The Information's TITV

Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay.

Articles discussed on this episode: 

https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-tesla

https://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-model

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Chapters:

00:00 - Introduction

01:13 - White House Eases Anthropic Fable 5 Export Controls 

09:12 - Anthropic Preps Claude Agent in Microsoft Teams 

17:15 - Inside Elon Musk’s $55B Terrafab Team at Tesla 

23:15 - Bradley Tusk on OpenAI vs. Anthropic’s D.C. Playbooks

Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is sparking cannibalization concerns among Salesforce employees. Finally, we get into OpenAI's secret internal optimizations that cut model inference costs by more than half with our AI reporter Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-pay-anthropic-technology-new-deal

https://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjam

https://www.theinformation.com/newsletters/ai-agenda/openai-discovers-new-way-cut-inference-costs-half

https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack

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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 - Adam Selipsky Leads $10B AI Infrastructure Play

12:56 - Anthropic Hits Amazon With Token Pricing Shift

20:46 - Salesforce Staff Clashing Over Claude in Slack

31:11 - OpenAI Sneaks Out 50% Inference Cost Drop

DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-bill

https://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdown

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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 Restricts Employee Use of OpenAI & Anthropic Tools

02:55 - Inside Mark Warner’s New AI Agent Legislative Framework

10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise

14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy

20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO

26:17 - Why White House Clampdowns Are Driving Open Weight Adoption

34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand

The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns

https://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensing

https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says

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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 - US Government Forces OpenAI to Stagger GPT-5.6 Release

16:57 - Google Pressures Publishers on AI Licensing Deals

24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce

44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers

TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models.

Articles discussed on this episode: 

https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic

https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai

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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 - Inside Google's AI Coding Team Restructuring

11:19 - Micron's Revenue Surge & Cerebras Margin Shock

23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip

27:05 - The High-Stakes Divide in Physical AI

35:43 - Odyssey CTO on World Models & $310M Round

Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan.

Articles discussed on this episode: 

https://www.theinformation.com/articles/xai-bets-groks-racy-side

https://www.theinformation.com/briefings/meta-building-prediction-markets-app

https://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannes

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Chapters:

00:00 - Introduction

01:13 - xAI Doubles Down on Video & Image Tools

08:29 - Meta Is Building a Prediction Markets App

22:15 - SambaNova Notches $3.5B Compute Commitment

35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions

The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-bills

https://www.theinformation.com/newsletters/ai-agenda/agent-loops-hot

https://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-tesla

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Chapters:

00:00 - Introduction

01:13 - Ballooning AI Budgets & Fleeing OpenAI Costs

11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero

29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation

36:39 - Inside Silicon Valley's New Obsession: Agent Loops

Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg.

Articles discussed on this episode: 

https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-idea

https://www.theinformation.com/newsletters/the-briefing/cannes-ad-festival-puts-openais-projections-spotlight

https://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-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 

01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports 

05:21 - Prediction Markets, Polymarket, and Kalshi Tactics 

11:20 - SpaceX's Record 74-Day Confidential IPO Window 

15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments 

24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks 

31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax 

36:25 - The UC Davis Law Professor Behind the AI Equity Plan

Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about the massive 60-gigawatt AI infrastructure supply gap looming by 2030 and his firm's new $355 million fund. We also talk with OpenAI and Google reporter Erin Woo about star researcher Noam Shazeer leaving Google for OpenAI, Asia Bureau Chief Jing Yang about the Chinese government forcing Meta to unwind its $2 billion acquisition of AI agent startup Manus, AI reporter Stephanie Palazzolo about Hermes—a new open-source agent platform outperforming Open Claw on GitHub, and Amazon reporter Catherine Perloff about why enterprises are choosing Amazon's Trainium and Inferentia chips over Nvidia to slash costs by 80%.

Articles discussed on this episode: 

https://www.theinformation.com/articles/manus-revenue-soars-original-investors-move-reverse-meta-deal

https://www.theinformation.com/articles/star-google-ai-researcher-shazeer-joins-openai

https://www.theinformation.com/newsletters/ai-agenda/competitor-openclaw-emerges

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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 AI Star Noam Shazeer Joins OpenAI

05:59 - China Forces Meta to Reverse $2B Manus Acquisition

10:00 - Hermes Emerges as Open Claw's New Open-Source Agent Rival

17:13 - Amazon Chip Play Attacks Nvidia on Price

23:33 - Kindred Ventures' Steve Jang on $355M Fund & 60GW Compute Shortage

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House's latest regulatory showdown with Anthropic and its broader implications for foreign tech talent. We also talk with Enterprise Software Reporter Kevin McLaughlin about OpenAI and Anthropic's competitive hiring freeze on Salesforce talent to build their enterprise engines, Power Law CEO Mike Dinsdale about giving public market investors private market exposure to massive players like SpaceX, and Adobe's Varun Parmar about the structural shift from SEO to answer engine optimization (AEO) in digital advertising.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-anthropic-tap-salesforce-talent

https://www.theinformation.com/articles/anthropic-ban-stirs-concerns-openai-beyond-crackdown-foreign-ai-talent

https://www.theinformation.com/articles/openai-burned-3-7-billion-first-three-months-2026

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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

01:13 - OpenAI Q1 Cash Burn and Financial Runway

02:45 - The White House's De Facto Ban on Anthropic

12:35 - OpenAI and Anthropic Raid Salesforce Talent

21:00 - Power Law CEO Mike Dinsdale on SpaceX Exits

32:51 - Adobe’s Varun Parmar on the AI Ad Disruption