The Information's TITV

Atlassian CEO Mike Cannon-Brookes talks with TITV Host Akash Pasricha about the corporate data wars and his company's recent acquisition of The Browser Company. We also talk with venture capitalist Mercedes Bent about the Klarna IPO and the Buy Now, Pay Later industry, and Aaron Holmes about Microsoft's new partnership with Anthropic. Finally, we get into Oracle's AI-driven surge with KeyBanc Capital Equity Researcher Jackson Ader as well as the Klarna IPO & broader IPO landscape with Katie Roof.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/sequoia-poised-nearly-3-billion-gain-klarna-ipo 
• https://www.theinformation.com/articles/microsoft-buy-ai-anthropic-shift-openai 
• https://www.theinformation.com/articles/corporate-data-wars-intensify 

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 talks with MercadoLibre CFO Martin De Los Santos about e-commerce growth and the company's massive fintech business. We also talk with Apple reporter Wayne Ma about whether AI matters for iPhone sales and reporter Natasha Mascarenhas about Andreessen Horowitz's crypto fund’s massive returns.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/andreessen-horowitzs-investment-returns-show-strength-crypto

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 OpenAI Reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's higher revenue projections and its even bigger cash burn. We also talk with Aalo Atomics CEO Matt Loszak about the future of nuclear energy and its role in the AI boom and GC AI CEO Cecilia Ziniti about the Anthropic lawsuit. Lastly, we get into Trump's White House tech dinner with The Information's DC Correspondent Sylvia Varnham O'Regan.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029

• https://www.theinformation.com/articles/can-tech-get-nuclear-power-to-move-at-ai-speeds

• https://www.theinformation.com/articles/nuclear-investing-no-longer-radioactive

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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Rishi Jaluria and Ed Sim talk with TITV Host Akash Pasricha about enterprise software. The Information’s Ann Gehan and Brian Sugar discuss GLP-1s, and we get into longevity with Jacob Kimmel. Sam Lessin also joins to discuss OpenAI's new hiring platform, and our reporter Anissa Gardizy explains NVIDIA's circular business operations.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidia-qui

etly-boosts-cloud-ally-1-5-billion-deal-rent-ai-chips

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 Theo Wayt talks with TITV Host Akash Pasricha about Elon Musk's challenges with financial regulators over his X "everything app" plans. We also talk with SignalFire's Chris Farmer about his firm's data-driven VC approach and Rogo's Gabriel Stengel about the acquisition of Subset. We get into Atlassian's surprise acquisition of The Browser Company with Sanchan Saxena and Google's race to produce its own AI chips with Anissa Gardizy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/antitrust-judge-bars-google-exclusive-deals-require-chrome-sale

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 editors Jessica Lessin and Amir Efrati discuss Google's decisive antitrust win and how AI factored into the judge's decision. TITV Host Akash Pasricha talks with Antitrust Attorney Joel Thayer about what this ruling could mean for other antitrust cases. We also talk with Yutori Co-CEOs Devi Parikh and Abhishek Das about AI agents and their company, and we get into stablecoin debit cards with Rain CTO Charles Yoo-Naut.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/antitrust-judge-bars-google-exclusive-deals-require-chrome-sale

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 SEC's use of AI. We also talk with Mercor CEO Brendan Foody about how AI could overhaul recruiting and Chalk CEO Marc Freed-Finnegan about his company's strategy to take on Databricks. Lastly, we get into AI data licensing with Reporter Natasha Mascarenhas.

Articles discussed on this episode: 

https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents 

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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Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents 

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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Nuro Cofounder Dave Ferguson talks with TITV Host Akash Pasricha about the Uber robo-taxi partnership. We also break down NVIDIA's Q2 earnings with SemiAnalysis' Doug O'Laughlin, Seaport Research Partners' Jay Goldberg and The Information's Anissa Gardizy , and we get into Google's potential AdTech spinoff with our reporter Cathy Perloff.

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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Overtime CEO Dan Porter talks with TITV Host Akash Pasricha about the future of sports media and why Gen Z will never watch live games on TV. We also talk with Altimeter Capital's Jamin Ball about software valuations and the rise of "quasi-public" companies , and The Information's Kevin McLaughlin about the AI data storage boom and NVIDIA's 80-year bet on VAST Data.

Articles discussed on this episode: 

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