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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The Information
Kategorie
Web podcastu
Nejnovější epizoda
13. lis 2026
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Epizody
‘Neolabs’ Rivaling OpenAI, New Finishing School for Founders, Circle’s Q3 Earnings | Nov 12, 2025 12.11.2025 32:34
Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his...
ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025 11.11.2025 46:16
D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI&#...
Anthropic’s Cost Advantage, ShopMy's $1.5B Valuation & Wildfire Fighting Drones | Nov 10, 2025 10.11.2025 36:02
The Information reporter Sri Muppidi joins TITV Host Akash Pasricha to analyze Anthropic's revenue projections relative to OpenAI. ShopMy Founder & CEO Harry Rein discusses the creator e-commerce company's new funding at a $1.5 billion valuation and its explosive growth. Seneca Founder & CEO Stuart Landesberg explains the company's autonomous drone system using AI to cut wildfire response...
Elon Musk’s $1 Trillion Tesla Pay Package, AI for Mining, Affirm’s Q1 Earnings | Nov 7, 2025 07.11.2025 30:26
Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI’s John Mern and Anthony Corso...
Neuralink Rival Raises $200M, Benable Social Media App, AWS Chip Strategy, Snap Surge | Nov 6, 2025 06.11.2025 35:40
Managing Partner at Creator Ventures Sasha Kaletsky talks with TITV Host Akash Pasricha about Snap earnings and the company's new $400 million partnership with Perplexity. We also talk with Synchron CEO Tom Oxley about the Neuralink-competitor’s $200 million funding round and its next-generation whole brain interface, and Metropolis Co-founder Alex Israel about Metropolis' $1.6 billion cap...
Robotics for Logistics Startup, Harvard Professor on AI Chip Wars, OpenAI Commerce | Nov 5, 2025 05.11.2025 34:26
Equity Research Analyst John Vinh talks with TITV Host Akash Pasricha about AMD's latest earnings, particularly its strong data center revenue and how it stacks up against Nvidia and Intel. We also talk with Advertising Reporter Catherine Perloff about Pinterest's earnings, the drop in share price, and the company's AI focus. Then, Catherine and E-Comm Reporter Ann Gehan break down their story on...
BlackRock’s Tony Kim on AI Deals, Goldman Sachs Economist’s AI Report, AI Accounting | Nov 4, 2025 04.11.2025 39:37
The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability...
Tubi CEO on Streaming Landscape, Google’s AI Strategy, Starcloud’s Space GPUs | Nov 3, 2025 03.11.2025 37:22
Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses th...
Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025 31.10.2025 38:13
Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Report...
Big Tech Earnings Analysis, Media Startup Fact-Checking AI, and Grammarly’s Rebrand | Oct 30, 2025 30.10.2025 59:17
The Information’s Erin Woo and Aaron Holmes talk with TITV Host Akash Pasricha about Google and Microsoft's accelerating cloud growth and soaring CapEx spending. We also talk with Theory Ventures’ Tomasz Tunguz about Mark Zuckerberg's aggressive AI investment mode and the lack of predictability in ad revenue, and Bloomberg Beta’s Roy Bahat about how startups compete with big tech's mas...
WTF Summit 2025: Paris Hilton on Social Media Strategy, Netflix CTO on AI Approach | Oct 29, 2025 29.10.2025 55:33
In this special edition of TITV, Reporter Natasha Mascarenhas takes over hosting at The Information’s annual WTF Summit (Women in Tech, Media and Finance). Natasha talks with Aparna Chennapragada, Chief Product Officer at Microsoft, about why "yesterday's magic is today's commodity in AI" and the rush to build resilient agents at the "speed of trust”. Next, Meghan Joyce, Co-...
On the Ground at Adobe MAX 2025 | Oct 28, 2025 28.10.2025 43:13
TITV Host Akash Pasricha is on the ground at Adobe MAX 2025 speaking with Adobe executives about their AI models, marketing tech, forward deployed engineers and the future of creative work. Akash speaks with Rachel Thornton, CMO at Adobe Enterprise, about what is on the minds of CMOs worldwide, including the shift from SEO to LLMs, the need for content at scale, and AI adoption challenges. He also...
OpenAI’s Music Race, Inside the Growing Secondary Market, AI for Mental Healthcare | Oct 27, 2025 27.10.2025 41:06
Industry Ventures’ Hans Swildens and Caplight’s Javier Avalos talk with The Information’s Deputy Bureau Chief of Finance Cory Weinberg about the growing secondary venture market and the rise of continuation funds. We also talk with Phin Barnes, Co-Founder of The General Partnership, about the VC fund concentration, splitting firms into "Alpha VC" and "Beta VC" approaches, and T...
Crusoe CEO’s Space Data Center, The “Meta-fication” of OpenAI, Future of Wearables | Oct 24, 2025 24.10.2025 44:57
Crusoe CEO Chase Lochmiller talks with TITV Host Akash Pasricha about Crusoe's $1.3 billion funding and the company's ambition to take cloud computing into outer space. We also talk with The Information Reporters Stephanie Palazzolo, Kalley Huang, and Erin Woo about why OpenAI employees are calling the company's culture shift "Facebookification." Next, TITV Host Akash Pasrich...
Bain Capital Partner on Modern Marketing, Apple-SpaceX Deal Discussion, AI Staffing | Oct 23, 2025 23.10.2025 45:21
The Information's Aaron Tilley and TMF Associates’ Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roof’s scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company, Traba, is using AI to disrupt the light industria...
Vinod Khosla on AI’s High Costs, Circular Financing, and Massive Energy Needs | Oct 22, 2025 22.10.2025 48:01
Khosla Ventures' Vinod Khosla talks with TITV Host Akash Pasricha about AI's high costs, the risks in circular financing deals like those involving NVIDIA and Oracle, and the energy solutions to AI. We also talk with The Information's Ann Gehan about creator reaction to TikTok Shop's new advertising tool. Li Haslett Chen, Founder of Howl, discusses where AI can transform the shoppi...
Baby Wellness AI, Turo CEO on Car Ownership Crisis, The AI Search & Revenue Enigma | Oct 21, 2025 21.10.2025 32:14
The Information’s Catherine Perloff talks with TITV Host Akash Pasricha about AI chatbots reshaping website traffic. We also talk with Anissa Gardizy about data center financing concerns, including NVIDIA's involvement, and signs of a possible funding bubble. Anushka Salinas, CEO of Nanit, and The Information’s Meredith Mazzilli discuss baby health gadgets and the Nanit smart monitor, and we g...
Crypto’s Hottest Startup, Upgrade CEO on Future IPO, Questions Ahead of Nvidia GTC | Oct 20, 2025 20.10.2025 29:27
The Information's Yueqi Yang talks with TITV Host Akash Pasricha about Hyperliquid and crypto's Wild West. We also talk with Moor Insights & Strategy’s Patrick Moorhead about Nvidia's GTC announcements and competition, and Upgrade CEO Renaud Laplanche about their big funding and future IPO. Lastly, we get into personalized medicine and healthcare's AI future with Sunita Mohanty...
Apple-F1 Media Deal, Moneyball for Minors, Oracle's AI Margin Worries, AI Rollup Boom | Oct 17, 2025 17.10.2025 34:30
The Information’s Anissa Gardizy and TD Cowen’s Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial’s Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information’s Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 billion youth sports tech market. Articles d...
Microsoft CPO on AI Strategy, Anthropic’s Acquisition Plans, Gaming Startup Trains AI | Oct 16, 2025 16.10.2025 32:32
Microsoft's Aparna Chennapragada talks with TITV Host Akash Pasricha about Microsoft's new "learn-it-all" AI product development cycle. We also talk with The Information's Miles Kruppa and Theo Wayt about the complex, GPU-backed debt financing behind xAI's huge "Colossus 2" data center, and Valida Pau about why Anthropic is quietly positioning itself for a start...
Dreamforce 2025, AI Challenges in Healthcare, Pushback on AI Coding Tools | Oct 15, 2025 15.10.2025 32:50
The Information’s Reporters Erin Woo and Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's Dreamforce conference. We also talk with Second Opinion Media’s Christina Farr about the challenges of new tech in healthcare, and the “Cursor Resistance" with The Information’s Rocket Drew. Lastly, we speak with Decart CEO Dean Leitersdorf about his mission to reinvent AI video...
Future of Health Tech with Oura CEO, Brex CEO on Fintech’s Growth, AI for Scientific Discovery | Oct 14, 2025 14.10.2025 34:38
Oura CEO Tom Hale talks with TITV Host Akash Pasricha about raising $900M at an $11B valuation and the company's AI-driven plans for the future of health tech. We also talk with Brex CEO Pedro Franceschi about the company's "unconstrained ambition" and how they're competing with incumbents. The Information's Stephanie Palazzolo explains the rise of "NeoClouds" a...
AWS’ New Enterprise AI Push, OpenAI Deal with Broadcom, Big Tech AI Ad Planning | Oct 13, 2025 13.10.2025 39:13
The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's ambitious plan to deploy 10 gigawatts of custom AI chips in partnership with Broadcom. We also talk with AWS CMO Julia White about the company's new suite of enterprise AI tools, QuickSuite, and the growing traction of its in-house Trainium chips. We get into how tech giants like Salesforce and Microsoft ar...
Qualtrics’ $6.75B Acquisition, E-comm Startup Revival, Reflection AI Raises $2B | Oct 10, 2025 10.10.2025 40:32
Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with our Reporter Ann Gehan and investor Michael Du...
AI Umpires in the MLB, Base Power Updating American Power, Trump & Big Tech | Oct 9, 2025 09.10.2025 37:02
Justin Lopas, COO of Base Power, talks with TITV Host Akash Pasricha about the company's recent $1B funding round and how they are addressing rising energy demands from AI data centers. We also talk with The Information's Sara Germano about AI's impact on sports, and also get into the future of fintech with Sheel Mohnot, a Co-Founder of Better Tomorrow Ventures. Lastly, we get into Tru...
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