The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We also talk with Harvey's Niko Gruppen about the launch of GPT 5.5 and whether it puts OpenAI back in "pole position" over Anthropic’s Claude Code. Our Co-Executive editor Martin Peers breaks down Meta's decision to cut 10% of its workforce to fuel AI spending and Intel's surprising 125% stock surge. Finally, Julia Hornstein joins to reveal the inside story of why SpaceX is moving to acquire the coding startup Cursor for a staggering $60 billion.

Articles discussed on this episode:

https://www.theinformation.com/articles/behind-cursors-deal-spacex-anthropic-compute-costs-loomed-large

https://www.theinformation.com/articles/microsoft-cloud-providers-tighten-grip-gpus-pressuring-ai-customers

https://www.theinformation.com/newsletters/the-briefing/big-techs-new-layoffs-phase-underway

Subscribe:

• 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

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also talk with The Information's Erin Woo about "agent sprawl" at Google Cloud Next and The Home Depot's struggle to automate workflows, and we get into the "SaaS apocalypse" and insurers dropping AI coverage with reporter Laura Bratton

Articles discussed on this episode:

https://www.theinformation.com/articles/berkshire-hathaway-chubb-win-approval-drop-ai-insurance-coverage

Subscribe:

• 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

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

The Information’s Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with reporter Rocket Drew about the growing pains of OpenClaw and the unauthorized access to Anthropic's Mythos model.

The Information’s Valida Pau and Cory Weinberg break down SpaceX’s skyrocketing debt profile to $23 billion and its potential $60 billion deal for Cursor. Then, Ox Security CEO Neatsun Ziv explains why AI is escalating critical cybersecurity threats by 4x. Finally, Senior Finance Editor Ken Brown analyzes CoreWeave's dominance in the bond market and the risks to the broader economy if AI demand slows down.

Articles discussed on this episode:

https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuation

https://www.theinformation.com/articles/openclaw-struggles-grow-overnight-success

https://www.theinformation.com/articles/spacex-debt-jumped-23-billion-last-year

Subscribe:

• 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

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

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/