The Information's TITV

The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock’s Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.

Articles discussed on this episode:

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

https://www.theinformation.com/articles/information-50s-top-performers-2024

https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costs

https://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028

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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Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses their AI go-to-market strategy, the TPU platform, and their strong earnings results, and we get into the enterprise AI adoption hurdles and ServiceNow's heterogeneous chip stack with Vice Chairman Nick Tzitzon. Finally, Tubi CEO Anjali Sud explains how the free, ad-supported streaming service reached profitability and their 'Free Forever' philosophy.

Articles discussed on this episode:

https://www.theinformation.com/briefings/openai-aws-sign-38-billion-cloud-deal

https://www.theinformation.com/articles/anthropic-aws-give-customers-ai-agents-helping-hand

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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Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Reporter Yueqi Yang joins to discuss Kraken's soaring $20 billion valuation and the boom in crypto private markets, followed by Maven AGI Founder & CEO Jonathan Corbin, who talks about the crowded AI customer support space and his three-to-five-year timeline for AGI. Lastly, Venture Capital Reporter Natasha Mascarenhas breaks down Benchmark's "anti-Andreessen Horowitz" strategy and the implications of its new General Partner. The episode also features clips from The Information's WTF Summit with YouTube's Chief Business Officer Mary Ellen Coe and Tubi's CEO Anjali Sud.

Articles discussed on this episode:

https://www.theinformation.com/articles/benchmarks-ai-pressure-test-high-prices-smaller-stakes-poached-star

https://www.theinformation.com/articles/stock-markets-crypto-rally-boosts-private-companies

https://www.theinformation.com/articles/amazons-cloud-lifts

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 Erin Woo and Aaron Holmes talk with TITV Host Akash Pasricha about Google and Microsoft's accelerating cloud growth and soaring CapEx spending. We also talk with Theory Ventures’ Tomasz Tunguz about Mark Zuckerberg's aggressive AI investment mode and the lack of predictability in ad revenue, and Bloomberg Beta’s Roy Bahat about how startups compete with big tech's massive CapEx and why AI will replace 100% of jobs. Then, Shishir Mehrotra and Rahul Vohra discuss Grammarly's rebrand to Superhuman, the launch of their AI assistant, Superhuman Go, and data privacy. 

The Information's CEO Jessica Lessin speaks with Reporter Natasha Mascarenhas about the WTF Summit takeaways, and with Lucy Guo about why creators are resistant to AI tools. Lastly, we get into Campbell Brown's new AI fact-checking startup, Forum AI, with Natasha Mascarenhas.

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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In this special edition of TITV, Reporter Natasha Mascarenhas takes over hosting at The Information’s annual WTF Summit (Women in Tech, Media and Finance).

Natasha talks with Aparna Chennapragada, Chief Product Officer at Microsoft, about why "yesterday's magic is today's commodity in AI" and the rush to build resilient agents at the "speed of trust”. Next, Meghan Joyce, Co-Founder and CEO of Duckbill, talks about combining AI and humans to solve the "long tail" of personal tasks. We also get into the new aggressive growth expectations for AI startups and the obsolete VC funding frameworks with Merritt Hummer, Partner at Bain Capital Ventures.

The Information’s CEO and Editor-in-Chief Jessica Lessin interviews Paris Hilton, CEO of 11:11 Media, about building a personal brand and her deep connection with her fans and Elizabeth Stone, CTO at Netflix, about the company’s AI strategy for improving member and creator experience.

From New York, TITV Host Akash Pasricha talks with Jackson Ader about OpenAI's restructuring agreement with Microsoft and the company's newfound freedom in the competitive AI market, including the rivalry with Google. 

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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TITV Host Akash Pasricha is on the ground at Adobe MAX 2025 speaking with Adobe executives about their AI models, marketing tech, forward deployed engineers and the future of creative work.

Akash speaks with Rachel Thornton, CMO at Adobe Enterprise, about what is on the minds of CMOs worldwide, including the shift from SEO to LLMs, the need for content at scale, and AI adoption challenges. He also talks with Adobe’s Varun Parmar about GenStudio, Adobe's solution for the content supply chain, and the automation of performance marketing tracking. Hannah Elsakr, VP of GenAI New Ventures at Adobe, details the new Firefly Foundry deep tuning service and Adobe's move toward use case-based pricing. Lastly, we get into the profound impacts of AI on advertising, discoverability, and the creative process with Critical Mass's Chief Strategy Officer Grant Owens and Chief Creative Officer Val Carlson.

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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Industry Ventures’ Hans Swildens and Caplight’s Javier Avalos talk with The Information’s Deputy Bureau Chief of Finance Cory Weinberg about the growing secondary venture market and the rise of continuation funds. We also talk with Phin Barnes, Co-Founder of The General Partnership, about the VC fund concentration, splitting firms into "Alpha VC" and "Beta VC" approaches, and The Information’s Erin Woo about OpenAI's new push into AI-generated music. Lastly, we get into using AI to better mental healthcare with April Koh, who discusses Spring Health's approach for safe mental health chatbots.

Articles discussed on this episode:

https://www.theinformation.com/briefings/openai-working-music-generating-tool

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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Crusoe CEO Chase Lochmiller talks with TITV Host Akash Pasricha about Crusoe's $1.3 billion funding and the company's ambition to take cloud computing into outer space. We also talk with The Information Reporters Stephanie Palazzolo, Kalley Huang, and Erin Woo about why OpenAI employees are calling the company's culture shift "Facebookification." Next, TITV Host Akash Pasricha talks with The Information's Rocket Drew about SoftBank's renewed robotics ambitions and the acquisition talks with Agility Robotics, as well as David Bell, CEO of Remedy Robotics, about how robots are revolutionizing medicine. Lastly, we get into the future of wearables with Premise’s Co-Founder Vanessa Larco.

Articles discussed on this episode:

https://www.theinformation.com/articles/openai-readies-facebook-era

https://www.theinformation.com/articles/softbank-hunts-humanoid-robot-startups

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 Aaron Tilley and TMF Associates’ Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roof’s scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company, Traba, is using AI to disrupt the light industrial staffing industry. The Information’s Erin Woo joins us to detail Google’s multimillion-dollar contract with Major League Hacking to push its Gemini AI model to young coders. Lastly, The Information’s CEO and Editor-in-Chief Jessica Lessin speaks with Allison Braley, Partner at Bain Capital Ventures, to discuss modern communications strategies in the AI age.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-musks-spacex-finally-satellite-deal

https://www.theinformation.com/articles/softbank-hunts-humanoid-robot-startups

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 on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1

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