The Information's TITV

In this week’s Editor’s Cut, The Information’s Jason Dean & Laura Mandaro discuss OpenAI CRO Denise Dresser’s departure after eight months. We also talk with Lovable CEO Anton Osika about their $400M raise at a $13.3B valuation, Dropbox co-CEO Ashraf Alkarmi about returning to growth with AI search, and Coursera CEO Greg Hart about their $100M bet on LearnVector, and we get into the secret influence of Anthropic CEO Dario Amodei’s wife, Cami Clark, with reporters Cory Weinberg and Jemima McEvoy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropics-first-lady-took-winding-road-top

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - OpenAI CRO Denise Dresser Exits After 8 Months

13:48 - Lovable CEO Anton Osika on $13.3B Valuation & Vibe Coding

20:30 - Dropbox Co-CEO Ashraf Alkarmi on AI Search & Growth

30:20 - Coursera CEO Greg Hart on $100M Bet on AI Startup LearnVector

40:32 - Inside the Life of Cami Clark, Wife of Anthropic CEO Dario Amodei

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hard

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - Robinhood Debuts Second Public Venture Fund

06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices

15:45 - WRITER Releases Flagship AI Model 'Palmyra X6'

27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard

Crypto reporter Yueqi Yang talks with TITV Host Akash Pasricha about Kalshi topping $4B in annualized revenue and seeking a $40B valuation. We also talk with Eliyan co-founders Ramin Farjadrad and Patrick Sohelli about AI chiplet interconnects and competing with Broadcom, Leo Schwartz about David Sacks returning to Craft Ventures to target a new $1B fund, and we get into the USDA trimming its Salesforce footprint for C3 AI with Laura Bratton.

Articles discussed on this episode: 

https://www.theinformation.com/articles/kalshi-tops-4-billion-annualized-revenue-seeks-40-billion-valuation

https://www.theinformation.com/articles/sacks-craft-targets-1-billion-first-fund-since-white-house-stint

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - Kalshi Tops $4B In Annualized Revenue, Seeks $40B Valuation

08:59 - Chip Infrastructure Startup Eliyan Hits Unicorn Status

19:38 - Sacks’ Craft Targets $1B For First Fund Since White House

25:35 - USDA Taps C3 AI to Trim Salesforce Footprint

OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more. 

The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader.

Articles discussed on this episode: 

https://www.theinformation.com/articles/onlyfans-new-investor-reveals-financials-ipo-ambitions-rare-interview

https://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-models

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

00:01 - Architect Capital Takes 16% Stake in OnlyFans

00:29 - Nvidia Debuts Nemotron 3.5 Lightning

00:38 - Menlo Ventures Raises $3B for AI

00:49 - State of Software: SaaS M&A and Salesforce Shakeup

Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-start

https://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nears

https://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunch

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

02:08 - SpaceX Nears $60B Acquisition of Cursor

06:55 - Meta Bets Big on Open-Source Models

20:25 - Microsoft Ramps Up Homegrown AI Chips

28:45 - AWS Tells Engineers to Cut CPU Waste

Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny. 

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategy

https://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competition

https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings

18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race

31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma

35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny

38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks

Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean.

Articles discussed on this episode: 

https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley

https://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memory

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips

00:09 - Meta Debuts New AI Coding Tools

00:20 - What Google’s AI Shakeup Means for Pichai Succession

00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders

TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promises

https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions

15:31 - AMD Drops After Earnings Despite 50% Revenue Growth

27:10 - China’s New AI Gold Rush: World Models

Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/applied-ai/firms-like-coinbase-building-coding-agents-complement-anthropics-claude-code

https://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companies

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:

00:00 - Introduction

00:01 - Airtable Acquired by Bending Spoons for $1.3B

00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders

00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code

00:29 - Goodfire Launches 'Silico' AI Interpretability Platform

Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook’s legacy and what’s next for Apple under John Ternus.

Articles discussed on this episode:

https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana

https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street

Subscribe:

YouTube: https://www.youtube.com/@theinformation

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/