The Information's TITV

The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcastArticles discussed in today’s show:- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuationhttps://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Traininghttps://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-trainingSubscribe:- 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 - Introduction02:23 - Anthropic’s $16.8 billion quarter06:25 - Cash flow and future compute commitments08:22 - Cursor’s training-data investigation12:04 - Cursor’s earlier data-security issues13:49 - The business of open-weight AI17:18 - Where AI’s value could shift

Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions.Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcastArticles discussed in today’s show:- Google Unveils Gemini 4 Argon, Pricing It Well Below Rivalshttps://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals- OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Modelhttps://www.theinformation.com/articles/openai-scrambles-fix-safety-issues-shipping-next-flagship-model/- Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitionshttps://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitionsSubscribe:- 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 - Introduction02:25 - Google’s Gemini 4 Argon review08:51 - Monitoring AI behavior10:24 - OpenAI’s model safety challenges21:57 - Private equity’s AI strategy28:45 - AI for investment research36:24 - Can AI beat analysts’ earnings predictions?

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheaper, “good enough” models.Articles discussed in today’s show:- Trump Administration Plans to Move AI Testing Agency Officials to White Househttps://www.theinformation.com/articles/trump-administration-plans-move-ai-testing-agency-officials-white-house- Meta Unveils New AI Models to Challenge OpenAI and Anthropichttps://www.theinformation.com/briefings/meta-unveils-new-ai-models-challenge-openai-anthropic- Leading-Edge AI Models Are Losing Their Allure With Developershttps://www.theinformation.com/articles/leading-edge-ai-models-losing-allure-developersSubscribe:- 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 - Introduction02:28 - The White House’s AI testing shake-up15:02 - Meta’s Muse Wonder review18:51 - Token efficiency and agent costs24:18 - Measuring corporate AI returns30:56 - Why developers choose cheaper models37:33 - When frontier AI is worth the premium

The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about the startup that could revive OpenAI’s Sora and Aaron Tilley about home AI computing and Apple’s smart home plans. Lastly, Amy Dockser Marcus discusses Mark Zuckerberg’s $1.8 billion biomedical partnership and big tech’s growing role in medical research.Articles discussed in today’s show:- How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadellahttps://www.theinformation.com/articles/microsofts-new-office-chief-fixed-copilot-won-nadella- OpenAI’s Plan To Revive Sorahttps://www.theinformation.com/newsletters/ai-agenda/openais-plan-revive-sora- GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homeshttps://www.theinformation.com/articles/gpus-wine-cellar-techies-hoarding-ai-compute-homes/- Zuckerberg’s Big Biotech Momenthttps://www.theinformation.com/newsletters/the-weekend/zuckerbergs-big-biotech-momentSubscribe:- 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 - Introduction02:45 - Microsoft’s new Maia AI chips04:53 - The executive behind Copilot’s overhaul14:14 - OpenAI’s possible Sora revival22:44 - Building AI labs at home28:38 - Apple’s smart home plans31:39 - Zuckerberg’s $1.8 billion biotech partnership

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them.Articles discussed in today’s show:- China’s AI Model Race Is Just Getting More Crowdedhttps://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded- OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reportshttps://www.theinformation.com/briefings/openais-annualized-revenue-neared-50-billion-lower-past-reports- OpenAI ARR Snafu Highlights Flawed Metrichttps://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/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/Chapters:01:13 Introduction02:14 China’s crowded AI model race15:23 OpenAI’s revenue discrepancy24:22 Arena’s funding and AI evaluations26:01 Measuring AI misalignment34:31 Domyn and AI ownership43:25 Subscriptions vs. token sales