The Information’s Cory Weinberg and Martin Peers talk with TITV Host Akash Pasricha about the 2026 IPO landscape, featuring SpaceX, Discord, and the potential pitfalls for "geriatric" startups. We also talk with The Information’s Rocket Drew about the "cracked engineer" phenomenon reshaping the AI labor market, and we get into the future of healthcare with Oura CEO Tom Hale and Chai Discovery co-founder Josh Meier.

Articles discussed on this episode:

https://www.theinformation.com/articles/9-tech-ipo-contenders-watch-year

https://www.theinformation.com/articles/forget-vibe-coders-cracked-engineers-rage-tech

https://www.theinformation.com/articles/pocket-enterprise-software-investors-still-love

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

The Information’s Qianer Liu talks with TITV Host Akash Pasricha about TSMC’s record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson’s Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta’s Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.

Articles discussed on this episode:

https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-cto

https://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closes

https://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-ai

https://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortage

https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-cto

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to:

- The Information on YouTube: https://www.youtube.com/@theinformation

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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsoft’s growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally, we get into the launch of the tech-focused Door Bank with Ken Brown, and we end with Shane Burke discussing whether a proposed wealth tax is pushing billionaires out of California.

Articles discussed on this episode:

https://www.theinformation.com/articles/californians-want-texas-top-destination

https://www.theinformation.com/articles/microsofts-spending-anthropic-ai-pace-hit-500-million

https://www.theinformation.com/articles/upstart-tech-bank-trying-shake-finance

https://www.theinformation.com/briefings/airbnb-hires-former-meta-ai-leader-cto

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to:

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda