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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.
202 Episodes
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AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel discusses how AI is transforming the travel industry. Next, Co-Executive Editors Martin Peers and Amir Efrati debate which of the five frontier AI companies (OpenAI, Anthropic, Google, Meta, XAI) will ultimately succeed. Lastly, reporter Rocket Drew details the current high-stakes status of the Elon Musk OpenAI lawsuit.Articles discussed on this episode:https://www.theinformation.com/articles/openai-ceo-braces-possible-economic-headwinds-catching-resurgent-googlehttps://www.theinformation.com/briefings/openai-ceo-googles-ai-breakthrough-cause-headwinds-openaiTITV 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
Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to launch a prediction market. Lastly, we get into the gender gap in venture capital with All Raise CEO Paige Hendrix Buckner.Articles discussed on this episode:https://www.theinformation.com/articles/white-house-working-executive-order-foil-state-ai-regulationshttps://www.theinformation.com/articles/next-state-ai-laws-trump-orderhttps://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshiTITV 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 Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt, and AWS Director of Technology Shaown Nandi discusses how companies can achieve profit margins with AI as inference costs are expected to drop 90%. Lastly, we get into the current state of the creator economy, the shift to interest-based algorithms, and the importance of a sustainable business outside of social with Creator Ventures' Partner and successful creator, Caspar Lee.Articles discussed on this episode:https://www.theinformation.com/articles/soon-call-end-ai-boomTITV 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 Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how Pinterest is navigating the AI threat. Lastly, we get into Amazon's $15 billion bond issuance and the growing debt bubble in AI CapEx with SK Ventures General Partner Paul Kedrosky.Articles discussed on this episode:https://www.theinformation.com/articles/pinterests-ai-strategy-focuses-users-wanthttps://www.theinformation.com/articles/gemini-3-arrives-open-source-coding-agent-raises-19-millionhttps://www.theinformation.com/briefings/microsoft-nvidia-invest-anthropic-anthropic-spend-30-billion-azureTITV 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
Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information’s Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a "superchip" for Optimus. Lastly, we get into Beehiiv's massive product expansion for creators and its $32M annualized revenue rate with CEO Tyler Denk.Articles discussed on this episode:https://www.theinformation.com/articles/musk-tie-together-tesla-xaihttps://www.theinformation.com/articles/bitcoin-falling-crypto-stocks-crashingTITV 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
Parag Agrawal, Founder & CEO of Parallel Web Systems, talks with TITV Host Akash Pasricha about his $100M AI infrastructure startup and the future of AI agents on the web. We also talk with Sid Sheth, Founder & CEO of d-Matrix, about taking on NVIDIA with their specialized inference chip, and Cory Weinberg about the escalating boardroom battle at Grindr. Lastly, we get into Waymo's freeway expansion and the autonomous vehicle landscape with The Information’s Ken Brown and Nick Wingfield.Articles discussed on this episode:https://www.theinformation.com/articles/buyout-offer-boardroom-feud-festered-grindrTITV 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 TITV Host Akash Pasricha about Lyft's surprising stock performance and its strategy in the autonomous vehicle space. We also talk with Jeff Hollan about Snowflake Intelligence, a new group of AI agents, and how the company differentiates itself in the crowded enterprise software market. Loop Global CEO Olga Shevorenkova discusses the state of EV charging infrastructure in the US, the impact of high interest rates on adoption, and her 10-year view of the market. Lastly, we get into robotics valuations and data infrastructure for physical AI with The Information’s Rocket Drew and Foxglove CEO Adrian Macneil, after the company announced a $40M funding round.Articles discussed on this episode:https://www.theinformation.com/articles/lyft-investors-enjoying-rideTITV 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
Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his Etiquette Finishing School for founders, and we get into the enterprise AI agent turf war with The Information's Aaron Holmes.Articles discussed on this episode:https://www.theinformation.com/articles/snowflake-sierra-every-enterprise-software-firm-selling-ai-agentshttps://www.theinformation.com/articles/investors-chase-neolabs-outflank-openai-anthropicTITV 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
D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.Articles discussed on this episode:https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-saleshttps://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-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
The Information reporter Sri Muppidi joins TITV Host Akash Pasricha to analyze Anthropic's revenue projections relative to OpenAI. ShopMy Founder & CEO Harry Rein discusses the creator e-commerce company's new funding at a $1.5 billion valuation and its explosive growth. Seneca Founder & CEO Stuart Landesberg explains the company's autonomous drone system using AI to cut wildfire response times to under ten minutes. We also hear from AWS Director of Technology, Shaown Nandi on the challenges and solutions for scaling AI agents in the enterprise, covering cost management, identity, and security. Lastly, The Information’s Jemima McEvoy discusses the rise of James Bond-style red teaming consultants at data centers.Articles discussed on this episode:https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openaihttps://www.theinformation.com/articles/data-centers-want-james-bond-style-security-consultantsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI’s John Mern and Anthony Corso about Terra AI's mission to use AI to solve metal and mineral shortages for the tech industry. Lastly, we get into the heightened competition for Series A funding and the trend of VC partners leaving to start their own funds with The Information’s Natasha Mascarenhas.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/elon-musks-victoryhttps://www.theinformation.com/articles/ai-stokes-battles-series-altimeter-raise-new-growth-fundTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Managing Partner at Creator Ventures Sasha Kaletsky talks with TITV Host Akash Pasricha about Snap earnings and the company's new $400 million partnership with Perplexity. We also talk with Synchron CEO Tom Oxley about the Neuralink-competitor’s $200 million funding round and its next-generation whole brain interface, and Metropolis Co-founder Alex Israel about Metropolis' $1.6 billion capitalization and their goal of being the largest applied AI company in the world. Next, we get into Benable's word-of-mouth social platform with its CEO Tony Staehelin and The Information’s Ann Gehan. Lastly we talk to Shaown Nandi about AWS's purpose-built AI chips strategy, including Trainium, Graviton, and Nitro, and how they balance with NVIDIA.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025TITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Equity Research Analyst John Vinh talks with TITV Host Akash Pasricha about AMD's latest earnings, particularly its strong data center revenue and how it stacks up against Nvidia and Intel. We also talk with Advertising Reporter Catherine Perloff about Pinterest's earnings, the drop in share price, and the company's AI focus. Then, Catherine and E-Comm Reporter Ann Gehan break down their story on how OpenAI's new commerce features are creating friction with consumer companies who worry about losing the customer relationship. Former Intel Board Member David Yoffie offers his perspective on the current chip sector, the rivalry between AMD and Intel, the risks of "circularity" in the AI ecosystem, and his ultimate recommendation for Intel's manufacturing strategy. We conclude by welcoming AJ Meyer, CEO of Pickle Robot, and AI Reporter Rocket Drew to discuss Pickle Robot Company, one of The Information's 50 most promising startups.Articles discussed on this episode:https://www.theinformation.com/articles/openais-commerce-apps-efforts-divide-consumer-firmshttps://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025TITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock’s Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/information-50s-top-performers-2024https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costshttps://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028TITV 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/@theinformation4080/?sub_confirmation=1- 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 the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses their AI go-to-market strategy, the TPU platform, and their strong earnings results, and we get into the enterprise AI adoption hurdles and ServiceNow's heterogeneous chip stack with Vice Chairman Nick Tzitzon. Finally, Tubi CEO Anjali Sud explains how the free, ad-supported streaming service reached profitability and their 'Free Forever' philosophy.Articles discussed on this episode:https://www.theinformation.com/briefings/openai-aws-sign-38-billion-cloud-dealhttps://www.theinformation.com/articles/anthropic-aws-give-customers-ai-agents-helping-handTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Reporter Yueqi Yang joins to discuss Kraken's soaring $20 billion valuation and the boom in crypto private markets, followed by Maven AGI Founder & CEO Jonathan Corbin, who talks about the crowded AI customer support space and his three-to-five-year timeline for AGI. Lastly, Venture Capital Reporter Natasha Mascarenhas breaks down Benchmark's "anti-Andreessen Horowitz" strategy and the implications of its new General Partner. The episode also features clips from The Information's WTF Summit with YouTube's Chief Business Officer Mary Ellen Coe and Tubi's CEO Anjali Sud.Articles discussed on this episode:https://www.theinformation.com/articles/benchmarks-ai-pressure-test-high-prices-smaller-stakes-poached-starhttps://www.theinformation.com/articles/stock-markets-crypto-rally-boosts-private-companieshttps://www.theinformation.com/articles/amazons-cloud-liftsTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
The Information’s Erin Woo and Aaron Holmes talk with TITV Host Akash Pasricha about Google and Microsoft's accelerating cloud growth and soaring CapEx spending. We also talk with Theory Ventures’ Tomasz Tunguz about Mark Zuckerberg's aggressive AI investment mode and the lack of predictability in ad revenue, and Bloomberg Beta’s Roy Bahat about how startups compete with big tech's massive CapEx and why AI will replace 100% of jobs. Then, Shishir Mehrotra and Rahul Vohra discuss Grammarly's rebrand to Superhuman, the launch of their AI assistant, Superhuman Go, and data privacy. The Information's CEO Jessica Lessin speaks with Reporter Natasha Mascarenhas about the WTF Summit takeaways, and with Lucy Guo about why creators are resistant to AI tools. Lastly, we get into Campbell Brown's new AI fact-checking startup, Forum AI, with Natasha Mascarenhas.TITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
In this special edition of TITV, Reporter Natasha Mascarenhas takes over hosting at The Information’s annual WTF Summit (Women in Tech, Media and Finance).Natasha talks with Aparna Chennapragada, Chief Product Officer at Microsoft, about why "yesterday's magic is today's commodity in AI" and the rush to build resilient agents at the "speed of trust”. Next, Meghan Joyce, Co-Founder and CEO of Duckbill, talks about combining AI and humans to solve the "long tail" of personal tasks. We also get into the new aggressive growth expectations for AI startups and the obsolete VC funding frameworks with Merritt Hummer, Partner at Bain Capital Ventures.The Information’s CEO and Editor-in-Chief Jessica Lessin interviews Paris Hilton, CEO of 11:11 Media, about building a personal brand and her deep connection with her fans and Elizabeth Stone, CTO at Netflix, about the company’s AI strategy for improving member and creator experience.From New York, TITV Host Akash Pasricha talks with Jackson Ader about OpenAI's restructuring agreement with Microsoft and the company's newfound freedom in the competitive AI market, including the rivalry with Google. TITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
TITV Host Akash Pasricha is on the ground at Adobe MAX 2025 speaking with Adobe executives about their AI models, marketing tech, forward deployed engineers and the future of creative work.Akash speaks with Rachel Thornton, CMO at Adobe Enterprise, about what is on the minds of CMOs worldwide, including the shift from SEO to LLMs, the need for content at scale, and AI adoption challenges. He also talks with Adobe’s Varun Parmar about GenStudio, Adobe's solution for the content supply chain, and the automation of performance marketing tracking. Hannah Elsakr, VP of GenAI New Ventures at Adobe, details the new Firefly Foundry deep tuning service and Adobe's move toward use case-based pricing. Lastly, we get into the profound impacts of AI on advertising, discoverability, and the creative process with Critical Mass's Chief Strategy Officer Grant Owens and Chief Creative Officer Val Carlson.TITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Industry Ventures’ Hans Swildens and Caplight’s Javier Avalos talk with The Information’s Deputy Bureau Chief of Finance Cory Weinberg about the growing secondary venture market and the rise of continuation funds. We also talk with Phin Barnes, Co-Founder of The General Partnership, about the VC fund concentration, splitting firms into "Alpha VC" and "Beta VC" approaches, and The Information’s Erin Woo about OpenAI's new push into AI-generated music. Lastly, we get into using AI to better mental healthcare with April Koh, who discusses Spring Health's approach for safe mental health chatbots.Articles discussed on this episode:https://www.theinformation.com/briefings/openai-working-music-generating-toolTITV 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/@theinformation4080/?sub_confirmation=1- 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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