The Information's TITV

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The Information's TITV

The Information's TITV

Creatore: The Information

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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Episodi recenti

324 episodi
SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also...

2026-05-22 20:51:17 00:42:02
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Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO Filing

Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO Filing

The Information’s Aaron Holmes breaks down exclusive reporting on Anthropic’s early talks with Microsoft to deploy its custom Maya 200 AI inference ch...

2026-05-21 22:10:51 00:40:46
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Meta’s 8,000 Job Cuts, SpaceX’s IPO by the Numbers, Google's Universal Shopping Cart

Meta’s 8,000 Job Cuts, SpaceX’s IPO by the Numbers, Google's Universal Shopping Cart

Google Reporter Erin Woo talks with TITV Host Akash Pasricha about Google’s AI convergence between Search and Gemini. We also talk with Deputy Bureau...

2026-05-20 21:46:37 00:52:50
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Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s T...

2026-05-19 23:35:36 00:44:30
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BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps

BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information...

2026-05-18 22:22:54 00:32:22
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SpaceXAI Exodus, OpenAI’s Apple Partnership Sours, iPhone Engineer on Apple’s Roadmap & Steve Jobs

SpaceXAI Exodus, OpenAI’s Apple Partnership Sours, iPhone Engineer on Apple’s Roadmap & Steve Jobs

Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Roc...

2026-05-15 22:51:00 00:58:08
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Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise

Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise

Apple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store whil...

2026-05-14 20:48:04 00:38:13
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Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand

Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI sta...

2026-05-13 20:06:58 00:35:43
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OpenAI to Save $97B in Microsoft Deal, Satya Nadella Testifies in Musk-OpenAI Trial

OpenAI to Save $97B in Microsoft Deal, Satya Nadella Testifies in Musk-OpenAI Trial

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to...

2026-05-12 21:47:33 00:44:59
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Box CEO on Layoffs & AI, Cerebras’ IPO Price Bump, Robinhood Co-founder’s New Company

Box CEO on Layoffs & AI, Cerebras’ IPO Price Bump, Robinhood Co-founder’s New Company

Box CEO Aaron Levie talks with TITV Host Akash Pasricha about layoffs, AI agent pricing and more. We also talk with Deputy Bureau Chief of Finance Cor...

2026-05-11 21:27:12 01:03:09
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OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat

OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat

The Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's $18B chip snag. We also talk with Aaron Holmes about Microsoft's C...

2026-05-08 22:52:03 00:41:57
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Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

Raul Martynek, CEO of DataBank, joins TITV Host Akash Pasricha to discuss Anthropic’s deal to utilize xAI’s Colossus data center and whether Elon Musk...

2026-05-07 20:33:59 00:28:37
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AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk

AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk

Creative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share...

2026-05-06 21:48:23 00:30:28
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Greg Brockman’s “Rough Day” in Court, Amazon’s Hybrid AI Search, SpaceX’s $60B Cursor Deal

Greg Brockman’s “Rough Day” in Court, Amazon’s Hybrid AI Search, SpaceX’s $60B Cursor Deal

Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about a new hybrid AI search experience and the future of product discovery. We...

2026-05-06 00:20:57 00:41:59
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SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPO

SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPO

Enterprise Software Reporter Kevin McLaughlin talks with TITV Host Akash Pasricha about SAP's move to block unauthorized AI agents from accessing corp...

2026-05-04 20:05:55 00:32:24
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Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions

Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions

UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We als...

2026-05-01 20:37:53 00:38:00
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Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer

Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer

Jefferies Senior Analyst Brent Thill joins Senior Finance Editor Ken Brown to break down Meta’s massive $145 billion CapEx forecast and why Mark Zucke...

2026-04-30 20:15:26 00:37:05
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Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast

Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast

The Information’s Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some custom...

2026-04-29 20:34:35 00:29:52
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OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements

OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements

The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's...

2026-04-28 20:44:58 00:40:22
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From the New York Stock Exchange: Financing the AI Revolution

From the New York Stock Exchange: Financing the AI Revolution

At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI...

2026-04-27 20:37:57 00:30:19
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Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal

Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal

The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs...

2026-04-24 21:41:51 00:33:33
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Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance

Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance

Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the...

2026-04-23 20:02:24 00:34:03
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SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains

SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains

The Information’s Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest...

2026-04-22 22:35:03 00:52:46
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On the Ground at Adobe Summit 2026

On the Ground at Adobe Summit 2026

D.A. Davidson’s Gil Luria talks with TITV Guest Host Anita Ramaswamy about Apple’s CEO transition and Amazon’s $25B investment in Anthropic. We also t...

2026-04-21 21:55:08 01:04:28
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Google’s Strike Team for Coding Models, Anthropic’s Powerful CFO, Polymarket’s Raise

Google’s Strike Team for Coding Models, Anthropic’s Powerful CFO, Polymarket’s Raise

The Information’s Erin Woo talks with TITV Guest Host Rocket Drew about Google’s new internal strike team focused on automating coding and AI research...

2026-04-20 21:54:22 00:33:30
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DeepSeek’s Potential $10B+ Valuation, LinkedIn’s AI Agent Win and the Risks of Anthropic’s Mythos

DeepSeek’s Potential $10B+ Valuation, LinkedIn’s AI Agent Win and the Risks of Anthropic’s Mythos

The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek’s first-ever outside funding round and its potential $10 billion valua...

2026-04-17 21:27:15 00:36:23
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Google & the Pentagon Discuss a Classified AI Deal, Siri Team at a Coding ‘Bootcamp,’ OpenAI’s New Pricing for ChatGPT Ads

Google & the Pentagon Discuss a Classified AI Deal, Siri Team at a Coding ‘Bootcamp,’ OpenAI’s New Pricing for ChatGPT Ads

The Information’s Erin Woo joins TITV Host Akash Pasricha to discuss her latest exclusive: Google is in discussions with the Defense Department about...

2026-04-16 20:40:18 00:35:18
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Snap’s 16% Workforce Layoffs, Allbirds’s AI Pivot, Anthropic’s New Opus 4.7 Model, SpaceX IPO Index

Snap’s 16% Workforce Layoffs, Allbirds’s AI Pivot, Anthropic’s New Opus 4.7 Model, SpaceX IPO Index

The Information’s Martin Peers discusses why Snap’s 16% workforce reduction is a performative move rather than a strategic fix. Anissa Gardizy breaks...

2026-04-15 21:39:29 00:38:18
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Amazon’s $11.5B Globalstar Buy, SpaceX Financials Show Starlink Reliance, Polymarket Audits Startups

Amazon’s $11.5B Globalstar Buy, SpaceX Financials Show Starlink Reliance, Polymarket Audits Startups

The Information’s Theo Wayt and TMF Associates President Tim Farrar talk with TITV Host Akash Pasricha about Amazon’s $11 billion acquisition of Globa...

2026-04-14 21:32:27 00:42:08
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Microsoft’s OpenClaw-inspired Copilot Features & Slowed AI Spending, Atlassian & Figma’s Lead in R&D

Microsoft’s OpenClaw-inspired Copilot Features & Slowed AI Spending, Atlassian & Figma’s Lead in R&D

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's i...

2026-04-13 20:52:45 00:38:10
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SpaceX's $5B Loss, OpenAI Stargate Shakeup, and Is OpenAI “Too Big to Fail?”

SpaceX's $5B Loss, OpenAI Stargate Shakeup, and Is OpenAI “Too Big to Fail?”

The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. W...

2026-04-10 21:12:28 00:43:31
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OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI Model

OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI Model

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We al...

2026-04-09 19:52:54 00:32:25
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Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More?

Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More?

Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realist...

2026-04-08 20:31:19 00:44:13
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Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover

Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover

New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the inter...

2026-04-07 21:21:48 00:39:46
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OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom

OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom

The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI’s IPO ti...

2026-04-06 22:20:25 00:30:44
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Inside OpenAI’s TBPN Deal, Mega IPO Update: SpaceX, OpenAI and Anthropic

Inside OpenAI’s TBPN Deal, Mega IPO Update: SpaceX, OpenAI and Anthropic

Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fund...

2026-04-03 22:16:47 00:37:59
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Inside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash Theory

Inside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash Theory

PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1....

2026-04-02 20:16:07 00:43:33
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Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis

Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis

TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s...

2026-04-01 22:52:20 00:47:36
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WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer

WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer

WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech...

2026-03-31 20:42:45 00:38:38
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Crypto’s Nasty Downturn Worsens, SpaceX IPO Hype Halo Effect, Selling AI in Regulated Industries

Crypto’s Nasty Downturn Worsens, SpaceX IPO Hype Halo Effect, Selling AI in Regulated Industries

The Information’s Yueqi Yang talks with TITV Host Akash Pasricha about crypto’s "crisis of faith" and why Bitcoin’s value has halved since October. We...

2026-03-30 21:43:57 00:44:24
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