The Information's TITV

The Information’s Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly Media founder CJ Gustafson joins to dissect Alphabet’s unprecedented $80 billion equity raise for AI compute and the market implications of Anthropic's confidential IPO filing. JetStream Security CEO Raj Rajamani outlines the cybersecurity and budget risks of internal "citizen developers" using advanced models like Anthropic's Mythos. Finally, Rocket Drew reviews Cognition's rebranding of Windsurf to Devin Desktop and explains why frontier AI models are learning to detect when they are being evaluated.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazons-media-empire-quietly-taps-outside-ad-sales-help

https://www.theinformation.com/newsletters/ai-agenda/cognition-aims-switzerland-ai-agents-app-makeover

https://www.theinformation.com/newsletters/the-briefing/googles-ai-fundraising-anthropics-ipo-option

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Chapters:

00:00 - Introduction

01:13 - Amazon leans more heavily on outside firms for ad sales

11:12 - Alphabet to Sell $80B in Stock for AI Investment

23:55 - Anthropic expanding Project Glasswing

34:43 - Cognition rebrands Windsurf app for AI era

Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI’s aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta’s AI playbook.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcs

https://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customers

https://www.theinformation.com/articles/forward-deployed-engineers-rage

https://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filing

https://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-day

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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:

00:00 - Introduction

01:13 - Anthropic Files Confidentially for IPO

02:52 - Nvidia Challenges Intel with M1X PC Chip

07:00 - Cyber Firms Spend Millions on Anthropic Mythos

14:44 - The Boom of Forward Deployed AI Engineers

18:13 - Inside OpenAI's Enterprise Sales Strategy

24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers

Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux.

Articles discussed on this episode: 

https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq

https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model

https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest 

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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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D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud

https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools

https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt

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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:

00:00 - Introduction

01:13 - Snowflake Shares Jump as AI Product Adoption Grows

08:04 - Salesforce Earnings Reaction and M&A Strategy

12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions

23:03 - Apple to Renew Push for AI That Runs on Devices

28:26 - Microsoft to Release New Coding Model

Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuation

https://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-risks

https://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-markets

https://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whispering

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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:

00:00 - Introduction

01:13 - Polymarket Faces Global Regulatory Crackdown

11:33 - Pre-IPO Betting Boom Hits Prediction Markets

20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them

32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation

38:12 - Why Developers Are Whispering to AI Agents

E-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/twilios-ai-boost-double-edged-sword

https://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-big

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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:

00:00 - Introduction

01:13 - OpenAI Scales Conversion Ads and Targets Small Businesses

08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap

16:10 - GitHub’s Maintenance Issues and the Need for AI Native Code Tools

25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype

29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billion

https://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-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:

00:00 - Introduction

01:13 - OpenAI Hits $5.7B Q1 Revenue

02:39 - Microsoft Triggers New Corporate Data War

12:43 - The Right Way to Value SpaceX

25:46 - Mercury CEO on Fintech Growth and AI Tools

The Information’s Aaron Holmes breaks down exclusive reporting on Anthropic’s early talks with Microsoft to deploy its custom Maya 200 AI inference chips as part of an infrastructure diversification strategy. We also talk with HSBC’s Frank Lee about Nvidia’s blockbusting quarterly earnings, data center revenue reclassification, and surging optical supply chain demand. Lastly, we get into SpaceX’s historic S-1 IPO filing and Starlink margins with Gerber Kawasaki CEO Ross Gerber, and the White House's postponed AI clearance executive order with Politics Reporter Leo Schwartz.

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacex-reveals-40-billion-anthropic-deal-catch

https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips

https://www.theinformation.com/briefings/white-house-delays-ai-executive-order-event

https://www.theinformation.com/newsletters/the-briefing/nvidias-blowout-spacexs-blue-sky-ambitions

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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:

00:00 - Introduction

01:13 - Anthropic Explores Microsoft Maya 200 Chip Deal

08:44 - Nvidia Reclassifies Data Center Revenue After Blowout Q1

19:19 - Inside SpaceX’s Historic S-1 IPO Filing

33:20 - White House Postpones Frontier AI Review Order

Google Reporter Erin Woo talks with TITV Host Akash Pasricha about Google’s AI convergence between Search and Gemini. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about SpaceX's financials ahead of its blockbuster IPO, AI Reporter Laura Bratton about how enterprise software buyers are altering vendor contracts to fund AI, and Mizuho Managing Director Lloyd Walmsley about Meta’s 8,000 workforce layoffs and its AI margin protections. Lastly, we get into the bankruptcy of e-commerce credit card darling Parker with our e-comm reporter Ann Gehan.

Articles discussed on this episode: 

https://www.theinformation.com/articles/5-charts-make-sense-spacexs-ipo-numbers

https://www.theinformation.com/briefings/google-unveils-new-video-model-search-upgrades

https://www.theinformation.com/newsletters/the-briefing/googles-ai-search-leap-forward

https://www.theinformation.com/briefings/meta-begins-cutting-8-000-jobs

https://www.theinformation.com/newsletters/ai-agenda/google-pitches-ai-coding-tools-cost-effective-option

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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:

00:00 - Introduction

01:13 - Google IO: Search vs. Gemini Continuity

12:56 - SpaceX IPO: Launch Margins & xAI Compute

22:46 - The SaaS Apocalypse: Shorter Tech Contracts

29:57 - Inside Meta's AI Efficiencies & Layoffs

43:29 - E-Commerce Crisis: Why Fintech Parker Failed

The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Elon Musk’s legal defeat. We also talk with Catherine Perloff about Amazon’s Trainium chip gaining industry traction and Stephanie Palazzolo about the widening gap between open-source and closed-source AI models. Lastly, we get into tech IPO market dynamics and inference chip trends with Sapphire Ventures Co-founder Jai Das.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazons-nvidia-alternative-starts-winning-ai-developers

https://www.theinformation.com/newsletters/ai-agenda/gap-widening-anthropic-open-source-models

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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:

00:00 - Introduction

01:13 - Elon Musk Loses OpenAI Lawsuit

11:56 - Amazon’s Trainium Chips Gain Traction

23:59 - Open-Source AI Gains Ground on Cost Advantage

31:04 - Where Do Cerebras Shares Go From Here?