The Information
The Information's TITV
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.
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Autor
The Information
Kategorie
Web podcastu
Nejnovější epizoda
13. lis 2026
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Epizody
The Information’s 2026 Predictions, PwC Leader on Media & Ecomm, ByteDance’s Victory | Dec 19, 2025 19.12.2025 41:34
The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundw...
Axios CEO on ‘Post-News’ Era, Tubi CEO on TikTok Awards, Lyft’s Autonomous Goals | Dec 18, 2025 18.12.2025 1:09:56
OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood’s Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information’s Anissa Gardizy about the financing hurdles facing Oracle’s newest da...
OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025 17.12.2025 28:04
The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI’s talks to raise $10 billion from Amazon and the strategic move to use Amazon’s Trainium chips. We also talk with Katie Roof about Waymo’s early talks to raise billions at a $100 billion valuation, as well as Valida Pau and Stephanie Palazzolo about how OpenAI and Anthropic are hunting for specialized data as public...
Centific’s Role in AI Boom, Databricks $134B Valuation, Alien Hunter Funding | Dec 16, 2025 16.12.2025 39:16
The Information’s Kevin McLaughlin breaks down Databricks’ massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures’ Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA’s Jensen Huang will fund AI-powered...
Musk's $1.5T SpaceX IPO Target, Grok’s Slow Enterprise Push, Space Data Centers | Dec 15, 2025 15.12.2025 37:30
The Information’s Wayne Ma talks with TITV Host Akash Pasricha about Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates’ Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its relian...
GPT-5.2 vs. Gemini 3 Pro, Larry Ellison’s Big Bet & Risk, Nebius CBO on AI Cloud War | Dec 12, 2025 12.12.2025 55:46
Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares...
Disney Invests $1B into OpenAI’s Sora, China’s AI Talent Wars, Oracle $10B Cash Burn | Dec 11, 2025 11.12.2025 38:09
Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 bil...
Pinterest CEO on AI Roadmap, China’s Emergency Nvidia Meeting, AWS’ New AI Model | Dec 10, 2025 10.12.2025 54:53
Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for b...
Trump Allows NVIDIA H200 Sales in China, IBM $11B Confluent Deal, AI's Midterm Threat | Dec 9, 2025 09.12.2025 39:48
The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midter...
Why Paramount’s Hostile WB Bid Will Win, ChatGPT Head Responds to OpenAI ‘Code Red’ | Dec 8, 2025 08.12.2025 37:55
The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from...
Netflix-WBD $82B Blunder, Apple Succession Plan, Inside Dude Perfect’s Booming Empire | Dec 5, 2025 05.12.2025 48:39
The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEv...
OpenAI’s Secret ‘Garlic’ Model, C3 AI’s Turnaround Plan, Robotics and D.C. | Dec 4, 2025 04.12.2025 35:21
The Information's Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Inform...
Microsoft Lowers AI Sales Growth Targets, AI’s Impact on Venture Capital & Travel | Dec 3, 2025 03.12.2025 35:00
Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trendi...
Code Red at OpenAI, Apple’s AI Talent Shakeup, New Golden Age for Ads? | Dec 2, 2025 02.12.2025 35:19
The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure,...
China Breaking Free from Nvidia, AWS re:Invent 2025, 2025 Gift Guide | Dec 1, 2025 01.12.2025 44:32
The Information’s Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and...
OpenAI’s Vision of 220 Million Paid Users by 2030, Crypto Winter Will Be Different | Nov 26, 2025 26.11.2025 34:54
The Information’s Sri Muppidi talks with today’s TITV Host Anita Ramaswamy about OpenAI's ambitious projections for 220 million paid ChatGPT subscribers and the competition from Google's Gemini. We also talk with Laffer Tengler Investments CEO Nancy Tengler about big tech stock movements, including NVIDIA, Oracle, and whether the AI market is a bubble, and Editor Ken Brown about the curren...
Google Battles Nvidia with TPUs and OpenAI With Pretraining, Automating Wall Street | Nov 25, 2025 25.11.2025 38:03
The Information’s Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding...
OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025 24.11.2025 51:15
Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk's mission to replace X staff with xAI's Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson's Gil Luria and WorkHelix's Andrew McAfee about AI's accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA....
Sam Altman’s Warning About Google, Musk’s $1B+ Lawsuit Against OpenAI, AI in Travel | Nov 21, 2025 21.11.2025 49:16
AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel dis...
Nvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 2025 20.11.2025 49:36
Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regul...
General Catalyst's Novel VC Fund, Creator Economy Shift, AI Inference Cost Prediction | Nov 19, 2025 19.11.2025 41:47
The Information's Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt, and AWS Director of Technology Shaown Nandi d...
Microsoft & NVIDIA Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 2025 18.11.2025 38:10
The Information’s Editor-in-Chief Jessica Lessin and Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how...
Bitcoin Plunge, 1Password’s New Growth Phase, Beehiiv Launches Creator Toolset | Nov 17, 2025 17.11.2025 34:10
Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information’s Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a &qu...
Former Twitter CEO Building AI Web Infrastructure, Waymo’s Freeway Expansion | Nov 14, 2025 14.11.2025 50:52
Parag Agrawal, Founder & CEO of Parallel Web Systems, talks with TITV Host Akash Pasricha about his $100M AI infrastructure startup and the future of AI agents on the web. We also talk with Sid Sheth, Founder & CEO of d-Matrix, about taking on NVIDIA with their specialized inference chip, and Cory Weinberg about the escalating boardroom battle at Grindr. Lastly, we get into Waymo's fre...
Lyft’s Stock Turnaround, Snowflake’s AI Agent Strategy, Building EV Charging Networks | Nov 13, 2025 13.11.2025 38:02
The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about Lyft's surprising stock performance and its strategy in the autonomous vehicle space. We also talk with Jeff Hollan about Snowflake Intelligence, a new group of AI agents, and how the company differentiates itself in the crowded enterprise software market. Loop Global CEO Olga Shevorenkova discusses the state of EV cha...
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