The Information's TITV

Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fallSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - Adobe's New CEO & Software Earnings Lessons00:13 - Netskope Sales Grow 29% as AI Security Expands00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shiftSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Arena's Peter Gostev on New Frontier AI Models13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face45:35 - Catherine Perloff on Google's Antitrust Victory

Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam.Articles discussed on this episode: https://www.theinformation.com/articles/secret-technique-behind-openais-astra-model-sparks-security-concernshttps://www.theinformation.com/newsletters/ai-agenda/new-reasoning-strategies-sweep-openai-developershttps://www.theinformation.com/newsletters/applied-ai/anthropic-customers-bills-80-higher-need-glean-sayshttps://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-buildSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI Astra Security Risks12:49 - SpaceX Shakes Up Data Center Leadership17:51 - Glean Challenges Anthropic with Cheaper AI Costs22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Wafer Raises $40M Series A at $200M+ Valuation03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows12:56 - Nvidia Invests $3.5B in MediaTek Convertibles17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing?23:30 - The VC Case for Building Software in the AI Era28:45 - The VC Mechanics Driving Mega-Rounds & Pivots34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti.Articles discussed on this episode: https://www.theinformation.com/articles/salesforce-overhauling-way-charges-aihttps://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-macSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI00:16:47 - Is the SaaSpocalypse still happening?00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding

CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chipshttps://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructureSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Trump Admin Working to Curb China’s Remote Chip Access12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO23:12 - Inside the Politics & Policy Debate Around Data Centers38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense

Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-agrees-buy-open-source-model-repository-hugging-face-12-9-billionSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/articles/big-tech-suddenly-paying-startupshttps://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networkshttps://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforceSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - Meta Settles Landmark Social Media Case00:11 - Nvidia Earnings Preview & The Inference Shift00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash00:29 - Bill Gates AI Warning & Palo Alto Networks M&A00:39 - Big Tech’s New AI M&A Premium00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks

Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley.Articles discussed on this episode: https://www.theinformation.com/articles/cursor-officially-enters-musk-erahttps://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cookhttps://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeksSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta to Launch ‘Hatch’ AI Agent Platform09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout36:55 - Inside Tim Cook’s Apple Farewell Party

The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchantshttps://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-dealSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Nvidia AI Chip Prices to Rise About 17%05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-billshttps://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-videoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Stripe Acquires OpenRouter for $7.5B10:05 - Stripe’s Potential PayPal Deal12:30 - AT&T Cuts AI Bills with Open Source21:29 - Assessing Security Practices of AI Labs

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancyhttps://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuationhttps://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-designSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Anthropic's JV Acquires Casper Studios08:12 - Nvidia In Talks for $20B Mercor Round10:25 - Robinhood-Backed Prediction Exchange Rothera19:38 - SEC's First Crypto Token Rule Proposal22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari.Articles discussed on this episode: https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-planhttps://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks10:58 - White House AI Framework Leaves Valley in Limbo20:10 - Anthropic Founders Grab Voting Power Ahead of IPO30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice

The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell.Articles discussed on this episode: https://www.theinformation.com/articles/uber-bears-taken-wrong-turnSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom

Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia’s $100B OpenAI backing for an Ohio Data Center. We also talk with Elon Musk reporter Grace Kay about Tesla’s radical flying Roadster and Leo Schwartz, Tech and Politics reporter, about Dario Amodei defending Anthropic against regulatory capture claims.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-talks-invest-3-billion-sb-energy-part-openai-data-center-dealhttps://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadsterSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Nvidia Backs OpenAI's $100B Lease13:26 - Tesla's Radical "Flying" Roadster22:24 - Dario Amodei Responds to AI Backlash

In this week’s Editor’s Cut, The Information’s Jason Dean & Laura Mandaro discuss OpenAI CRO Denise Dresser’s departure after eight months. We also talk with Lovable CEO Anton Osika about their $400M raise at a $13.3B valuation, Dropbox co-CEO Ashraf Alkarmi about returning to growth with AI search, and Coursera CEO Greg Hart about their $100M bet on LearnVector, and we get into the secret influence of Anthropic CEO Dario Amodei’s wife, Cami Clark, with reporters Cory Weinberg and Jemima McEvoy.Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-first-lady-took-winding-road-topSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI CRO Denise Dresser Exits After 8 Months13:48 - Lovable CEO Anton Osika on $13.3B Valuation & Vibe Coding20:30 - Dropbox Co-CEO Ashraf Alkarmi on AI Search & Growth30:20 - Coursera CEO Greg Hart on $100M Bet on AI Startup LearnVector40:32 - Inside the Life of Cami Clark, Wife of Anthropic CEO Dario Amodei

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hardSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Robinhood Debuts Second Public Venture Fund06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices15:45 - WRITER Releases Flagship AI Model 'Palmyra X6'27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard

Crypto reporter Yueqi Yang talks with TITV Host Akash Pasricha about Kalshi topping $4B in annualized revenue and seeking a $40B valuation. We also talk with Eliyan co-founders Ramin Farjadrad and Patrick Sohelli about AI chiplet interconnects and competing with Broadcom, Leo Schwartz about David Sacks returning to Craft Ventures to target a new $1B fund, and we get into the USDA trimming its Salesforce footprint for C3 AI with Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/articles/kalshi-tops-4-billion-annualized-revenue-seeks-40-billion-valuationhttps://www.theinformation.com/articles/sacks-craft-targets-1-billion-first-fund-since-white-house-stintSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Kalshi Tops $4B In Annualized Revenue, Seeks $40B Valuation08:59 - Chip Infrastructure Startup Eliyan Hits Unicorn Status19:38 - Sacks’ Craft Targets $1B For First Fund Since White House25:35 - USDA Taps C3 AI to Trim Salesforce Footprint

OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more. The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader.Articles discussed on this episode: https://www.theinformation.com/articles/onlyfans-new-investor-reveals-financials-ipo-ambitions-rare-interviewhttps://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-modelsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - Architect Capital Takes 16% Stake in OnlyFans00:29 - Nvidia Debuts Nemotron 3.5 Lightning00:38 - Menlo Ventures Raises $3B for AI00:49 - State of Software: SaaS M&A and Salesforce Shakeup

Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-starthttps://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nearshttps://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunchSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction02:08 - SpaceX Nears $60B Acquisition of Cursor06:55 - Meta Bets Big on Open-Source Models20:25 - Microsoft Ramps Up Homegrown AI Chips28:45 - AWS Tells Engineers to Cut CPU Waste

Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategyhttps://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competitionhttps://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valleySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks

Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean.Articles discussed on this episode: https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valleyhttps://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memorySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips00:09 - Meta Debuts New AI Coding Tools00:20 - What Google’s AI Shakeup Means for Pichai Succession00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders

TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promiseshttps://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-modelsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions15:31 - AMD Drops After Earnings Despite 50% Revenue Growth27:10 - China’s New AI Gold Rush: World Models

Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/firms-like-coinbase-building-coding-agents-complement-anthropics-claude-codehttps://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companiesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - Airtable Acquired by Bending Spoons for $1.3B00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code00:29 - Goodfire Launches 'Silico' AI Interpretability Platform

Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook’s legacy and what’s next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

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-microsoftSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch00:15:22 - Microsoft Azure Crosses $100B & AI Monetization00:28:17 - 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-targethttps://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catchSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI’s ChatGPT Nears 1 Billion Users09:47 - Stripe’s $10 Billion OpenRouter Multiples17:03 - Inside Nvidia-Backed Reflection AI28:00 - 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-loomhttps://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-modelhttp://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-modelsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - White House Finalizes Voluntary AI Framework08:12 - Microsoft Launches Security AI vs Anthropic Mythos13:38 - Claude Code vs Codex vs Cursor: Enterprise Data25:34 - 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-salesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Initial Reviews on Anthropic Opus 511:45 - Open-Source AI Security & Policy Debates23:48 - Inside Google’s AI Data Center Debt Strategy34:19 - 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-employeeshttps://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestonehttps://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictionsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Tech Titans Push Back on Open-Weight AI Regulation11:08 - OpenAI Model Breach & Enterprise Security Guardrails16:53 - Runway CPO Anthony Maggio on AI Media Model Routers27:43 - 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-accusationshttps://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-publichttps://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-huntSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/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-texashttps://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprisesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceXAI’s New Texas Data Center Expansion06:05 - Exclusive: Oracle Data Centers Face Costly Surprises19:07 - General Compute CTO on AMD’s $5B Anthropic Deal30:12 - 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-showhttps://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-showhttps://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-raceSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - AMD Launches New Helios AI System00:12 - Kimi K3 ReIgnites US AI Policy Debate00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies00:37 - 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-efficientlyhttps://www.theinformation.com/articles/160-enterprise-software-startups-sale-yearSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Google’s Secret Gemini Chip: "Frozen V2"06:19 - AI-Powered Cyber Scams & Consumer Safety17:47 - 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-modelshttps://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunchhttps://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarterSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - China’s Kimi K3 Tops Coding Benchmarks20:51 - Netflix Growth Crunch & Stripe’s $53B PayPal Bid30:16 - Inside Google’s TPU War Against Nvidia44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots

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-overhaulSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - DeepSeek Financials & Shanghai IPO14:06 - NY Data Center Moratorium & Trump EO22:52 - Microsoft Security Division Overhaul30:09 - 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-loomshttps://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demandSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid02:15 - Inside SpaceX’s $60B Cursor Acquisition08:23 - Startups Bypass AWS for Nvidia GPUs15:02 - UBS Chief AI Officer on Enterprise AI Playbook24:34 - SaaS Stock Reckoning: The App Layer vs. Infra42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots52:02 - 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-titvSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:01 - Where AI Will Take The Enterprise By 203024:56 - Decagon CEO on The Direction of AI research44:01 - The Big Questions Facing AI Researchers55:23 - Inside the Physical AI and Robotics Race01:08:53 - Robinhood Co-Founder on the Space Frontier01:28:14 - 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-thefthttps://www.theinformation.com/articles/wall-streets-biggest-move-blockchain-begins-limitsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Apple Sues OpenAI Over Trade Secret Theft15:31 - Wall Street’s Blockchain Bet: Stock Tokenization26:31 - ICML AI Research Takeaways & Recursive Self-Improvement36:38 - 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-coworkhttps://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-coworkSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta Debuts Muse Spark 1.1 AI Model & Enterprise Strategy16:24 - Tech’s AI Pricing Wars & Blue Origin's $10B Funding Round30:20 - 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-memohttps://www.theinformation.com/briefings/spacexai-cursor-launch-grok-4-5-tout-lower-costs-rivalshttps://www.theinformation.com/articles/china-plans-let-top-ai-firms-buy-limited-amount-nvidia-h200-chipshttps://www.theinformation.com/newsletters/ai-agenda/openai-researcher-says-gpt-5-6-better-ai-research-human-internsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - OpenAI Launches GPT 5.6 Model Family18:02 - Startup Runs Largest-Ever AI Model on iPhone27:25 - China OKs Limited Nvidia H200 Chip Purchases34:39 - Binance To Cooperate Less on DOJ Crypto Cases42:26 - 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-fasthttps://www.theinformation.com/articles/nvidias-new-hedge-chip-competitors-partnerhttps://www.theinformation.com/newsletters/applied-ai/facing-revolt-hubspot-reverses-decision-use-customer-data-ai-feature Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

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-soarshttps://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financinghttps://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunitySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses08:28 - China’s Zhipu AI Explores Custom Chips to Beat US Export Controls16:20 - Walmart’s $6.4B Ad Machine Is Growing Faster Than Amazon27:33 - 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-salesforcehttps://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 Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

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-sharehttps://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costshttps://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenuesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Nvidia Backstops Neo-Cloud GPU Purchases12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion22:34 - AI's Visual Reasoning Challenge34:35 - Can AI Be Conscious?45:30 - How Model Routers Are Lowering AI Costs

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-teslahttps://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-modelSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - 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-dealhttps://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjamhttps://www.theinformation.com/newsletters/ai-agenda/openai-discovers-new-way-cut-inference-costs-halfhttps://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slackSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Adam Selipsky Leads $10B AI Infrastructure Play12:56 - Anthropic Hits Amazon With Token Pricing Shift20:46 - Salesforce Staff Clashing Over Claude in Slack31:11 - 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-billhttps://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta Restricts Employee Use of OpenAI & Anthropic Tools02:55 - Inside Mark Warner’s New AI Agent Legislative Framework10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO26:17 - Why White House Clampdowns Are Driving Open Weight Adoption34:04 - 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-concernshttps://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensinghttps://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-saysSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - US Government Forces OpenAI to Stagger GPT-5.6 Release16:57 - Google Pressures Publishers on AI Licensing Deals24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce44:34 - 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-anthropichttps://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-aiSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Inside Google's AI Coding Team Restructuring11:19 - Micron's Revenue Surge & Cerebras Margin Shock23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip27:05 - The High-Stakes Divide in Physical AI35:43 - Odyssey CTO on World Models & $310M Round