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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Latest episode
Jul 10, 2026
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Episodes
China Breaking Free from Nvidia, AWS re:Invent 2025, 2025 Gift Guide | Dec 1, 2025 01.12.2025 44:32
The Information’s Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and...
OpenAI’s Vision of 220 Million Paid Users by 2030, Crypto Winter Will Be Different | Nov 26, 2025 26.11.2025 34:54
The Information’s Sri Muppidi talks with today’s TITV Host Anita Ramaswamy about OpenAI's ambitious projections for 220 million paid ChatGPT subscribers and the competition from Google's Gemini. We also talk with Laffer Tengler Investments CEO Nancy Tengler about big tech stock movements, including NVIDIA, Oracle, and whether the AI market is a bubble, and Editor Ken Brown about the curren...
Google Battles Nvidia with TPUs and OpenAI With Pretraining, Automating Wall Street | Nov 25, 2025 25.11.2025 38:03
The Information’s Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding...
OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025 24.11.2025 51:15
Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk's mission to replace X staff with xAI's Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson's Gil Luria and WorkHelix's Andrew McAfee about AI's accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA....
Sam Altman’s Warning About Google, Musk’s $1B+ Lawsuit Against OpenAI, AI in Travel | Nov 21, 2025 21.11.2025 49:16
AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel dis...
Nvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 2025 20.11.2025 49:36
Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regul...
General Catalyst's Novel VC Fund, Creator Economy Shift, AI Inference Cost Prediction | Nov 19, 2025 19.11.2025 41:47
The Information's Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt, and AWS Director of Technology Shaown Nandi d...
Microsoft & NVIDIA Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 2025 18.11.2025 38:10
The Information’s Editor-in-Chief Jessica Lessin and Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how...
Bitcoin Plunge, 1Password’s New Growth Phase, Beehiiv Launches Creator Toolset | Nov 17, 2025 17.11.2025 34:10
Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information’s Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a &qu...
Former Twitter CEO Building AI Web Infrastructure, Waymo’s Freeway Expansion | Nov 14, 2025 14.11.2025 50:52
Parag Agrawal, Founder & CEO of Parallel Web Systems, talks with TITV Host Akash Pasricha about his $100M AI infrastructure startup and the future of AI agents on the web. We also talk with Sid Sheth, Founder & CEO of d-Matrix, about taking on NVIDIA with their specialized inference chip, and Cory Weinberg about the escalating boardroom battle at Grindr. Lastly, we get into Waymo's fre...
Lyft’s Stock Turnaround, Snowflake’s AI Agent Strategy, Building EV Charging Networks | Nov 13, 2025 13.11.2025 38:02
The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about Lyft's surprising stock performance and its strategy in the autonomous vehicle space. We also talk with Jeff Hollan about Snowflake Intelligence, a new group of AI agents, and how the company differentiates itself in the crowded enterprise software market. Loop Global CEO Olga Shevorenkova discusses the state of EV cha...
‘Neolabs’ Rivaling OpenAI, New Finishing School for Founders, Circle’s Q3 Earnings | Nov 12, 2025 12.11.2025 32:34
Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his...
ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025 11.11.2025 46:16
D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI&#...
Anthropic’s Cost Advantage, ShopMy's $1.5B Valuation & Wildfire Fighting Drones | Nov 10, 2025 10.11.2025 36:02
The Information reporter Sri Muppidi joins TITV Host Akash Pasricha to analyze Anthropic's revenue projections relative to OpenAI. ShopMy Founder & CEO Harry Rein discusses the creator e-commerce company's new funding at a $1.5 billion valuation and its explosive growth. Seneca Founder & CEO Stuart Landesberg explains the company's autonomous drone system using AI to cut wildfire response...
Elon Musk’s $1 Trillion Tesla Pay Package, AI for Mining, Affirm’s Q1 Earnings | Nov 7, 2025 07.11.2025 30:26
Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI’s John Mern and Anthony Corso...
Neuralink Rival Raises $200M, Benable Social Media App, AWS Chip Strategy, Snap Surge | Nov 6, 2025 06.11.2025 35:40
Managing Partner at Creator Ventures Sasha Kaletsky talks with TITV Host Akash Pasricha about Snap earnings and the company's new $400 million partnership with Perplexity. We also talk with Synchron CEO Tom Oxley about the Neuralink-competitor’s $200 million funding round and its next-generation whole brain interface, and Metropolis Co-founder Alex Israel about Metropolis' $1.6 billion cap...
Robotics for Logistics Startup, Harvard Professor on AI Chip Wars, OpenAI Commerce | Nov 5, 2025 05.11.2025 34:26
Equity Research Analyst John Vinh talks with TITV Host Akash Pasricha about AMD's latest earnings, particularly its strong data center revenue and how it stacks up against Nvidia and Intel. We also talk with Advertising Reporter Catherine Perloff about Pinterest's earnings, the drop in share price, and the company's AI focus. Then, Catherine and E-Comm Reporter Ann Gehan break down their story on...
BlackRock’s Tony Kim on AI Deals, Goldman Sachs Economist’s AI Report, AI Accounting | Nov 4, 2025 04.11.2025 39:37
The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability...
Tubi CEO on Streaming Landscape, Google’s AI Strategy, Starcloud’s Space GPUs | Nov 3, 2025 03.11.2025 37:22
Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses th...
Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025 31.10.2025 38:13
Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Report...
Big Tech Earnings Analysis, Media Startup Fact-Checking AI, and Grammarly’s Rebrand | Oct 30, 2025 30.10.2025 59:17
The Information’s Erin Woo and Aaron Holmes talk with TITV Host Akash Pasricha about Google and Microsoft's accelerating cloud growth and soaring CapEx spending. We also talk with Theory Ventures’ Tomasz Tunguz about Mark Zuckerberg's aggressive AI investment mode and the lack of predictability in ad revenue, and Bloomberg Beta’s Roy Bahat about how startups compete with big tech's mas...
WTF Summit 2025: Paris Hilton on Social Media Strategy, Netflix CTO on AI Approach | Oct 29, 2025 29.10.2025 55:33
In this special edition of TITV, Reporter Natasha Mascarenhas takes over hosting at The Information’s annual WTF Summit (Women in Tech, Media and Finance). Natasha talks with Aparna Chennapragada, Chief Product Officer at Microsoft, about why "yesterday's magic is today's commodity in AI" and the rush to build resilient agents at the "speed of trust”. Next, Meghan Joyce, Co-...
On the Ground at Adobe MAX 2025 | Oct 28, 2025 28.10.2025 43:13
TITV Host Akash Pasricha is on the ground at Adobe MAX 2025 speaking with Adobe executives about their AI models, marketing tech, forward deployed engineers and the future of creative work. Akash speaks with Rachel Thornton, CMO at Adobe Enterprise, about what is on the minds of CMOs worldwide, including the shift from SEO to LLMs, the need for content at scale, and AI adoption challenges. He also...
OpenAI’s Music Race, Inside the Growing Secondary Market, AI for Mental Healthcare | Oct 27, 2025 27.10.2025 41:06
Industry Ventures’ Hans Swildens and Caplight’s Javier Avalos talk with The Information’s Deputy Bureau Chief of Finance Cory Weinberg about the growing secondary venture market and the rise of continuation funds. We also talk with Phin Barnes, Co-Founder of The General Partnership, about the VC fund concentration, splitting firms into "Alpha VC" and "Beta VC" approaches, and T...
Crusoe CEO’s Space Data Center, The “Meta-fication” of OpenAI, Future of Wearables | Oct 24, 2025 24.10.2025 44:57
Crusoe CEO Chase Lochmiller talks with TITV Host Akash Pasricha about Crusoe's $1.3 billion funding and the company's ambition to take cloud computing into outer space. We also talk with The Information Reporters Stephanie Palazzolo, Kalley Huang, and Erin Woo about why OpenAI employees are calling the company's culture shift "Facebookification." Next, TITV Host Akash Pasrich...
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