The Information's TITV

The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese companies. We also talk with D.A. Davidson’s Gil Luria about the regulatory risks to Nvidia and the possibility of a CEO transition, The Information’s Alix Coutures about how AI Mode is complicat...

The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about the board’s investigation following reports that Jensen Huang was targeted by a foreign intelligence effort, and the questions facing his leadership. We also talk with Everybody Wins author Bing Gordon about what AI companies can learn from gaming and Microsoft’s future in the Xbox business, and Runway co-founde...

SK Ventures General Partner Paul Kedrosky joins TITV Host Akash Pasricha to explain why proposed data center construction pauses could threaten Nvidia's growth and reshape AI infrastructure spending. Plus, Lyft CEO David Risher discusses Waymo, Dropbox Co-CEO Ashraf Alkarmi explains the company's Tigris acquisition, and OpenAI's Andrew Ambrosino and Every CEO Dan Shipper discuss coding...

Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn't ready on time. TITV Host Akash Pasricha speaks with The Information's Microsoft reporter Aaron Holmes about the delays and with crypto reporter Yueqi Yang about smaller banks allowing AI agents access to accounts. Lastly, DigitalOcean CEO Paddy Srinivasan discusses neocloud growth, data...

Democratic victories in the House, Senate and key governor races could reshape AI infrastructure development and technology policy. TITV Host Akash Pasricha talks with Powerlines founder Charles Hua about the implications for data centers and electricity costs, and with Tusk Ventures founder Bradley Tusk about Big Tech, regulation, California's proposed billionaire tax and prediction markets....

Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scr...

The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI sp...

Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about th...

Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model...

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips...

D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advan...

Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu ab...

Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI. Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratt...

Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’...

TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup...

Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how...

Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, fin...

The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Ar...

The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value to...

Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to...

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheap...

The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about the startup that could revive OpenAI’s Sora and Aaron Tilley about home AI computing and Apple’s smart home plans. Lastly, Amy Dockser Marcus discusses Mark Zuckerberg’s $1.8 billion biomed...

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses sh...

The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its Project Falcon response and the challenges of backup power. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about former Trump AI adviser Sriram Krishnan’s proposed $5...

The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains...