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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.
263 Episodes
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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia’s blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake’s growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau.Articles discussed on this episode: https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agihttps://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billionshttps://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuationhttps://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-millionSubscribe: 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/
Better Tomorrow Ventures GP Sheel Mohnot talks with TITV Host Akash Pasricha about who could acquire PayPal and why Stripe, Apple, Amazon and the card networks might want it. We also talk with The Information’s Ann Gehan about the shift from agentic commerce to checkout buttons inside AI chat products and Stephanie Palazzolo about the language and data challenges facing AI audio models and OpenAI’s push into India, and we get into AI advertising economics and inference costs with Koah Co-founder Nic Baird and Theory Ventures GP Tomasz Tunguz.Articles discussed on this episode: https://www.theinformation.com/articles/17-people-crucial-ai-shoppinghttps://www.theinformation.com/newsletters/ai-agenda/chatgpt-faces-language-barriersSubscribe: 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/
Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Meta’s massive six-gigawatt compute deal with AMD and what it means for the AI chip landscape. We also talk with Enterprise Reporter Kevin McLaughlin about HubSpot CEO Yamini Rangan’s plan to monetize customer data accessed by third-party AI agents and Sarah Sachs, AI Lead at Notion, about the launch of custom agents and usage-based pricing. We then dive into Anthropic’s 50 research projects studying rogue AI agents with reporter Rocket Drew and wrap up with Bradley Tusk, CEO of Tusk Ventures, to discuss the political and regulatory challenges facing data center build-outs.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-research-memo-shows-focus-rogue-agents-scheming-modelshttps://www.theinformation.com/articles/agent-toll-gates-software-companies-ponder-respond-ai-riskshttps://www.theinformation.com/briefings/meta-strikes-six-gigawatt-compute-deal-amdSubscribe: 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 Theo Wayt talks with TITV Host Akash Pasricha about Starlink’s push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI’s "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia’s upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.Articles discussed on this episode: https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-loomshttps://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalledhttps://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropicSubscribe: 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/
AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's 200-person team working on smart speakers, glasses, and lamps. We also talk with Lead Edge Capital Evan Skorpen about whether the software sector is currently oversold and why it's trading at a discount to the S&P 500 for the first time, and we get into the movement in social media stocks with editors Martin Peers and Meredith Mazzilli. Lastly, we wrap with health reporter Amy Dockser Marcus on the Silicon Valley obsession with mitochondrial transplants for longevity.Articles discussed on this episode: https://www.theinformation.com/articles/longevity-treatments-91-year-old-bold-bet-silicon-valleys-immortality-racehttps://www.theinformation.com/articles/inside-openai-team-developing-ai-devicesSubscribe: 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 Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Series C structure means for a 2026 IPO. We also talk with Ann Gehan about Hungryroot’s potential public offering and the resurgence of high-quality consumer IPOs, Avery Marquez about the "race to go public" between AI titans, and we get into AMD’s strategic financial backstop for Crusoe with Miles Kruppa. Finally, we discuss the "SaaS is dead, long live SaaS" shift with Dallas Dolen from PwC.Articles discussed on this episode: https://www.theinformation.com/articles/openai-finalizing-first-commitments-100-billion-mega-roundhttps://www.theinformation.com/articles/hungryroot-posts-55-revenue-growth-eyes-potential-2026-ipohttps://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbookSubscribe: 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/
Sri Muppidi talks with TITV Host Akash Pasricha about Anthropic's multi-billion dollar revenue sharing agreements with Amazon and Google. Anissa Gardizy covers the strategic Meta-Nvidia partnership and the elite executives leading the AI data center buildout. Plus, we talk with Reed Duchscher about Night Media’s $70 million funding round and the future of the creator economy, and we get into the "continual learning" trend with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-sweetens-deal-cloud-providers https://www.theinformation.com/briefings/meta-nvidia-sign-strategic-partnership https://www.theinformation.com/articles/meet-data-center-executives-leading-ai-buildout https://www.theinformation.com/newsletters/ai-agenda/get-tricked-fake-continual-learning Subscribe: 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 discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company’s new AI search engine ‘Scout’ and its potential IPO or sale. Plus, we cover Anduril’s $60 billion valuation talks with our finance reporter Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/articles/openai-advanced-talks-hire-openclaw-founder-others-connected-agent-projecthttps://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battlehttps://www.theinformation.com/articles/anduril-discusses-new-funding-60-billion-plus-valuationSubscribe: 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 Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq’s $7.6 billion payout to shareholders and Blue Owl Capital’s massive data center financier role. Articles discussed on this episode: https://www.theinformation.com/newsletters/dealmaker/groq-shareholders-get-7-6-billion-payouthttps://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boomSubscribe: 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/
Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information’s Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds’ Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly, we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space startup, Aetherflux.Articles discussed on this episode: https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforcehttps://www.theinformation.com/newsletters/applied-ai/looming-battle-agent-management-softwareSubscribe: 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/
Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management’s Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.Articles discussed on this episode: https://www.theinformation.com/articles/investors-missing-servicenowhttps://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growthhttps://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnoverhttps://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leavesSubscribe: 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 Ann Gehan talks with TITV Host Akash Pasricha about OpenAI’s rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly, we get into the technical mechanics of how OpenClaw agents learn new skills with our reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/chatgpt-shopping-get-complicated-fasthttps://www.theinformation.com/articles/amazon-discusses-ai-content-marketplace-publishershttps://www.theinformation.com/newsletters/ai-agenda/openclaw-learns-new-thingshttps://www.theinformation.com/newsletters/the-briefing/workdays-ceo-shuffle-sign-things-comeSubscribe: 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 Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks.Articles discussed on this episode: https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-aheadhttps://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competitionSubscribe: 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 breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer’s Jason Helfstein about Amazon’s massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue, followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools, and we end with the Editor’s Cut of Martin Peers and Laura Mandaro debating the "SaaS Apocalypse" and the rise of forward-deployed engineers.Articles discussed on this episode: https://www.theinformation.com/articles/architect-californias-billionaire-tax-became-techs-villainhttps://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challengeshttps://www.theinformation.com/briefings/amazon-plans-200-billion-capital-spending-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/
Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagehttps://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-saleshttps://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarterhttps://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-waySubscribe: 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/
Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-techhttps://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openaihttps://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-acceleratesSubscribe: 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 Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/inside-musks-spacex-xai-megamergerhttps://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingershttps://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceoSubscribe: 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 Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX’s unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle’s $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook.Articles discussed on this episode: https://www.theinformation.com/articles/big-agent-bet-reshaped-awshttps://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-mattershttps://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansionhttps://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-centerhttps://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocksSubscribe: 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/
D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus.Articles discussed on this episode: https://www.theinformation.com/articles/space-baby-erahttps://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalistshttps://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarterSubscribe: 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 Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft’s multi-billion dollar talks to join OpenAI’s $100 billion funding round. We then speak with Theory Ventures’ Tomasz Tunguz about Meta’s bullish earnings and Microsoft’s data center capacity crunch, followed by Ross Gerber on Tesla’s decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openaihttps://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategySubscribe: 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/
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