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PODCAST

The Information"s TITV

The Information

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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All Episodes

00:37:30

Musk's $1.5T SpaceX IPO Target, Grok’s Slow...

The Information"s TITV ·

2025/12/15

The Information’s Wayne Ma talks with TITV Host Akash Pasricha about Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates’ Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its reliance on the Starlink story. Lastly, we get into xAI's uphill battle to sell Grok to businesses with

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00:55:46

GPT-5.2 vs. Gemini 3 Pro, Larry Ellison’s Big Bet &...

The Information"s TITV ·

2025/12/12

Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The

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00:38:09

Disney Invests $1B into OpenAI’s Sora, China’s AI...

The Information"s TITV ·

2025/12/11

Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Disney's $1 billion investment in OpenAI and the risks of licensing its characters for Sora videos. We also talk with Asia Correspondent Juro Osawa about Tencent poaching ByteDance AI talent and the heating China AI race, and RBC Capital Markets Managing Director Rishi Jaluria breaks down Oracle's quarterly results, $10 billion cash burn, and the challenge of financing its AI cloud expansion. Lastly, we get into the future of

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00:54:53

Pinterest CEO on AI Roadmap, China’s Emergency Nvidia...

The Information"s TITV ·

2025/12/10

Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for big US data center projects. Lastly, we get into custom models and the future of the AI model battlefield

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00:39:48

Trump Allows NVIDIA H200 Sales in China, IBM $11B...

The Information"s TITV ·

2025/12/09

The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midterm elections. Next, CoreWeave VP Chen Goldberg discusses CoreWeave's new Mission Control GPU

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00:37:55

Why Paramount’s Hostile WB Bid Will Win, ChatGPT Head...

The Information"s TITV ·

2025/12/08

The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI

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00:48:39

Netflix-WBD $82B Blunder, Apple Succession Plan,...

The Information"s TITV ·

2025/12/05

The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's

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00:35:21

OpenAI’s Secret ‘Garlic’ Model, C3 AI’s Turnaround...

The Information"s TITV ·

2025/12/04

The Information's Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Information's Stephanie Palazzolo about OpenAI's new model code-named 'Garlic' to counter

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00:35:00

Microsoft Lowers AI Sales Growth Targets, AI’s Impact...

The Information"s TITV ·

2025/12/03

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trending toward a decade low. Lastly, we get into the future of travel tech with Johannes Reck, Co-Founder

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00:35:19

Code Red at OpenAI, Apple’s AI Talent Shakeup, New...

The Information"s TITV ·

2025/12/02

The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure, Cloud reporter Anissa Gardizy about Marvell's advanced talks to buy Celestial AI and challenges

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00:44:32

China Breaking Free from Nvidia, AWS re:Invent 2025,...

The Information"s TITV ·

2025/12/01

The Information’s Kevin McLaughlin talks with TITV Host Akash Pasricha about what to expect at AWS re:Invent, Amazon's Nova AI model, and the dynamics of their $8 billion investment in Anthropic. We also talk with Reporter Qianer Liu about how China is forcing a full breakup from the US AI ecosystem and pushing domestic chip adoption, and Board CEO Brynn Putnam about the blend of physical and digital play with her new gaming console, Board. Lastly, we get into the secret to Flighty's

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00:34:54

OpenAI’s Vision of 220 Million Paid Users by 2030,...

The Information"s TITV ·

2025/11/26

The Information’s Sri Muppidi talks with today’s TITV Host Anita Ramaswamy about OpenAI's ambitious projections for 220 million paid ChatGPT subscribers and the competition from Google's Gemini. We also talk with Laffer Tengler Investments CEO Nancy Tengler about big tech stock movements, including NVIDIA, Oracle, and whether the AI market is a bubble, and Editor Ken Brown about the current crypto sell-off and the systemic risks posed by stablecoins. Lastly, we get into the challenges of

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00:38:03

Google Battles Nvidia with TPUs and OpenAI With...

The Information"s TITV ·

2025/11/25

The Information’s Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding for Oracle's data center build outs with Finance reporter Miles Kruppa, and Ran Ben-Tzur discusses

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00:51:15

OpenAI vs Google, How NVIDIA Spends its $850B Cash...

The Information"s TITV ·

2025/11/24

Elon Musk Reporter Theo Wayt talks with today’s TITV Host Anita Ramaswamy about Elon Musk's mission to replace X staff with xAI's Grok and the role of the Siboliyev twins. We also talk with D.A. Davidson's Gil Luria and WorkHelix's Andrew McAfee about AI's accelerating impact on job cuts, particularly in white-collar professions, and the shift of wealth from big tech to NVIDIA. Warp CEO Zack Lloyd shares his data showing Google's Gemini 3.0 model's advantage over

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00:49:16

Sam Altman’s Warning About Google, Musk’s $1B+...

The Information"s TITV ·

2025/11/21

AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel discusses how AI is transforming the travel industry. Next, Co-Executive Editors Martin Peers and Amir

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00:49:36

Nvidia Bull vs. Bear, White House AI Executive Order...

The Information"s TITV ·

2025/11/20

Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to

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00:41:47

General Catalyst's Novel VC Fund, Creator Economy...

The Information"s TITV ·

2025/11/19

The Information's Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt, and AWS Director of Technology Shaown Nandi discusses how companies can achieve profit margins with AI as inference costs are expected to drop 90%

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00:38:10

Microsoft & NVIDIA Invest in Anthropic, Google Gemini...

The Information"s TITV ·

2025/11/18

The Information’s Editor-in-Chief Jessica Lessin and Microsoft Reporter Aaron Holmes talk with TITV Host Akash Pasricha about the breaking Microsoft, NVIDIA, and Anthropic partnership. Jessica Lessin also discusses Jeff Bezos's new AI startup, Prometheus. We talk with Google Reporter Erin Woo about the strategy behind the Gemini 3.0 rollout and Advertising Reporter Catherine Perloff about how Pinterest is navigating the AI threat. Lastly, we get into Amazon's $15 billion bond issuance and

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00:34:10

Bitcoin Plunge, 1Password’s New Growth Phase, Beehiiv...

The Information"s TITV ·

2025/11/17

Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information’s Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a "superchip" for Optimus. Lastly, we get into Beehiiv's massive product expansion for creators

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00:50:52

Former Twitter CEO Building AI Web Infrastructure,...

The Information"s TITV ·

2025/11/14

Parag Agrawal, Founder & CEO of Parallel Web Systems, talks with TITV Host Akash Pasricha about his $100M AI infrastructure startup and the future of AI agents on the web. We also talk with Sid Sheth, Founder & CEO of d-Matrix, about taking on NVIDIA with their specialized inference chip, and Cory Weinberg about the escalating boardroom battle at Grindr. Lastly, we get into Waymo's freeway expansion and the autonomous vehicle landscape with The Information’s Ken Brown and Nick

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236 results

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