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-time

https://www.theinformation.com/articles/openai-projected-least-220-million-people-will-pay-chatgpt-2030

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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-push

https://www.theinformation.com/articles/oracle-linked-borrowing-binge-worries-lenders

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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Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk's mission to replace X staff with xAI's Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson's Gil Luria and WorkHelix's Andrew McAfee about AI's accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA. Warp CEO Zack Lloyd shares his data showing Google's Gemini 3.0 model's advantage over OpenAI's models in agentic coding. Lastly, KeyBanc Capital Markets' Jackson Ader provides an earnings preview for Zoom, Zscaler, and Salesforce, and The Information’s Co-Executive Editor Martin Peers breaks down the unprecedented growth of NVIDIA's free cash flow and how the company is using it to fight competition.

Articles discussed on this episode:

https://www.theinformation.com/articles/twins-pushing-elon-musks-plans-replace-x-staff-grok

https://www.theinformation.com/articles/nvidias-mushrooming-cash-pile-spotlights-spending-choices

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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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-google

https://www.theinformation.com/briefings/openai-ceo-googles-ai-breakthrough-cause-headwinds-openai

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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-regulations

https://www.theinformation.com/articles/next-state-ai-laws-trump-order

https://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshi

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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-boom

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 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-want

https://www.theinformation.com/articles/gemini-3-arrives-open-source-coding-agent-raises-19-million

https://www.theinformation.com/briefings/microsoft-nvidia-invest-anthropic-anthropic-spend-30-billion-azure

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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-xai

https://www.theinformation.com/articles/bitcoin-falling-crypto-stocks-crashing

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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-grindr

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 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-ride

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