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

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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

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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

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D.A. Davidson’s Gil Luria talks with TITV Guest Host Anita Ramaswamy about Apple’s CEO transition and Amazon’s $25B investment in Anthropic. We also talk with The Information’s Valida Pau and Cory Weinberg about Elon Musk’s increased stake in SpaceX and the company’s upcoming IPO.

On the ground at Adobe Summit 2026, TITV Host Akash Pasricha joins Adobe CMO Rachel Thornton and Amit Ahuja about the launch of new AI agents and enterprise partnerships with Nvidia, Microsoft and Anthropic. Lastly, we get into agentic commerce with DICK’S Sporting Goods’ VP of Product Jason Cherok and the macro state of AI adoption with Adobe’s Senior Director & Head of Adobe Digital Insights Taylor Schreiner.

Articles discussed on this episode:

https://www.theinformation.com/articles/musk-bought-1-4-billion-spacex-shares-helping-boost-control

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The Information’s Erin Woo talks with TITV Guest Host Rocket Drew about Google’s new internal strike team focused on automating coding and AI research. We also talk with Yueqi Yang about Polymarket’s $15 billion valuation and the rise of prediction markets, and Buck Shlegeris, CEO of Redwood Research, about the Berkeley AI control conference and the latest in AI safety. Finally, we get into the in-depth profile of Anthropic CFO Krishna Rao and the company's path to a massive IPO with Sri Muppidi and Valida Pau.

Articles discussed on this episode:

https://www.theinformation.com/articles/google-creates-strike-team-improve-coding-models

https://www.theinformation.com/articles/polymarket-talks-raise-money-15-billion-valuation

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The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek’s first-ever outside funding round and its potential $10 billion valuation. We also talk with Rosenblatt Securities' Barton Crockett about Netflix’s slowing revenue growth and its aggressive expansion into sports and gaming, and Microsoft reporter Aaron Holmes about LinkedIn’s surprisingly successful AI Hiring Assistant. Lastly, we get into the systemic financial risks posed by Anthropic's powerful Mythos model with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode:

https://www.theinformation.com/articles/chinas-deepseek-raising-money-first-time-10-billion-plus-valuation

https://www.theinformation.com/articles/openai-spend-20-billion-cerebras-chips-receive-equity-stake

https://www.theinformation.com/newsletters/applied-ai/linkedins-ai-agent-product-becomes-surprise-bright-spot-microsoft

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The Information’s Erin Woo joins TITV Host Akash Pasricha to discuss her latest exclusive: Google is in discussions with the Defense Department about using Gemini in classified settings. We also talk with E-Commerce Reporter Ann Gehan about OpenAI's rapid expansion into click-based advertising and Aaron Tilley about Apple's decision to send Siri staffers to an AI coding bootcamp ahead of a critical product launch. Lastly, we get into how AI is forcing a total rethink of the industry value chain with Dallas Dolen, Tech, Media, Telco Industry Leader at PwC.

Articles discussed on this episode:

https://www.theinformation.com/articles/google-pentagon-discuss-classified-ai-deal-company-rebuilds-military-ties

https://www.theinformation.com/articles/apple-sends-siri-staffers-coding-bootcamp-latest-shakeup-organization

https://www.theinformation.com/articles/openai-plans-new-pricing-chatgpt-ads-explores-upgrades

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The Information’s Martin Peers discusses why Snap’s 16% workforce reduction is a performative move rather than a strategic fix. Anissa Gardizy breaks down Allbirds' surprising pivot from footwear to GPU cloud rentals. Kevin McLaughlin explains Anthropic’s shift to consumption-based pricing for enterprise customers. Stephanie Palazzolo reveals details on Anthropic’s upcoming Opus 4.7 model and its new AI design tool. Yueqi Yang reports on how crypto firms are racing to defend against AI-driven cybersecurity threats. Ken Brown analyzes the financial implications of a potential SpaceX IPO and its inclusion in major stock indices. Finally, Adobe VP Digital EX and Co-Chair AI Toni Vanwinkle and Workday VP of AI and Open Technology at Workday Kathy Pham join a roundtable to discuss upskilling talent and measuring AI efficacy in the enterprise.

Articles discussed on this episode:

https://www.theinformation.com/articles/anthropic-changes-pricing-bill-firms-based-ai-use-amid-compute-crunch

https://www.theinformation.com/newsletters/the-information-finance/helped-pick-stocks-dow-watching-spacex-ipo-carefully

https://www.theinformation.com/briefings/allbirds-pivot-ai-chips

https://www.theinformation.com/briefings/snap-lays-16-workforce

https://www.theinformation.com/articles/crypto-firms-seek-access-anthropics-mythos-shoring-defenses

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