The Information's TITV

The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI’s IPO timeline and massive cloud spending. We also talk with Elon Musk Reporter Theo Wayt about the surprisingly small financial details of SpaceX’s Starlink deal with T-Mobile and Rex Woodbury, Founder of Daybreak Ventures, about the next generation of startup talent and why storytelling is the new king-maker in Silicon Valley.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timing

https://www.theinformation.com/articles/spacex-uphill-battle-growing-starlink-mobile

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Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information’s Martin Peers and Cory Weinberg.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-joke

https://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-quests

https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse

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PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picture

https://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signals

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TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic’s embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine’ talks with The Information’s Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agent

https://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-sales

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WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech giants cut costs for AI. We also talk with The Information’s Senior Finance Editor Ken Brown about the "relative return" trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple’s escalating crackdown on vibe coding apps. Lastly, we get into Nvidia’s $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information’s Next GP list. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse

https://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdown

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The Information’s Yueqi Yang talks with TITV Host Akash Pasricha about crypto’s "crisis of faith" and why Bitcoin’s value has halved since October. We also talk with Elon Musk Reporter Theo Wayt about how the SpaceX IPO hype is boosting—and threatening—the space ecosystem, and Haystack Partner Aashay Sanghvi about the "Big Token" thesis for AI startup exits and making it onto The Information’s Next General Partners list. Lastly, we get into the complex world of FedRAMP and regulated AI with M12 Partner Cheryl Cheng.

Articles discussed on this episode: 

https://www.theinformation.com/articles/cryptos-nasty-downturn-getting-worse

https://www.theinformation.com/articles/spacex-hype-boosts-stocks-crosshairs

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Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk’s management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft’s hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent’s aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week’s Editor’s Cut with Martin Peers and Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groups

https://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battle

https://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-deals

https://www.theinformation.com/projects/general-partners-venture-firms-2026

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Harvard Law’s Rebecca Haw Allensworth and Cato Institute’s Jennifer Huddleston talk with TITV Host Akash Pasricha about the landmark Meta and YouTube addiction ruling and its impact on Section 230. We also talk with Spotter CEO Aaron DeBevoise about OpenAI shutting down Sora and the rise of "Creator TV," and Alap Shah from LOTUS Management about policy solutions for AI-driven labor displacement, and we get into the rivalry between Anthropic’s Claude and OpenClaw with our AI Reporter Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/meta-youtube-found-liable-landmark-social-media-addiction-case

https://www.theinformation.com/newsletters/the-briefing/metas-future-value-social-media-verdict

https://www.theinformation.com/newsletters/ai-agenda/claude-gaining-openclaw

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TITV Host Akash Pasricha tells you what you need to know about SpaceX's upcoming IPO filing. AI Reporter Stephanie Palazzolo then talks with Akash about OpenAI's massive product pivot and the shuttering of Sora. We also talk with Seligman Ventures’ Umesh Padval about Arm's bold entry into the CPU market and Co-Executive Editor Martin Peers about Meta’s recent layoffs and recent business plans.

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacex-aims-file-ipo-soon-week

https://www.theinformation.com/articles/meta-platforms-lay-hundreds

https://www.theinformation.com/articles/openai-ceo-shifts-responsibilities-preps-spud-ai-model

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Cisco President Jeetu Patel talks with TITV Host Akash Pasricha about the shift from chatbots to autonomous AI agents and the security risks of agents going rogue. We also talk with The Information’s Kevin McLaughlin about AWS accelerating the use of internal AI agents following recent staff cuts, Deals Reporter Valida Pau about why data center deals are the only bright spot in a tech M&A slump, and we get into why AI coding agents are being assigned multiple personalities with AI Reporter Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/aws-accelerates-internal-ai-agents-following-staff-cuts

https://www.theinformation.com/newsletters/ai-agenda/ai-coding-agents-need-multiple-personalities-best-work

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