The Information's TITV

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-lead

https://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89

https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-ipo

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Chapters

00:00 - Introduction

01:13 - Microsoft Executives Sound Alarm Over GitHub

10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO

17:26 - Genspark’s COO on the AI application race

27:22 - Anthropic, OpenAI generate 89% of AI startup revenue

Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approach

https://www.theinformation.com/articles/openais-apple-partnership-sours

https://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-math

https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-drama

https://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvs

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Chapters:

00:00 - Introduction

01:13 - SpaceX AI Exodus: 50+ Exits Since Acquisition

10:17 - Musk v. OpenAI: Jury Deliberations Begin

17:53 - Cerebras IPO Pop & OpenAI’s Apple Conflict

30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware

48:06 - Valar Atomics: The Race to Turn on Nuclear

Apple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store while balancing security risks from "vibe coding" apps. We also look at the big winners of the Cerebras IPO with Julia Hornstein, including OpenAI and Foundation Capital, and get an update from Rocket Drew on the closing arguments in Elon Musk’s trial against OpenAI. Finally, Stephanie Palazzolo explores Modal’s $4.5 billion valuation in the GPU reselling market and we get into Marathon Management Partners’ Gokul Rajaram’s prediction that OpenAI’s advertising business could rival Google and Meta.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-explores-ways-welcome-ai-agents-app-store

https://www.theinformation.com/articles/startup-modal-talks-raise-4-5-billion-valuation-revenue-surges

https://www.theinformation.com/articles/cerebras-ipo-winners-include-foundation-benchmark-openai

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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 - Apple Exploring AI Agents for App Store Safety

09:40 - Cerebras IPO: Benchmark and Foundation Capital’s Big Wins

15:17 - Musk v. OpenAI: The "Jackass Trophy" and Closing Arguments

18:56 - Modal Raising at $4.5B Valuation Amid GPU Crunch

25:37 - Gokul Rajaram on OpenAI’s $100B Advertising Opportunity

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI startup and the implications of President Trump’s historic visit to China with a delegation of tech CEOs. We also talk with Laura Bratton about why Anthropic customers are willing to pay double or triple for AI services, followed by an update from Rocket Drew on Sam Altman’s testimony in the Elon Musk trial. Then, FTV Capital’s Brad Bernstein explains how growth equity firms are navigating "false positives" in the SaaS market, and we end with Senior Finance Editor Ken Brown on the high-stakes battle between banks and the crypto industry over the Senate’s new "Clarity Act."

Articles discussed on this episode: 

https://www.theinformation.com/articles/former-alibaba-star-researcher-starts-new-ai-lab-seeks-2-billion-valuation

https://www.theinformation.com/newsletters/the-information-finance/can-crypto-beat-banks-win-washington

https://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-cost

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Chapters:

00:00 - Introduction

01:13 - Former Alibaba Star’s $2B China Startup & Trump’s Tech Visit

09:07 - Anthropic Customers Eat Rising AI Costs

14:29 - Sam Altman Testifies in Elon Musk v. OpenAI Trial

17:14 - FTV Capital’s Brad Bernstein on the SaaS Market

26:46 - The "Clarity Act": Crypto’s Senate Battle vs. Banks

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft’s renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit’s Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines’ high-profile research preview of real-time interaction models.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliers

https://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-deal

https://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenue

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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 - Cerebras IPO: OpenAI’s $5B Potential Windfall

14:25 - Exclusive: Microsoft Recoups OpenAI Investment

26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify

30:20 - Replit President on Benchmarking Coding Models

40:21 - Thinking Machines Teases New AI Interaction Model

Box CEO Aaron Levie talks with TITV Host Akash Pasricha about layoffs, AI agent pricing and more. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about Cerebras' $48B IPO and Robhinood Co-founder Baiju Bhatt about his new startup Cowboy Space Corporation. Lastly, we get into AI margin math and headcount trends with Meredith Mazzilli and Managing org structures in the AI era with PwC’s Dallas Dolen.

Articles discussed on this episode: 

https://www.theinformation.com/articles/techs-ai-margin-math-getting-messier

https://www.theinformation.com/briefings/cerebras-raises-pricing-range-ahead-ipo

https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-will-test-investor-appetite-ai-chip-startups

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Chapters: 00:00 - Introduction 01:13 - Cerebras Bumps IPO Valuation to $48B 08:26 - Tech’s AI Margin Math: Shopify & Spotify 16:10 - Cowboy Space Corp: Data Centers in Orbit 29:26 - Box CEO Aaron Levie on AI Agents & Pricing 53:42 - Managing Org Structures in the AI Era

The Information's Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's $18B chip snag. We also talk with Aaron Holmes about Microsoft's Copilot updated strategy and UpperEdge’s Adam Mansfield about ServiceNow's enterprise friction. Lastly, we get into the Elon Musk trial with Rocket Drew, Martin Peers, and Nick Wingfield.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/applied-ai/microsoft-cuts-copilot-bloat

https://www.theinformation.com/articles/openais-ai-chip-deal-broadcom-hits-18-billion-financing-snag

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Chapters: 00:00 - Introduction 01:13 - DeepSeek Plans $7B Funding Round 03:00 - OpenAI’s Broadcom Chip Deal Hits $18B Snag 11:22 - Microsoft Cuts Copilot Bloat and Hikes GitHub Prices 16:34 - ServiceNow Conference: Enterprise Buyers Seek ROI 30:39 - Elon Musk v. OpenAI Trial: Board Depositions Played 34:23 - The Editor’s Cut: Who is Winning the Legal War?

Raul Martynek, CEO of DataBank, joins TITV Host Akash Pasricha to discuss Anthropic’s deal to utilize xAI’s Colossus data center and whether Elon Musk is pivoting to a neo-cloud business model. We also talk with The Information’s Rocket Drew about Shivon Zilis’s testimony in the Musk v. OpenAI trial, and we get into the $22 billion valuation of Kalshi and Polymarket’s shaky U.S. homecoming with Michael Roddan and Yueqi Yang.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/musk-giving-xais-servers-anthropic-ai-video-app-developer-reka-acquires-video-generating-startup

https://www.theinformation.com/articles/polymarkets-homecoming-shaky-u-s-ceo-awol

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Chapters: 00:00 - Introduction 01:13 - Anthropic’s Data Center Deal with xAI 10:41 - Shivon Zilis Testifies in OpenAI Trial 13:57 - Kalshi Raises $1B at $22B Valuation 15:17 - Polymarket’s Shaky U.S. Homecoming

Creative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share grabbing" environment for CPUs. We also talk with The Information’s Sri Muppidi and Erin Woo about Anthropic’s massive $200 billion commitment to Google Cloud and whether the AI boom is fueled by circular financing. Rocket Drew provides an update from the Elon Musk v. OpenAI trial on Greg Brockman’s testimony, and we get into the $60 million funding round for Tessera Labs with CEO Kabir Nagrecha. Finally, we close with subscriber data on the tightening chatbot race between ChatGPT, Claude, and Gemini.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chips

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00:00 — 01:13 Introduction 01:14 — 11:05 AMD Revenue Rises 38% in Q1 11:06 — 18:41 Anthropic to Spend $200B on Google’s Cloud and Chips 18:42 — 22:18 Musk Trial: OpenAI President Testifies 22:19 — 29:48 Tessera Labs Raises $60M in Funding 29:49 — 31:23 Three-Way AI Chatbot Race Emerges 

Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about a new hybrid AI search experience and the future of product discovery. We also talk with Rocket Drew about OpenAI President Greg Brockman’s $30 billion testimony in the Elon Musk trial, Yueqi Yang about Coinbase’s 14% workforce reduction and a16z’s new $2.2 billion crypto fund, and we get into the safety risks and hidden costs behind xAI’s rapid data center buildout with Theo Wayt. Finally, we wrap with Warp CEO Zach Lloyd on the $60 billion SpaceX-Cursor deal and why he is taking his AI coding startup open source.

Articles discussed on this episode: 

https://www.theinformation.com/articles/xais-fast-cheap-data-center-build-hidden-costs

https://www.theinformation.com/newsletters/ai-agenda/greg-brockmans-rough-day

https://www.theinformation.com/articles/amazon-offer-hybrid-mode-ai-search-retail-site

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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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