Podcast · 304 episodes
The Information's TITV, page 5
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 5
Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The StandA wide-ranging TI TV episode covering: (1) a new AI lab in China backed by a former Alibaba open-source “Quint” lead researcher seeking a $2B valuation; (2) Anthropic’s Claude Enterprise pricing…13 May 2026 · 36 min · 19 chapters
OpenAI to Save $97B in Microsoft Deal, Satya Nadella Testifies in Musk-OpenAI TrialThe Information TV episode covers (1) OpenAI’s Cerebras deal that could let OpenAI capture about $1.3B+ in Cerebras equity via $0.0001 “penny” stock warrants tied to a ~$20B multi-year compute…12 May 2026 · 45 min · 17 chapters
Box CEO on Layoffs & AI, Cerebras’ IPO Price Bump, Robinhood Co-founder’s New CompanyThe episode covers three main business stories and one AI labor/pricing theme. First, Cerebras is uppricing its IPO again, targeting up to $4.8B and a potential >$48B market cap.11 May 2026 · 1 h 3 min · 22 chapters
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot BloatOpenAI’s Broadcom custom AI chip financing ($18B) faces a potential snag over vendor financing terms and Microsoft’s uncommitted pledge to buy 40% of chips; Microsoft is also dialing back “Copilot…8 May 2026 · 42 min · 20 chapters
Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B ValuationAnthropic’s deal to use all capacity at XAI’s first “Colossus” data center; updates from the Elon Musk vs.7 May 2026 · 29 min · 11 chapters
AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon MuskAMD’s Q1 results (revenue +38% to $10.3B, driven by data center CPUs), the growing financial entanglement between AI labs and hyperscalers (Anthropic’s reported $200B/5-year Google computing…6 May 2026 · 30 min · 15 chapters
Greg Brockman’s “Rough Day” in Court, Amazon’s Hybrid AI Search, SpaceX’s $60B Cursor DealThe Information’s TI TV covers (1) Amazon’s potential “hybrid” AI search on its core shopping site (Rufus + traditional results), (2) Coinbase layoffs and org changes amid the crypto downturn, (3)…5 May 2026 · 42 min · 17 chapters
SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPOSAP’s plan to restrict external AI agents from accessing customer data via an approval process; Anthropic talks with London chip startup Fraftal for future inference chips; investors’ financing plans…4 May 2026 · 32 min · 16 chapters
Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech AmbitionsApple earnings and iPhone/Mac demand; UBS analyst discusses supply chain, China rebound, and Apple’s “net cash neutral” target plus AI investment approach and leadership transition to John Ternus.1 May 2026 · 38 min · 16 chapters
Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI LawyerThe episode breaks down big tech earnings and AI-related developments.30 Apr 2026 · 37 min · 10 chapters
Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New PodcastOpenAI’s models move to AWS; OpenAI subscriber growth projections and a shift toward cheaper, ad-supported plans; Elon Musk testifies in the OpenAI breach-of-charitable-trust trial; Bitcoin 2026…29 Apr 2026 · 30 min · 12 chapters
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening StatementsThe episode covers four AI-industry stories: (1) OpenAI and Microsoft avoided a legal fight over OpenAI’s planned Amazon (AWS) product.28 Apr 2026 · 40 min · 13 chapters
From the New York Stock Exchange: Financing the AI RevolutionFinancing the AI revolution, focusing on AI data-center buildout, IPOs/exits, and “circular” financing; also covers AI/cloud partnerships, China–US tech competition, software valuation shifts, and…27 Apr 2026 · 30 min · 16 chapters
Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip DealGPU supply crunch affecting startups and cloud allocation; early review of OpenAI’s GPT-5.5; Meta’s 10% layoffs and whether this round differs; Meta’s AWS/Graviton chip deal; Intel earnings; Cursor’s…24 Apr 2026 · 34 min · 16 chapters
Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI InsuranceRoss Gerber (Gerber Kawasaki Wealth and Investment Management CEO) discusses Tesla’s Q1 results and Elon Musk’s cautious tone, arguing revenue rose 16% but margins and cash flow suggest underlying…23 Apr 2026 · 34 min · 21 chapters
SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing PainsDeepSeek’s first external funding round and rising valuation; OpenClaw’s security and reliability growing pains as an open-source AI agent project; SpaceX’s $60B option to buy Cursor plus SpaceX debt…22 Apr 2026 · 53 min · 25 chapters
On the Ground at Adobe Summit 2026The episode is a special TI TV show from Adobe Summit 2026 in Las Vegas (Venetian), focused on Adobe’s new AI products for marketers and how enterprises are using them.21 Apr 2026 · 1 h 4 min · 26 chapters
Google’s Strike Team for Coding Models, Anthropic’s Powerful CFO, Polymarket’s RaiseThe episode covers three Information reports: Google’s “CodeStrike” strike team, Polymarket’s fundraising, and Redwood Research’s AI control conference, plus an in-depth profile of Anthropic’s CFO.20 Apr 2026 · 34 min · 16 chapters
DeepSeek’s Potential $10B+ Valuation, LinkedIn’s AI Agent Win and the Risks of Anthropic’s MythosThe episode covers (1) DeepSeek’s first-time fundraising talks and what it signals for AI competition, (2) Netflix’s Q1 results and the outlook for valuation, advertising, and new bets, (3)…17 Apr 2026 · 36 min · 17 chapters
Google & the Pentagon Discuss a Classified AI Deal, Siri Team at a Coding ‘Bootcamp,’ OpenAI’s New Pricing for ChatGPT AdsThe episode covers four AI/tech stories: (1) Google negotiating with the Pentagon to deploy Gemini on classified systems, with safeguards against domestic mass surveillance and autonomous weapons…16 Apr 2026 · 35 min · 13 chapters
Snap’s 16% Workforce Layoffs, Allbirds’s AI Pivot, Anthropic’s New Opus 4.7 Model, SpaceX IPO IndexThe episode covers four business/AI stories plus index and AI-talent themes.15 Apr 2026 · 38 min · 14 chapters
Amazon’s $11.5B Globalstar Buy, SpaceX Financials Show Starlink Reliance, Polymarket Audits StartupsAmazon’s $11B Globalstar acquisition and Apple iPhone satellite deal to compete with SpaceX’s Starlink; exclusive discussion of SpaceX financials ahead of IPO; Polymarket audits of its Builders…14 Apr 2026 · 42 min · 20 chapters
Microsoft’s OpenClaw-inspired Copilot Features & Slowed AI Spending, Atlassian & Figma’s Lead in R&DMicrosoft’s response to the OpenClaw-style “autonomous agent” wave in Copilot; SaaSpocalypse dynamics via R&D spending; and Microsoft’s AI data-center power/capacity catch-up.13 Apr 2026 · 38 min · 14 chapters
SpaceX's $5B Loss, OpenAI Stargate Shakeup, and Is OpenAI “Too Big to Fail?”OpenAI’s Stargate data-center shakeup and the “too big to fail” bull-vs-bear debate; SpaceX/XAI consolidated financials and IPO roadshow; profile of Anthropic’s Claude Code leader Boris Cherny.10 Apr 2026 · 44 min · 18 chapters