The Information's TITV

Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaul

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Chapters:

00:00 - Introduction

01:13 - DeepSeek Financials & Shanghai IPO

14:06 - NY Data Center Moratorium & Trump EO

22:52 - Microsoft Security Division Overhaul

30:09 - Should AI Giants Pay an AI Dividend?

The Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS.

Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Keirstead about the SaaS stock reckoning and Locus Robotics CFO Dustin Pederson about bottlenecks in frontier robotics. Lastly, we get into the $60B SpaceX-Cursor acquisition with our reporters Rocket Drew and Grace Kay.

Articles discussed on this episode: 

https://www.theinformation.com/articles/cursor-reinventing-spacex-deal-looms

https://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demand

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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

01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid

02:15 - Inside SpaceX’s $60B Cursor Acquisition

08:23 - Startups Bypass AWS for Nvidia GPUs

15:02 - UBS Chief AI Officer on Enterprise AI Playbook

24:34 - SaaS Stock Reckoning: The App Layer vs. Infra

42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots

52:02 - Closing & Show Wrap-up

The Information is celebrating TITV’s one year anniversary today! Join us for this special moment, hosted at our San Francisco newsroom. 

Kicking us off, Vercel’s COO Jeanne DeWitt Grosser and Theory Ventures General Partner Tomasz Tunguz talk with TITV Host Akash Pasricha about where AI will take the enterprise by 2030. We also talk with Decagon CEO Jesse Zhang about the direction of AI research and open source models, The Information’s Rocket Drew about the big questions facing AI researchers, Foxglove CEO Adrian Macneil about physical AI and robotics, and Cowboy Space Corporation CEO Baiju Bhatt about orbital data centers. Lastly, we get into AI policy predictions and the road ahead in D.C. with The Information’s Amir Efrati and Jason Dean.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-takeaway/learned-year-titv

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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

01:01 - Where AI Will Take The Enterprise By 2030

24:56 - Decagon CEO on The Direction of AI research

44:01 - The Big Questions Facing AI Researchers

55:23 - Inside the Physical AI and Robotics Race

01:08:53 - Robinhood Co-Founder on the Space Frontier

01:28:14 - AI Policy Predictions And the Road Ahead in D.C.

Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple suing OpenAI over hardware secrets. We also talk with Yueqi Yang about Wall Street's DTCC tokenizing stock trading, Stephanie Palazzolo about her key takeaways from the ICML AI research conference, and we get into the latest frontier model releases with Laude Research Partner and former Meta Director of AI Braden Hancock. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-sues-openai-trade-secret-theft

https://www.theinformation.com/articles/wall-streets-biggest-move-blockchain-begins-limits

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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 - Apple Sues OpenAI Over Trade Secret Theft

15:31 - Wall Street’s Blockchain Bet: Stock Tokenization

26:31 - ICML AI Research Takeaways & Recursive Self-Improvement

36:38 - Lod Institute on the New Frontier Model Releases

Citizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/cursor-working-competitor-claude-cowork

https://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-cowork

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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 - Meta Debuts Muse Spark 1.1 AI Model & Enterprise Strategy

16:24 - Tech’s AI Pricing Wars & Blue Origin's $10B Funding Round

30:20 - Cursor Develops AI Agent to Compete with Claude Cowork

Dan Shipper, CEO of Every, talks with TITV Host Akash Pasricha about OpenAI's new GPT 5.6 model family. We also talk with Aaron Tilley about Apple's on-device AI ambitions, Jing Yang and Qianer Liu about China allowing limited Nvidia H200 chip purchases, and Leo Schwartz about Binance shifting its cooperation with the DOJ. Lastly, we get into AI-driven e-commerce with Daydream founder and CEO Julie Bornstein.

Articles discussed on this episode: 

https://www.theinformation.com/articles/binance-cooperate-less-crypto-cases-justice-department-warns-staff-memo

https://www.theinformation.com/briefings/spacexai-cursor-launch-grok-4-5-tout-lower-costs-rivals

https://www.theinformation.com/articles/china-plans-let-top-ai-firms-buy-limited-amount-nvidia-h200-chips

https://www.theinformation.com/newsletters/ai-agenda/openai-researcher-says-gpt-5-6-better-ai-research-human-interns

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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 Launches GPT 5.6 Model Family

18:02 - Startup Runs Largest-Ever AI Model on iPhone

27:25 - China OKs Limited Nvidia H200 Chip Purchases

34:39 - Binance To Cooperate Less on DOJ Crypto Cases

42:26 - How AI is Reshaping E-commerce with Daydream CEO Julie Bornstein

Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about Tesla's Miami Robotaxi launch. We also talk with Nvidia correspondent Phoebe Liu about Nvidia partnering with AI chip rivals and enterprise software reporter Kevin McLaughlin about HubSpot's controversial customer data reversal. Plus, we get into the cooling AI IPO pipeline with Gregor Feige, Co-Head of ECM, Americas and Head of Global TMT ECM, UBS.

Articles discussed on this episode:

https://www.theinformation.com/articles/teslas-robotaxi-push-tests-new-blueprint-scaling-fast

https://www.theinformation.com/articles/nvidias-new-hedge-chip-competitors-partner

https://www.theinformation.com/newsletters/applied-ai/facing-revolt-hubspot-reverses-decision-use-customer-data-ai-feature

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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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Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Future of Life Institute's report card grading AI safety practices.

Articles discussed on this episode: 

https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soars

https://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financing

https://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunity

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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 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses

08:28 - China’s Zhipu AI Explores Custom Chips to Beat US Export Controls

16:20 - Walmart’s $6.4B Ad Machine Is Growing Faster Than Amazon

27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A

The Information's Laura Bratton talks with Rocket Drew about small firms ditching Salesforce for custom AI apps. We also talk with Grace Kay about Tesla's strict new weekly AI spending caps for engineers, and Aaron Holmes discusses Microsoft laying off 4,800 employees while overhauling its Copilot strategy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/small-firms-use-claude-quit-salesforce

https://www.theinformation.com/articles/tesla-caps-employee-ai-spend-200-per-week-adoption-push 

https://www.theinformation.com/articles/microsoft-memo-details-ai-app-overhaul-earn-right-exist 

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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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Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-share

https://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costs

https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues

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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 Backstops Neo-Cloud GPU Purchases

12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion

22:34 - AI's Visual Reasoning Challenge

34:35 - Can AI Be Conscious?

45:30 - How Model Routers Are Lowering AI Costs