The Information's TITV

The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton about enterprise data privacy fears, Phoebe Liu about Anthropic’s $13.7B deal with Rum Group, Superhuman CEO Shishir Mehrotra about Superhuman’s acquiring of AI notetaker Fathom, and get into AI outcome-based pricing with Rillet CEO Nicolas Kopp.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropic-data-fears-prompt-nvidia-palantir-booz-allen-restrict-model-use

https://www.theinformation.com/articles/anthropic-strikes-13-7-billion-compute-deal-trump-linked-rum-group

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Chapters:

00:00 - Introduction

01:13 - Secret AI Safety Body & Dario Amodei's Slowdown Proposal

10:49 - What an AI Slowdown Means for SaaS & Enterprise Data Fears

21:25 - Anthropic’s $13.7B Compute Deal with Rum Group

27:50 - Superhuman CEO Shishir Mehrotra on Fathom Acquisition & AI Safety

37:53 - Rillet CEO Nicolas Kopp on $1B Valuation & AI Pricing Models

RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI existential risks with Editors Martin Peers and Jason Dean.

Articles discussed on this episode: 

https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

00:03:48 - Oracle Cash Burn & CapEx Strategy

00:11:58 - Baseten Acquires Blaxel for AI Sandboxes

00:22:09 - Inside Blackstone's $10B+ Google TPU Play

00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat

Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The Information's Alix Coutures about OpenAI's new ad restrictions, and we get into Asana's new AI rollout with Asana CEO Dan Rogers.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/spacex-overhauls-data-center-build-potentially-slowing-expansion

• https://www.theinformation.com/articles/openai-cuts-adobe-others-advertising-competing-ai-products-chatgpt 

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Foundation Capital’s Jaya Gupta talks with TITV Host Akash Pasricha about the launch of Meta’s first consumer AI agent, Muse. We also talk with Samsara’s Johan Land about the drama around OpenAI’s latest math model breakthrough, the White House’s confusing AI whitelist policy with our reporter Leo Schwartz and our reporter Laura Bratton discusses Hugging Face’s robotics push.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/confusion-reigns-white-houses-ai-whitelist

• https://www.theinformation.com/newsletters/applied-ai/hugging-face-making-big-robotics-push 

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's new Astra model and its AGI claims. We also talk with Valida Pau about Coatue's proposed chip financing joint venture with startup MatX, Aaron Holmes about rising AI cyber threats and ElevenLabs' 2028 IPO plans, and we get into AWS's major Bedrock overhaul with Catherine Perloff.

Articles discussed on this episode:

• https://www.theinformation.com/articles/anthropics-house-payments-tech-push-chip-away-stripe
• https://www.theinformation.com/articles/coatue-matx-talks-new-multibillion-chip-financing-venture
• https://www.theinformation.com/articles/ai-threats-reshaping-companies-spend-cybersecurity-budgets
• https://www.theinformation.com/newsletters/ai-agenda/elevenlabs-hires-cfo-eyes-2028-ipo
• https://www.theinformation.com/articles/six-aws-engineers-rebuilt-bedrock-challenge-microsoft

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

00:01 - Adobe's New CEO & Software Earnings Lessons

00:13 - Netskope Sales Grow 29% as AI Security Expands

00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows

00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

01:13 - Arena's Peter Gostev on New Frontier AI Models

13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue

25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs

35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face

45:35 - Catherine Perloff on Google's Antitrust Victory

Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam.

Articles discussed on this episode: 

https://www.theinformation.com/articles/secret-technique-behind-openais-astra-model-sparks-security-concerns

https://www.theinformation.com/newsletters/ai-agenda/new-reasoning-strategies-sweep-openai-developers

https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-bills-80-higher-need-glean-says

https://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-build

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

01:13 - OpenAI Astra Security Risks

12:49 - SpaceX Shakes Up Data Center Leadership

17:51 - Glean Challenges Anthropic with Cheaper AI Costs

22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuation

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

01:13 - Wafer Raises $40M Series A at $200M+ Valuation

03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips

11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows

12:56 - Nvidia Invests $3.5B in MediaTek Convertibles

17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing?

23:30 - The VC Case for Building Software in the AI Era

28:45 - The VC Mechanics Driving Mega-Rounds & Pivots

34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti.

Articles discussed on this episode: 

https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai

https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

00:00 - Introduction

00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac

00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI

00:16:47 - Is the SaaSpocalypse still happening?

00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case

00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding