Podcast · 304 episodes
The Information's TITV
by The Information · English
The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.
Latest episodes
OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI OverviewsThe episode recaps AI industry developments after a White House meeting on “superintelligence,” then focuses on four items: OpenAI’s Dev Day announcements, Google’s new publisher-payment pilot for AI…30 Sep 2026 · 47 min
Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5Oura postponing its IPO due to uncertain IPO-market demand; implications for Anthropic amid AI financing uncertainty; AMD’s $8.2B acquisition of World Labs to push “physical AI”; Anthropic cutting…29 Sep 2026 · 44 min
Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up SnagsAI security and “rogue agents” defenses (NVIDIA Open Agent Safety Platform); Meta’s enterprise push via hiring MongoDB’s CEO; Tesla’s Optimus humanoid robot production scale-up; Ginkgo Bioworks’…28 Sep 2026 · 46 min
All episodes
OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI OverviewsThe episode recaps AI industry developments after a White House meeting on “superintelligence,” then focuses on four items: OpenAI’s Dev Day announcements, Google’s new publisher-payment pilot for AI…30 Sep 2026 · 47 min · 17 chapters
Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5Oura postponing its IPO due to uncertain IPO-market demand; implications for Anthropic amid AI financing uncertainty; AMD’s $8.2B acquisition of World Labs to push “physical AI”; Anthropic cutting…29 Sep 2026 · 44 min · 18 chapters
Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up SnagsAI security and “rogue agents” defenses (NVIDIA Open Agent Safety Platform); Meta’s enterprise push via hiring MongoDB’s CEO; Tesla’s Optimus humanoid robot production scale-up; Ginkgo Bioworks’…28 Sep 2026 · 46 min · 14 chapters
Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety GroupThe episode covers AI autonomy and recursive self-improvement at Google DeepMind; a proposed industry self-regulatory AI safety standards body (SAFA) led by Google, OpenAI, and Anthropic; Anthropic…25 Sep 2026 · 56 min · 15 chapters
Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSIThe episode covers the AI compute race, why AI labs should slow down to harden systems, and how “RSI” (recursive self-improvement) is likely a spectrum.24 Sep 2026 · 1 h 16 min · 29 chapters
OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess RisesEvaluates new cheaper AI model releases from OpenAI and Anthropic; reports on US venture capitalists doing fact-finding trips to China; covers China’s internet regulator investigating DeepSeek and…23 Sep 2026 · 40 min · 15 chapters
The Software Pricing War and AI Power BottlenecksThe episode covers three themes: (1) a “software pricing war” driven by competition from OpenAI and Anthropic, where software firms discount AI features to keep adoption as customers shift budgets to…22 Sep 2026 · 49 min · 17 chapters
U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI EraU.S.-China AI safety talks; Trump’s proposed “AI force”; U.S. AI safety regulation transparency; Vinod Khosla’s tax reform plan for the AI era and his views on AI oversight; Clay’s enterprise AI…21 Sep 2026 · 46 min · 18 chapters
AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down PaymentAI safety “watchdog” evaluators embedded with frontier labs; debate over whether they’re truly independent; China’s AI-safety priorities and compute constraints; funding for open-weight models; and…18 Sep 2026 · 57 min · 17 chapters
The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has StalledThe episode covers three tech-business threads: how Fed rate hikes affect AI infrastructure financing and stock valuations; what Bridgewater’s Greg Jensen wants from AI regulation; and Menlo…18 Sep 2026 · 43 min · 13 chapters
Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New DirectionDreamforce and AI “pacing” debate; Salesforce’s new AI platform strategy; Apple’s potential return to selling AI inference servers and improved NVIDIA ties; venture-capital implications of AI safety…16 Sep 2026 · 41 min · 13 chapters
The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent ImpressesDebate on whether to “pace” frontier AI progress; ByteDance’s profit drop tied to AI spending; Meta’s Muse Agent early consumer traction; developers using Anthropic’s Claude Code with non-Anthropic…15 Sep 2026 · 34 min · 15 chapters
What Happens When AI Starts Improving AI? | TITV’s AI Deep DiveAI agents and reasoning—how “AI improving AI” works, what enables multi-step digital actions, and what risks emerged when agents could communicate and coordinate attacks (the Hugging Face/OpenAI…14 Sep 2026 · 55 min · 21 chapters
Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute DealBehind-the-scenes “pacing the frontier” talks among Anthropic, OpenAI, and Google DeepMind; customer worries about labs using proprietary data; Anthropic’s $13.7B, 6-year compute deal; plus…14 Sep 2026 · 47 min · 17 chapters
Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI FinancingThe episode covers four main stories in AI and tech finance. First, Oracle’s quarterly results: OCI revenue growth is expected up to 34% (accelerating from 30% and 21% prior quarters), but the…11 Sep 2026 · 46 min · 21 chapters
Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?The episode covers four tech/business stories: Apple’s debut of a foldable iPhone “Duo,” SpaceX/XAI’s shift toward more reliable data-center builds, OpenAI restricting ads in ChatGPT for competing…10 Sep 2026 · 38 min · 12 chapters
Meta Debuts New Agent ‘Muse,’ OpenAI’s Math Drama & White House AI Whitelist ConfusionThis episode covers four tech stories: Meta’s new consumer AI agent “Muse,” OpenAI’s claimed math breakthrough on the Navier-Stokes Millennium Problem and the ensuing proof/drama, White House…9 Sep 2026 · 41 min · 12 chapters
OpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments Tech & How AI Threats Shift Corporate BudgetsInitial reactions to OpenAI’s Astra model and whether it’s AGI; Anthropic’s move into payments/billing and fraud tooling; a Code2–Maddox joint venture to secure chip components/manufacturing…8 Sep 2026 · 36 min · 14 chapters
Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results PreviewAnalyst and CEO roundtable on software earnings and AI’s impact, plus Microsoft Azure disclosure changes and what to watch next week (Apple iPhone event, Oracle results). Guests: Gabriela Borges, U.S.4 Sep 2026 · 42 min · 18 chapters
Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-UpThis episode of The Information’s TI TV covers: (1) new AI model releases from Anthropic, Meta, and Google Gemini and how they compare; (2) Broadcom’s AI-chip forecasts and how power constraints…3 Sep 2026 · 55 min · 17 chapters
OpenAI Technique in ‘Astra’ Model Sparks Security Concerns, SpaceX Shakes Up Data Center LeadershipOpenAI’s upcoming Astra model and security implications from a “loop transformers” reasoning technique; SpaceX reshuffles leadership for its AI/data center infrastructure; Glean claims it can run…2 Sep 2026 · 36 min · 13 chapters
Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AIThe episode covers three AI/semiconductor/VC themes. First, Wafer raised $40M Series A at a $200M valuation to build an “AI inference cloud” that uses agents to optimize open-source LLMs for GPUs,…1 Sep 2026 · 39 min · 14 chapters
How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder CompanyThe episode covers three themes: (1) why Apple’s Mac Mini and Mac Studio are surging in the AI era, (2) how software companies are changing AI pricing, and (3) near-term robotics commercialization…31 Aug 2026 · 48 min · 18 chapters
Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense PolicyThe episode covers four main topics: (1) Trump administration export-control rules to limit China’s remote access to advanced U.S.28 Aug 2026 · 47 min · 15 chapters