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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.
223 Episodes
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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI’s massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impacts Elon Musk's SpaceX IPO strategy with The Information’s Theo Wayt.Articles discussed on this episode: https://www.theinformation.com/articles/openais-ads-push-starts-taking-shapehttps://www.theinformation.com/articles/openais-next-100-billion-funding-comeTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk’s pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.Articles discussed on this episode: https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listingshttps://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competitionhttps://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-nadella-pressures-deputies-accelerate-copilot-improvementshttps://www.theinformation.com/articles/electric-fords-leap-powering-ai-data-centers-reflects-industry-adrifthttps://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outageTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC’s Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.Articles discussed on this episode: https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venturehttps://www.theinformation.com/articles/googles-ai-weakness-turned-strengthTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood’s Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information’s Anissa Gardizy about the financing hurdles facing Oracle’s newest data center. We also get into Lyft’s financial turnaround with CFO Erin Brewer and discuss the future of the media landscape with Axios CEO Jim VandeHei and The Information’s CEO Jessica Lessin. Lastly, the Tubi CEO Anjali Sud joins to announce its first-ever TikTok Awards.Articles discussed on this episode: https://www.theinformation.com/articles/openais-organizational-problems-hurt-chatgpthttps://www.theinformation.com/articles/openai-discussed-raising-tens-billions-valuation-around-750-billionhttps://www.theinformation.com/articles/openais-chatgpt-problemhttps://www.theinformation.com/briefings/youtube-will-broadcast-oscars-starting-2029TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI’s talks to raise $10 billion from Amazon and the strategic move to use Amazon’s Trainium chips. We also talk with Katie Roof about Waymo’s early talks to raise billions at a $100 billion valuation, as well as Valida Pau and Stephanie Palazzolo about how OpenAI and Anthropic are hunting for specialized data as public sources dry up. Lastly, we get into the "scarcity premium" risk facing upcoming mega IPOs with our finance editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chipshttps://www.theinformation.com/articles/private-tech-giants-lose-scarcity-premium-iposhttps://www.theinformation.com/articles/banks-pitching-mega-ipos-seek-limit-mass-sellinghttps://www.theinformation.com/articles/openai-anthropic-discuss-data-deals-biotech-companiesTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Kevin McLaughlin breaks down Databricks’ massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures’ Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA’s Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom with Centific SVP Prithivi Pradeep.Articles discussed on this episode: https://www.theinformation.com/articles/small-bank-critical-stablecoin-payments-tightens-risk-controlshttps://www.theinformation.com/articles/corporate-chatbots-gone-wildhttps://www.theinformation.com/articles/alien-hunters-want-jensen-huang-fund-ai-telescopehttps://www.theinformation.com/articles/servicenow-sell-highlights-jittery-marketTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Wayne Ma talks with TITV Host Akash Pasricha about Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates’ Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its reliance on the Starlink story. Lastly, we get into xAI's uphill battle to sell Grok to businesses with The Information’s Theo Wayt, and the harsh reality of AI’s colossal power infrastructure needs with Ann Davis Vaughan, as she launches her debut AI Infrastructure newsletter. Articles discussed on this episode: https://www.theinformation.com/articles/bragawatt-data-center-era-brings-reality-checks-energy-breakthroughshttps://www.theinformation.com/articles/elon-musk-suddenly-talking-space-data-centershttps://www.theinformation.com/articles/xai-uphill-battle-selling-grok-businesseshttps://www.theinformation.com/articles/people-running-apple-executive-exodusTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The Information's Editors Martin Peers and Nick Wingfield discuss the scale of Larry Ellison's bets in media and tech, and Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure.Articles discussed on this episode: https://www.theinformation.com/articles/whatnots-schlock-empire-shows-digital-live-shopping-can-thrive-americahttps://www.theinformation.com/articles/tech-giants-partnering-broadcom-break-free-nvidiahttps://www.theinformation.com/briefings/oracles-data-centers-openai-reportedly-delayedhttps://www.theinformation.com/briefings/exclusive-wealthfront-prices-ipo-14-tripling-tiger-investmentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 billion cash burn, and the challenge of financing its AI cloud expansion. Lastly, we get into the future of the cloud, 'Cognition as a Service,' and AI teammates with Mayfield's Managing Partner Navin Chaddha and discuss the strategy for TalkShopLive with its new CEO Sandie Hawkins.Articles discussed on this episode: https://www.theinformation.com/briefings/disney-invest-1-billion-openaihttps://www.theinformation.com/articles/oracles-costly-ai-expansion-turns-wall-streethttps://www.theinformation.com/articles/disney-openai-ai-startup-valuations-keep-falling-revenue-riseshttps://www.theinformation.com/articles/tencent-poaches-bytedance-researchers-china-ai-race-heatsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for big US data center projects. Lastly, we get into custom models and the future of the AI model battlefield with AWS Director of Technology Shaown Nandi.Articles discussed on this episode: https://www.theinformation.com/articles/china-weighs-nvidia-chip-purchase-emergency-meetings-tech-companieshttps://www.theinformation.com/briefings/nvidia-builds-technology-help-fight-chip-smugglinghttps://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-modelhttps://www.theinformation.com/articles/uae-fund-mgx-quietly-becomes-one-biggest-data-center-financiersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midterm elections. Next, CoreWeave VP Chen Goldberg discusses CoreWeave's new Mission Control GPU monitoring features. IBM’s Rob Thomas and Confluent CEO Jay Kreps discuss the rationale behind IBM's $11 billion acquisition of Confluent, and finally, we get into Instacart's new ChatGPT integration and the advertising implications with E-Commerce Reporter Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/ai-backlash-shape-midterm-electionshttps://www.theinformation.com/briefings/instacart-launches-chatgpt-app-instant-checkout-featurehttps://www.theinformation.com/briefings/trump-reportedly-let-nvidia-sell-advanced-ai-chips-chinahttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI Reporter Stephanie Palazzolo discusses the growing skepticism around AI breakthroughs in biology from the NeurIPS conference. Lastly, Crypto Reporter Yueqi Yang breaks down the intensifying competition in prediction markets following Kalshi's $11 billion valuation.Articles discussed on this episode: https://www.theinformation.com/articles/ais-biggest-event-researchers-said-field-needs-overhaulhttps://www.theinformation.com/articles/chatgpt-product-chief-responding-code-redhttps://www.theinformation.com/briefings/ellisons-paramount-skydance-make-108-billion-tender-offer-warnerhttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionhttps://www.theinformation.com/briefings/openais-head-chatgpt-envisions-ai-superpowersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's most credible challenger in AI chips. Then, Editor-in-Chief Jessica Lessin and Managing Editor Laura Mandaro get into the escalating OpenAI-Google rivalry and the state of venture capital. Lastly, we speak with Dude Perfect CEO Andrew Yaffe about how the YouTube brand is building a truly scalable media business.Articles discussed on this episode: https://www.theinformation.com/articles/netflixs-warner-purchase-82-7-billion-blunderhttps://www.theinformation.com/articles/silicon-valley-buzzing-apple-ceo-successionhttps://www.theinformation.com/articles/diamonds-turds-hock-tan-turned-broadcom-ai-juggernauthttps://www.theinformation.com/articles/amodeis-advantage-altman-comes-viewTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information's Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Information's Stephanie Palazzolo about OpenAI's new model code-named 'Garlic' to counter Google's Gemini 3, and the 'split brain problem' models are facing. Lastly, we get into the new US robotics policy, the tariff-induced rising costs of robot components, and Anthropic CEO Dario Amodei's strategy against OpenAI with The Information's Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/openai-pivots-counter-gemini-3https://www.theinformation.com/articles/inside-web-publishers-quest-stamp-ai-bots-posing-humanshttps://www.theinformation.com/articles/anthropics-ceo-says-code-redsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trending toward a decade low. Lastly, we get into the future of travel tech with Johannes Reck, Co-Founder & CEO of GetYourGuide, who discusses the European market and competition with Airbnb and Booking Holdings.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-productshttps://www.theinformation.com/articles/s-p-takes-ai-debt-deals-crypto-giantsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure, Cloud reporter Anissa Gardizy about Marvell's advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI's impact on advertising with Highbeam CEO Sameer Shergill. Articles discussed on this episode: https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-efforthttps://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-dealhttps://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gainsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and digital play with her new gaming console, Board. Lastly, we get into the secret to Flighty's real-time accuracy with CEO Ryan Jones, and the evolution of Birdies' holiday sales strategy with Co-founder Bianca Gates.Articles discussed on this episode:https://www.theinformation.com/articles/informations-2025-gift-guidehttps://www.theinformation.com/articles/china-want-buy-nvidia-chipshttps://www.theinformation.com/articles/aws-beats-ai-drum-vegashttps://www.theinformation.com/articles/aws-preps-new-ai-models-relations-anthropic-get-complicatedTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Sri Muppidi talks with today’s TITV Host Anita Ramaswamy about OpenAI's ambitious projections for 220 million paid ChatGPT subscribers and the competition from Google's Gemini. We also talk with Laffer Tengler Investments CEO Nancy Tengler about big tech stock movements, including NVIDIA, Oracle, and whether the AI market is a bubble, and Editor Ken Brown about the current crypto sell-off and the systemic risks posed by stablecoins. Lastly, we get into the challenges of music licensing in sports and how figure skating is turning to AI-generated music with The Information’s Sara Germano.Articles discussed on this episode:https://www.theinformation.com/articles/crypto-winter-will-different-timehttps://www.theinformation.com/articles/openai-projected-least-220-million-people-will-pay-chatgpt-2030TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
The Information’s Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding for Oracle's data center build outs with Finance reporter Miles Kruppa, and Ran Ben-Tzur discusses the IPO market heading into 2026. Finally, we speak with ModelML CEO Chaz Englander about their $75 million Series A round and the use of AI to automate tasks in financial services.Articles discussed on this episode:https://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-pushhttps://www.theinformation.com/articles/oracle-linked-borrowing-binge-worries-lendersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
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