The Information

The Information's TITV

News EN ↓ Epizody: 445

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.

Určitě navštivte web podcastu a podpořte jeho tvůrce: www.theinformation.com

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The Information

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www.theinformation.com

Nejnovější epizoda

13. lis 2026

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Epizody

AI Profitability Problem, Silicon Valley Longevity Boom, MeritFirst’s Hiring Strategy | Oct 8, 2025 08.10.2025

SignalFire's Ilya Kirnos and The Information's Aaron Holmes talk with TITV Host Akash Pasricha about AI's profitability problem. We also talk with Ema CEO Surojit Chatterjee about his new AI agent employee company, and we get into the longevity movement with DOC Co-Founder John Battelle & Dr. Jordan Shlain of Private Medical. Lastly, we do a pulse check on anxious tech founders wit...

Oracle’s Shockingly Small Cloud Margins, OpenAI ‘Super App’ Goal, AI Copyright | Oct 7, 2025 07.10.2025

Otherside AI CEO Matt Shumer and The Information’s AI Reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI's developer day and its plans to become a “super app.” We also talk with The Information’s Anissa Gardizy and Anita Ramaswamy about the new reporting on Oracle's razor-thin cloud margins. Runway CEO Cristobal Valenzuela joins to discuss AI copyright, and The In...

AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025 06.10.2025

Austin Lyons, Senior Analyst at Creative Strategies, talks with TITV Host Akash Pasricha about OpenAI's new deal with AMD and what it means for other AI chip companies. We also talk with M13 Partner Anna Barber about where startups can still succeed in a world dominated by OpenAI, and we get into Founders Fund's surprisingly bullish stance on AI with Reporter Miles Kruppa. Lastly, we discu...

Anduril CEO on the Business of Defense, AI Predictions for 2026, Steve Jobs’ Son | Oct 3, 2025 03.10.2025

The Information’s CEO & Editor-In-Chief Jessica Lessin speaks with Anduril CEO Brian Schimpf about the company’s incredible growth, defense tech, and the future of geopolitics. TITV Host Akash Pasricha talks with Semafor's Reed Albergotti and The Information's Stephanie Palazzolo about their AI predictions for 2026, and we also get into a rare profile of Reed Jobs, Steve Jobs’ son with...

Inside Sora 2, Fast Money in AI, Fermi America’s IPO, Outdoor Voices’ New Collection | Oct 2, 2025 02.10.2025

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about the strategic genius behind the launch of OpenAI Sora 2 and the complex copyright issues it raises. We also talk with The Information's Miles Krupa about Fermi America's head-scratching IPO. Jamin Ball from Altimeter Capital tells us why fast-growing AI companies need a reality check. Lastly, we get into Outdo...

DeepSeek’s New Model, Potential TikTok US CEO, Microsoft CEO News, AI Agenda Live NYC | Oct 1, 2025 01.10.2025

The Information’s Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information’s AI Agenda Live conference and Nick Patience from The Futurum Group about the new DeepSeek model. Last...

Claude Sonnet 4.5 Review, AWS Director on AI Agents, Vercel’s $9B Valuation | Sep 30, 2025 30.09.2025

Vercel's COO Jeanne DeWitt Grosser, talks with TITV Host Akash Pasricha about the company's $300M series F funding round and its aspirations to become the "AWS of AI." We also talk with Warp's Zach Lloyd and Zencoder's Andrew Filev about their first reactions to the new Claude Sonnet 4.5 model. The Information's Theo Wayt breaks down the latest xAI org chart shake-ups...

EA’s $55B Buyout, Snowflake’s AI Data Strategy, Humanoid Robots Learning Dexterity | Sep 29, 2025 29.09.2025

The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about EA's $55 billion takeover and the private equity firms behind it. We also talk with Snowflake's Josh Klahr about the company's new consortium to end the AI data wars and The Information’s Anissa Gardizy about why "fear" is fueling NVIDIA's spending spree. Lastly, we get into humanoid robots with Rod...

TikTok’s Shocking $14B Valuation, Google Antitrust Case, $10B Enigma of Mira Murati | Sep 26, 2025 26.09.2025

Katie Roof talks with TITV Host Akash Pasricha about the surprising $14 billion valuation of TikTok’s US business and what it means for the company's future. We also talk with Cathy Perloff about the ongoing Google antitrust case, Stephanie Palazzolo about Ex-OpenAI Mira Murati’s mysterious new $10 billion AI company, Thinking Machine Labs. Lastly, we get into the Trump Administration's ne...

AI Changing Consumer Investing, Asana’s AI Agents, The Digital Health Revolution | Sep 25, 2025 25.09.2025

Forerunner Ventures' Kirsten Green talks with TITV Host Akash Pasricha about the future of AI in consumer tech and The Information's Anita Ramaswamy discusses the risks inherent in Oracle's recent debt offering. We also talk with Sword Health's ‘V’ Bento about building an AI healthcare platform and Asana's Anne Raimondi about the company's new AI agents. Articles discussed on this episode: https:/...

Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025 24.09.2025

General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams. Articles discussed on this episode:  https://www.theinformation.com/articles/can-afford-ai TITV airs on YouTube, X and Lin...

OpenAI’s & Nvidia Close Ties, Distyl AI’s $1.8B Valuation, The Climate Week Pivot | Sep 23, 2025 24.09.2025

The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climact...

Nvidia Challenger Cerebras’ Funding, TikTok Update, Navan’s Signal About Tech IPOs | Sep 22, 2025 22.09.2025

The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras’ CEO...

Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025 19.09.2025

Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple’s...

Meta’s New AR Glasses, Docusign & CLEAR Partnership, Rent the Runway’s Future | Sep 18, 2025 18.09.2025

Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham O'Regan about the ongoing TikTok-US deal, and we get an exclusive with the CEOs of DocuSign and CLEAR as they announce a new partnership. Lastly, we get into Rent the Runway’s big comeb...

Workday's AI Strategy, AI ‘Co-workers’, IPOs Are Back & The Future of Consumer Crypto | Sep 17, 2025 17.09.2025

Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer crypto and on-chain identity w...

Salesforce & Microsoft’s AI Sales Challenges, AI’s Impact on Product & Sales Teams | Sep 16, 2025 16.09.2025

Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolving role of product management with...

China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025 15.09.2025

The Information’s Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das....

AI for Wall Street, Gemini IPO Signal, Paramount’s Bet on Warner Bros. Discovery | Sep 12, 2025 12.09.2025

AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech companies aren't buying social media platform...

Eventbrite CEO Julia Hartz on Live Events, AI in Logistics & Healthcare, AI Euphoria | Sep 11, 2025 11.09.2025

The Information’s CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI’s impact on healthcare and the company's new wearables device. We also get into the future of logistics with Augment CEO Haris...

Atlassian CEO on Data Wars, Klarna IPO, Oracle’s Surge, Microsoft’s Anthropic Deal | Sep 10, 2025 10.09.2025

Atlassian CEO Mike Cannon-Brookes talks with TITV Host Akash Pasricha about the corporate data wars and his company's recent acquisition of The Browser Company. We also talk with venture capitalist Mercedes Bent about the Klarna IPO and the Buy Now, Pay Later industry, and Aaron Holmes about Microsoft's new partnership with Anthropic. Finally, we get into Oracle's AI-driven surge with...

Apple’s New iPhone, “The Amazon of Latin America”, and a16z’s Crypto Returns | Sep 9, 2025 09.09.2025

TITV Host Akash Pasricha talks with MercadoLibre CFO Martin De Los Santos about e-commerce growth and the company's massive fintech business. We also talk with Apple reporter Wayne Ma about whether AI matters for iPhone sales and reporter Natasha Mascarenhas about Andreessen Horowitz's crypto fund’s massive returns. Articles discussed on this episode:  https://www.theinformation.com/articl...

OpenAI's $115B Cash Burn, Nuclear Energy for AI & Trump's Tech Dinner | Sep 8, 2025 08.09.2025

The Information’s OpenAI Reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's higher revenue projections and its even bigger cash burn. We also talk with Aalo Atomics CEO Matt Loszak about the future of nuclear energy and its role in the AI boom and GC AI CEO Cecilia Ziniti about the Anthropic lawsuit. Lastly, we get into Trump's White House tech dinner with The Informat...

Software earnings, GLP-1s, longevity medicine, OpenAI's hiring platform, & Nvidia's loop | Sep 5, 2025 05.09.2025

Rishi Jaluria and Ed Sim talk with TITV Host Akash Pasricha about enterprise software. The Information’s Ann Gehan and Brian Sugar discuss GLP-1s, and we get into longevity with Jacob Kimmel. Sam Lessin also joins to discuss OpenAI's new hiring platform, and our reporter Anissa Gardizy explains NVIDIA's circular business operations. Articles discussed on this episode:  https://www.theinformation.c...

Musk’s X Money Plans, Atlassian Buys The Browser Company, Google AI Chips vs. Nvidia | Sep 4, 2025 04.09.2025

The Information's Theo Wayt talks with TITV Host Akash Pasricha about Elon Musk's challenges with financial regulators over his X "everything app" plans. We also talk with SignalFire's Chris Farmer about his firm's data-driven VC approach and Rogo's Gabriel Stengel about the acquisition of Subset. We get into Atlassian's surprise acquisition of The Browser Company...

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