The Information's TITV

The Information’s TITV is on the ground at Adobe MAX 2026 in Miami Beach, where host Akash Pasricha speaks with Adobe executives Hannah Elsakr and Deepa Subramaniam about Firefly Foundry, custom AI models, creative agents and the growing role of ChatGPT and other AI platforms in creative work. Newell Brands CMO Nick Hammitt discusses how his team works with Adobe to scale content production while maintaining brand quality, and how AI is reshaping marketing.Guests:- Hannah Elsakr, Global VP, GenAI New Business Ventures, Adobe- Deepa Subramaniam, Vice President of Product Marketing, Creative Professionals, Adobe- Nick Hammitt, CMO, Newell BrandsSubscribe: https://www.theinformation.com/subscribe-youtubeThe Information’s TITV 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/Chapters:1:05 - Intro: On the Ground at Adobe MAX 20261:39 - Hannah Elsakr: Firefly Foundry and enterprise AI10:27 - Deepa Subramaniam: Adobe's creative agents and AI integrations25:55 - Nick Hammitt: Adobe, AI and the marketing stack38:30 - Outro

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 complicating Google’s search ad business, and Mosaic Intelligence Labs co-founder Ileana Pirozzi about building AI-guided surgical catheters. Lastly, The Information’s Amy Dockser Marcus discusses Ray Kurzweil’s AI replica and his ambition to preserve a version of himself beyond his lifetime. Articles discussed in today’s show:- How Jensen Huang’s Yearslong Ties to Alice Huang Enabled $7 Billion-Plus Nvidia Chip Sales to China: https://www.theinformation.com/articles/jensen-huangs-yearslong-ties-alice-huang-enabled-nvidia-chip-sales-china- Can AI Help Ray Kurzweil Cheat Death?: https://www.theinformation.com/articles/can-ai-help-ray-kurzweil-cheat-deathSubscribe:- 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/Chapters:01:13 - Introduction02:38 - Jensen Huang’s ties to $7.5B in China chip shipments10:23 - Nvidia’s business risks and CEO succession18:24 - Google’s AI search advertising challenge27:35 - AI-guided surgical catheters37:08 - Ray Kurzweil’s AI double46:19 - Outro

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-founder and Chief Innovation Officer Alejandro Matamala-Ortiz about taking video models into robotics and other new markets. Lastly, Microsoft Corporate Vice President of AI & Work Transformation Katy George discusses the company’s approach to measuring AI’s impact, including an approximately 10% increase in revenue per seller among employees adopting AI tools.Articles discussed in today’s show:- Nvidia Board Is Launching Investigation After Reporting That CEO Targeted By Chinese Informant: https://www.theinformation.com/briefings/nvidia-board-launching-investigation-reporting-ceo-targeted-chinese-informantSubscribe:- 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/Chapters:01:13 - Introduction02:39 - Nvidia’s investigation into Jensen Huang10:56 - Bing Gordon: What gaming can teach AI20:37 - Should Microsoft sell Xbox?26:54 - Runway’s expansion beyond AI video36:17 - Inside Microsoft’s AI transformation44:36 - Closing

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 agents and AI model competition.Chapters:00:00 Intro01:13 AI stocks, data centers and Nvidia | Paul Kedrosky12:49 Lyft earnings, subscriptions and Waymo | David Risher20:16 Dropbox's Tigris acquisition and AI strategy | Ashraf Alkarmi30:59 Every Thesis conference31:40 OpenAI's Codex and AI product strategy | Andrew Ambrosino48:35 Which AI models stand out? | Dan Shipper01:02:50 OutroArticles discussed in today’s show:-https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildingsSubscribe:- 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/

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 center regulation and the company's recent quarterly results.Articles discussed in today's show:-https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-irenSubscribe:- 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/Chapters:00:00 Intro01:50 Microsoft's $5 billion data center spending delay08:30 Why smaller banks are giving AI agents access to accounts18:16 DigitalOcean CEO on neoclouds and AI infrastructure (Sponsored)30:46 Outro