into AI policy predictions and the road ahead in D.C. with The Information’s Amir Efrati and Jason Dean.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-takeaway/learned-year-titvSubscribe: 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 - Introduction01:01 - Where AI Will Take The Enterprise By 203024:56 - Decagon CEO on The Direction of AI research44:01 - The Big Questions Facing AI Researchers55:23 - Inside the Physical AI and Robotics Race01:08:53 - Robinhood Co-Founder on the Space Frontier01:28:14 - AI Policy Predictions And the Road Ahead in D.C.
Transcribe →Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse Spark
2w ago00:47:25Tap to summarizeApple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple suing OpenAI over hardware secrets. We also talk with Yueqi Yang about Wall Street's DTCC tokenizing stock trading, Stephanie Palazzolo about her key takeaways from the ICML AI research conference, and we get into the latest frontier model releases with Laude Research Partner and former Meta Director of AI Braden Hancock. Articles discussed on this episode: https://www.theinformation.com/articles/apple-sues-openai-trade-secret-thefthttps://www.theinformation.com/articles/wall-streets-biggest-move-blockchain-begins-limitsSubscribe: 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 - Apple Sues OpenAI Over Trade Secret Theft15:31 - Wall Street’s Blockchain Bet: Stock Tokenization26:31 - ICML AI Research Takeaways & Recursive Self-Improvement36:38 - Lod Institute on the New Frontier Model Releases
Transcribe →Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent
2w ago00:35:08Tap to summarizeCitizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay.Articles discussed on this episode: https://www.theinformation.com/briefings/cursor-working-competitor-claude-coworkhttps://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-coworkSubscribe: 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 Debuts Muse Spark 1.1 AI Model & Enterprise Strategy16:24 - Tech’s AI Pricing Wars & Blue Origin's $10B Funding Round30:20 - Cursor Develops AI Agent to Compete with Claude Cowork
Transcribe →OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips
2w ago00:56:10Tap to summarizeDan Shipper, CEO of Every, talks with TITV Host Akash Pasricha about OpenAI's new GPT 5.6 model family. We also talk with Aaron Tilley about Apple's on-device AI ambitions, Jing Yang and Qianer Liu about China allowing limited Nvidia H200 chip purchases, and Leo Schwartz about Binance shifting its cooperation with the DOJ. Lastly, we get into AI-driven e-commerce with Daydream founder and CEO Julie Bornstein.Articles discussed on this episode: https://www.theinformation.com/articles/binance-cooperate-less-crypto-cases-justice-department-warns-staff-memohttps://www.theinformation.com/briefings/spacexai-cursor-launch-grok-4-5-tout-lower-costs-rivalshttps://www.theinformation.com/articles/china-plans-let-top-ai-firms-buy-limited-amount-nvidia-h200-chipshttps://www.theinformation.com/newsletters/ai-agenda/openai-researcher-says-gpt-5-6-better-ai-research-human-internsSubscribe: 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 Launches GPT 5.6 Model Family18:02 - Startup Runs Largest-Ever AI Model on iPhone27:25 - China OKs Limited Nvidia H200 Chip Purchases34:39 - Binance To Cooperate Less on DOJ Crypto Cases42:26 - How AI is Reshaping E-commerce with Daydream CEO Julie Bornstein
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