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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Podcast website
Latest episode
Jul 10, 2026
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Episodes
Bain Capital Partner on Modern Marketing, Apple-SpaceX Deal Discussion, AI Staffing | Oct 23, 2025 23.10.2025 45:21
The Information's Aaron Tilley and TMF Associates’ Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roof’s scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company, Traba, is using AI to disrupt the light industria...
Vinod Khosla on AI’s High Costs, Circular Financing, and Massive Energy Needs | Oct 22, 2025 22.10.2025 48:01
Khosla Ventures' Vinod Khosla talks with TITV Host Akash Pasricha about AI's high costs, the risks in circular financing deals like those involving NVIDIA and Oracle, and the energy solutions to AI. We also talk with The Information's Ann Gehan about creator reaction to TikTok Shop's new advertising tool. Li Haslett Chen, Founder of Howl, discusses where AI can transform the shoppi...
Baby Wellness AI, Turo CEO on Car Ownership Crisis, The AI Search & Revenue Enigma | Oct 21, 2025 21.10.2025 32:14
The Information’s Catherine Perloff talks with TITV Host Akash Pasricha about AI chatbots reshaping website traffic. We also talk with Anissa Gardizy about data center financing concerns, including NVIDIA's involvement, and signs of a possible funding bubble. Anushka Salinas, CEO of Nanit, and The Information’s Meredith Mazzilli discuss baby health gadgets and the Nanit smart monitor, and we g...
Crypto’s Hottest Startup, Upgrade CEO on Future IPO, Questions Ahead of Nvidia GTC | Oct 20, 2025 20.10.2025 29:27
The Information's Yueqi Yang talks with TITV Host Akash Pasricha about Hyperliquid and crypto's Wild West. We also talk with Moor Insights & Strategy’s Patrick Moorhead about Nvidia's GTC announcements and competition, and Upgrade CEO Renaud Laplanche about their big funding and future IPO. Lastly, we get into personalized medicine and healthcare's AI future with Sunita Mohanty...
Apple-F1 Media Deal, Moneyball for Minors, Oracle's AI Margin Worries, AI Rollup Boom | Oct 17, 2025 17.10.2025 34:30
The Information’s Anissa Gardizy and TD Cowen’s Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial’s Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information’s Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 billion youth sports tech market. Articles d...
Microsoft CPO on AI Strategy, Anthropic’s Acquisition Plans, Gaming Startup Trains AI | Oct 16, 2025 16.10.2025 32:32
Microsoft's Aparna Chennapragada talks with TITV Host Akash Pasricha about Microsoft's new "learn-it-all" AI product development cycle. We also talk with The Information's Miles Kruppa and Theo Wayt about the complex, GPU-backed debt financing behind xAI's huge "Colossus 2" data center, and Valida Pau about why Anthropic is quietly positioning itself for a start...
Dreamforce 2025, AI Challenges in Healthcare, Pushback on AI Coding Tools | Oct 15, 2025 15.10.2025 32:50
The Information’s Reporters Erin Woo and Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's Dreamforce conference. We also talk with Second Opinion Media’s Christina Farr about the challenges of new tech in healthcare, and the “Cursor Resistance" with The Information’s Rocket Drew. Lastly, we speak with Decart CEO Dean Leitersdorf about his mission to reinvent AI video...
Future of Health Tech with Oura CEO, Brex CEO on Fintech’s Growth, AI for Scientific Discovery | Oct 14, 2025 14.10.2025 34:38
Oura CEO Tom Hale talks with TITV Host Akash Pasricha about raising $900M at an $11B valuation and the company's AI-driven plans for the future of health tech. We also talk with Brex CEO Pedro Franceschi about the company's "unconstrained ambition" and how they're competing with incumbents. The Information's Stephanie Palazzolo explains the rise of "NeoClouds" a...
AWS’ New Enterprise AI Push, OpenAI Deal with Broadcom, Big Tech AI Ad Planning | Oct 13, 2025 13.10.2025 39:13
The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's ambitious plan to deploy 10 gigawatts of custom AI chips in partnership with Broadcom. We also talk with AWS CMO Julia White about the company's new suite of enterprise AI tools, QuickSuite, and the growing traction of its in-house Trainium chips. We get into how tech giants like Salesforce and Microsoft ar...
Qualtrics’ $6.75B Acquisition, E-comm Startup Revival, Reflection AI Raises $2B | Oct 10, 2025 10.10.2025 40:32
Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with our Reporter Ann Gehan and investor Michael Du...
AI Umpires in the MLB, Base Power Updating American Power, Trump & Big Tech | Oct 9, 2025 09.10.2025 37:02
Justin Lopas, COO of Base Power, talks with TITV Host Akash Pasricha about the company's recent $1B funding round and how they are addressing rising energy demands from AI data centers. We also talk with The Information's Sara Germano about AI's impact on sports, and also get into the future of fintech with Sheel Mohnot, a Co-Founder of Better Tomorrow Ventures. Lastly, we get into Tru...
AI Profitability Problem, Silicon Valley Longevity Boom, MeritFirst’s Hiring Strategy | Oct 8, 2025 08.10.2025 41:18
SignalFire's Ilya Kirnos and The Information's Aaron Holmes talk with TITV Host Akash Pasricha about AI's profitability problem. We also talk with Ema CEO Surojit Chatterjee about his new AI agent employee company, and we get into the longevity movement with DOC Co-Founder John Battelle & Dr. Jordan Shlain of Private Medical. Lastly, we do a pulse check on anxious tech founders wit...
Oracle’s Shockingly Small Cloud Margins, OpenAI ‘Super App’ Goal, AI Copyright | Oct 7, 2025 07.10.2025 39:30
Otherside AI CEO Matt Shumer and The Information’s AI Reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI's developer day and its plans to become a “super app.” We also talk with The Information’s Anissa Gardizy and Anita Ramaswamy about the new reporting on Oracle's razor-thin cloud margins. Runway CEO Cristobal Valenzuela joins to discuss AI copyright, and The In...
AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025 06.10.2025 32:39
Austin Lyons, Senior Analyst at Creative Strategies, talks with TITV Host Akash Pasricha about OpenAI's new deal with AMD and what it means for other AI chip companies. We also talk with M13 Partner Anna Barber about where startups can still succeed in a world dominated by OpenAI, and we get into Founders Fund's surprisingly bullish stance on AI with Reporter Miles Kruppa. Lastly, we discu...
Anduril CEO on the Business of Defense, AI Predictions for 2026, Steve Jobs’ Son | Oct 3, 2025 03.10.2025 43:45
The Information’s CEO & Editor-In-Chief Jessica Lessin speaks with Anduril CEO Brian Schimpf about the company’s incredible growth, defense tech, and the future of geopolitics. TITV Host Akash Pasricha talks with Semafor's Reed Albergotti and The Information's Stephanie Palazzolo about their AI predictions for 2026, and we also get into a rare profile of Reed Jobs, Steve Jobs’ son with...
Inside Sora 2, Fast Money in AI, Fermi America’s IPO, Outdoor Voices’ New Collection | Oct 2, 2025 02.10.2025 43:25
Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about the strategic genius behind the launch of OpenAI Sora 2 and the complex copyright issues it raises. We also talk with The Information's Miles Krupa about Fermi America's head-scratching IPO. Jamin Ball from Altimeter Capital tells us why fast-growing AI companies need a reality check. Lastly, we get into Outdo...
DeepSeek’s New Model, Potential TikTok US CEO, Microsoft CEO News, AI Agenda Live NYC | Oct 1, 2025 01.10.2025 35:53
The Information’s Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information’s AI Agenda Live conference and Nick Patience from The Futurum Group about the new DeepSeek model. Last...
Claude Sonnet 4.5 Review, AWS Director on AI Agents, Vercel’s $9B Valuation | Sep 30, 2025 30.09.2025 39:31
Vercel's COO Jeanne DeWitt Grosser, talks with TITV Host Akash Pasricha about the company's $300M series F funding round and its aspirations to become the "AWS of AI." We also talk with Warp's Zach Lloyd and Zencoder's Andrew Filev about their first reactions to the new Claude Sonnet 4.5 model. The Information's Theo Wayt breaks down the latest xAI org chart shake-ups...
EA’s $55B Buyout, Snowflake’s AI Data Strategy, Humanoid Robots Learning Dexterity | Sep 29, 2025 29.09.2025 34:17
The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about EA's $55 billion takeover and the private equity firms behind it. We also talk with Snowflake's Josh Klahr about the company's new consortium to end the AI data wars and The Information’s Anissa Gardizy about why "fear" is fueling NVIDIA's spending spree. Lastly, we get into humanoid robots with Rod...
TikTok’s Shocking $14B Valuation, Google Antitrust Case, $10B Enigma of Mira Murati | Sep 26, 2025 26.09.2025 35:50
Katie Roof talks with TITV Host Akash Pasricha about the surprising $14 billion valuation of TikTok’s US business and what it means for the company's future. We also talk with Cathy Perloff about the ongoing Google antitrust case, Stephanie Palazzolo about Ex-OpenAI Mira Murati’s mysterious new $10 billion AI company, Thinking Machine Labs. Lastly, we get into the Trump Administration's ne...
AI Changing Consumer Investing, Asana’s AI Agents, The Digital Health Revolution | Sep 25, 2025 25.09.2025 36:33
Forerunner Ventures' Kirsten Green talks with TITV Host Akash Pasricha about the future of AI in consumer tech and The Information's Anita Ramaswamy discusses the risks inherent in Oracle's recent debt offering. We also talk with Sword Health's ‘V’ Bento about building an AI healthcare platform and Asana's Anne Raimondi about the company's new AI agents. Articles discussed on this episode: https:/...
Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025 24.09.2025 46:15
General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams. Articles discussed on this episode: https://www.theinformation.com/articles/can-afford-ai TITV airs on YouTube, X and Lin...
OpenAI’s & Nvidia Close Ties, Distyl AI’s $1.8B Valuation, The Climate Week Pivot | Sep 23, 2025 24.09.2025 37:36
The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climact...
Nvidia Challenger Cerebras’ Funding, TikTok Update, Navan’s Signal About Tech IPOs | Sep 22, 2025 22.09.2025 27:13
The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras’ CEO...
Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025 19.09.2025 59:22
Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple’s...
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