The Information's TITV

HSBC’s Frank Lee talks with TITV Host Akash Pasricha about Intel’s disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information’s Laura Mandaro about Capital One’s $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and OpenAI's ad testing with editors Martin Peers and Meredith Mazzilli. Finally, we go inside the political transformation of OpenAI President Greg Brockman with reporters Stephanie Palazzolo and Jemima McEvoy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/intel-now-pricier-tsmc-makes-sense

https://www.theinformation.com/newsletters/the-briefing/brexit-fintech

https://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-funds

https://www.theinformation.com/briefings/tiktok-completes-sale-data-security-arm-joint-venture

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The Information’s Wayne Ma and Aaron Tilley talk with TITV Host Akash Pasricha about Apple’s secret development of an AI wearable pin and Craig Federighi’s cautious strategy to catch up with rivals. We also talk with Smooth Media’s Josh Kaplan about TikTok’s survival in the 2026 creator economy, Stephanie Palazzolo about OpenAI’s internal restructuring following the Thinking Machines Labs fallout, and Kielstar LLC’s Kieley Taylor about how brands are bracing for AI-powered advertising. Lastly, we get into the race for clean energy with General Fusion CEO Greg Twinney as the company prepares for its $1 billion public market debut.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-developing-ai-wearable-pin

https://www.theinformation.com/articles/google-deal-apples-craig-federighi-plots-cautious-course-ai

https://www.theinformation.com/articles/anthropic-lowers-profit-margin-projection-revenue-skyrockets

https://www.theinformation.com/newsletters/applied-ai/openai-plans-take-cut-customers-ai-aided-discoveries

https://www.theinformation.com/articles/openai-names-former-tml-staffer-zoph-oversee-enterprise-push

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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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Rich Greenfield, Co-founder of LightShed Partners, talks with TITV Host Akash Pasricha about Netflix's quarterly results and why a Warner Brothers acquisition is a long-term strategic win. We also talk with Ex-OpenAI Head of Sales Aliisa Rosenthal about the shift from traditional SaaS sales to AI-native selling, and Foundation Capital's Ashu Garg and Jaya Gupta about "context graphs" becoming the new moat for enterprise software. Lastly, we get into the rising costs of data center buildouts and copper inflation with our finance editor Ken Brown, and our CEO Jessica Lessin checks in from Davos with Handshake's Garrett Lord and DCVC's Zach Bogue on the future of AI staffing and nuclear energy.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-information-finance/data-center-inflation

https://www.theinformation.com/briefings/chatgpt-checkouts-take-4-cut-shopify-merchant-sales

https://www.theinformation.com/newsletters/the-briefing/andy-jassy-davos-netflixs-q4

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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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Amazon CEO Andy Jassy talks with The Information’s CEO Jessica Lessin about Amazon's significant new deal with OpenAI and the company's aggressive push into custom AI chips with Trainium. We also talk with Jessica Lessin about her reflections on the ground at Davos and MongoDB CEO CJ Desai about whether AI is a structural threat to enterprise software. Lastly, we get into Google's exponential Gemini API growth with our reporter Erin Woo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-ceo-weighs-ai-shopping-wars-openai-relationship

https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales

https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales

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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 Cory Weinberg and Martin Peers talk with TITV Host Akash Pasricha about the 2026 IPO landscape, featuring SpaceX, Discord, and the potential pitfalls for "geriatric" startups. We also talk with The Information’s Rocket Drew about the "cracked engineer" phenomenon reshaping the AI labor market, and we get into the future of healthcare with Oura CEO Tom Hale and Chai Discovery co-founder Josh Meier.

Articles discussed on this episode: 

https://www.theinformation.com/articles/9-tech-ipo-contenders-watch-year

https://www.theinformation.com/articles/forget-vibe-coders-cracked-engineers-rage-tech

https://www.theinformation.com/articles/pocket-enterprise-software-investors-still-love

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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.

The Information’s Qianer Liu talks with TITV Host Akash Pasricha about TSMC’s record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson’s Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta’s Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-cto

https://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closes

https://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-ai

https://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortage

https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-cto

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsoft’s growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally, we get into the launch of the tech-focused Door Bank with Ken Brown, and we end with Shane Burke discussing whether a proposed wealth tax is pushing billionaires out of California.

Articles discussed on this episode: 

https://www.theinformation.com/articles/californians-want-texas-top-destination

https://www.theinformation.com/articles/microsofts-spending-anthropic-ai-pace-hit-500-million

https://www.theinformation.com/articles/upstart-tech-bank-trying-shake-finance

https://www.theinformation.com/briefings/airbnb-hires-former-meta-ai-leader-cto

TITV airs 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 talks with TITV Host Akash Pasricha about China's new restrictions on Nvidia H200 purchases and Meta's decision to cut staff in Reality Labs to focus on AI wearables. We also talk with DataBank CEO Raul Martynek about Mark Zuckerberg’s massive "Meta Compute" initiative and The Information’s Erin Woo and Aaron Tilley about the landmark deal to bring Gemini into Siri. We get into the creative world of AI M&A and "synthetic pref rights" with Brex CBO Art Levy, and lastly we check in with reporter Miles Kruppa on Google’s $4.8 billion acquisition of Intersect Power to bypass the energy grid.

Articles discussed on this episode: 

https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances

https://www.theinformation.com/articles/google-goes-electric-get-quick-data-center-approval

TITV airs 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 Editor-in-Chief Jessica Lessin joins TITV for breaking news—Meta’s high-profile hiring of Dina Powell McCormick and Apple’s Siri-Gemini partnership. Next, The Information's Cory Weinberg and Michael Roddan talk with TITV Host Akash Pasricha about Motive's reliance on 400 human annotators in Pakistan to verify AI dashcam alerts. We also talk with Senior Editor Meredith Mazzilli about Google’s new AI shopping tools, Crypto Reporter Yueqi Yang about Robinhood’s massive stock lead over Coinbase, and Accelsius CEO Josh Claman about the $65M race to cool AI data centers. 

Articles discussed on this episode: 

https://www.theinformation.com/briefings/meta-appoints-dina-powell-mccormick-president-vice-chair

https://www.theinformation.com/articles/google-matches-openai-shopping

https://www.theinformation.com/briefings/apple-partners-google-upcoming-siri-overhaul

https://www.theinformation.com/articles/robinhood-wins-round-battle-coinbase

https://www.theinformation.com/articles/dashcam-maker-motive-touts-ai-relies-humans

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss exclusive reporting on DeepSeek's new V4 flagship model and its superior coding capabilities. We also talk with Cory Weinberg about Strava's confidential IPO and Lambda's $350M raise, and Every CEO Dan Shipper about how AI is blurring the lines between media and software. Then, Ro CEO Zach Reitano breaks down the launch of a new GLP-1 pill with Novo Nordisk and AI's role in modern healthcare. Lastly, we dive into the Silicon Valley obsession with biological age with Jemima McEvoy and the AI shopping race with Editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode: 

https://www.theinformation.com/articles/deepseek-release-next-flagship-ai-model-strong-coding-ability

https://www.theinformation.com/articles/silicon-valley-obsessed-biological-age-tests-despite-dubious-science

https://www.theinformation.com/articles/nvidia-backed-cloud-provider-lambda-talks-raise-350-million-ahead-ipo

https://www.theinformation.com/articles/strava-filed-confidentially-ipo-hired-goldman-sachs

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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