The Information's TITV

Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security.

Articles discussed in today’s show:

-https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-losses

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Chapters:

01:13 - Introduction

02:23 - Intel’s outlook and foundry strategy

12:50 - Amazon earnings, AWS and AI spending

24:42 - Cohere’s funding and compute strategy

34:30 - Binance hack and frozen funds

45:36 - Closing

Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model cells, Google's Amanda Peterson Corio about the power infrastructure required for AI data centers, and UBS AI investment banker Nicole Su about soaring startup valuations, neocloud financing and what investors want from frontier-model IPOs. Lastly, Wabbi founder and CEO Brittany Greenfield explains why AI-generated code is creating new challenges for software security. The show also includes an excerpt from CBS News Editor in Chief Bari Weiss's WTF Summit conversation with The Information's Jessica Lessin.

Articles discussed in today's show:

-https://www.theinformation.com/articles/everyones-using-ai-divisions-growing-wtf-highlights

-https://www.theinformation.com/articles/cbs-bari-weiss-tells-critics-judge-journalism

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:06 - Introduction from WTF Summit

02:29 - Bari Weiss on changing CBS News

08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics

26:03 - Lori Goler on the $1.8B AI biology collaboration

38:26 - Google's Amanda Peterson Corio on the AI power buildout

52:30 - UBS's Nicole Su on AI valuations, financing and IPOs

1:05:59 - Brittany Greenfield on AI coding security

1:16:05 - Closing

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models.

Articles discussed in today's show:

- OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips

- Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction

02:46 - Robinhood's prediction markets and Q3 results

09:52 - Robinhood's AI trading agents

13:36 - OpenAI, Oracle and Google's TPUs

23:08 - AI chip pricing and neocloud risks

29:27 - Amazon's 250 million rival product listings

41:47 - Gemini and enterprise AI adoption

50:17 - Closing

D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference.

Articles discussed in today's show:

-https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees

-https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo

-https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction and The Information Polls

01:13 - SpaceX and Broadcom's AI financing

15:53 - DoorDash–Instacart talks and Anaplan interview

33:19 - Microsoft's workforce strategy

39:56 - General Compute and AI chip alternatives

49:05 - Closing

Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu about the strengths of Anthropic and OpenAI and the gap between benchmarks and economic value. Lastly, The Information's Yueqi Yang discusses Stripe's early lead in agent payments and competing approaches from card networks.

Articles discussed in today's show:

-https://www.theinformation.com/articles/anthropics-s-1-takeaways-giant-compute-commitments-complex-lock-ups

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction and Anthropic's S-1

02:15 - Anthropic's revenue, margins and customer expansion

11:39 - Compute commitments and cloud partners

19:12 - Stock compensation and IPO valuation

25:23 - OpenAI's price cuts and customer switching

33:00 - Anthropic vs. OpenAI model capabilities

41:00 - Stripe and the AI shopping payments battle

49:54 - Closing

Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI.

Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude.

In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies.

Articles discussed in today's show:

• https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-apps

• https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo

• https://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream 

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters

01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects

18:13 — Coco Labs wants to fix AI-generated design

27:42 — Salesforce customers face new Claude-related fees

37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market

Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO.

Articles discussed in today's show:

-https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion

-https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh

-https://www.theinformation.com/articles/andreessen-horowitz-drop-crypto-name-flagship-blockchain-fund

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction and Meta earnings

16:58 - AI-discovered PHP security flaw

22:51 - The shrinking AI cybersecurity defender’s window

32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift

35:49 - Tesla earnings and potential SpaceX merger

47:30 - Legora’s growth and AI legal competition

54:31 - Legora on security and IPO plans

58:01 - Closing

TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry.

Articles discussed in today's show:

-https://www.theinformation.com/newsletters/the-briefing/spacexs-musk-lauds-soaring-cloud-business-possible-tesla-merger

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction

01:13 - SpaceX results and Tesla merger talks

08:03 - SpaceX’s AI data center economics

17:33 - Netflix’s slowing growth

21:16 - Netflix’s content strategy and advertising

29:42 - Different’s $48M AI marketing bet

37:40 - Anthropic’s compute spending and IPO

41:08 - Prediction markets and the midterms

50:20 - AI infrastructure prediction markets

Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure.

Articles discussed in today's show:

-https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction and Signal Award

02:49 - Big Tech earnings and Meta’s AI strategy

07:14 - Google Cloud, TPUs and AI monetization

10:30 - Microsoft Azure and enterprise AI

13:35 - Hyperscaler capital spending

16:45 - Inspired Capital’s $450M fund

21:26 - AI agents and the future of marketing

25:58 - Daytona’s $1B valuation and agent infrastructure

32:22 - Meta’s Muse and Daytona’s sandboxes

32:56 - CoreWeave’s debt and neocloud financing

Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China.

Articles discussed in today's show:

-https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government

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Chapters:

01:13 - Introduction

02:16 - Palo Alto Networks on securing AI agents

15:12 - Modal's valuation and revenue growth

26:25 - CoreWeave financing and neocloud risks

44:03 - Pentagon superintelligence task force

56:37 - Anthropic dispute

1:10:06 - Open-source AI and China

1:20:33 - Defense technology investment