The Information's TITV

The Information’s Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company’s new AI search engine ‘Scout’ and its potential IPO or sale. Plus, we cover Anduril’s $60 bill...

The Information’s Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq’s $7.6 billion payout to shareholders and B...

Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information’s Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds’ Joseph Alagna about the synergies behind the SpaceX and xAI merge...

Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection poin...

The Information’s Ann Gehan talks with TITV Host Akash Pasricha about OpenAI’s rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave o...

The Information’s Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for tr...

The Information’s Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer’s Jason Helfstein about Amazon’s massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 bi...

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi. Articles...

Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercia...

The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broade...

New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX’s unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle’s $50 billion funding drive for AI data centers, and Rocket Drew...

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's...

The Information’s Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft’s multi-billion dollar talks to join OpenAI’s $100 billion funding round. We then speak with Theory Ventures’ Tomasz Tunguz about Meta’s bullish earnings and Microsoft’s data center capacity crunch, followed by Ross Gerber on Tesla’s decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Di...

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...

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...

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...

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...

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,...

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 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...

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...

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 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...

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...

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...