The Information's TITV

The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek’s massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom’s $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox’s $22 billion acquisition of Roku.

Articles discussed on this episode: 

https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-rings

https://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revving

https://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-rising

https://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structure

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Chapters:

00:00 - Introduction 

01:13 - Inside DeepSeek's Uncommon $7.4B Funding Round 

13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings 

22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips 

30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share 

38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy’s sound of the alarm about Anthropic’s most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/fox-buy-roku-22-billion

https://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuation

https://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politics

https://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdown

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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 - Fox Acquires Roku & Salesforce Buys Fin 

03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic

11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing 

17:47 - Inside Microsoft’s Plan to Overhaul or Spin Out Xbox 

24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation 

32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink’s dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/spacex-shares-open-150-per-share

https://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20

https://www.theinformation.com/articles/anthropic-blindsides-business-partners

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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 - SpaceX Goes Public in Historic $2T IPO 

10:06 - Starlink Margin Squeeze & Telco Threats 

19:57 - Inside the SpaceX Retail Trading Playbook 

33:54 - Anthropic Blindsides Software App Partners

"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fable

https://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurity

https://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-friday

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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 & AI Cyber Threats

02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks

14:22 - How Frontier LLMs & Big Tech are Disrupting Software

25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs

34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets

Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit’s internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI’s multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidia

https://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivals

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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

01:42 - Anthropic Releases Claude Fable 5 Model

12:32 - Developer Reactions to Anthropic’s Fable 5

21:09 - OpenAI in Talks to Lease 10GW Ohio Data Center

30:59 - How Nasdaq Landed SpaceX’s Mega-IPO

40:37 - Demand Outlook on Nvidia’s Vera Rubin Chips

The Information’s OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/openai-confidentially-files-ipo-paperwork-plans-separate-employee-share-sale

https://www.theinformation.com/newsletters/the-briefing/apples-cautious-ai-overhaul-openais-ipo-filing

https://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risks

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The Information’s Theo Wayt details SpaceX's upcoming public listing on the Nasdaq and how under-the-radar CFO Brett Johnson is managing the aggressive financial transition. AI and Robotics Reporter Rocket Drew then joins the show to unpack recursive self-improvement and why Anthropic is advocating for a coordinated industry pause. Finally, Ofir Ehrlich, CEO of Eon.io reviews whether AI infrastructure is outstripping real market demand , and Dallas Dolen from PwC breaks down how "tokenmaxxing" is unleashing a massive 400% budget predictability crisis for enterprise executives.

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacexs-cfo-quiet-vip-wild-ipo

https://www.theinformation.com/newsletters/ai-agenda/anthropic-sounds-alarm-recursive-self-improvement

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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 - SpaceX Sets Nasdaq Debut Date & xAI Revenue Surges

16:55 - Anthropic Warns of AI Recursive Self-Improvement

27:47 - Cloud vs. AI Shift: Is the Compute Boom a Bubble?

40:46 - PwC on Tokenmaxxing and the 400% Budget Crisis

The Information’s Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk’s habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.

Articles discussed on this episode: 

https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030

https://www.theinformation.com/articles/xai-went-chasing-anthropic-powering

https://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuation

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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 - SpaceX Models Slated to Burn $350 Billion

09:41 - Why S&P Refused to Fast-Track SpaceX 

13:32 - The xAI and Anthropic Cat and Mouse Game

19:50 - The AI Paradox for Cybersecurity Stocks

23:01 - Data Center Giant Switch Eyes $50B+ Valuation

The Information’s San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta's internal plans to charge up to $200 a month for its premium AI agent, Hatch. We also talk with Helion Energy Founder and CEO David Kirtley about the nuclear fusion company's new $465 million funding round at a $15.5 billion valuation, Netskope CEO Sanjay Beri about the cybersecurity market's growth deceleration and using Anthropic’s Mythos model to spot code vulnerabilities, and Snowflake Chief Data and AI Officer Anahita Tafvizi about the enterprise launch of its newly rebranded CoWork and CoCo tools. Finally, we get into the systemic shift from open academic research to closed frontier AI laboratories with our Applied AI reporter Laura Bratton.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/billionaire-databricks-perplexity-co-founder-pitches-ai-researchers-work-big-tech

https://www.theinformation.com/articles/fusion-startup-helion-nearly-triples-valuation-15-5-billion-thrive-led-round

https://www.theinformation.com/articles/meta-looks-charge-200-month-planned-hatch-ai-agent

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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’s $200/Month AI Agent Hatch

08:26 - Helion Energy Raises $465M for Fusion

16:10 - Netskope CEO on AI Growth & Anthropic Mythos

27:36 - Snowflake Launches CoWork and CoCo AI Tools

34:26 - Databricks Co-Founder on Open AI Research

TITV Host Akash Pasricha talks with Aaron Holmes about Microsoft’s new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc’s John Vinh joins to discuss Marvell’s soaring valuation, Intel’s low-power Crescent Island AI GPU, and Microsoft’s 2029 quantum chip timeline. Next, Leo Schwartz unpacks President Trump’s new AI executive order and its 30-day model-sharing compromise. Finally, Stephanie Palazzolo previews OpenAI's upcoming Codex and ChatGPT merger, and Jyoti Mann covers Meta's employee tracking scaleback following a 1,500-signature staff petition.

Articles discussed on this episode: 

https://www.theinformation.com/articles/inside-openais-decision-combine-codex-chatgpt

https://www.theinformation.com/articles/meta-rolls-back-parts-employee-tracking-tool-staff-backlash

https://www.theinformation.com/briefings/microsoft-unveils-new-homegrown-ai-openclaw-inspired-agents-businesses

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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 - Microsoft Build: 7 New Models & Dev Box Hardware

10:48 - Nvidia's Trillion-Dollar Call & Intel's Crescent Island

24:46 - Trump Signs Compromise AI Executive Order

31:04 - OpenAI Merges Codex & ChatGPT Into Super App

40:41 - Meta Staff Backlash Limits Employee Tracking