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.
75episodes
Episodes
Newest firstAll episodes
SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It
5d ago00:29:08Tap to summarizeThe Information’s Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk’s habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.Articles discussed on this episode: https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030https://www.theinformation.com/articles/xai-went-chasing-anthropic-poweringhttps://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuationSubscribe: 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 Models Slated to Burn $350 Billion09:41 - Why S&P Refused to Fast-Track SpaceX 13:32 - The xAI and Anthropic Cat and Mouse Game19:50 - The AI Paradox for Cybersecurity Stocks23:01 - Data Center Giant Switch Eyes $50B+ Valuation
Transcribe →Meta’s $200 AI Agent ‘Hatch’, Sam Altman-back Helion Valuation Hits $15.5B, Snowflake’s New AI Tools
6d ago00:41:45Tap to summarizeThe Information’s San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta's internal plans to charge up to $200 a month for its premium AI agent, Hatch. We also talk with Helion Energy Founder and CEO David Kirtley about the nuclear fusion company's new $465 million funding round at a $15.5 billion valuation, Netskope CEO Sanjay Beri about the cybersecurity market's growth deceleration and using Anthropic’s Mythos model to spot code vulnerabilities, and Snowflake Chief Data and AI Officer Anahita Tafvizi about the enterprise launch of its newly rebranded CoWork and CoCo tools. Finally, we get into the systemic shift from open academic research to closed frontier AI laboratories with our Applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/billionaire-databricks-perplexity-co-founder-pitches-ai-researchers-work-big-techhttps://www.theinformation.com/articles/fusion-startup-helion-nearly-triples-valuation-15-5-billion-thrive-led-roundhttps://www.theinformation.com/articles/meta-looks-charge-200-month-planned-hatch-ai-agentSubscribe: 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’s $200/Month AI Agent Hatch08:26 - Helion Energy Raises $465M for Fusion16:10 - Netskope CEO on AI Growth & Anthropic Mythos27:36 - Snowflake Launches CoWork and CoCo AI Tools34:26 - Databricks Co-Founder on Open AI Research
Transcribe →Microsoft’s Homegrown AI Models, Trump’s AI Executive Order, OpenAI to Merge Codex & ChatGPT
1w ago00:46:30Tap to summarizeTITV Host Akash Pasricha talks with Aaron Holmes about Microsoft’s new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc’s John Vinh joins to discuss Marvell’s soaring valuation, Intel’s low-power Crescent Island AI GPU, and Microsoft’s 2029 quantum chip timeline. Next, Leo Schwartz unpacks President Trump’s new AI executive order and its 30-day model-sharing compromise. Finally, Stephanie Palazzolo previews OpenAI's upcoming Codex and ChatGPT merger, and Jyoti Mann covers Meta's employee tracking scaleback following a 1,500-signature staff petition.Articles discussed on this episode: https://www.theinformation.com/articles/inside-openais-decision-combine-codex-chatgpthttps://www.theinformation.com/articles/meta-rolls-back-parts-employee-tracking-tool-staff-backlashhttps://www.theinformation.com/briefings/microsoft-unveils-new-homegrown-ai-openclaw-inspired-agents-businessesSubscribe: 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 - Microsoft Build: 7 New Models & Dev Box Hardware10:48 - Nvidia's Trillion-Dollar Call & Intel's Crescent Island24:46 - Trump Signs Compromise AI Executive Order31:04 - OpenAI Merges Codex & ChatGPT Into Super App40:41 - Meta Staff Backlash Limits Employee Tracking
Transcribe →Why Alphabet Wants $80 Billion for AI, Twitch’s Ad Plan & Self-Aware AI Models
1w ago00:50:54Tap to summarizeThe Information’s Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly Media founder CJ Gustafson joins to dissect Alphabet’s unprecedented $80 billion equity raise for AI compute and the market implications of Anthropic's confidential IPO filing. JetStream Security CEO Raj Rajamani outlines the cybersecurity and budget risks of internal "citizen developers" using advanced models like Anthropic's Mythos. Finally, Rocket Drew reviews Cognition's rebranding of Windsurf to Devin Desktop and explains why frontier AI models are learning to detect when they are being evaluated.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-media-empire-quietly-taps-outside-ad-sales-helphttps://www.theinformation.com/newsletters/ai-agenda/cognition-aims-switzerland-ai-agents-app-makeoverhttps://www.theinformation.com/newsletters/the-briefing/googles-ai-fundraising-anthropics-ipo-optionSubscribe: 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 - Amazon leans more heavily on outside firms for ad sales11:12 - Alphabet to Sell $80B in Stock for AI Investment23:55 - Anthropic expanding Project Glasswing34:43 - Cognition rebrands Windsurf app for AI era
Transcribe →Anthropic Confidentially Files for IPO, Nvidia’s New Chip for PCs, Ex-Meta CTO on their AI Playbook
1w ago00:34:23Tap to summarizeBreaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI’s aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta’s AI playbook.Articles discussed on this episode: https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcshttps://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customershttps://www.theinformation.com/articles/forward-deployed-engineers-ragehttps://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filinghttps://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-daySubscribe: 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 - Anthropic Files Confidentially for IPO02:52 - Nvidia Challenges Intel with M1X PC Chip07:00 - Cyber Firms Spend Millions on Anthropic Mythos14:44 - The Boom of Forward Deployed AI Engineers18:13 - Inside OpenAI's Enterprise Sales Strategy24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers
Transcribe →Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI Risk
2w ago00:38:18Tap to summarizeCo-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux.Articles discussed on this episode: https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groqhttps://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-modelhttps://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest Subscribe: 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/
Transcribe →Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump
2w ago00:32:58Tap to summarizeD.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.Articles discussed on this episode: https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloudhttps://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-toolshttps://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attemptSubscribe: 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 - Snowflake Shares Jump as AI Product Adoption Grows08:04 - Salesforce Earnings Reaction and M&A Strategy12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions23:03 - Apple to Renew Push for AI That Runs on Devices28:26 - Microsoft to Release New Coding Model
Transcribe →Polymarket’s Regulatory Hurdles, Pre-IPO Betting Boom on Prediction Markets, AI Increasing Workloads
2w ago00:43:37Tap to summarizeFinance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents.Articles discussed on this episode: https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuationhttps://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-riskshttps://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-marketshttps://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whisperingSubscribe: 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 - Polymarket Faces Global Regulatory Crackdown11:33 - Pre-IPO Betting Boom Hits Prediction Markets20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation38:12 - Why Developers Are Whispering to AI Agents
Transcribe →OpenAI’s Multi-Billion Ad Strategy, Modal Labs CEO on AI Infrastructure, Twilio’s Voice AI Surge
2w ago00:35:30Tap to summarizeE-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy.Articles discussed on this episode: https://www.theinformation.com/articles/twilios-ai-boost-double-edged-swordhttps://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-bigSubscribe: 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 Scales Conversion Ads and Targets Small Businesses08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap16:10 - GitHub’s Maintenance Issues and the Need for AI Native Code Tools25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio
Transcribe →SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise
3w ago00:42:02Tap to summarizeImmad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billionhttps://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agentsSubscribe: 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 Hits $5.7B Q1 Revenue02:39 - Microsoft Triggers New Corporate Data War12:43 - The Right Way to Value SpaceX25:46 - Mercury CEO on Fintech Growth and AI Tools
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