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.
62episodes
Episodes
Newest firstAll episodes
Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles
2d ago00:44:30Tap to summarizeThe Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developershttps://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-modelsSubscribe: 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 - Elon Musk Loses OpenAI Lawsuit11:56 - Amazon’s Trainium Chips Gain Traction23:59 - Open-Source AI Gains Ground on Cost Advantage31:04 - Where Do Cerebras Shares Go From Here?
Transcribe →BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps
3d ago00:32:22Tap to summarizeThe Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-leadhttps://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-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/Chapters00:00 - Introduction01:13 - Microsoft Executives Sound Alarm Over GitHub10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO17:26 - Genspark’s COO on the AI application race27:22 - Anthropic, OpenAI generate 89% of AI startup revenue
Transcribe →SpaceXAI Exodus, OpenAI’s Apple Partnership Sours, iPhone Engineer on Apple’s Roadmap & Steve Jobs
6d ago00:58:08Tap to summarizeElon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.Articles discussed on this episode: https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approachhttps://www.theinformation.com/articles/openais-apple-partnership-sourshttps://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-mathhttps://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-dramahttps://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvsSubscribe: 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 - SpaceX AI Exodus: 50+ Exits Since Acquisition10:17 - Musk v. OpenAI: Jury Deliberations Begin17:53 - Cerebras IPO Pop & OpenAI’s Apple Conflict30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware48:06 - Valar Atomics: The Race to Turn on Nuclear
Transcribe →Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise
1w ago00:38:13Tap to summarizeApple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store while balancing security risks from "vibe coding" apps. We also look at the big winners of the Cerebras IPO with Julia Hornstein, including OpenAI and Foundation Capital, and get an update from Rocket Drew on the closing arguments in Elon Musk’s trial against OpenAI. Finally, Stephanie Palazzolo explores Modal’s $4.5 billion valuation in the GPU reselling market and we get into Marathon Management Partners’ Gokul Rajaram’s prediction that OpenAI’s advertising business could rival Google and Meta.Articles discussed on this episode: https://www.theinformation.com/articles/apple-explores-ways-welcome-ai-agents-app-storehttps://www.theinformation.com/articles/startup-modal-talks-raise-4-5-billion-valuation-revenue-surgeshttps://www.theinformation.com/articles/cerebras-ipo-winners-include-foundation-benchmark-openaiSubscribe: 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 Exploring AI Agents for App Store Safety09:40 - Cerebras IPO: Benchmark and Foundation Capital’s Big Wins15:17 - Musk v. OpenAI: The "Jackass Trophy" and Closing Arguments18:56 - Modal Raising at $4.5B Valuation Amid GPU Crunch25:37 - Gokul Rajaram on OpenAI’s $100B Advertising Opportunity
Transcribe →Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand
1w ago00:35:43Tap to summarizeAsia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI startup and the implications of President Trump’s historic visit to China with a delegation of tech CEOs. We also talk with Laura Bratton about why Anthropic customers are willing to pay double or triple for AI services, followed by an update from Rocket Drew on Sam Altman’s testimony in the Elon Musk trial. Then, FTV Capital’s Brad Bernstein explains how growth equity firms are navigating "false positives" in the SaaS market, and we end with Senior Finance Editor Ken Brown on the high-stakes battle between banks and the crypto industry over the Senate’s new "Clarity Act."Articles discussed on this episode: https://www.theinformation.com/articles/former-alibaba-star-researcher-starts-new-ai-lab-seeks-2-billion-valuationhttps://www.theinformation.com/newsletters/the-information-finance/can-crypto-beat-banks-win-washingtonhttps://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-costSubscribe: 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 - Former Alibaba Star’s $2B China Startup & Trump’s Tech Visit09:07 - Anthropic Customers Eat Rising AI Costs14:29 - Sam Altman Testifies in Elon Musk v. OpenAI Trial17:14 - FTV Capital’s Brad Bernstein on the SaaS Market26:46 - The "Clarity Act": Crypto’s Senate Battle vs. Banks
Transcribe →OpenAI to Save $97B in Microsoft Deal, Satya Nadella Testifies in Musk-OpenAI Trial
1w ago00:44:59Tap to summarizeDeputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft’s renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit’s Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines’ high-profile research preview of real-time interaction models.Articles discussed on this episode: https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliershttps://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-dealhttps://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenueSubscribe: 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 - Cerebras IPO: OpenAI’s $5B Potential Windfall14:25 - Exclusive: Microsoft Recoups OpenAI Investment26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify30:20 - Replit President on Benchmarking Coding Models40:21 - Thinking Machines Teases New AI Interaction Model
Transcribe →Box CEO on Layoffs & AI, Cerebras’ IPO Price Bump, Robinhood Co-founder’s New Company
1w ago01:03:09Tap to summarizeBox CEO Aaron Levie talks with TITV Host Akash Pasricha about layoffs, AI agent pricing and more. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about Cerebras' $48B IPO and Robhinood Co-founder Baiju Bhatt about his new startup Cowboy Space Corporation. Lastly, we get into AI margin math and headcount trends with Meredith Mazzilli and Managing org structures in the AI era with PwC’s Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/articles/techs-ai-margin-math-getting-messierhttps://www.theinformation.com/briefings/cerebras-raises-pricing-range-ahead-ipohttps://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-will-test-investor-appetite-ai-chip-startupsSubscribe: 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 - Cerebras Bumps IPO Valuation to $48B 08:26 - Tech’s AI Margin Math: Shopify & Spotify 16:10 - Cowboy Space Corp: Data Centers in Orbit 29:26 - Box CEO Aaron Levie on AI Agents & Pricing 53:42 - Managing Org Structures in the AI Era
Transcribe →OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
2w ago00:41:57Tap to summarizeThe Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's $18B chip snag. We also talk with Aaron Holmes about Microsoft's Copilot updated strategy and UpperEdge’s Adam Mansfield about ServiceNow's enterprise friction. Lastly, we get into the Elon Musk trial with Rocket Drew, Martin Peers, and Nick Wingfield.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/microsoft-cuts-copilot-bloathttps://www.theinformation.com/articles/openais-ai-chip-deal-broadcom-hits-18-billion-financing-snagSubscribe: 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 - DeepSeek Plans $7B Funding Round 03:00 - OpenAI’s Broadcom Chip Deal Hits $18B Snag 11:22 - Microsoft Cuts Copilot Bloat and Hikes GitHub Prices 16:34 - ServiceNow Conference: Enterprise Buyers Seek ROI 30:39 - Elon Musk v. OpenAI Trial: Board Depositions Played 34:23 - The Editor’s Cut: Who is Winning the Legal War?
Transcribe →Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation
2w ago00:28:37Tap to summarizeRaul Martynek, CEO of DataBank, joins TITV Host Akash Pasricha to discuss Anthropic’s deal to utilize xAI’s Colossus data center and whether Elon Musk is pivoting to a neo-cloud business model. We also talk with The Information’s Rocket Drew about Shivon Zilis’s testimony in the Musk v. OpenAI trial, and we get into the $22 billion valuation of Kalshi and Polymarket’s shaky U.S. homecoming with Michael Roddan and Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/musk-giving-xais-servers-anthropic-ai-video-app-developer-reka-acquires-video-generating-startuphttps://www.theinformation.com/articles/polymarkets-homecoming-shaky-u-s-ceo-awolSubscribe: 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 - Anthropic’s Data Center Deal with xAI 10:41 - Shivon Zilis Testifies in OpenAI Trial 13:57 - Kalshi Raises $1B at $22B Valuation 15:17 - Polymarket’s Shaky U.S. Homecoming
Transcribe →AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk
2w ago00:30:28Tap to summarizeCreative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share grabbing" environment for CPUs. We also talk with The Information’s Sri Muppidi and Erin Woo about Anthropic’s massive $200 billion commitment to Google Cloud and whether the AI boom is fueled by circular financing. Rocket Drew provides an update from the Elon Musk v. OpenAI trial on Greg Brockman’s testimony, and we get into the $60 million funding round for Tessera Labs with CEO Kabir Nagrecha. Finally, we close with subscriber data on the tightening chatbot race between ChatGPT, Claude, and Gemini.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chipsSubscribe: 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/00:00 — 01:13 Introduction 01:14 — 11:05 AMD Revenue Rises 38% in Q1 11:06 — 18:41 Anthropic to Spend $200B on Google’s Cloud and Chips 18:42 — 22:18 Musk Trial: OpenAI President Testifies 22:19 — 29:48 Tessera Labs Raises $60M in Funding 29:49 — 31:23 Three-Way AI Chatbot Race Emerges
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