The Information's TITV

Joe Marchese, Co-Founder of Human Ventures, talks with Jessica Lessin, our founder, CEO, and editor-in-chief, about AI's effect on ad businesses. Shaown Nandi, Director of Technology at Amazon Web Services, discusses the Chief AI Officer role. Kashish Gupta and Harsha Kapre join to discuss Snowflake’s investment in Hightouch, and our reporter Aaron Holmes breaks down AI’s impact on lowering software switching costs.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/cursors-global-success-lifted-china
• https://www.theinformation.com/articles/ai-cloud-startup-fireworks-discusses-4-billion-valuation-deal-lightspeed-index
• https://www.theinformation.com/articles/microsofts-rivals-lean-ai-pry-away-longtime-customers
• https://www.theinformation.com/articles/spotify-is-booming-except-for-its-ad-business 

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

The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about Figma IPO winners. We also break down the busy earnings week ahead, with four of the Magnificent Seven – Meta, Microsoft, Apple, and Amazon – with our co-executive editor Martin Peers. And AI reporter Stephanie Palazzolo discusses OpenAI's GPT-5.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-names

• https://www.theinformation.com/briefings/samsung-make-tesla-chips-16-5-billion-deal

• https://www.theinformation.com/articles/ramp-talks-raise-21-billion-valuation-30-june-financing

• https://www.theinformation.com/articles/openais-gpt-5-shines-coding-tasks

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

Tom Hale, CEO of Ōura, talks with our Founder and Editor-in-Chief Jessica Lessin about the future of health tracking. We also talk with our reporter Theo Wayt about Tesla's Optimus robot and our weekend sports reporter Sarah Germano about sports league investments and AI's impact on sports.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/openais-gpt-5-shines-coding-tasks

• https://www.theinformation.com/articles/elad-gil-plots-1-5-billion-fund-stretching-definition-solo-gp

• https://www.theinformation.com/articles/inside-teslas-secretive-optimus-robot-program

• https://www.theinformation.com/articles/sports-leagues-hunt-startup-investments-chummy-style-venture-capital

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

Host Akash Pasricha discusses Vanta’s new funding round and growth in security and compliance software with CEO, Christina Cacioppo.

We also talk with Amber Venz Box, co-founder of LTK, who explains their creator commerce marketplace, revenue streams, and perspective on AI's impact, emphasizing human-generated content.

The Information reporter Sri Muppidi breaks down OpenAI's record-breaking $40 billion funding round and its complex governance. And lastly, insights into the Trump administration's new AI action plan, focusing on deregulation and ideological bias in AI development from our reporter Sylvia Varnham O'Regan. 

Articles discussed on this episode: 

• A New AI Startup Takeover List
• Founders Fund, Dragoneer Each Commit $1 Billion–Plus to OpenAI Deal
• Musk Giggles as Tesla Tanks
• Bots or Bust: ServiceNow’s Bill McDermott Makes an All-In Bet on AI

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

This episode kicks off with an exclusive interview featuring Cristóbal Valenzuela, CEO of AI video company Runway, who discusses their innovative enterprise sales strategy and the "forward-deployed technical artists" helping companies embrace non-traditional content creation. Our second guest, Tomas Tungus, General Partner at Theory Ventures, reveals the key metrics he's fixated on when assessing AI startups, offering a data-heavy dive into financial health, growth rates, and the nuances of revenue reporting in the fast-paced AI market. Finally, the episode concludes with an update on Crusoe, the data center company making a bold play in the cloud computing space. Reporter Anissa Gardezy details Crusoe's ambitious revenue projections for its AI cloud business and its role in major projects like Stargate, as it aims to compete with industry giants like Oracle and ultimately become a leading cloud provider.

Articles discussed on this episode:

https://www.theinformation.com/articles/how-runway-hopes-to-outrun-openai-google-in-the-ai-video-race 

https://www.theinformation.com/articles/upstart-crusoes-audacious-plan-take-cloud-giants

https://www.theinformation.com/articles/inside-the-start-of-project-stargate-and-the-startup-powering-lt 

https://www.theinformation.com/articles/how-ai-can-upend-the-internet-ad-model

This episode features interviews about critical developments in artificial intelligence. Our Apple reporter, Aaron Tilley, discusses the brand’s struggle to keep top AI talent. Steve Jang, Founder and Managing Partner at Kindred Ventures, discusses the future of ride-sharing with robotaxis and the ongoing "browser wars" between Perplexity's Comet and OpenAI. Our cloud reporter, Anissa Gardizy provides updates on OpenAI's significant data center expansion with Oracle and the evolving Stargate project. Additionally, Dani Yogatama, CEO of Reka, shares insights on his company's recent funding, efficient multimodal AI models, and strategies for attracting talent.

Articles discussed on this episode:

• Why Apple Is Losing Ground in the AI Talent War (It’s Not Just Money)
• OpenAI, SoftBank at Odds Over Data Center Project
• OpenAI Greatly Expands Data Center Deal With Oracle

Today’s episode features Box CEO Aaron Levie, who discusses how AI is transforming enterprise software and whether it's a threat or an opportunity. We also analyze Figma's highly anticipated IPO valuation with our financial columnist Anita Ramaswamy, discussing its impressive growth and the impact of AI. Finally, cybersecurity and enterprise tech reporter Aaron Holmes unpacks the recent Microsoft SharePoint hack, its implications for government and businesses, and the ongoing cybersecurity challenges for Microsoft, including how CEO Satya Nadella's pay is now linked to security improvements.

Articles discussed on this episode: 

• Figma’s IPO May Be Hot, but Its Outlook Is Murky
• Figma Sets Tentative IPO Pricing Range
• Hackers Exploit Microsoft Flaw in File-Sharing Software
  

We hear from Tom Schmidt of Dragonfly Capital about what the stablecoin legislation means for startups and why crypto M&A is so hot right now. Co-executive editor talks about how Netflix has matured over the years, Weekend editor Abe Brown goes into detail about our flying cars story, and our CEO Jessica Lessin gets into our Vibe Coding survey results. Hosted by Akash Pasricha. 

Articles discussed on this episode: 

• A Flying Taxi Finally Nears Takeoff With an Unlikely Boost From Toyota

• As Crypto Bill Passes, Bank Bosses Feel Heat

• The Education of Roku’s Anthony Wood

• 25 Great Books for Summer 2025

• The Information Survey: Nearly 75% of Respondents Are Vibe Coding

The Information’s Asia Bureau Chief Jing Yang gives us a view from the ground on the AI startup scene in China, diving deep into DeepSeek’s challenges, Manus, and the hurdles humanoid robotics companies are facing there. Plus, banking reporter Michael Roddan shares his findings from an investigation into quantum and AI company SandboxAQ, and TITV host Akash Pasricha speaks with Slow Ventures General Partner Sam Lessin about why seed investing is a tale of two cities right now.

Articles discussed on this episode:

• DeepSeek’s Progress Stalled by U.S. Export Controls
• Why Humanoid Robots Are the Latest Front in America’s Tech War With China
• Lavish Spending and Weak Growth Engulf Billionaire-Backed AI Startup SandboxAQ
• The Information’s Creator Economy Database

OpenAI is working on agent tools that build spreadsheets and presentations, and The Information’s Stephanie Palazzolo and TITV Host Akash Pasricha break down her reporting. Plus, we talk with our IPO reporter Cory Weinberg about his exclusive story on blockchain lending company Figure’s IPO and the IPO market broadly. And TITV sits down with 500 Global CEO and founding partner Christine Tsai to talk about her latest exit and which country outside the U.S. she is investing more in.