Claim OwnershipThe Information's TITV
Subscribed: 1,191Played: 21,591
Subscribe
© The Information
Description
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.
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.
292 Episodes
Reverse
Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realistically surpass Nvidia’s market cap. We also talk with The Information’s Yueqi Yang about Polygon Labs’ $100M pivot into stablecoin payments and Aaron Holmes about why AI agents are causing outages at GitHub. Lastly, we get into a valuation framework that suggests Nvidia is 400% undervalued with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-information-finance/nvidia-worth-22-trillion-old-school-financial-model-says-yeshttps://www.theinformation.com/articles/polygon-labs-talks-raise-100-million-payments-businesshttps://www.theinformation.com/newsletters/applied-ai/microsofts-github-sees-booming-traffic-outages-ai-agents-flood-platformSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon’s hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic’s crackdown on OpenClaw with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-statushttps://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-productshttps://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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 timeline and massive cloud spending. We also talk with Elon Musk Reporter Theo Wayt about the surprisingly small financial details of SpaceX’s Starlink deal with T-Mobile and Rex Woodbury, Founder of Daybreak Ventures, about the next generation of startup talent and why storytelling is the new king-maker in Silicon Valley.Articles discussed on this episode: https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timinghttps://www.theinformation.com/articles/spacex-uphill-battle-growing-starlink-mobileSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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 fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information’s Martin Peers and Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-jokehttps://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-questshttps://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuseSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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 $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picturehttps://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signalsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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 Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic’s embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine’ talks with The Information’s Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agenthttps://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-salesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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 giants cut costs for AI. We also talk with The Information’s Senior Finance Editor Ken Brown about the "relative return" trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple’s escalating crackdown on vibe coding apps. Lastly, we get into Nvidia’s $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information’s Next GP list. Articles discussed on this episode: https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refusehttps://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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 also talk with Elon Musk Reporter Theo Wayt about how the SpaceX IPO hype is boosting—and threatening—the space ecosystem, and Haystack Partner Aashay Sanghvi about the "Big Token" thesis for AI startup exits and making it onto The Information’s Next General Partners list. Lastly, we get into the complex world of FedRAMP and regulated AI with M12 Partner Cheryl Cheng.Articles discussed on this episode: https://www.theinformation.com/articles/cryptos-nasty-downturn-getting-worsehttps://www.theinformation.com/articles/spacex-hype-boosts-stocks-crosshairsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk’s management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft’s hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent’s aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week’s Editor’s Cut with Martin Peers and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groupshttps://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battlehttps://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-dealshttps://www.theinformation.com/projects/general-partners-venture-firms-2026Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Harvard Law’s Rebecca Haw Allensworth and Cato Institute’s Jennifer Huddleston talk with TITV Host Akash Pasricha about the landmark Meta and YouTube addiction ruling and its impact on Section 230. We also talk with Spotter CEO Aaron DeBevoise about OpenAI shutting down Sora and the rise of "Creator TV," and Alap Shah from LOTUS Management about policy solutions for AI-driven labor displacement, and we get into the rivalry between Anthropic’s Claude and OpenClaw with our AI Reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-youtube-found-liable-landmark-social-media-addiction-casehttps://www.theinformation.com/newsletters/the-briefing/metas-future-value-social-media-verdicthttps://www.theinformation.com/newsletters/ai-agenda/claude-gaining-openclawSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
TITV Host Akash Pasricha tells you what you need to know about SpaceX's upcoming IPO filing. AI Reporter Stephanie Palazzolo then talks with Akash about OpenAI's massive product pivot and the shuttering of Sora. We also talk with Seligman Ventures’ Umesh Padval about Arm's bold entry into the CPU market and Co-Executive Editor Martin Peers about Meta’s recent layoffs and recent business plans.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-aims-file-ipo-soon-weekhttps://www.theinformation.com/articles/meta-platforms-lay-hundredshttps://www.theinformation.com/articles/openai-ceo-shifts-responsibilities-preps-spud-ai-modelSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Cisco President Jeetu Patel talks with TITV Host Akash Pasricha about the shift from chatbots to autonomous AI agents and the security risks of agents going rogue. We also talk with The Information’s Kevin McLaughlin about AWS accelerating the use of internal AI agents following recent staff cuts, Deals Reporter Valida Pau about why data center deals are the only bright spot in a tech M&A slump, and we get into why AI coding agents are being assigned multiple personalities with AI Reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/aws-accelerates-internal-ai-agents-following-staff-cutshttps://www.theinformation.com/newsletters/ai-agenda/ai-coding-agents-need-multiple-personalities-best-workSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
E-commerce Reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's sudden retreat from e-commerce integrations to focus on its core product. We also talk with Porch Capital’s David Levy about why Nvidia and AWS are pivoting to SRAM to solve the AI memory crunch and KeyBanc Capital Markets’ Jackson Ader about why software employees are demanding more stock-based compensation despite market volatility. Finally, we get into Anduril’s massive new manufacturing blitz in Ohio with Deputy Bureau Chief of Finance Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/articles/openais-shopping-u-turn-complicate-enterprise-playbookhttps://www.theinformation.com/articles/inside-andurils-big-gamble-ohio-weapons-factorySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Nvidia’s robotics chief and the future of AI agents in physical robotics. We also talk with Catherine Perloff about Amazon’s acquisition of Rivr, Editors Martin Peers and Laura Mandaro about the White House’s AI legislative framework and the Silicon Valley vs. "Real World" disconnect, and we get into Microsoft’s gaming future with Aaron Holmes as he profiles new Gaming CEO Asha Sharma.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-robotics-chief-ai-agents-will-bring-chatgpt-moment-roboticshttps://www.theinformation.com/articles/rising-star-microsoft-promises-restored-xbox-soulless-ai-slophttps://www.theinformation.com/articles/amazon-acquires-robotics-startup-boosting-efforts-streamline-deliveriesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2026 strategy. Next, The Information’s Jyoti Mann talks about a rogue Meta AI agent triggering a major security alert. We also talk with Offline Ventures’ Brit Morin about AI agent workflows and security, Financial Analysis Columnist Columnist Anita Ramaswamy about why Canva was smart to delay its IPO, and we get into the $5 billion Qualtrics debt drama & AI with Ross Gerber of Gerber Kawasaki Wealth & Investment.Articles discussed on this episode: https://www.theinformation.com/articles/canva-smart-hold-ipohttps://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alertSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Hanover Park’s Chris Hladczuk talks with TITV Host Akash Pasricha about the end of B2B SaaS and how AI is modernizing venture capital operations. We also talk with The Information’s Stephanie Palazzolo and Aaron Tilley about Apple’s crackdown on vibe coding apps like Replit, and Gecko Robotics CEO Jake Loosararian about his company’s $71 million deal with the US Navy. Lastly, we get into Coinbase’s ambition to build the payment layer for AI agents with our crypto reporter Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/articles/coinbase-dives-ai-agent-paymentshttps://www.theinformation.com/articles/apple-cracks-vibe-coding-appsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Futurum Group’s Nick Patience and Hydra Host’s Aaron Ginn talk with TITV Host Akash Pasricha about Nvidia's $1 trillion revenue projection and the new Groq-based chip system. We also talk with Reporter Sri Muppidi about OpenAI's new AWS deal for government contracts and Editor Ken Brown about Mastercard's $1.8 billion acquisition of BVNK. Lastly, we get into Asana's AI agent strategy and the "SaaS apocalypse" with CEO Dan Rogers.Articles discussed on this episode: https://www.theinformation.com/articles/openai-clinches-aws-deal-bid-win-government-contractshttps://www.theinformation.com/newsletters/ai-agenda/nvidia-needed-groqhttps://www.theinformation.com/briefings/mastercard-buy-stablecoin-startup-bvnk-1-8-billionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
The Information's Wayne Ma talks with TITV Host Akash Pasricha about Nvidia’s GTC keynote and the company's new inference chip technology. We also talk with Khosla Ventures’ Ethan Choi about the U.S.-China AI race and the rise of AI agents in super apps, AI Reporter Laura Bratton about why SaaS companies are quietly flagging AI as a major business risk in regulatory filings, and we get into industrial-scale data center hacks with Columnist Ann Davis Vaughan.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/expect-gtc-nvidias-groq-chiphttps://www.theinformation.com/articles/figma-hubspot-ceos-say-fazed-risks-ai-agents-disclosures-say-otherwisehttps://www.theinformation.com/newsletters/ai-infrastructure/5-ingenious-hacks-boosting-ai-data-centersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
The Information's Rocket Drew talks with TITV Host Akash Pasricha about the $109 billion legal threat facing OpenAI in its court battle with Elon Musk. We also talk with Theo Wayt about xAI’s leadership turnover and new hires from Cursor, Ex-ChatGPT Product Head Peter Deng about the future of consumer AI and "taste" in product development, and Managing Editor Laura Mandaro about the startups inching toward IPOs in a volatile market. Lastly, we get into Meta’s "Avocado" model delay and the prospect of licensing Google Gemini with our Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-said-push-back-launch-avocado-modelhttps://www.theinformation.com/articles/startups-inching-toward-ipo-volatile-markethttps://www.theinformation.com/articles/xai-hires-two-senior-leaders-cursor-catch-codinghttps://www.theinformation.com/articles/musk-openai-lawyers-face-109-billion-claimSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive CapEx spend on data centers is fundamentally irrational. We also talk with Jason Celino from KeyBanc about Atlassian’s 10% staff reduction and its pivot toward AI agents, and we get into the details of Microsoft’s new Texas data center deal with our reporter Anissa Gardizy. Finally, we look at Gemini & the Winklevosses’ attempt at a turnaround in the prediction market with reporter Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-talks-lease-large-texas-data-center-site-oracle-walked-awayhttps://www.theinformation.com/briefings/atlassian-lays-10-staff-ceo-plans-investment-aihttps://www.theinformation.com/articles/winklevosses-bet-big-crypto-bull-market-bet-wrongSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Comments
Download from Google Play
Download from App Store
United States