Podcast · 304 episodes
The Information's TITV, page 6
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 6
OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI ModelOpenAI’s internal forecast for scaling ads to $102B by 2030; Nebius talks to acquire AI21; ServiceNow launches an AI “context” product to centralize customer data for agents; Meta’s new AI model and…9 Apr 2026 · 32 min · 15 chapters
Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More?Anthropic’s Project Glasswing (Mythos model) and controlled rollout for AI cybersecurity; crypto downturn driving Polygon Labs to pivot into regulated stablecoin payments; AI coding agents flooding…8 Apr 2026 · 44 min · 23 chapters
Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing TakeoverAnthropic’s reported $30B+ revenue run rate and compute constraints; Anthropic’s expanded Google/Broadcom TPU deals; Amazon’s crackdown on absorbing tariff and oil costs for wholesale suppliers;…7 Apr 2026 · 40 min · 16 chapters
OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling BoomThe episode covers three tech-business stories. First, OpenAI: Akash Pasricha introduces exclusive reporting that CEO Sam Altman and CFO Sarah Fryer are misaligned over IPO timing and compute/cloud…6 Apr 2026 · 31 min · 13 chapters
Inside OpenAI’s TBPN Deal, Mega IPO Update: SpaceX, OpenAI and AnthropicThe episode (TI-TV) discusses the “TBPN” deal around OpenAI’s TVPN/marketing-communications push, and broader IPO-market implications for SpaceX, OpenAI, and Anthropic.3 Apr 2026 · 38 min · 19 chapters
Inside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash TheoryThe episode covers (1) SpaceX’s confidential IPO filing and its implied valuation, (2) Blackstone’s “sell-off opportunity” amid fears about private credit exposure to software, and (3) a theory that…2 Apr 2026 · 44 min · 22 chapters
Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis HassabisTech layoffs and AI spending (Oracle), AI advertising in chatbots (Amazon Rufus sponsored prompts), Anthropic Claude Code leak and what it implies about “Claude Mythos,” VC views on AI security and…1 Apr 2026 · 48 min · 20 chapters
WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B OfferApple’s crackdown on “vibe coding” apps, investor dynamics ahead of SpaceX’s IPO, NVIDIA’s $2B investment in Marvell and CoreWeave’s $8.5B debt financing, and Whoop’s growth and product roadmap.31 Mar 2026 · 39 min · 20 chapters
Crypto’s Nasty Downturn Worsens, SpaceX IPO Hype Halo Effect, Selling AI in Regulated IndustriesCrypto market downturn and pivots; SpaceX IPO “halo effect” lifting space stocks; venture investing themes (token/data acquisitions); and how to sell AI into regulated industries (compliance, trust,…30 Mar 2026 · 44 min · 21 chapters
Tencent’s OpenClaw Obsession, The Information’s Next GP List, Former Tesla Exec on Elon’s IdeologyThe episode covers four stories: Microsoft’s hiring freeze, Tencent’s OpenClaw push, The Information’s 2026 “Next General Partners” VC list, and an Editor’s Cut debate on private equity using AI,…27 Mar 2026 · 47 min · 16 chapters
Meta & YouTube Liable in Landmark Case, OpenAI Shutters Sora, How Claude is Gaining on OpenClaw(1) a landmark social media addiction case where a jury found Meta and YouTube liable for harming a user’s mental health via negligence, defective product design, and failure to warn; guests discuss…26 Mar 2026 · 42 min · 17 chapters
SpaceX’s IPO Filing Incoming, OpenAI Kills Sora, Arm Launches CPU Chip, Meta LayoffsThe episode covers three tech/business developments: (1) SpaceX reportedly preparing a confidential IPO filing within a week or two, potentially raising over $75B, with individual allocations…25 Mar 2026 · 19 min · 8 chapters
Cisco President on Rogue AI Agents, AWS Internal AI Push After Staff Cuts, AI Coding Agent PersonasCisco and AI agents security; AWS internal AI agent use after staff cuts; M&A outlook; AI coding agents using multiple “persona” roles.24 Mar 2026 · 39 min · 17 chapters
OpenAI’s Shopping U-Turn Complications, Nvidia’s Groq Chip, Synthesia’s AI Video for EnterpriseOpenAI’s pivot away from in-chat shopping/checkout; chip-industry bets on SRAM-based inference to address the memory crunch; how stock-based compensation costs are affecting tech company finances;…23 Mar 2026 · 59 min · 18 chapters
AI Agents Helping Robots, Amazon Acquires Robotics Startup, White House Unveils AI LegislationAI Agents Helping Robots, Amazon Acquires Robotics Startup, White House Unveils AI Legislation20 Mar 2026 · 43 min · 17 chapters
Nebius CRO on 2026 Strategy, Meta’s Rogue AI Security Breach, Ross Gerber on SaaS & AIIn this episode of TITV, the host discusses major developments in the tech industry, including a rogue AI security breach at Meta, Canva's strategic IPO timing, Nebius' recent financial maneuvers,…19 Mar 2026 · 54 min · 21 chapters
Apple Blocks Vibe Coding Apps, Anthropic’s Pitch to PE Firms, Coinbase’s Crypto Payments for AIIn this episode of The Information’s TITV, host Akash Pasricha engages in a detailed discussion about recent developments in the tech world, focusing on Apple’s crackdown on vibe coding apps, venture…18 Mar 2026 · 38 min · 14 chapters
Nvidia GTC 2026 Takeaways, OpenAI-AWS Pentagon Deal, Asana CEO on AI Agent Tool LaunchNvidia GTC 2026 Takeaways, OpenAI-AWS Pentagon Deal, Asana CEO on AI Agent Tool Launch17 Mar 2026 · 43 min · 16 chapters
Nvidia GTC Preview, China’s SuperApp AI Advantage, SaaS’ AI Contradictions, Data Center HacksIn this episode, TITV host Akash Pasricha is joined by various experts to discuss the latest trends in tech, focusing on Nvidia’s GTC conference, the U.S.-China AI race, and the implications of AI in…16 Mar 2026 · 40 min · 17 chapters
Musk vs. Altman: The $109B Legal Threat, xAI’s Desperate Coding Push, Will Meta License Gemini?In this episode, TITV's Akash Pasricha and Rocket Drew discuss the significant legal battle between Elon Musk and OpenAI, the leadership changes at xAI, and the challenges faced by startups nearing…13 Mar 2026 · 44 min · 26 chapters
Winklevoss Twins’ Big Miss on Crypto, Top VC Tech Sector Warning, Atlassian's 10% Staff CutIn this episode, TITV host Akash Pasricha talks with guests including Josh Wolfe, co-founder of Lux Capital, Jason Celino from KeyBanc, and Yueqi Yang, a crypto reporter, discussing significant…12 Mar 2026 · 39 min · 12 chapters
Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPTFirst in tech news and analysis from the people that break and shape the story.11 Mar 2026 · 49 min · 17 chapters
Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm ShiftNvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift10 Mar 2026 · 48 min · 24 chapters
Anthropic Sues Pentagon, OpenAI IPO Investor Skeptics, New Groq Chip Reveal at Nvidia GTCIn this episode, TITV Host Akash Pasricha and AI Reporter Stephanie Palazzolo discuss Anthropic's lawsuit against the Pentagon, OpenAI's new GPT 5.4 model, and the implications of these developments…9 Mar 2026 · 35 min · 19 chapters