The Information

The Information's TITV

News EN ↓ 356 episodes

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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News

Podcast website

www.theinformation.com

Latest episode

Jul 10, 2026

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Episodes

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...

OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025 17.12.2025

The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI’s talks to raise $10 billion from Amazon and the strategic move to use Amazon’s Trainium chips. We also talk with Katie Roof about Waymo’s early talks to raise billions at a $100 billion valuation, as well as Valida Pau and Stephanie Palazzolo about how OpenAI and Anthropic are hunting for specialized data as public...

Centific’s Role in AI Boom, Databricks $134B Valuation, Alien Hunter Funding | Dec 16, 2025 16.12.2025

The Information’s Kevin McLaughlin breaks down Databricks’ massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures’ Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA’s Jensen Huang will fund AI-powered...

Musk's $1.5T SpaceX IPO Target, Grok’s Slow Enterprise Push, Space Data Centers | Dec 15, 2025 15.12.2025

The Information’s Wayne Ma talks with TITV Host Akash Pasricha about Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates’ Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its relian...

GPT-5.2 vs. Gemini 3 Pro, Larry Ellison’s Big Bet & Risk, Nebius CBO on AI Cloud War | Dec 12, 2025 12.12.2025

Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares...

Disney Invests $1B into OpenAI’s Sora, China’s AI Talent Wars, Oracle $10B Cash Burn | Dec 11, 2025 11.12.2025

Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 bil...

Pinterest CEO on AI Roadmap, China’s Emergency Nvidia Meeting, AWS’ New AI Model | Dec 10, 2025 10.12.2025

Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for b...

Trump Allows NVIDIA H200 Sales in China, IBM $11B Confluent Deal, AI's Midterm Threat | Dec 9, 2025 09.12.2025

The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midter...

Why Paramount’s Hostile WB Bid Will Win, ChatGPT Head Responds to OpenAI ‘Code Red’ | Dec 8, 2025 08.12.2025

The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from...

Netflix-WBD $82B Blunder, Apple Succession Plan, Inside Dude Perfect’s Booming Empire | Dec 5, 2025 05.12.2025

The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEv...

OpenAI’s Secret ‘Garlic’ Model, C3 AI’s Turnaround Plan, Robotics and D.C. | Dec 4, 2025 04.12.2025

The Information's Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Inform...

Microsoft Lowers AI Sales Growth Targets, AI’s Impact on Venture Capital & Travel | Dec 3, 2025 03.12.2025

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trendi...

Code Red at OpenAI, Apple’s AI Talent Shakeup, New Golden Age for Ads? | Dec 2, 2025 02.12.2025

The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure,...

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