The Information's TITV

The Information’s Theo Wayt talks with TITV Host Akash Pasricha about Starlink’s push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI’s "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia’s upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-looms

https://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalled

https://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropic

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AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's 200-person team working on smart speakers, glasses, and lamps. We also talk with Lead Edge Capital Evan Skorpen about whether the software sector is currently oversold and why it's trading at a discount to the S&P 500 for the first time, and we get into the movement in social media stocks with editors Martin Peers and Meredith Mazzilli. Lastly, we wrap with health reporter Amy Dockser Marcus on the Silicon Valley obsession with mitochondrial transplants for longevity.

Articles discussed on this episode: 

https://www.theinformation.com/articles/longevity-treatments-91-year-old-bold-bet-silicon-valleys-immortality-race

https://www.theinformation.com/articles/inside-openai-team-developing-ai-devices

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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Series C structure means for a 2026 IPO. We also talk with Ann Gehan about Hungryroot’s potential public offering and the resurgence of high-quality consumer IPOs, Avery Marquez about the "race to go public" between AI titans, and we get into AMD’s strategic financial backstop for Crusoe with Miles Kruppa. Finally, we discuss the "SaaS is dead, long live SaaS" shift with Dallas Dolen from PwC.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-finalizing-first-commitments-100-billion-mega-round

https://www.theinformation.com/articles/hungryroot-posts-55-revenue-growth-eyes-potential-2026-ipo

https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook

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Sri Muppidi talks with TITV Host Akash Pasricha about Anthropic's multi-billion dollar revenue sharing agreements with Amazon and Google. Anissa Gardizy covers the strategic Meta-Nvidia partnership and the elite executives leading the AI data center buildout. Plus, we talk with Reed Duchscher about Night Media’s $70 million funding round and the future of the creator economy, and we get into the "continual learning" trend with Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropic-sweetens-deal-cloud-providers 

https://www.theinformation.com/briefings/meta-nvidia-sign-strategic-partnership 

https://www.theinformation.com/articles/meet-data-center-executives-leading-ai-buildout 

https://www.theinformation.com/newsletters/ai-agenda/get-tricked-fake-continual-learning 

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The Information’s Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company’s new AI search engine ‘Scout’ and its potential IPO or sale. Plus, we cover Anduril’s $60 billion valuation talks with our finance reporter Cory Weinberg.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-advanced-talks-hire-openclaw-founder-others-connected-agent-project

https://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battle

https://www.theinformation.com/articles/anduril-discusses-new-funding-60-billion-plus-valuation

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The Information’s Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq’s $7.6 billion payout to shareholders and Blue Owl Capital’s massive data center financier role. 

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/dealmaker/groq-shareholders-get-7-6-billion-payout

https://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom

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Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information’s Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds’ Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly, we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space startup, Aetherflux.

Articles discussed on this episode: 

https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforce

https://www.theinformation.com/newsletters/applied-ai/looming-battle-agent-management-software

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Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management’s Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.

Articles discussed on this episode: 

https://www.theinformation.com/articles/investors-missing-servicenow

https://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growth

https://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnover

https://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leaves

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The Information’s Ann Gehan talks with TITV Host Akash Pasricha about OpenAI’s rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly, we get into the technical mechanics of how OpenClaw agents learn new skills with our reporter Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/articles/chatgpt-shopping-get-complicated-fast

https://www.theinformation.com/articles/amazon-discusses-ai-content-marketplace-publishers

https://www.theinformation.com/newsletters/ai-agenda/openclaw-learns-new-things

https://www.theinformation.com/newsletters/the-briefing/workdays-ceo-shuffle-sign-things-come

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The Information’s Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-ahead

https://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competition

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