The Information's TITV

The Information’s Erin Woo talks with TITV Guest Host Rocket Drew about Google’s new internal strike team focused on automating coding and AI research. We also talk with Yueqi Yang about Polymarket’s $15 billion valuation and the rise of prediction markets, and Buck Shlegeris, CEO of Redwood Research, about the Berkeley AI control conference and the latest in AI safety. Finally, we get into the in-depth profile of Anthropic CFO Krishna Rao and the company's path to a massive IPO with Sri Muppidi and Valida Pau.

Articles discussed on this episode: 

https://www.theinformation.com/articles/google-creates-strike-team-improve-coding-models

https://www.theinformation.com/articles/polymarket-talks-raise-money-15-billion-valuation

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The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek’s first-ever outside funding round and its potential $10 billion valuation. We also talk with Rosenblatt Securities' Barton Crockett about Netflix’s slowing revenue growth and its aggressive expansion into sports and gaming, and Microsoft reporter Aaron Holmes about LinkedIn’s surprisingly successful AI Hiring Assistant. Lastly, we get into the systemic financial risks posed by Anthropic's powerful Mythos model with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode:

https://www.theinformation.com/articles/chinas-deepseek-raising-money-first-time-10-billion-plus-valuation

https://www.theinformation.com/articles/openai-spend-20-billion-cerebras-chips-receive-equity-stake

https://www.theinformation.com/newsletters/applied-ai/linkedins-ai-agent-product-becomes-surprise-bright-spot-microsoft

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The Information’s Erin Woo joins TITV Host Akash Pasricha to discuss her latest exclusive: Google is in discussions with the Defense Department about using Gemini in classified settings. We also talk with E-Commerce Reporter Ann Gehan about OpenAI's rapid expansion into click-based advertising and Aaron Tilley about Apple's decision to send Siri staffers to an AI coding bootcamp ahead of a critical product launch. Lastly, we get into how AI is forcing a total rethink of the industry value chain with Dallas Dolen, Tech, Media, Telco Industry Leader at PwC.

Articles discussed on this episode: 

https://www.theinformation.com/articles/google-pentagon-discuss-classified-ai-deal-company-rebuilds-military-ties

https://www.theinformation.com/articles/apple-sends-siri-staffers-coding-bootcamp-latest-shakeup-organization

https://www.theinformation.com/articles/openai-plans-new-pricing-chatgpt-ads-explores-upgrades 

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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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The Information’s Martin Peers discusses why Snap’s 16% workforce reduction is a performative move rather than a strategic fix. Anissa Gardizy breaks down Allbirds' surprising pivot from footwear to GPU cloud rentals. Kevin McLaughlin explains Anthropic’s shift to consumption-based pricing for enterprise customers. Stephanie Palazzolo reveals details on Anthropic’s upcoming Opus 4.7 model and its new AI design tool. Yueqi Yang reports on how crypto firms are racing to defend against AI-driven cybersecurity threats. Ken Brown analyzes the financial implications of a potential SpaceX IPO and its inclusion in major stock indices. Finally, Adobe VP Digital EX and Co-Chair AI Toni Vanwinkle and Workday VP of AI and Open Technology at Workday Kathy Pham join a roundtable to discuss upskilling talent and measuring AI efficacy in the enterprise.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropic-changes-pricing-bill-firms-based-ai-use-amid-compute-crunch

https://www.theinformation.com/newsletters/the-information-finance/helped-pick-stocks-dow-watching-spacex-ipo-carefully

https://www.theinformation.com/briefings/allbirds-pivot-ai-chips

https://www.theinformation.com/briefings/snap-lays-16-workforce

https://www.theinformation.com/articles/crypto-firms-seek-access-anthropics-mythos-shoring-defenses

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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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The Information’s Theo Wayt and TMF Associates President Tim Farrar talk with TITV Host Akash Pasricha about Amazon’s $11 billion acquisition of Globalstar and its new deal with Apple to challenge SpaceX. We also talk with The Information’s Cory Weinberg about exclusive leaked financials showing Starlink’s massive profitability and xAI’s $21 billion CapEx, and Michael Roddan about Polymarket’s new audit of its developer program to curb insider trading. Lastly, we get into the future of AI-driven creativity and the Webby Awards with Jesse Feister, Executive Director of the Webby Media Group.

Articles discussed on this episode: 

https://www.theinformation.com/articles/new-spacex-numbers-show-reliance-starlink

https://www.theinformation.com/articles/polymarket-reverses-course-startups-piggyback-insider-trades

https://www.theinformation.com/newsletters/the-briefing/spacexs-numbers-tell

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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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Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's internal memo regarding staggering AWS demand. We also talk with Laura Bratton about the R&D spending race and Emergence Capital GP Jake Saper about why SaaS companies must shift to selling outcomes to survive the AI era. Lastly, we get into Microsoft's struggle to secure data center power with Columnist Ann Davis Vaughan.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsoft-plots-new-copilot-features-inspired-openclaw

https://www.theinformation.com/articles/atlassian-figma-lead-r-d-arms-race

https://www.theinformation.com/newsletters/ai-infrastructure/microsoft-slowed-ai-spending-now-playing-catchup

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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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The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. We host a Bull vs. Bear debate with Martin Peers and Jason Dean on OpenAI’s leadership fissures and whether its revenue lead over Anthropic is evaporating. Cory Weinberg and Theo Wayt reveal exclusive SpaceX financials showing a $5 billion loss driven by xAI spending as the company kicks off its massive IPO roadshow. Finally, Rocket Drew profiles Boris Cherney, the face of Anthropic’s Claude Code, to discuss how AI agents are redefining software engineering and driving a multi-billion dollar revenue surge.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-stargate-leaders-depart-latest-shakeup-data-center-strategy

https://www.theinformation.com/articles/spacex-posted-nearly-5-billion-loss-last-year-ai-spending

https://www.theinformation.com/articles/spacex-woos-investors-c-suite-shakeups-continue 

https://www.theinformation.com/articles/self-taught-programmer-became-father-claude-code 

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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to acquire Israeli startup AI21 and Laura Bratton about ServiceNow’s new agentic tool for the customer data wars. Lastly, we get into Meta’s $21 billion CoreWeave deal and new AI models with D.A. Davidson’s Gil Luria.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030

https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzles

https://www.theinformation.com/newsletters/the-briefing/meta-tries-light-fire-ai-market

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Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realistically surpass Nvidia’s market cap. We also talk with The Information’s Yueqi Yang about Polygon Labs’ $100M pivot into stablecoin payments and Aaron Holmes about why AI agents are causing outages at GitHub. Lastly, we get into a valuation framework that suggests Nvidia is 400% undervalued with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-information-finance/nvidia-worth-22-trillion-old-school-financial-model-says-yes

https://www.theinformation.com/articles/polygon-labs-talks-raise-100-million-payments-business

https://www.theinformation.com/newsletters/applied-ai/microsofts-github-sees-booming-traffic-outages-ai-agents-flood-platform

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New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon’s hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic’s crackdown on OpenClaw with Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-status

https://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-products

https://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikes

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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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