The Information's TITV

CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chips

https://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructure

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Chapters:

00:00 - Introduction

01:13 - Trump Admin Working to Curb China’s Remote Chip Access

12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO

23:12 - Inside the Politics & Policy Debate Around Data Centers

38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense

Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidia-agrees-buy-open-source-model-repository-hugging-face-12-9-billion

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San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton.

Articles discussed on this episode: 

https://www.theinformation.com/articles/big-tech-suddenly-paying-startups

https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks

https://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforce

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Chapters:

00:00 - Introduction

00:01 - Meta Settles Landmark Social Media Case

00:11 - Nvidia Earnings Preview & The Inference Shift

00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash

00:29 - Bill Gates AI Warning & Palo Alto Networks M&A

00:39 - Big Tech’s New AI M&A Premium

00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks

Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley.

Articles discussed on this episode: 

https://www.theinformation.com/articles/cursor-officially-enters-musk-era

https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook

https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks

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Chapters:

00:00 - Introduction

01:13 - Meta to Launch ‘Hatch’ AI Agent Platform

09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind

17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B

24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout

36:55 - Inside Tim Cook’s Apple Farewell Party

The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants

https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal

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Chapters:

00:00 - Introduction

01:13 - Nvidia AI Chip Prices to Rise About 17%

05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation

12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers

24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills

https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video

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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 - Stripe Acquires OpenRouter for $7.5B

10:05 - Stripe’s Potential PayPal Deal

12:30 - AT&T Cuts AI Bills with Open Source

21:29 - Assessing Security Practices of AI Labs

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy

https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation

https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design

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Chapters:

00:00 - Introduction

01:13 - Anthropic's JV Acquires Casper Studios

08:12 - Nvidia In Talks for $20B Mercor Round

10:25 - Robinhood-Backed Prediction Exchange Rothera

19:38 - SEC's First Crypto Token Rule Proposal

22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-plan

https://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipo

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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

01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks

10:58 - White House AI Framework Leaves Valley in Limbo

20:10 - Anthropic Founders Grab Voting Power Ahead of IPO

30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice

The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell.

Articles discussed on this episode: 

https://www.theinformation.com/articles/uber-bears-taken-wrong-turn

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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 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued

13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents

29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom

Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia’s $100B OpenAI backing for an Ohio Data Center. We also talk with Elon Musk reporter Grace Kay about Tesla’s radical flying Roadster and Leo Schwartz, Tech and Politics reporter, about Dario Amodei defending Anthropic against regulatory capture claims.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidia-talks-invest-3-billion-sb-energy-part-openai-data-center-deal

https://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadster

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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 - Nvidia Backs OpenAI's $100B Lease

13:26 - Tesla's Radical "Flying" Roadster

22:24 - Dario Amodei Responds to AI Backlash