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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Ultimo episodio
11 nov 2026
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Episodi
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King 28.07.2026 36:46
TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera...
Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy 28.07.2026 44:27
Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption w...
Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI 24.07.2026 41:08
Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield. Articles discus...
U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan 23.07.2026 57:10
The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason...
SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters 22.07.2026 50:50
Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack L...
US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System 21.07.2026 44:44
Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinbe...
Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale 20.07.2026 29:37
The Information’s Erin Woo talks with TITV Host Akash Pasricha about Google’s secret new "Frozen V2" server chip designed for Gemini. We also talk with Savi Security CEO Patrick Coughlin about the $200 billion AI cyber scam surge and The Information’s Alix Coutures about 160 enterprise software startups primed for acquisition. Articles discussed on this episode: https://www.theinformati...
The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools 17.07.2026 56:32
Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community fe...
NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate 16.07.2026 47:03
Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford. Articles discussed on...
On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park 15.07.2026 51:26
The Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS. Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Ke...
TITV One Year Anniversary Show 14.07.2026 1:38:18
The Information is celebrating TITV’s one year anniversary today! Join us for this special moment, hosted at our San Francisco newsroom. Kicking us off, Vercel’s COO Jeanne DeWitt Grosser and Theory Ventures General Partner Tomasz Tunguz talk with TITV Host Akash Pasricha about where AI will take the enterprise by 2030. We also talk with Decagon CEO Jesse Zhang about the direction of AI research...
Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse Spark 13.07.2026 47:25
Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple suing OpenAI over hardware secrets. We also talk with Yueqi Yang about Wall Street's DTCC tokenizing stock trading, Stephanie Palazzolo about her key takeaways from the ICML AI research conference, and we get into the latest frontier model releases with Laude Research Partner and former Meta Director of AI Braden Hanco...
Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent 10.07.2026 35:08
Citizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay. Articles discussed on this episode: https://www.theinf...
OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips 09.07.2026 56:10
Dan Shipper, CEO of Every, talks with TITV Host Akash Pasricha about OpenAI's new GPT 5.6 model family. We also talk with Aaron Tilley about Apple's on-device AI ambitions, Jing Yang and Qianer Liu about China allowing limited Nvidia H200 chip purchases, and Leo Schwartz about Binance shifting its cooperation with the DOJ. Lastly, we get into AI-driven e-commerce with Daydream founder and...
Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQ 08.07.2026 34:15
Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about Tesla's Miami Robotaxi launch. We also talk with Nvidia correspondent Phoebe Liu about Nvidia partnering with AI chip rivals and enterprise software reporter Kevin McLaughlin about HubSpot's controversial customer data reversal. Plus, we get into the cooling AI IPO pipeline with Gregor Feige, Co-Head of ECM, Americas an...
Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips 07.07.2026 45:46
Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Fut...
Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse? 06.07.2026 33:21
The Information's Laura Bratton talks with Rocket Drew about small firms ditching Salesforce for custom AI apps. We also talk with Grace Kay about Tesla's strict new weekly AI spending caps for engineers, and Aaron Holmes discusses Microsoft laying off 4,800 employees while overhauling its Copilot strategy. Articles discussed on this episode: https://www.theinformation.com/articles/small-...
Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious? 02.07.2026 55:17
Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura...
Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle 01.07.2026 34:26
Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip proje...
Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs 30.06.2026 41:04
Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech gian...
Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI Agents 29.06.2026 47:57
DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggere...
Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI Licensing 26.06.2026 50:21
The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton abou...
Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift 25.06.2026 42:04
TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO...
Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad Progress 24.06.2026 39:56
Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising b...
OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla Hype 23.06.2026 45:46
The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated follo...
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