The Information's TITV

Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoft

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Chapters:

00:00 - Introduction

00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch

00:15:22 - Microsoft Azure Crosses $100B & AI Monetization

00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents

The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket Drew about Reflection AI's secret race to build an open-source AI champ, and we get into open-source AI safety with Cisco President Jeetu Patel.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openais-chatgpt-nears-1-billion-weekly-active-users-seven-months-target

https://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catch

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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’s ChatGPT Nears 1 Billion Users

09:47 - Stripe’s $10 Billion OpenRouter Multiples

17:03 - Inside Nvidia-Backed Reflection AI

28:00 - Cisco President Jeetu Patel on AI Safety

TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera Rubin racks with Phoebe Liu.

Articles discussed on this episode: 

https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loom

https://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-model

http://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-models

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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 - White House Finalizes Voluntary AI Framework

08:12 - Microsoft Launches Security AI vs Anthropic Mythos

13:38 - Claude Code vs Codex vs Cursor: Enterprise Data

25:34 - Nvidia Vera Rubin Racks Face Customer Tests

Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption with PwC’s Dallas Dolen.

Articles discussed on this episode: 

https://www.theinformation.com/articles/google-using-wall-street-financing-techniques-expand-chip-sales

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Chapters:

00:00 - Introduction

01:13 - Initial Reviews on Anthropic Opus 5

11:45 - Open-Source AI Security & Policy Debates

23:48 - Inside Google’s AI Data Center Debt Strategy

34:19 - PwC on Enterprise Open-Source AI Adoption

Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/applied-ai/openais-hugging-face-ai-hack-spooked-employees

https://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestone

https://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictions

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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 - Tech Titans Push Back on Open-Weight AI Regulation

11:08 - OpenAI Model Breach & Enterprise Security Guardrails

16:53 - Runway CPO Anthony Maggio on AI Media Model Routers

27:43 - The Editor’s Cut: VC Bets on Nuclear Power for AI Data Centers

The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic’s pre-IPO employee stock plan.

Articles discussed on this episode: 

https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusations

https://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-public

https://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-hunt

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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 - US Investigates Moonshot AI's Nvidia Chip Use  

00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors  

00:38 - Stripe’s Financial Secrets & Acquisition Strategy  

00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees

Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack London.

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texas

https://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises

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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 - SpaceXAI’s New Texas Data Center Expansion

06:05 - Exclusive: Oracle Data Centers Face Costly Surprises

19:07 - General Compute CTO on AMD’s $5B Anthropic Deal

30:12 - The Future of AI-Generated Feature Films

Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinberg discusses human data labeling startup Mercor’s concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton.

Articles discussed on this episode: 

https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-show

https://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-show

https://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-race

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

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Chapters:

00:00 - Introduction

00:01 - AMD Launches New Helios AI System

00:12 - Kimi K3 ReIgnites US AI Policy Debate

00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies

00:37 - Anthropic Lags in Voice and Chat AI

The Information’s Erin Woo talks with TITV Host Akash Pasricha about Google’s secret new "Frozen V2" server chip designed for Gemini. We also talk with Savi Security CEO Patrick Coughlin about the $200 billion AI cyber scam surge and The Information’s Alix Coutures about 160 enterprise software startups primed for acquisition.

Articles discussed on this episode: 

https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently

https://www.theinformation.com/articles/160-enterprise-software-startups-sale-year

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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 - Google’s Secret Gemini Chip: "Frozen V2"

06:19 - AI-Powered Cyber Scams & Consumer Safety

17:47 - 160 Enterprise Software Startups Up for Sale

Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix’s post-earnings drop and Stripe’s proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv’s new community features with CEO Tyler Denk.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-models

https://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunch

https://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarter

Subscribe: 

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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.

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

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Chapters:

00:00 - Introduction

01:13 - China’s Kimi K3 Tops Coding Benchmarks

20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid

30:16 - Inside Google’s TPU War Against Nvidia

44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots