Podcast · 304 episodes
The Information's TITV, page 4
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 4
Inside OpenAI’s $3.7B Cash Burn, White House Ban on Anthropic, & Salesforce Enterprise Talent WarThe episode covers three linked stories: (1) OpenAI’s financial burn and runway ahead of an IPO, (2) a White House export-control fight that effectively bans Anthropic’s model access for foreign…17 Jun 2026 · 46 min · 20 chapters
Inside DeepSeek’s $7.4B Funding, Broadcom’s $35B Backstop, Nvidia’s Inference RiseThe episode covers four tech/business stories: DeepSeek’s first funding round ($7.4B equivalent) and its unusual closed control structure; Polymarket and Kalshi fraud controls; Broadcom’s $35B AI…16 Jun 2026 · 46 min · 17 chapters
Why Andy Jassy Sounded the Anthropic Alarm, Meta's ‘Tokenminimizing’, & Xbox Spin-Out PlansThis episode covers major tech business and AI developments. Topic 1: Amazon CEO Andy Jassy allegedly “sounded the alarm” to Trump officials about jailbreaks for Anthropic’s Claude 3.5 “Fable 5” and…15 Jun 2026 · 43 min · 13 chapters
Inside SpaceX’s Historic $2T IPO: Nasdaq Debut, Crypto & Retail Traders, the Starlink ThreatThe episode covers SpaceX’s $2T IPO debut on Nasdaq, focusing on who bought the shares, retail vs institutions, crypto-linked price discovery, and whether Starlink threatens telecoms.12 Jun 2026 · 40 min · 11 chapters
‘Mr. IPO’ on SpaceX’s Historic Listing, Anthropic’s Repelling Data Retention PolicyThe episode covers four business/tech stories: (1) SpaceX’s upcoming IPO and what could drive its first-day trading, including institutional demand and index-inclusion timing (Nasdaq vs S&P 500).11 Jun 2026 · 39 min · 23 chapters
Mythos-class Model Claude Fable 5 Early Reviews, How Nasdaq Landed SpaceX's Mega IPOThis episode covers four tech/business beats: Anthropic’s Claude Fable 5 “Mythos-class” model release and early developer reactions; OpenAI’s reported push to lease massive Ohio data-center capacity;…10 Jun 2026 · 53 min · 19 chapters
Inside OpenAI’s IPO Filing, Former SpaceX Engineer on IPO, Apple’s AI Siri UpgradeOpenAI’s confidential SEC IPO filing; Apple’s WWDC Siri AI overhaul and Apple Intelligence details; former SpaceX engineer Scott Martin on IPO/share dynamics and SpaceX culture; banks exploring…10 Jun 2026 · 43 min · 10 chapters
SpaceX’s Quiet CFO Ahead of Wild IPO, Anthropic Sounds Alarm on Recursive Self-ImprovementSpaceX IPO week (Nasdaq listing Friday; pricing expected $135/share, finalized Thursday) and the company’s CFO Brett Johnson; AI recursive self-improvement (RSI) and Anthropic’s warning; plus PwC on…8 Jun 2026 · 50 min · 30 chapters
SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering ItSpaceX IPO and cash-burn forecasts; the competitive “cat-and-mouse” between xAI and Anthropic; and data-center developer Switch seeking funding amid AI capacity demand.5 Jun 2026 · 29 min · 7 chapters
Meta’s $200 AI Agent ‘Hatch’, Sam Altman-back Helion Valuation Hits $15.5B, Snowflake’s New AI ToolsThe episode covers AI agents, cloud/security, and fusion funding. Topic 1: Meta plans to charge up to $199.99/month for “Hatch,” an OpenClaw-like consumer/prosumer agent tool.4 Jun 2026 · 42 min · 14 chapters
Microsoft’s Homegrown AI Models, Trump’s AI Executive Order, OpenAI to Merge Codex & ChatGPTMicrosoft Build announcements on homegrown AI models, agent tools, and new hardware; White House AI executive order on cybersecurity guardrails; OpenAI merging Codex into ChatGPT; Meta limiting an…3 Jun 2026 · 47 min · 18 chapters
Why Alphabet Wants $80 Billion for AI, Twitch’s Ad Plan & Self-Aware AI ModelsAmazon’s growing reliance on outside ad-tech to sell ads across Twitch, Goodreads, IMDb, and Alexa; Alphabet’s plan to raise $80B in equity for AI compute; Anthropic’s IPO progress and expansion of…2 Jun 2026 · 51 min · 16 chapters
Anthropic Confidentially Files for IPO, Nvidia’s New Chip for PCs, Ex-Meta CTO on their AI PlaybookThe episode covers (1) Anthropic filing confidentially for an IPO after a $900B valuation round, (2) Microsoft and Nvidia unveiling the Nvidia N1X PC chip (inside an RTX Spark system) and…1 Jun 2026 · 34 min · 13 chapters
Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI RiskThe episode covers three threads: Claude Opus 4.8’s developer impact, Anthropic’s $65B funding round valuing it at about $900B versus OpenAI, and AI risk/legal contracting in the enterprise.29 May 2026 · 38 min · 12 chapters
Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares JumpThe episode covers three tech/markets themes: Snowflake and Salesforce earnings, Meta’s AI monetization and “forward-deployed engineers,” and Apple/Microsoft AI strategy.28 May 2026 · 33 min · 13 chapters
Polymarket’s Regulatory Hurdles, Pre-IPO Betting Boom on Prediction Markets, AI Increasing WorkloadsThe episode covers four themes: Polymarket’s regulatory and customer-identification challenges; prediction-market bets on private-company IPO valuations; Freshworks’ survey finding that AI governance…27 May 2026 · 44 min · 17 chapters
OpenAI’s Multi-Billion Ad Strategy, Modal Labs CEO on AI Infrastructure, Twilio’s Voice AI SurgeThree-part tech business update: OpenAI’s push to scale advertising ahead of its IPO; Modal Labs’ AI infrastructure roadmap after a $355M round; and whether Twilio’s AI voice-driven stock surge is…26 May 2026 · 36 min · 12 chapters
SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M RaiseCorporate “AI data wars” and semantic-layer access (Microsoft vs Databricks/Power BI), SpaceX valuation debate (sum-of-the-parts vs venture-like upside), and fintech outlook via Mercury’s $200M raise.22 May 2026 · 42 min · 14 chapters
Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO FilingAnthropic’s early talks with Microsoft to rent Microsoft’s Maya 200 AI inference chips; NVIDIA’s blowout earnings and new reporting/revenue narratives; analysis of SpaceX’s S-1 IPO filing; a White…21 May 2026 · 41 min · 21 chapters
Meta’s 8,000 Job Cuts, SpaceX’s IPO by the Numbers, Google's Universal Shopping CartTech and finance roundup focused on Google I/O AI features, SpaceX’s upcoming IPO, enterprise software contract changes due to AI, Meta’s 8,000 layoffs, and Parker fintech’s bankruptcy.20 May 2026 · 53 min · 27 chapters
Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI StrugglesThis episode of Informations TI TV covers three fast-moving AI stories: (1) Elon Musk’s lawsuit against OpenAI, (2) Amazon’s Trainium chip gaining traction in the AI chip race, and (3) the rising…19 May 2026 · 45 min · 16 chapters
BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps(1) Microsoft/GitHub outages and competitive pressure on GitHub Copilot; (2) BlackRock’s potential $5–$10B investment in SpaceX’s IPO; (3) GenSpark’s AI-agent app strategy for knowledge workers; and…18 May 2026 · 32 min · 17 chapters
SpaceXAI Exodus, OpenAI’s Apple Partnership Sours, iPhone Engineer on Apple’s Roadmap & Steve JobsThe episode is a multi-topic tech news show covering: (1) SpaceXAI talent losses, (2) the Musk v.15 May 2026 · 58 min · 29 chapters
Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ RaiseThe show covers (1) Apple’s efforts to safely incorporate AI agents into the App Store, (2) who benefits from Cerebras’ IPO, (3) updates from the Elon Musk vs.14 May 2026 · 38 min · 18 chapters