The Information's TITV

General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams.

Articles discussed on this episode: 

https://www.theinformation.com/articles/can-afford-ai

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 Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climactic's Raj Kapoor. Lastly, we get into AI consulting and their recent $1.8 billion valuation with Distyl AI CEO Arjun Prakash.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-data-center-lenders-watch

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 Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras’ CEO Andrew Feldman about their delayed IPO and rivalry with NVIDIA.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/trump-sign-executive-order-week-details-tiktok-deal

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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Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple’s hardware talent with our Reporter Aaron Tilley.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/meta-introduces-new-smart-glasses-display

https://www.theinformation.com/articles/metas-ar-presence

https://www.theinformation.com/briefings/nvidia-hire-networking-startup-enfabricas-ceo-license-technology

https://www.theinformation.com/projects/the-information-50

https://www.theinformation.com/articles/openai-raids-apple-hardware-talent-manufacturing-partners

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' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham O'Regan about the ongoing TikTok-US deal, and we get an exclusive with the CEOs of DocuSign and CLEAR as they announce a new partnership. Lastly, we get into Rent the Runway’s big comeback strategy with CEO Jennifer Hyman.

Articles discussed on this episode: 

https://www.theinformation.com/articles/know-tiktok-deal

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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Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer crypto and on-chain identity with Ty Haney of Try Your Best and Dave Morin from Offline Ventures. Lastly, we get an inside look at the IPO market with The Information's Katie Roof and Industry Ventures' Hans Swildens.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ventures-limited-partners-see-lifeline-ipo-wave

https://www.theinformation.com/articles/anthropic-openai-developing-ai-co-workers

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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Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolving role of product management with Sahir Azam, the new partner at Index Ventures, and finally, we talk with Kareem Amin, CEO of Clay, about how his company is defining a new role in go-to-market.

Articles discussed on this episode: 

https://www.theinformation.com/articles/marc-benioff-said-ai-easy-crazy-team-salesforce-proved-wrong

https://www.theinformation.com/articles/microsoft-hopes-hastened-ai-rollout-price-discounts-can-fuel-office-365-growth

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 Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.

Articles discussed on this episode:

https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-david

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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AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech companies aren't buying social media platforms with Quartermaster Advisors' James Creech and the crypto IPO boom with Sapphire Ventures' Jai Das.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/openai-microsoft-duel-agi-high-stakes-negotiation 
• https://www.theinformation.com/articles/openais-microsoft-deal-ellisons-risky-business
• https://www.theinformation.com/briefings/microsoft-openai-announce-tentative-deal-startup-aims-restructure

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 CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI’s impact on healthcare and the company's new wearables device. We also get into the future of logistics with Augment CEO Harish Abbott and AI valuations with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/oracle-frenzy-spreads
• https://www.theinformation.com/articles/ai-valuations-bonkers

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