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
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Dernier épisode
27 oct. 2026
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Épisodes
The Software Pricing War and AI Power Bottlenecks 22.09.2026 49:22
The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari. Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-...
U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era 21.09.2026 45:32
The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about US-China AI dialogue and the ‘AI Force’. We also talk with Khosla Ventures Founder Vinod Khosla about AI tax reform and safety regulation, and we get into AI sales agents and scaling limits with Clay Co-Founder and CEO Kareem Amin. Articles discussed on this episode: https://www.theinformation.com/...
AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment 18.09.2026 56:32
The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arcee AI Co-Founder and CEO Mark McQuade about open weight AI models in the US vs China. Lastly, we get into AI compute debt financing with The Information Senior Editor Meredith Mazzilli. Articl...
The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled 18.09.2026 42:35
Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO Greg Jensen demanding bank-style regulation for AI compute and Menlo Ventures' Amy Wu Martin about consumer AI adoption stalling despite tripled spending. Lastly, we get into The Informatio...
Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction 16.09.2026 41:09
about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenstein. Articles discussed on this episode: https://www.theinformation.com/articles/apple-considers-return-server-market-talked-nvidia-use-network-tech https://www.theinformation.com/newsletters/dea...
The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses 15.09.2026 33:59
Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heavy AI investments and Creator Ventures' Sasha Kaletsky about Meta's new Muse agent launch, and we get into developers pairing Claude Code with rival AI models with The Information&#...
What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive 14.09.2026 55:19
OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and coordinating with each other. They dig into the infamous Hugging Face incident, the limits of AI “research taste,” OpenAI’s push toward AI systems that can help improve the next generation of AI, and...
Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal 14.09.2026 47:17
The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton about enterprise data privacy fears, Phoebe Liu about Anthropic’s $13.7B deal with Rum Group, Superhuman CEO Shishir Mehrotra about Superhuman’s acquiring of AI notetaker Fathom, and get into AI...
Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing 11.09.2026 46:06
RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI ex...
Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise? 10.09.2026 38:06
Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The Information's Alix Coutures about OpenAI's new ad restrictions, and we get into Asana's new AI rollout with Asana CEO Dan Rogers. Articles discussed on this episode: https://www.the...
Meta Debuts New Agent ‘Muse,’ OpenAI’s Math Drama & White House AI Whitelist Confusion 09.09.2026 41:14
Foundation Capital’s Jaya Gupta talks with TITV Host Akash Pasricha about the launch of Meta’s first consumer AI agent, Muse. We also talk with Samsara’s Johan Land about the drama around OpenAI’s latest math model breakthrough, the White House’s confusing AI whitelist policy with our reporter Leo Schwartz and our reporter Laura Bratton discusses Hugging Face’s robotics push. Articles discussed on...
OpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments Tech & How AI Threats Shift Corporate Budgets 08.09.2026 35:54
Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's new Astra model and its AGI claims. We also talk with Valida Pau about Coatue's proposed chip financing joint venture with startup MatX, Aaron Holmes about rising AI cyber threats and ElevenLabs' 2028 IPO plans, and we get into AWS's major Bedrock overhaul with Catherine Perloff. Articles discussed on this episo...
Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview 04.09.2026 42:21
Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple'...
Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-Up 03.09.2026 55:03
Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, a...
OpenAI Technique in ‘Astra’ Model Sparks Security Concerns, SpaceX Shakes Up Data Center Leadership 02.09.2026 35:30
Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we ge...
Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI 01.09.2026 38:31
Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes. Articles...
How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company 31.08.2026 47:36
The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and...
Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense Policy 28.08.2026 46:48
CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, an...
Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump 27.08.2026 36:39
Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday. Articles discussed on this episode:...
Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI 26.08.2026 47:50
San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, w...
Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell Party 25.08.2026 42:53
Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of N...
Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance 24.08.2026 34:06
The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants. Articles discussed on this episode: https://www.thein...
Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter 21.08.2026 32:19
In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist...
Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange 20.08.2026 34:24
Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen. Articles discussed on this episode: https://www.theinformation.com/ar...
OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO 19.08.2026 44:26
AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari. Articles discussed on this episode: https://www.thein...
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