The Information's TITV

Khosla Ventures' Vinod Khosla talks with TITV Host Akash Pasricha about AI's high costs, the risks in circular financing deals like those involving NVIDIA and Oracle, and the energy solutions to AI. We also talk with The Information's Ann Gehan about creator reaction to TikTok Shop's new advertising tool. Li Haslett Chen, Founder of Howl, discusses where AI can transform the shopping experience, noting returns as the biggest opportunity. Lastly, we get into rebuilding college for the AI era with Tade Oyerinde, Founder & Chancellor, and Jerome Pesenti, CTO, of Campus.

Articles discussed on this episode:

https://www.theinformation.com/articles/tiktok-shops-new-ad-policy-risks-alienating-merchants

https://www.theinformation.com/articles/can-ai-deliver-shoppers-want

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 Catherine Perloff talks with TITV Host Akash Pasricha about AI chatbots reshaping website traffic. We also talk with Anissa Gardizy about data center financing concerns, including NVIDIA's involvement, and signs of a possible funding bubble. Anushka Salinas, CEO of Nanit, and The Information’s Meredith Mazzilli discuss baby health gadgets and the Nanit smart monitor, and we get into the car ownership crisis with Turo CEO Andre Haddad.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-enigma-search-traffic-drops-sites-revenue-yet

https://www.theinformation.com/articles/data-center-boom-enters-speculative-era

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 Yueqi Yang talks with TITV Host Akash Pasricha about Hyperliquid and crypto's Wild West. We also talk with Moor Insights & Strategy’s Patrick Moorhead about Nvidia's GTC announcements and competition, and Upgrade CEO Renaud Laplanche about their big funding and future IPO. Lastly, we get into personalized medicine and healthcare's AI future with Sunita Mohanty.

Articles discussed on this episode:

https://www.theinformation.com/articles/inside-hyperliquid-ground-zero-latest-crypto-controversy

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 Anissa Gardizy and TD Cowen’s Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial’s Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information’s Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 billion youth sports tech market.

Articles discussed on this episode:

https://www.theinformation.com/articles/oracle-assures-investors-ai-cloud-margins-struggles-profit-older-nvidia-chips

https://www.theinformation.com/articles/moneyball-minors-inside-booming-business-youth-sports-apps

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's Aparna Chennapragada talks with TITV Host Akash Pasricha about Microsoft's new "learn-it-all" AI product development cycle. We also talk with The Information's Miles Kruppa and Theo Wayt about the complex, GPU-backed debt financing behind xAI's huge "Colossus 2" data center, and Valida Pau about why Anthropic is quietly positioning itself for a startup shopping spree. Lastly, we get into General Intuition's massive $133.7 million seed round and how CEO Pim de Witte is using gaming to train AI agents.

Articles discussed on this episode:

https://www.theinformation.com/articles/anthropic-gets-ready-go-startup-shopping

https://www.theinformation.com/articles/microsoft-let-openai-play-field

https://www.theinformation.com/articles/xais-unusual-dealmaking-fund-musks-colossus-2

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 Reporters Erin Woo and Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's Dreamforce conference. We also talk with Second Opinion Media’s Christina Farr about the challenges of new tech in healthcare, and the “Cursor Resistance" with The Information’s Rocket Drew. Lastly, we speak with Decart CEO Dean Leitersdorf about his mission to reinvent AI video.

Articles discussed on this episode:

https://www.theinformation.com/articles/universities-part-cursor-resistance

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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Oura CEO Tom Hale talks with TITV Host Akash Pasricha about raising $900M at an $11B valuation and the company's AI-driven plans for the future of health tech. We also talk with Brex CEO Pedro Franceschi about the company's "unconstrained ambition" and how they're competing with incumbents. The Information's Stephanie Palazzolo explains the rise of "NeoClouds" and the race to rent out NVIDIA chips. Lastly, we get into AI-powered material science with Radical AI CEO Joseph Krause.

Articles discussed on this episode:

https://www.theinformation.com/articles/race-rent-nvidia-chips-cloud-intensifies

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 Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's ambitious plan to deploy 10 gigawatts of custom AI chips in partnership with Broadcom. We also talk with AWS CMO Julia White about the company's new suite of enterprise AI tools, QuickSuite, and the growing traction of its in-house Trainium chips. We get into how tech giants like Salesforce and Microsoft are challenging Google and Amazon in the ad tech space with our advertising reporter Catherine Perloff and Tau Marketing Solutions’ Robert Webster. Lastly, we explore the rise of real-world asset tokenization with Securitize CEO Carlos Domingo.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-ad-tech-land-grab-pits-salesforce-google-microsoft-amazon

https://www.theinformation.com/briefings/nvidia-announces-chip-design-deal-broadcom

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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Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with our Reporter Ann Gehan and investor Michael Duda.

Articles discussed on this episode:

https://www.theinformation.com/articles/e-commerce-startups-back-dead

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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Justin Lopas, COO of Base Power, talks with TITV Host Akash Pasricha about the company's recent $1B funding round and how they are addressing rising energy demands from AI data centers. We also talk with The Information's Sara Germano about AI's impact on sports, and also get into the future of fintech with Sheel Mohnot, a Co-Founder of Better Tomorrow Ventures. Lastly, we get into Trump's evolving relationship with big tech with our D.C. correspondent Sylvia Varnham O'Regan.

Articles discussed on this episode:

https://www.theinformation.com/articles/can-microsoft-resist-trumps-call-execs-firing-tech-bends-will

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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