Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents 

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Nuro Cofounder Dave Ferguson talks with TITV Host Akash Pasricha about the Uber robo-taxi partnership. We also break down NVIDIA's Q2 earnings with SemiAnalysis' Doug O'Laughlin, Seaport Research Partners' Jay Goldberg and The Information's Anissa Gardizy , and we get into Google's potential AdTech spinoff with our reporter Cathy Perloff.

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Overtime CEO Dan Porter talks with TITV Host Akash Pasricha about the future of sports media and why Gen Z will never watch live games on TV. We also talk with Altimeter Capital's Jamin Ball about software valuations and the rise of "quasi-public" companies , and The Information's Kevin McLaughlin about the AI data storage boom and NVIDIA's 80-year bet on VAST Data.

Articles discussed on this episode: 

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics.

Articles discussed on this episode: 

- https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china

- https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push

- https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronics

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Anomaly's Mike Desjadon talks with TITV Host Akash Pasricha about AI healthcare startups. We also talk with The Information's Natasha Mascarenhas about Silicon Valley's AI anxiety and The Information's Ann Gehan about Faire's potential funding , and we get into the US Open's tech push with the USTA's Brian Ryerson.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-forces-silicon-valley-confront-moment-ecstasy-agony

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy.

Articles discussed on this episode:

• https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses

• https://www.theinformation.com/articles/openai-challenging-google-using-search-data

• https://www.theinformation.com/articles/funny-math-behind-key-software-metric

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Protege CEO Bobby Samuels and Footwork's Nikhil Basu Trivedi talk with TITV Host Akash Pasricha about the booming business of AI training data and the $25 million investment to build a data marketplace. We also talk with The Information's Yueqi Yang about Solana's comeback and push for a mainstream ETF, and we get into the future of automated consumer fintech and agentic commerce with Accrual Capital's Lauren Kolodny.Articles discussed on this episode:

• https://www.theinformation.com/articles/solana-gets-respectable-sets-sights-wall-street

• https://www.theinformation.com/articles/one-year-old-startup-notching-data-deals-model-makers

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: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Bret Taylor, CEO and Co-Founder at Sierra, and Winston Weinberg, CEO and Co-Founder of Harvey, discuss the capabilities of AI agents and the evolving market with our founder and editor-in-chief Jessica Lessin. Garrett Lord, CEO of Handshake, shares insights on the future of work in the AI era. We also speak with Aaron Holmes from The Information, who uncovers why the cost of AI models is rising.

Articles discussed on this episode:

• https://www.theinformation.com/articles/cost-buying-ai-creeping-boosting-microsoft-sellers

• https://www.theinformation.com/articles/character-ai-talks-sell-raise-money-year-founders-depart

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

Sign up for the AI Agenda newsletter

Raptive's Paul Bannister and The Information’s Cathy Perloff talk with TITV Host Akash Pasricha about publishers' changing demands for AI content licensing. We also talk with Ultra Robotics' Jon Miller Schwartz & Reporter Rocket Drew about human-robot collaboration and Beehiiv's Tyler Denk about democratizing creator monetization. Lastly, we get into Eight Sleep's $100 million raise with CEO Matteo Franceschetti.

Articles discussed on this episode:

• https://www.theinformation.com/articles/behind-robots-human-operator-toils

• https://www.theinformation.com/articles/news-publishers-shift-ai-licensing-focus-usage-based-deals

• https://www.theinformation.com/articles/the-co-founders-of-eight-sleep-want-to-optimize-your-performance-in-bed

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.

Sign up for the AI Agenda newsletter.

Grammarly CEO Shishir Mehrotra talks with TITV Host Akash Pasricha about new AI agents for students. We also talk with The Information's Anne Gehan about Walmart's e-commerce fight with Amazon and Kalley Huang about Meta's AI team restructuring. Finally, we get into the ongoing chip war with author Chris Miller.

Articles discussed on this episode:

• https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival 

• https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker 

• https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talent

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

Sign up for the AI Agenda newsletter