The Information’s CEO & Editor-In-Chief Jessica Lessin speaks with Anduril CEO Brian Schimpf about the company’s incredible growth, defense tech, and the future of geopolitics. TITV Host Akash Pasricha talks with Semafor's Reed Albergotti and The Information's Stephanie Palazzolo about their AI predictions for 2026, and we also get into a rare profile of Reed Jobs, Steve Jobs’ son with The Information’s Jemima McEvoy.

Articles discussed on this episode:

https://www.theinformation.com/articles/can-reed-jobs-son-steve

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Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about the strategic genius behind the launch of OpenAI Sora 2 and the complex copyright issues it raises. We also talk with The Information's Miles Krupa about Fermi America's head-scratching IPO. Jamin Ball from Altimeter Capital tells us why fast-growing AI companies need a reality check. Lastly, we get into Outdoor Voices' comeback with Ty Haney and her new "community commerce" model.

Articles discussed on this episode:

https://www.theinformation.com/briefings/fermi-soars-nearly-22-billion-valuation-trading-debut

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

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The Information’s Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information’s AI Agenda Live conference and Nick Patience from The Futurum Group about the new DeepSeek model. Lastly, we get into the corporate data wars with ClickUp CEO Zeb Evans and the potential TikTok US CEO with DC Correspondent Sylvia Varnham O'Regan.

Articles discussed on this episode:

https://www.theinformation.com/articles/tiktok-insiders-bet-2-adam-presser-will-run-new-venture

https://www.theinformation.com/briefings/microsoft-ceo-relinquishes-duties-focus-technology

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Vercel's COO Jeanne DeWitt Grosser, talks with TITV Host Akash Pasricha about the company's $300M series F funding round and its aspirations to become the "AWS of AI." We also talk with Warp's Zach Lloyd and Zencoder's Andrew Filev about their first reactions to the new Claude Sonnet 4.5 model. The Information's Theo Wayt breaks down the latest xAI org chart shake-ups, and we also get into AI agents with AWS's Director of Technology, Shaown Nandi.

Articles discussed on this episode:

https://www.theinformation.com/articles/people-running-elon-musks-xai

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

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The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about EA's $55 billion takeover and the private equity firms behind it. We also talk with Snowflake's Josh Klahr about the company's new consortium to end the AI data wars and The Information’s Anissa Gardizy about why "fear" is fueling NVIDIA's spending spree. Lastly, we get into humanoid robots with Rodney Brooks, creator of the Roomba, who gives a reality check on their dexterity.

Articles discussed on this episode:

https://www.theinformation.com/articles/jensen-huang-using-nvidia-cash-rule-ai-economy

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Katie Roof talks with TITV Host Akash Pasricha about the surprising $14 billion valuation of TikTok’s US business and what it means for the company's future. We also talk with Cathy Perloff about the ongoing Google antitrust case, Stephanie Palazzolo about Ex-OpenAI Mira Murati’s mysterious new $10 billion AI company, Thinking Machine Labs. Lastly, we get into the Trump Administration's new investment strategy—taking equity stakes in critical minerals companies—with our Editor Steve LeVine. 

Articles discussed on this episode:

https://www.theinformation.com/articles/10-billion-enigma-mira-murati

https://www.theinformation.com/articles/exclusive-electric-trump-administration-seeking-stakes-critical-minerals-companies

https://www.theinformation.com/briefings/google-considered-selling-part-ad-tech-unit-last-year-google-executive-says

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

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Forerunner Ventures' Kirsten Green talks with TITV Host Akash Pasricha about the future of AI in consumer tech and The Information's Anita Ramaswamy discusses the risks inherent in Oracle's recent debt offering. We also talk with Sword Health's ‘V’ Bento about building an AI healthcare platform and Asana's Anne Raimondi about the company's new AI agents.

Articles discussed on this episode:

https://www.theinformation.com/articles/magical-thinking-behind-oracles-valuation

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

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General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams.

Articles discussed on this episode: 

https://www.theinformation.com/articles/can-afford-ai

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The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climactic's Raj Kapoor. Lastly, we get into AI consulting and their recent $1.8 billion valuation with Distyl AI CEO Arjun Prakash.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-data-center-lenders-watch

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The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras’ CEO Andrew Feldman about their delayed IPO and rivalry with NVIDIA.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/trump-sign-executive-order-week-details-tiktok-deal

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

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