The Information’s Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber’s potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI’s massive third data center expansion in Memphis and Creative Strategies’ Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle’s potential "chip-backed" securities and Brookfield’s new cloud company, Radiant, with AI & Finance Reporter Miles Kruppa.
Articles discussed on this episode:
https://www.theinformation.com/articles/uber-considers-deal-parking-app-spothero
https://www.theinformation.com/articles/brookfield-start-cloud-business-lower-cost-ai
https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-center
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The Information’s Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta’s $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital’s Willy Lee about the future of Neoclouds like CoreWeave and OpenAI’s competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, we get into whether Elon Musk actually met his ambitious 2025 goals for Tesla and SpaceX with our reporter Theo Wayt.
Articles discussed on this episode:
https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slumphttps://www.theinformation.com/articles/top-ai-themes-2025-watching-next-year
https://www.theinformation.com/briefings/metas-acquisition-values-manus-2-billion
https://www.theinformation.com/briefings/meta-acquires-manus-ai-agent
TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple, and we get into the regulatory challenges facing prediction markets with Finance Editor Ken Brown.
Articles discussed on this episode:
https://www.theinformation.com/articles/long-game-behind-waymos-potential-100-billion-valuation
https://www.theinformation.com/articles/groqs-ip-matters-nvidia-ai-experts-favorite-books-year
https://www.theinformation.com/articles/elon-musks-promises-self-driving-ai-robots-clashed-reality
https://www.theinformation.com/articles/nvidias-year-end-shocker-says-next-year
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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI’s massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impacts Elon Musk's SpaceX IPO strategy with The Information’s Theo Wayt.
Articles discussed on this episode:
https://www.theinformation.com/articles/openais-ads-push-starts-taking-shape
https://www.theinformation.com/articles/openais-next-100-billion-funding-come
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ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk’s pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.
Articles discussed on this episode:
https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listings
https://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competition
https://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billion
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The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers.
Articles discussed on this episode:
https://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outage
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The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC’s Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.
Articles discussed on this episode:
https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venture
https://www.theinformation.com/articles/googles-ai-weakness-turned-strength
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OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood’s Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information’s Anissa Gardizy about the financing hurdles facing Oracle’s newest data center. We also get into Lyft’s financial turnaround with CFO Erin Brewer and discuss the future of the media landscape with Axios CEO Jim VandeHei and The Information’s CEO Jessica Lessin. Lastly, the Tubi CEO Anjali Sud joins to announce its first-ever TikTok Awards.
Articles discussed on this episode:
https://www.theinformation.com/articles/openais-organizational-problems-hurt-chatgpt
https://www.theinformation.com/articles/openais-chatgpt-problem
https://www.theinformation.com/briefings/youtube-will-broadcast-oscars-starting-2029
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The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI’s talks to raise $10 billion from Amazon and the strategic move to use Amazon’s Trainium chips. We also talk with Katie Roof about Waymo’s early talks to raise billions at a $100 billion valuation, as well as Valida Pau and Stephanie Palazzolo about how OpenAI and Anthropic are hunting for specialized data as public sources dry up. Lastly, we get into the "scarcity premium" risk facing upcoming mega IPOs with our finance editor Ken Brown.
Articles discussed on this episode:
https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chips
https://www.theinformation.com/articles/private-tech-giants-lose-scarcity-premium-ipos
https://www.theinformation.com/articles/banks-pitching-mega-ipos-seek-limit-mass-selling
https://www.theinformation.com/articles/openai-anthropic-discuss-data-deals-biotech-companies
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The Information’s Kevin McLaughlin breaks down Databricks’ massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures’ Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA’s Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom with Centific SVP Prithivi Pradeep.
Articles discussed on this episode:
https://www.theinformation.com/articles/corporate-chatbots-gone-wild
https://www.theinformation.com/articles/alien-hunters-want-jensen-huang-fund-ai-telescope
https://www.theinformation.com/articles/servicenow-sell-highlights-jittery-market
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The Information’s Wayne Ma talks with TITV Host Akash Pasricha about Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates’ Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its reliance on the Starlink story. Lastly, we get into xAI's uphill battle to sell Grok to businesses with The Information’s Theo Wayt, and the harsh reality of AI’s colossal power infrastructure needs with Ann Davis Vaughan, as she launches her debut AI Infrastructure newsletter.
Articles discussed on this episode:
https://www.theinformation.com/articles/elon-musk-suddenly-talking-space-data-centers
https://www.theinformation.com/articles/xai-uphill-battle-selling-grok-businesses
https://www.theinformation.com/articles/people-running-apple-executive-exodus
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Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The Information's Editors Martin Peers and Nick Wingfield discuss the scale of Larry Ellison's bets in media and tech, and Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure.
Articles discussed on this episode:
https://www.theinformation.com/articles/tech-giants-partnering-broadcom-break-free-nvidia
https://www.theinformation.com/briefings/oracles-data-centers-openai-reportedly-delayed
https://www.theinformation.com/briefings/exclusive-wealthfront-prices-ipo-14-tripling-tiger-investment
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Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 billion cash burn, and the challenge of financing its AI cloud expansion. Lastly, we get into the future of the cloud, 'Cognition as a Service,' and AI teammates with Mayfield's Managing Partner Navin Chaddha and discuss the strategy for TalkShopLive with its new CEO Sandie Hawkins.
Articles discussed on this episode:
https://www.theinformation.com/briefings/disney-invest-1-billion-openai
https://www.theinformation.com/articles/oracles-costly-ai-expansion-turns-wall-street
https://www.theinformation.com/articles/tencent-poaches-bytedance-researchers-china-ai-race-heats
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Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for big US data center projects. Lastly, we get into custom models and the future of the AI model battlefield with AWS Director of Technology Shaown Nandi.
Articles discussed on this episode:
https://www.theinformation.com/briefings/nvidia-builds-technology-help-fight-chip-smuggling
https://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-model
https://www.theinformation.com/articles/uae-fund-mgx-quietly-becomes-one-biggest-data-center-financiers
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The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midterm elections. Next, CoreWeave VP Chen Goldberg discusses CoreWeave's new Mission Control GPU monitoring features. IBM’s Rob Thomas and Confluent CEO Jay Kreps discuss the rationale behind IBM's $11 billion acquisition of Confluent, and finally, we get into Instacart's new ChatGPT integration and the advertising implications with E-Commerce Reporter Ann Gehan.
Articles discussed on this episode:
https://www.theinformation.com/articles/ai-backlash-shape-midterm-elections
https://www.theinformation.com/briefings/instacart-launches-chatgpt-app-instant-checkout-feature
https://www.theinformation.com/briefings/trump-reportedly-let-nvidia-sell-advanced-ai-chips-china
https://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billion
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The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI Reporter Stephanie Palazzolo discusses the growing skepticism around AI breakthroughs in biology from the NeurIPS conference. Lastly, Crypto Reporter Yueqi Yang breaks down the intensifying competition in prediction markets following Kalshi's $11 billion valuation.
Articles discussed on this episode:
https://www.theinformation.com/articles/ais-biggest-event-researchers-said-field-needs-overhaul
https://www.theinformation.com/articles/chatgpt-product-chief-responding-code-red
https://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billion
https://www.theinformation.com/briefings/openais-head-chatgpt-envisions-ai-superpowers
TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's most credible challenger in AI chips. Then, Editor-in-Chief Jessica Lessin and Managing Editor Laura Mandaro get into the escalating OpenAI-Google rivalry and the state of venture capital. Lastly, we speak with Dude Perfect CEO Andrew Yaffe about how the YouTube brand is building a truly scalable media business.
Articles discussed on this episode:
https://www.theinformation.com/articles/netflixs-warner-purchase-82-7-billion-blunder
https://www.theinformation.com/articles/silicon-valley-buzzing-apple-ceo-succession
https://www.theinformation.com/articles/diamonds-turds-hock-tan-turned-broadcom-ai-juggernaut
https://www.theinformation.com/articles/amodeis-advantage-altman-comes-view
TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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The Information's Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Information's Stephanie Palazzolo about OpenAI's new model code-named 'Garlic' to counter Google's Gemini 3, and the 'split brain problem' models are facing. Lastly, we get into the new US robotics policy, the tariff-induced rising costs of robot components, and Anthropic CEO Dario Amodei's strategy against OpenAI with The Information's Rocket Drew.
Articles discussed on this episode:
https://www.theinformation.com/articles/openai-pivots-counter-gemini-3
https://www.theinformation.com/articles/inside-web-publishers-quest-stamp-ai-bots-posing-humans
https://www.theinformation.com/articles/anthropics-ceo-says-code-reds
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Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trending toward a decade low. Lastly, we get into the future of travel tech with Johannes Reck, Co-Founder & CEO of GetYourGuide, who discusses the European market and competition with Airbnb and Booking Holdings.
Articles discussed on this episode:
https://www.theinformation.com/articles/s-p-takes-ai-debt-deals-crypto-giants
TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
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The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure, Cloud reporter Anissa Gardizy about Marvell's advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI's impact on advertising with Highbeam CEO Sameer Shergill.
Articles discussed on this episode:
https://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-deal
https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains
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