Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also talk with Citi’s Tyler Radke about Oracle’s accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI’s ChatGPT apps and early struggles in online shopping, and we get into OpenAI’s Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC’s Dallas Dolen.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/ai-cloud-company-nebius-gets-2-billion-nvidia-investment

https://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shift

https://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-first

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Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information’s Aaron Holmes about Microsoft’s new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon’s $42 billion bond sale to fund AI infrastructure. Then we get into Tencent’s WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.

Articles discussed on this episode: 

https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-project

https://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suits

https://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-ai

https://www.theinformation.com/briefings/amazon-raising-42-billion-bonds

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AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designation and how OpenAI’s new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI’s sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI’s Texas data center twist, Nvidia’s $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic’s aggressive bet on Google TPUs and Fluidstack.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-risk

https://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dod

https://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-community

https://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abilene

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The Information's Martin Peers and Laura Mandaro break down Anthropic’s legal battle with the Department of Defense and OpenAI’s decision to narrow its scope by deprioritizing shopping and advertising efforts. We also talk with Robinhood CFO Shiv Verma about the company’s new publicly traded venture fund and its rapid expansion into prediction markets. Then, we get into the global memory chip crunch with Jing Yang and Qianer Liu to see how it’s driving a massive shift toward domestic suppliers in China. Finally, we explore Anne Wojcicki’s radical plan to revive 23andMe as a non-profit with our health and science reporter Amy Dockser Marcus.

Articles discussed on this episode: 

https://www.theinformation.com/articles/quince-talks-double-valuation-10-billion 

https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-talks-raise-7-5-billion-valuation 

https://www.theinformation.com/newsletters/the-briefing/openais-shopping-glitch 

https://www.theinformation.com/articles/demand-alibaba-giants-boosts-chinas-homegrown-memory-suppliers 

https://www.theinformation.com/articles/anne-wojcickis-plan-revive-23andme-rich-donors-improved-tests-maybe-maha

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The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink’s mobile expansion challenges in Europe with our reporter Theo Wayt.

Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap

https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt

https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads 

https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelona

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The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning 

https://www.theinformation.com/articles/openai-developing-alternative-microsofts-github

https://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscape

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AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI’s Pentagon deal, Anthropic’s stance and the AI talent war in Washington. We also talk with Catherine Perloff about Amazon’s plan to power ads inside AI chatbots and Basis CEO Matt Harpe about building AI agents for accounting and raising $100 million. Then we speak with Tom Schmidt about Dragonfly Capital’s new crypto fund and how AI and crypto intersect. Lastly, we get into MongoDB’s stock plunge, AI guidance and “agentic” workloads with Macquarie’s Steve Koenig.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-explores-helping-apps-sell-chatbot-ads

https://www.theinformation.com/newsletters/ai-agenda/openai-anthropic-execs-center-pentagon-action

https://www.theinformation.com/newsletters/the-briefing/anthropic-stands-gain-pentagon-stance

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Reporter Erin Woo talks with TITV Host Akash Pasricha about Anthropic’s clash with the Pentagon over red lines on mass surveillance and lethal autonomous weapons, how that led to its “supply chain risk” label, and how OpenAI took a different path with its own DoD deal. We also talk with Khosla Ventures’ Ethan Choi about what the phrase “all lawful purposes” really means, the power balance between private AI labs and governments, and the investment stakes in the frontier model race. Then we speak with The Information’s Aaron Tilley about Apple’s growing reliance on Google’s Gemini and cloud for Siri and Apple Intelligence, and with Ann Davis Vaughan about the $75 billion buildout of extra high-voltage power lines and what China’s ultra high-voltage grid says about the AI infrastructure race.

Articles discussed on this episode: 

https://www.theinformation.com/articles/apple-discusses-google-hosting-new-siri-need-cloud-help-grows

https://www.theinformation.com/newsletters/ai-infrastructure/ai-spurs-shockingly-big-plans-extra-high-voltage-power-lines

https://www.theinformation.com/newsletters/ai-agenda/loopholes-openais-pentagon-deal

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Darrin Peller and Marcelo Lima talk with TITV Host Akash Pasricha about Block’s 40% layoffs and how much of the cuts were driven by AI versus old-fashioned bloat. We also talk with reporter Aaron Holmes and Anissa Gardizy about OpenAI’s $110 billion funding round, Amazon’s $50 billion commitment, and the emerging chip and cloud alliances among Microsoft, Google and Meta, and Editors Martin Peers and Nick Wingfield about Netflix walking away from the Warner Bros. Discovery bidding war and Anthropic’s standoff with the Pentagon over military use of AI. Lastly, we get into AI answer-engine optimization, the rise of “marketing engineers” with Profound CEO James Cadwallader and the OpenClaw Foundation’s future with foundation board member Dave Morin.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openais-new-deals-mean-amazon-microsoft-nvidia

https://www.theinformation.com/articles/military-worries-simmer-openai-google-anthropic-hits-stalemate-pentagon

https://www.theinformation.com/newsletters/the-briefing/jack-dorsey-proves-ai-job-cut-fears-true-ellisons-win-warner

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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia’s blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake’s growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi

https://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billions

https://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuation

https://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-million

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