The Information

The Information's TITV

News EN ↓ 443 episodi

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

Amazon Layoffs & Shutdown of Fresh and Go Stores, The Anthropic Cowork Threat | Jan 28, 2026 28.01.2026

Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazon’s massive 16,000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsoft’s internal reaction to Anthropic’s Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazon’s grocery store experiments. Finally, we...

Silicon Valley ICE Debate, Anthropic CEO’s AI Essay, Social Media Addiction Trials | Jan 27, 2026 27.01.2026

The Information’s Editor-in-Chief Jessica Lessin talks with TITV Host Akash Pasricha about the erupting political debate in Silicon Valley, Sam Altman’s internal warnings about ICE, and Anthropic CEO’s AI Essay. We also talk with David Levy of Porch Capital about Nvidia’s deepening ties to CoreWeave and the future of edge inference, Erin Woo about the massive legal trials facing social media giant...

OpenAI vs. Anthropic Enterprise War, OpenAI Ad Prices, Synthesia’s $4B Valuation | Jan 26, 2026 26.01.2026

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI’s aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI’s premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company’s new $4 billion valuation and the futu...

Capital One’s $5B Brex Buy, Intel’s Sales Slump & OpenAI’s Greg Brockman Goes MAGA | Jan 23, 2026 23.01.2026

HSBC’s Frank Lee talks with TITV Host Akash Pasricha about Intel’s disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information’s Laura Mandaro about Capital One’s $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and Ope...

Apple’s AI Wearable Pin, OpenAI’s Massive Ad Push & General Fusion’s $1B IPO | Jan 22, 2026 22.01.2026

The Information’s Wayne Ma and Aaron Tilley talk with TITV Host Akash Pasricha about Apple’s secret development of an AI wearable pin and Craig Federighi’s cautious strategy to catch up with rivals. We also talk with Smooth Media’s Josh Kaplan about TikTok’s survival in the 2026 creator economy, Stephanie Palazzolo about OpenAI’s internal restructuring following the Thinking Machines Labs fallout,...

Netflix’s Warner Bros. Play to Beat YouTube, Ex-OpenAI Head of Sales on Selling AI | Jan 21, 2026 21.01.2026

Rich Greenfield, Co-founder of LightShed Partners, talks with TITV Host Akash Pasricha about Netflix's quarterly results and why a Warner Brothers acquisition is a long-term strategic win. We also talk with Ex-OpenAI Head of Sales Aliisa Rosenthal about the shift from traditional SaaS sales to AI-native selling, and Foundation Capital's Ashu Garg and Jaya Gupta about "context graphs&q...

Amazon CEO Andy Jassy & Jessica Lessin at Davos, Gemini’s Developer Boom | Jan 20, 2026 20.01.2026

Amazon CEO Andy Jassy talks with The Information’s CEO Jessica Lessin about Amazon's significant new deal with OpenAI and the company's aggressive push into custom AI chips with Trainium. We also talk with Jessica Lessin about her reflections on the ground at Davos and MongoDB CEO CJ Desai about whether AI is a structural threat to enterprise software. Lastly, we get into Google's expo...

SpaceX, Anthropic and Discord IPO Outlook, Oura CEO on JPM 2026 & Future of Health | Jan 16, 2026 16.01.2026

The Information’s Cory Weinberg and Martin Peers talk with TITV Host Akash Pasricha about the 2026 IPO landscape, featuring SpaceX, Discord, and the potential pitfalls for "geriatric" startups. We also talk with The Information’s Rocket Drew about the "cracked engineer" phenomenon reshaping the AI labor market, and we get into the future of healthcare with Oura CEO Tom Hale and...

Thinking Machines Co-founders Head to OpenAI, Zuckerberg’s AI Warning | Jan 15, 2026 15.01.2026

The Information’s Qianer Liu talks with TITV Host Akash Pasricha about TSMC’s record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson’s Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta’s Realit...

Airbnb CEO Brian Chesky on AI Strategy & New CTO, Microsoft’s Anthropic Deal | Jan 14, 2026 14.01.2026

Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsoft’s growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally, we get into the launch of the tech-focused D...

China Restricts Nvidia H200s, Meta’s Huge Compute Bet & Apple’s Google Deal | Jan 13, 2026 13.01.2026

The Information’s Martin Peers talks with TITV Host Akash Pasricha about China's new restrictions on Nvidia H200 purchases and Meta's decision to cut staff in Reality Labs to focus on AI wearables. We also talk with DataBank CEO Raul Martynek about Mark Zuckerberg’s massive "Meta Compute" initiative and The Information’s Erin Woo and Aaron Tilley about the landmark deal to bring...

Apple Picks Gemini for Siri AI, Google’s AI Shopping Tools, Meta’s New Power Player | Jan 12, 2026 12.01.2026

The Information’s Editor-in-Chief Jessica Lessin joins TITV for breaking news—Meta’s high-profile hiring of Dina Powell McCormick and Apple’s Siri-Gemini partnership. Next, The Information's Cory Weinberg and Michael Roddan talk with TITV Host Akash Pasricha about Motive's reliance on 400 human annotators in Pakistan to verify AI dashcam alerts. We also talk with Senior Editor Meredith Maz...

DeepSeek’s V4 Coding Leap, Strava’s IPO Move & Silicon Valley’s Aging Craze | Jan 9, 2026 09.01.2026

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss exclusive reporting on DeepSeek's new V4 flagship model and its superior coding capabilities. We also talk with Cory Weinberg about Strava's confidential IPO and Lambda's $350M raise, and Every CEO Dan Shipper about how AI is blurring the lines between media and software. Then, Ro CEO Zach Reitano breaks down the lau...

Elon Musk vs. OpenAI Trial, OpenAI $50B Employee Stock Pool & E-Comm Reality | Jan 8, 2026 08.01.2026

The Information's Rocket Drew joins TITV Host Akash Pasricha to discuss the major court ruling sending Elon Musk’s lawsuit against OpenAI to a jury trial. We also talk with reporter Sri Muppidi about OpenAI's exclusive $50 billion employee stock grant pool, e-comm reporter Ann Gehan about the messy reality of OpenAI's e-commerce ambitions, Netskope CEO Sanjay Beri on cybersecurity inno...

China Halts Nvidia H200 Chips, Discord's Confidential IPO File, AI Developer Platform | Jan 7, 2025 07.01.2026

Nvidia reporter Wayne Ma joins TITV Host Akash Pasricha to discuss China’s move to halt orders of Nvidia’s H200 chips as it tries to bolster domestic competition. We also talk with Conviction founder Sarah Guo about the mismatch between AI productivity and enterprise ROI, and Finance Editor Ken Brown about the high failure rate of AI-themed investment funds. Mercedes Bent of Premise breaks down Di...

Nvidia’s New Rubin Chips & Self-Driving Tech, Amazon’s Tough Sell for AI, Energy Boom | Jan 6, 2025 06.01.2026

Kindred Ventures’ Steve Jang talks with TITV Host Akash Pasricha about Jensen Huang’s blockbuster CES keynote and why NVIDIA’s new Rubin chips require a total data center overhaul. We also talk with The Information’s Rocket Drew about Nvidia’s open-source Alpamao-1 self-driving model and our scoop on LMArena’s $1.7 billion valuation, Amazon Reporter Catherine Perloff about why AWS employees are sk...

Jensen Huang’s ‘Digital Twin’, Future of Creators, OpenAI’s International Issue | Jan 5, 2025 05.01.2026

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge’s Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator...

Uber Considers Buying SpotHero, xAI’s New Supersized Data Center, Nvidia Predictions | Dec 31, 2025 31.12.2025

The Information’s Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber’s potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI’s massive third data center expansion in Memphis and Creative Strategies’ Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle’s potential "chip-backe...

Meta Buys Manus for $2B, Apple’s 2026 Rebirth, Elon Musk’s Failed Goals | Dec 30, 2025 30.12.2025

The Information’s Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta’s $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital’s Willy Lee about the future of Neoclouds like CoreWeave and OpenAI’s competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, w...

Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk | Dec 29, 2025 29.12.2025

The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could jus...

Inside OpenAI’s Ads Push & Potential $100B in Funding, Preview for SpaceX IPO | Dec 24, 2025 24.12.2025

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI’s massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impa...

Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025 23.12.2025

ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut...

Microsoft CEO’s Copilot Push, Cursor Acquires Graphite, Hurdles for Waymo & Humanoids | Dec 22, 2025 22.12.2025

The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots,...

The Information’s 2026 Predictions, PwC Leader on Media & Ecomm, ByteDance’s Victory | Dec 19, 2025 19.12.2025

The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundw...

Axios CEO on ‘Post-News’ Era, Tubi CEO on TikTok Awards, Lyft’s Autonomous Goals | Dec 18, 2025 18.12.2025

OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood’s Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information’s Anissa Gardizy about the financing hurdles facing Oracle’s newest da...

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