Épisodes

  • SpaceX, Anthropic and Discord IPO Outlook, Oura CEO on JPM 2026 & Future of Health | Jan 16, 2026
    Jan 16 2026

    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.


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    29 min
  • Thinking Machines Co-founders Head to OpenAI, Zuckerberg’s AI Warning | Jan 15, 2026
    Jan 15 2026

    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.


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    - 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

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    41 min
  • Airbnb CEO Brian Chesky on AI Strategy & New CTO, Microsoft’s Anthropic Deal | Jan 14, 2026
    Jan 14 2026

    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

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    47 min
  • China Restricts Nvidia H200s, Meta’s Huge Compute Bet & Apple’s Google Deal | Jan 13, 2026
    Jan 13 2026

    The Information’s Martin Peers talks with TITV Host Akash Pasricha about China's new restrictions on Nvidia H200 purchases and Meta's decision to cut staff in Reality Labs to focus on AI wearables. We also talk with DataBank CEO Raul Martynek about Mark Zuckerberg’s massive "Meta Compute" initiative and The Information’s Erin Woo and Aaron Tilley about the landmark deal to bring Gemini into Siri. We get into the creative world of AI M&A and "synthetic pref rights" with Brex CBO Art Levy, and lastly we check in with reporter Miles Kruppa on Google’s $4.8 billion acquisition of Intersect Power to bypass the energy grid.


    Articles discussed on this episode:

    https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances

    https://www.theinformation.com/articles/google-goes-electric-get-quick-data-center-approval


    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

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    48 min
  • Apple Picks Gemini for Siri AI, Google’s AI Shopping Tools, Meta’s New Power Player | Jan 12, 2026
    Jan 12 2026

    The Information’s Editor-in-Chief Jessica Lessin joins TITV for breaking news—Meta’s high-profile hiring of Dina Powell McCormick and Apple’s Siri-Gemini partnership. Next, The Information's Cory Weinberg and Michael Roddan talk with TITV Host Akash Pasricha about Motive's reliance on 400 human annotators in Pakistan to verify AI dashcam alerts. We also talk with Senior Editor Meredith Mazzilli about Google’s new AI shopping tools, Crypto Reporter Yueqi Yang about Robinhood’s massive stock lead over Coinbase, and Accelsius CEO Josh Claman about the $65M race to cool AI data centers.


    Articles discussed on this episode:

    https://www.theinformation.com/briefings/meta-appoints-dina-powell-mccormick-president-vice-chair

    https://www.theinformation.com/articles/google-matches-openai-shopping

    https://www.theinformation.com/briefings/apple-partners-google-upcoming-siri-overhaul

    https://www.theinformation.com/articles/robinhood-wins-round-battle-coinbase

    https://www.theinformation.com/articles/dashcam-maker-motive-touts-ai-relies-humans


    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

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    45 min
  • DeepSeek’s V4 Coding Leap, Strava’s IPO Move & Silicon Valley’s Aging Craze | Jan 9, 2026
    Jan 9 2026

    Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss exclusive reporting on DeepSeek's new V4 flagship model and its superior coding capabilities. We also talk with Cory Weinberg about Strava's confidential IPO and Lambda's $350M raise, and Every CEO Dan Shipper about how AI is blurring the lines between media and software. Then, Ro CEO Zach Reitano breaks down the launch of a new GLP-1 pill with Novo Nordisk and AI's role in modern healthcare. Lastly, we dive into the Silicon Valley obsession with biological age with Jemima McEvoy and the AI shopping race with Editors Martin Peers and Meredith Mazzilli.


    Articles discussed on this episode:

    https://www.theinformation.com/articles/deepseek-release-next-flagship-ai-model-strong-coding-ability

    https://www.theinformation.com/articles/silicon-valley-obsessed-biological-age-tests-despite-dubious-science

    https://www.theinformation.com/articles/nvidia-backed-cloud-provider-lambda-talks-raise-350-million-ahead-ipo

    https://www.theinformation.com/articles/strava-filed-confidentially-ipo-hired-goldman-sachs


    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

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    51 min
  • Elon Musk vs. OpenAI Trial, OpenAI $50B Employee Stock Pool & E-Comm Reality | Jan 8, 2026
    Jan 8 2026

    The Information's Rocket Drew joins TITV Host Akash Pasricha to discuss the major court ruling sending Elon Musk’s lawsuit against OpenAI to a jury trial. We also talk with reporter Sri Muppidi about OpenAI's exclusive $50 billion employee stock grant pool, e-comm reporter Ann Gehan about the messy reality of OpenAI's e-commerce ambitions, Netskope CEO Sanjay Beri on cybersecurity innovation. Lastly, we get into OpenAI's new health features with Dr. Jordan Shlain and DOC Co-founder John Battelle.


    Articles discussed on this episode:

    https://www.theinformation.com/articles/openais-shopping-ambitions-hit-messy-data-reality

    https://www.theinformation.com/articles/openai-reserves-50-billion-stock-grant-pool

    https://www.theinformation.com/articles/googles-chatbot-health-move-far-behind-openais


    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

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    42 min
  • China Halts Nvidia H200 Chips, Discord's Confidential IPO File, AI Developer Platform | Jan 7, 2025
    Jan 7 2026

    Nvidia reporter Wayne Ma joins TITV Host Akash Pasricha to discuss China’s move to halt orders of Nvidia’s H200 chips as it tries to bolster domestic competition. We also talk with Conviction founder Sarah Guo about the mismatch between AI productivity and enterprise ROI, and Finance Editor Ken Brown about the high failure rate of AI-themed investment funds. Mercedes Bent of Premise breaks down Discord’s confidential IPO filing and advertising hurdles, and OutSystems CEO Woodson Martin explains why most AI agents fail in production.


    Articles discussed on this episode:

    https://www.theinformation.com/articles/china-tells-tech-companies-halt-nvidia-h200-chip-orders

    https://www.theinformation.com/articles/ai-money-pit-individual-investors


    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

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    50 min