The Information's TITV

The Information's Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt, and AWS Director of Technology Shaown Nandi discusses how companies can achieve profit margins with AI as inference costs are expected to drop 90%. Lastly, we get into the current state of the creator economy, the shift to interest-based algorithms, and the importance of a sustainable business outside of social with Creator Ventures' Partner and successful creator, Caspar Lee.

Articles discussed on this episode:

https://www.theinformation.com/articles/soon-call-end-ai-boom

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 and Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how Pinterest is navigating the AI threat. Lastly, we get into Amazon's $15 billion bond issuance and the growing debt bubble in AI CapEx with SK Ventures General Partner Paul Kedrosky.

Articles discussed on this episode:

https://www.theinformation.com/articles/pinterests-ai-strategy-focuses-users-want

https://www.theinformation.com/articles/gemini-3-arrives-open-source-coding-agent-raises-19-million

https://www.theinformation.com/briefings/microsoft-nvidia-invest-anthropic-anthropic-spend-30-billion-azure

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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Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information’s Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a "superchip" for Optimus. Lastly, we get into Beehiiv's massive product expansion for creators and its $32M annualized revenue rate with CEO Tyler Denk.

Articles discussed on this episode:

https://www.theinformation.com/articles/musk-tie-together-tesla-xai

https://www.theinformation.com/articles/bitcoin-falling-crypto-stocks-crashing

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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Parag Agrawal, Founder & CEO of Parallel Web Systems, talks with TITV Host Akash Pasricha about his $100M AI infrastructure startup and the future of AI agents on the web. We also talk with Sid Sheth, Founder & CEO of d-Matrix, about taking on NVIDIA with their specialized inference chip, and Cory Weinberg about the escalating boardroom battle at Grindr. Lastly, we get into Waymo's freeway expansion and the autonomous vehicle landscape with The Information’s Ken Brown and Nick Wingfield.

Articles discussed on this episode:

https://www.theinformation.com/articles/buyout-offer-boardroom-feud-festered-grindr

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 Anita Ramaswamy talks with TITV Host Akash Pasricha about Lyft's surprising stock performance and its strategy in the autonomous vehicle space. We also talk with Jeff Hollan about Snowflake Intelligence, a new group of AI agents, and how the company differentiates itself in the crowded enterprise software market. Loop Global CEO Olga Shevorenkova discusses the state of EV charging infrastructure in the US, the impact of high interest rates on adoption, and her 10-year view of the market. Lastly, we get into robotics valuations and data infrastructure for physical AI with The Information’s Rocket Drew and Foxglove CEO Adrian Macneil, after the company announced a $40M funding round.

Articles discussed on this episode:

https://www.theinformation.com/articles/lyft-investors-enjoying-ride

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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Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his Etiquette Finishing School for founders, and we get into the enterprise AI agent turf war with The Information's Aaron Holmes.

Articles discussed on this episode:

https://www.theinformation.com/articles/snowflake-sierra-every-enterprise-software-firm-selling-ai-agents

https://www.theinformation.com/articles/investors-chase-neolabs-outflank-openai-anthropic

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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D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-sales

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

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 reporter Sri Muppidi joins TITV Host Akash Pasricha to analyze Anthropic's revenue projections relative to OpenAI. ShopMy Founder & CEO Harry Rein discusses the creator e-commerce company's new funding at a $1.5 billion valuation and its explosive growth. Seneca Founder & CEO Stuart Landesberg explains the company's autonomous drone system using AI to cut wildfire response times to under ten minutes. We also hear from AWS Director of Technology, Shaown Nandi on the challenges and solutions for scaling AI agents in the enterprise, covering cost management, identity, and security. Lastly, The Information’s Jemima McEvoy discusses the rise of James Bond-style red teaming consultants at data centers.

Articles discussed on this episode:

https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openai

https://www.theinformation.com/articles/data-centers-want-james-bond-style-security-consultants

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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Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI’s John Mern and Anthony Corso about Terra AI's mission to use AI to solve metal and mineral shortages for the tech industry. Lastly, we get into the heightened competition for Series A funding and the trend of VC partners leaving to start their own funds with The Information’s Natasha Mascarenhas.

Articles discussed on this episode:

https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025

https://www.theinformation.com/articles/elon-musks-victory

https://www.theinformation.com/articles/ai-stokes-battles-series-altimeter-raise-new-growth-fund

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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Managing Partner at Creator Ventures Sasha Kaletsky talks with TITV Host Akash Pasricha about Snap earnings and the company's new $400 million partnership with Perplexity. We also talk with Synchron CEO Tom Oxley about the Neuralink-competitor’s $200 million funding round and its next-generation whole brain interface, and Metropolis Co-founder Alex Israel about Metropolis' $1.6 billion capitalization and their goal of being the largest applied AI company in the world. Next, we get into Benable's word-of-mouth social platform with its CEO Tony Staehelin and The Information’s Ann Gehan. Lastly we talk to Shaown Nandi about AWS's purpose-built AI chips strategy, including Trainium, Graviton, and Nitro, and how they balance with NVIDIA.

Articles discussed on this episode:

https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025

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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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda