The Information's TITV
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The Information's TITV
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.
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SpaceX's $5B Loss, OpenAI Stargate Shakeup, and Is OpenAI “Too Big to Fail?”
The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. W...
OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI Model
The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We al...
Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More?
Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realist...
Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover
New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the inter...
OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom
The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI’s IPO ti...
Inside OpenAI’s TBPN Deal, Mega IPO Update: SpaceX, OpenAI and Anthropic
Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fund...
Inside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash Theory
PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1....
Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis
TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s...
WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer
WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech...
Crypto’s Nasty Downturn Worsens, SpaceX IPO Hype Halo Effect, Selling AI in Regulated Industries
The Information’s Yueqi Yang talks with TITV Host Akash Pasricha about crypto’s "crisis of faith" and why Bitcoin’s value has halved since October. We...
Tencent’s OpenClaw Obsession, The Information’s Next GP List, Former Tesla Exec on Elon’s Ideology
Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk’s management "algorithm" and why Tesla is pivoting to humanoid...
Meta & YouTube Liable in Landmark Case, OpenAI Shutters Sora, How Claude is Gaining on OpenClaw
Harvard Law’s Rebecca Haw Allensworth and Cato Institute’s Jennifer Huddleston talk with TITV Host Akash Pasricha about the landmark Meta and YouTube...
SpaceX’s IPO Filing Incoming, OpenAI Kills Sora, Arm Launches CPU Chip, Meta Layoffs
TITV Host Akash Pasricha tells you what you need to know about SpaceX's upcoming IPO filing. AI Reporter Stephanie Palazzolo then talks with Akash abo...
Cisco President on Rogue AI Agents, AWS Internal AI Push After Staff Cuts, AI Coding Agent Personas
Cisco President Jeetu Patel talks with TITV Host Akash Pasricha about the shift from chatbots to autonomous AI agents and the security risks of agents...
OpenAI’s Shopping U-Turn Complications, Nvidia’s Groq Chip, Synthesia’s AI Video for Enterprise
E-commerce Reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's sudden retreat from e-commerce integrations to focus on its core prod...
AI Agents Helping Robots, Amazon Acquires Robotics Startup, White House Unveils AI Legislation
The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Nvidia’s robotics chief and the future of AI agents in physical robotics. We a...
Nebius CRO on 2026 Strategy, Meta’s Rogue AI Security Breach, Ross Gerber on SaaS & AI
Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2...
Apple Blocks Vibe Coding Apps, Anthropic’s Pitch to PE Firms, Coinbase’s Crypto Payments for AI
Hanover Park’s Chris Hladczuk talks with TITV Host Akash Pasricha about the end of B2B SaaS and how AI is modernizing venture capital operations. We a...
Nvidia GTC 2026 Takeaways, OpenAI-AWS Pentagon Deal, Asana CEO on AI Agent Tool Launch
Futurum Group’s Nick Patience and Hydra Host’s Aaron Ginn talk with TITV Host Akash Pasricha about Nvidia's $1 trillion revenue projection and the new...
Nvidia GTC Preview, China’s SuperApp AI Advantage, SaaS’ AI Contradictions, Data Center Hacks
The Information's Wayne Ma talks with TITV Host Akash Pasricha about Nvidia’s GTC keynote and the company's new inference chip technology. We also tal...
Musk vs. Altman: The $109B Legal Threat, xAI’s Desperate Coding Push, Will Meta License Gemini?
The Information's Rocket Drew talks with TITV Host Akash Pasricha about the $109 billion legal threat facing OpenAI in its court battle with Elon Musk...
Winklevoss Twins’ Big Miss on Crypto, Top VC Tech Sector Warning, Atlassian's 10% Staff Cut
Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive...
Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPT
Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also t...
Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift
Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We al...
Anthropic Sues Pentagon, OpenAI IPO Investor Skeptics, New Groq Chip Reveal at Nvidia GTC
AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designat...
OpenAI and Anthropic’s Tumultuous Week, the Global Memory Chip Crunch and 23andMe’s Non-Profit Plan
The Information's Martin Peers and Laura Mandaro break down Anthropic’s legal battle with the Department of Defense and OpenAI’s decision to narrow it...
OpenAI Scales Back ChatGPT Shopping Plans, Starlink in Europe, Broadcom’s Revenue Projections
The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk,...
OpenAI’s GitHub Alternative, OpenClaw Craze in China, and the AI Chip War
The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub co...
OpenAI & Anthropic Execs Leading the Pentagon AI Showdown, Amazon Explores AI Chabot Ads
AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI’s Pentagon deal, Anthropic’s stance and the AI talent war in Washingt...
Anthropic vs Pentagon & OpenAI’s Deal, Apple Discusses Google Hosting Siri, Supercharged Power Lines
Reporter Erin Woo talks with TITV Host Akash Pasricha about Anthropic’s clash with the Pentagon over red lines on mass surveillance and lethal autonom...
Block’s 40% Layoff, Netflix Drops WB Bid, Anthropic vs Pentagon, Amazon-OpenAI $50B Deal
Darrin Peller and Marcelo Lima talk with TITV Host Akash Pasricha about Block’s 40% layoffs and how much of the cuts were driven by AI versus old-fash...
Inside Amazon’s Potential $50B OpenAI Investment, Nvidia’s Impressive Earnings & Stock Fall
The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We als...
Why Stripe Might Acquire PayPal, Agentic Shopping Course Change, ChatGPT’s Audio Language Barrier
Better Tomorrow Ventures GP Sheel Mohnot talks with TITV Host Akash Pasricha about who could acquire PayPal and why Stripe, Apple, Amazon and the card...
Meta’s Six-Gigawatt Compute Deal with AMD, Notion Launches Custom Agents, Anthropic’s Safety Tests
Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Meta’s massive six-gigawatt compute deal with AMD and what i...
Starlink Takes on Telecom Giants, OpenAI’s Stargate Compute Hurdles, Nvidia Earnings Preview
The Information’s Theo Wayt talks with TITV Host Akash Pasricha about Starlink’s push to disrupt mass-market telecom giants with $50 plans and new ret...
Inside OpenAI’s Smart Speaker and the Minds Behind It, Social Media Stocks Under Pressure
AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's 200-person team working on smart speakers, glasses, and lamps. We a...
OpenAI’s $100B Funding Round, SpaceX 2026 IPO, and AMD’s Debt Play
The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Seri...
Anthropic’s Multi-Billion Revenue Share, Meta & Nvidia’s New Partnership, $10M Paydays for Data Center Executives
Sri Muppidi talks with TITV Host Akash Pasricha about Anthropic's multi-billion dollar revenue sharing agreements with Amazon and Google. Anissa Gardi...
OpenAI Snaps Up OpenClaw, Yahoo’s AI Search Engine ‘Scout,’ Inside Anduril’s $60B+ Valuation Talks
The Information’s Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-c...
Elon Musk’s “Ego” SpaceX-xAI Bet, Ranking AI Models, Groq’s $7.6 Billion Payout
The Information’s Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We als...