The Information's TITV

Apple 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 M...

Asia 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 Rocke...

Deputy 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 alrea...

Box 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...

The 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://ww...

Raul 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 Mi...

Creative 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 provide...

Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about a new hybrid AI search experience and the future of product discovery. We also talk with Rocket Drew about OpenAI President Greg Brockman’s $30 billion testimony in the Elon Musk trial, Yueqi Yang about Coinbase’s 14% workforce reduction and a16z’s new $2.2 billion crypto fund, and we get into the safety risks and hidden c...

Enterprise Software Reporter Kevin McLaughlin talks with TITV Host Akash Pasricha about SAP's move to block unauthorized AI agents from accessing corporate data. We also talk with Stephanie Palazzolo about Anthropic's talks to buy AI inference chips from U.K. startup Fractal and Ken Brown about how fund managers are selling big tech stocks to make room for the SpaceX IPO. Lastly, we get in...

UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We also talk with UBS’ Gary Marcus about his takeaways from the first week of the Musk v. Altman trial and the dangers of autonomous AI agents, and we get into Shopify's move to obtain nationwide money transmitter licenses with Senior Editor Meredi...

Jefferies Senior Analyst Brent Thill joins Senior Finance Editor Ken Brown to break down Meta’s massive $145 billion CapEx forecast and why Mark Zuckerberg’s monetization plan is rattling Wall Street. We also talk with RBC Capital Markets’ Rishi Jaluria about Microsoft’s $9 billion in AI revenue and the enterprise adoption of Copilot, and we get into the "brutal" cross-examination of Elo...

The Information’s Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some customers are underwhelmed. We also talk with Sri Muppidi about OpenAI’s massive shift toward the $8 ChatGPT Go plan and Rocket Drew about Elon Musk’s high-stakes testimony in the OpenAI trial. Lastly, we get into the future of crypto regulation with Cody...

The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy"...

At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mis...

The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We also talk with Harvey's Niko Gruppen about the launch of GPT 5.5 and whether it puts OpenAI back in "pole position" over Anthropic’s Claude Code. Our Co-Executive editor Martin P...

Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also talk with The Information's Erin Woo about "agent sprawl" at Google Cloud Next and The Home Depot's struggle to automate workflows, and we get into the "SaaS apocalypse&qu...

The Information’s Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with reporter Rocket Drew about the growing pains of OpenClaw and the unauthorized access to Anthropic's Mythos model.  The Information’s Valida Pau and Cory Weinberg break down SpaceX’s skyrocketing deb...

D.A. Davidson’s Gil Luria talks with TITV Guest Host Anita Ramaswamy about Apple’s CEO transition and Amazon’s $25B investment in Anthropic. We also talk with The Information’s Valida Pau and Cory Weinberg about Elon Musk’s increased stake in SpaceX and the company’s upcoming IPO.  On the ground at Adobe Summit 2026, TITV Host Akash Pasricha joins Adobe CMO Rachel Thornton and Amit Ahuja about the...

The Information’s Erin Woo talks with TITV Guest Host Rocket Drew about Google’s new internal strike team focused on automating coding and AI research. We also talk with Yueqi Yang about Polymarket’s $15 billion valuation and the rise of prediction markets, and Buck Shlegeris, CEO of Redwood Research, about the Berkeley AI control conference and the latest in AI safety. Finally, we get into the in...

The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek’s first-ever outside funding round and its potential $10 billion valuation. We also talk with Rosenblatt Securities' Barton Crockett about Netflix’s slowing revenue growth and its aggressive expansion into sports and gaming, and Microsoft reporter Aaron Holmes about LinkedIn’s surprisingly successful AI Hiring...

The Information’s Erin Woo joins TITV Host Akash Pasricha to discuss her latest exclusive: Google is in discussions with the Defense Department about using Gemini in classified settings. We also talk with E-Commerce Reporter Ann Gehan about OpenAI's rapid expansion into click-based advertising and Aaron Tilley about Apple's decision to send Siri staffers to an AI coding bootcamp ahead of a...

The Information’s Martin Peers discusses why Snap’s 16% workforce reduction is a performative move rather than a strategic fix. Anissa Gardizy breaks down Allbirds' surprising pivot from footwear to GPU cloud rentals. Kevin McLaughlin explains Anthropic’s shift to consumption-based pricing for enterprise customers. Stephanie Palazzolo reveals details on Anthropic’s upcoming Opus 4.7 model and...

The Information’s Theo Wayt and TMF Associates President Tim Farrar talk with TITV Host Akash Pasricha about Amazon’s $11 billion acquisition of Globalstar and its new deal with Apple to challenge SpaceX. We also talk with The Information’s Cory Weinberg about exclusive leaked financials showing Starlink’s massive profitability and xAI’s $21 billion CapEx, and Michael Roddan about Polymarket’s new...

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's internal memo regarding staggering AWS demand. We also talk with Laura Bratton about the R&D spending race and Emergence Capital GP Jake Saper about why SaaS companies must shift to selling outcomes to survive the AI era. Lastly, we get in...

The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. We host a Bull vs. Bear debate with Martin Peers and Jason Dean on OpenAI’s leadership fissures and whether its revenue lead over Anthropic is evaporating. Cory Weinberg and Theo Wayt reveal exclusive SpaceX financials showing a $5 billion loss driven...