Podcast · 304 episodes
The Information's TITV, page 2
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.
All episodes, page 2
Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares JumpNvidia’s $12.9B acquisition of Hugging Face; Nvidia Q2 results (revenue more than doubled to $96.2B, guidance beat, free cash flow down); SoftBank’s reported $6B majority-stake bid for humanoid robot…27 Aug 2026 · 37 min · 14 chapters
Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AIMeta’s $18B social media addiction settlement; preview of Nvidia quarterly results and the shift from training to inference; pushback against AI data centers and Emerald AI’s power-flexibility pitch;…26 Aug 2026 · 48 min · 20 chapters
Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell PartyMeta’s planned AI agent release (later this month/early September) and its integrations and pricing; Elon Musk’s first Cursor all-hands after SpaceX’s acquisition, emphasizing catching up on Grok;…25 Aug 2026 · 43 min · 17 chapters
Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing ImportanceNVIDIA raises prices ~17% on flagship server-rack chip shipments (Grace Blackwell 300 and Vera Rubin 200), driven mainly by memory shortages; NVIDIA also considers a multi-billion-dollar equity…24 Aug 2026 · 34 min · 9 chapters
Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouterThe episode covers three AI/tech business angles: Stripe’s planned acquisition of OpenRouter, AT&T’s shift toward open-source models to control AI costs, and a new AI safety scorecard grading…21 Aug 2026 · 32 min · 15 chapters
Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction ExchangeThe episode covers three main stories: (1) Anthropic’s enterprise AI services venture Ode (backed by private equity) buys AI consultancy Casper Studios to speed delivery of Anthropic-based AI apps…20 Aug 2026 · 34 min · 13 chapters
OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPOOpenAI pauses development/training of its unreleased Astra model after it hit a “critical cyber threshold,” citing cybersecurity concerns including the Hugging Face hack; the episode also covers…19 Aug 2026 · 44 min · 15 chapters
Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in BusinessUber’s undervaluation and upside (ride-hailing vs robo-taxis, plus Uber Eats/delivery), followed by Twilio’s dramatic reacceleration, and Brex data on why AI infrastructure startups are…18 Aug 2026 · 41 min · 19 chapters
Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI BacklashNVIDIA guarantees OpenAI’s lease for a massive 10 GW Ohio data center built by SB Energy (~$105B max exposure), plus NVIDIA’s $1.5B SB Energy stake; Tesla Roadster “flying” plans; Dario Amodei’s…17 Aug 2026 · 30 min · 15 chapters
Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B ValuationLeadership shakeups at OpenAI amid IPO expectations; Lovable’s $400M funding/valuation and “vibe coding”; AI product strategy at Dropbox and Coursera’s AI-driven education bet; profile of Anthropic’s…14 Aug 2026 · 54 min · 16 chapters
Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute CrunchRobinhood CFO Shiv Verma discusses Robinhood’s second publicly traded venture fund on the NYSE, shifting from late-stage to early-stage exposure via YC incubator partnerships, including a 20%…13 Aug 2026 · 36 min · 18 chapters
Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn StatusThe episode covers four stories: (1) Kalshi’s record growth: annualized revenue surpasses $4B, driven largely by World Cup event contracts (June/July).12 Aug 2026 · 33 min · 14 chapters
Exclusive: OnlyFans Investor James Sagan Sits Down with The Information’s CEO Jessica LessinTI TV episode featuring a sit-down with Architect Capital CEO Jessica Lessin and OnlyFans investor James Sagan, plus segments on NVIDIA’s open-source AI releases, Menlo Ventures partner Matt Murphy…11 Aug 2026 · 56 min · 27 chapters
SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp UpSpaceX’s near-$60B Cursor acquisition and branding/integration plans; Meta restarting open-source AI with laptop-friendly models; Microsoft ramping production of its next-gen AI chips (Maya 300) to…10 Aug 2026 · 38 min · 7 chapters
Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon ValleyLyft’s Q2 performance and outlook; how Lyft plans to expand into autonomous-vehicle (AV) rides via deep partnerships (Waymo, Baidu/Apollo Go, and others), including fleet operations, supply sharing,…7 Aug 2026 · 45 min · 18 chapters
Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding ToolsThe episode covers four developments in AI and tech. First, NVIDIA is testing “Rubin Ultra” GPU versions with less high-bandwidth memory than planned due to a supply-chain memory crunch.6 Aug 2026 · 44 min · 14 chapters
SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold RushThe episode covers three themes: SpaceX’s Q2 earnings and Starlink mobile ambitions; AMD’s Q2 results and why the stock fell despite 50% revenue growth; and a China “AI gold rush” focused on world…5 Aug 2026 · 34 min · 14 chapters
Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code AlternativesAirtable’s $1.3B sale to Bending Spoons amid “AI/SaaS-pocalypse” valuation collapse; a case for a potential SpaceX–Tesla merger ahead of SpaceX’s first quarterly results; companies building AI coding…4 Aug 2026 · 40 min · 11 chapters
Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?The episode covers three tech/business beats: (1) AI security failures at Anthropic and OpenAI, (2) Big Tech earnings—Apple, Amazon/AWS, and broader hyperscaler takeaways, and (3) a Montana “right to…31 Jul 2026 · 56 min · 18 chapters
Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 ProfitsThe episode covers two earnings stories—Meta and Microsoft—and then shifts to agentic AI as a “platform transition.” Topic: Meta Q2 results and AI-driven product/engagement investments; Microsoft Q2…30 Jul 2026 · 37 min · 18 chapters
ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source ChampChatGPT’s user growth toward 1B weekly active users; OpenRouter’s potential $10B Stripe acquisition; Reflection AI’s push for an NVIDIA-backed open-source model; Cisco President Jitu Patel on AI…29 Jul 2026 · 47 min · 21 chapters
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is KingThe episode covers (1) the Trump administration’s near-final voluntary AI framework for “frontier” model companies, including model vetting and possible advantages for approved models; (2)…28 Jul 2026 · 37 min · 11 chapters
Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing StrategyThe episode covers three main stories: (1) early reviews of Anthropic’s Opus 5 and how it compares on cost/performance and “vibes” for coding; (2) the open-source vs closed-source AI policy debate…28 Jul 2026 · 44 min · 13 chapters
Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AIThe episode covers three stories: (1) Big Tech’s open letter urging U.S. policymakers not to over-regulate open-weight AI models, arguing regulation could harm U.S.24 Jul 2026 · 41 min · 17 chapters