Podcast · 304 episodes
The Information's TITV, page 3
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 3
U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO PlanU.S. export-control investigation into whether Chinese AI lab Moonshot AI used prohibited U.S.23 Jul 2026 · 57 min · 25 chapters
SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to TheatersSpaceXAI’s planned Texas data-center expansion; Oracle’s New Mexico and Wisconsin data-center cost/power delays; NeoCloud General Compute’s push beyond NVIDIA with fast-inference ASICs; and Fable’s…22 Jul 2026 · 51 min · 23 chapters
US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI SystemAMD’s upcoming rack-scale AI system Helios (72 GPUs) and how it competes with NVIDIA; U.S.21 Jul 2026 · 45 min · 17 chapters
Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For SaleThe episode covers three topics: Google’s new “Frozen” server chip for running Gemini AI more efficiently; how AI is accelerating cybercrime and consumer scams; and The Information’s list of 160…20 Jul 2026 · 30 min · 11 chapters
The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social ToolsMoonshot AI’s open-weight KimmyK3 model challenges closed-source dominance; Arena benchmarks its performance and discusses distillation, costs, and geopolitical risk.17 Jul 2026 · 57 min · 25 chapters
NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend DebateDeepSeek’s reported finances and fundraising/IPO plans; New York’s statewide one-year data center permit moratorium and Trump’s reaction; U.S.16 Jul 2026 · 47 min · 17 chapters
On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo ParkLive coverage from UBS’s Private AI, Software and Internet Conference in Menlo Park, focused on the software sector’s AI-driven shift, AI research challenges (trust/evals/proof), AI compute…15 Jul 2026 · 51 min · 21 chapters
TITV One Year Anniversary ShowTITV’s one-year anniversary episode looking ahead to the next 250 shows, focusing on what the “AI company of 2030” looks like, agentic workflows, open vs closed models, enterprise adoption barriers…14 Jul 2026 · 1 h 38 min · 49 chapters
Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse SparkApple sues OpenAI over alleged trade-secret theft; DTCC demonstrates blockchain-based tokenized stock settlement for select assets; takeaways from ICML AI research conference; Laud Institute reaction…13 Jul 2026 · 47 min · 24 chapters
Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI AgentThe episode covers four tech-business stories. First, Meta’s upgraded AI coding/autonomous model Muse Spark 1.1: guests say it’s a “step-function” improvement and could become a standalone,…10 Jul 2026 · 35 min · 20 chapters
OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 ChipsOpenAI’s public rollout of GPT 5.6 and its “Fable” companion; Apple’s push for on-device AI and a startup milestone; China’s selective approval for AI firms to buy limited NVIDIA H200 chips;…9 Jul 2026 · 56 min · 17 chapters
Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQThe episode covers four tech/business stories. First, Tesla’s robo-taxi rollout in Miami changes: it launched fully driverless in a small 10–14 mile geofence without a safety monitor in the car, and…8 Jul 2026 · 34 min · 14 chapters
Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom ChipsThe episode covers three main stories: (1) investors backing Thrive Holdings, a new holding company that buys controlling stakes in traditional services firms and modernizes them with proprietary AI;…7 Jul 2026 · 46 min · 16 chapters
Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?AI spending limits and enterprise software disruption—small firms replacing Salesforce with custom Claude/AI apps; Tesla capping employee AI token spend; Microsoft layoffs and a Copilot overhaul…6 Jul 2026 · 33 min · 18 chapters
Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?NVIDIA’s “AI Compute Partnership” backstops for new cloud providers; Microsoft valuation “true value” up to $3.8T; why AI visual reasoning still fails basic tasks; whether AI could be conscious; and…2 Jul 2026 · 55 min · 18 chapters
Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner CircleThe episode covers (1) the White House lifting export restrictions on Anthropic’s Claude Fable 5, (2) Anthropic’s expansion of its Claude agent into Microsoft Teams, and (3) Elon Musk’s Tesla-SpaceX…1 Jul 2026 · 34 min · 11 chapters
Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic CostsFour-part AI/infra news roundup: (1) Helix Infrastructure Partners’ plan to build/scale AI data centers via acquisitions, led by former AWS CEO Adam Solipsky; (2) Anthropic renegotiating pricing with…30 Jun 2026 · 41 min · 16 chapters
Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI AgentsThe episode covers (1) a proposed U.S. bill to regulate AI agents, (2) why DeepSeek raised a first-time $7.4B round tied to Anthropic’s Mythos, (3) rising adoption of open-weight/open-source models…29 Jun 2026 · 48 min · 12 chapters
Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI LicensingThe episode covers three AI business/security stories: (1) the Trump administration asked OpenAI to stagger release of GPT 5.6 for security reasons, including previewing it with approved “top…26 Jun 2026 · 50 min · 27 chapters
Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI RiftGoogle reorganizing its AI coding “Strike” team after two senior researchers left; Micron and Cerebras quarterly results; OpenAI’s “Jalapeno” chip and Qualcomm’s Modular acquisition; and a debate…25 Jun 2026 · 42 min · 16 chapters
Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad ProgressTI TV episode covering (1) XAI’s Grok doubling down on image/video generation with looser moderation, (2) Meta building an internal prediction markets app (“Arena”), (3) Vista Equity Partners and…24 Jun 2026 · 40 min · 12 chapters
OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla HypeRising AI model costs (OpenAI/Anthropic) driving “model optionality” and cheaper alternatives; Superhuman’s acquisition of GPT-Zero to build an authenticity suite; whether Tesla and SpaceX stock hype…23 Jun 2026 · 46 min · 23 chapters
SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI PlanThis episode covers four linked themes: (1) Cannes Lions and how AI is changing ad creation and delivery; (2) World Cup media strategy and the use of prediction markets on Yahoo; (3) what SpaceX’s…22 Jun 2026 · 46 min · 15 chapters
Why Star Google AI Researcher Joined OpenAI, OpenClaw Competitor Arrival, Amazon’s AI Chip AdvantageThe episode covers AI talent moves, agent startups, and AI hardware competition.18 Jun 2026 · 46 min · 17 chapters