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by 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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- Today45 min
Inside DeepSeek’s $7.4B Funding, Broadcom’s $35B Backstop, Nvidia’s Inference Rise
The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek’s massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom’s $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox’s $22 billion acquisition of Roku.Articles discussed on this episode: https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-ringshttps://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revvinghttps://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-risinghttps://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structureSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction 01:13 - Inside DeepSeek's Uncommon $7.4B Funding Round 13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings 22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips 30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share 38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation
- Yesterday43 min
Why Andy Jassy Sounded the Anthropic Alarm, Meta's ‘Tokenminimizing’, & Xbox Spin-Out Plans
AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy’s sound of the alarm about Anthropic’s most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao.Articles discussed on this episode: https://www.theinformation.com/briefings/fox-buy-roku-22-billionhttps://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuationhttps://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politicshttps://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Fox Acquires Roku & Salesforce Buys Fin 03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic 11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing 17:47 - Inside Microsoft’s Plan to Overhaul or Spin Out Xbox 24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation 32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia
- 4 days ago40 min
Inside SpaceX’s Historic $2T IPO: Nasdaq Debut, Crypto & Retail Traders, the Starlink Threat
The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink’s dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.Articles discussed on this episode: https://www.theinformation.com/briefings/spacex-shares-open-150-per-sharehttps://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20https://www.theinformation.com/articles/anthropic-blindsides-business-partnersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Goes Public in Historic $2T IPO 10:06 - Starlink Margin Squeeze & Telco Threats 19:57 - Inside the SpaceX Retail Trading Playbook 33:54 - Anthropic Blindsides Software App Partners
- 5 days ago39 min
‘Mr. IPO’ on SpaceX’s Historic Listing, Anthropic’s Repelling Data Retention Policy
"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fablehttps://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurityhttps://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-fridaySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction & AI Cyber Threats02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks14:22 - How Frontier LLMs & Big Tech are Disrupting Software25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets
- 6 days ago53 min
Mythos-class Model Claude Fable 5 Early Reviews, How Nasdaq Landed SpaceX's Mega IPO
Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit’s internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI’s multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing.Articles discussed on this episode: https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidiahttps://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivalsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:42 - Anthropic Releases Claude Fable 5 Model12:32 - Developer Reactions to Anthropic’s Fable 521:09 - OpenAI in Talks to Lease 10GW Ohio Data Center30:59 - How Nasdaq Landed SpaceX’s Mega-IPO40:37 - Demand Outlook on Nvidia’s Vera Rubin Chips
- 6 days ago43 min
Inside OpenAI’s IPO Filing, Former SpaceX Engineer on IPO, Apple’s AI Siri Upgrade
The Information’s OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power.Articles discussed on this episode: https://www.theinformation.com/briefings/openai-confidentially-files-ipo-paperwork-plans-separate-employee-share-salehttps://www.theinformation.com/newsletters/the-briefing/apples-cautious-ai-overhaul-openais-ipo-filinghttps://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risksSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
- 1 weeks ago50 min
SpaceX’s Quiet CFO Ahead of Wild IPO, Anthropic Sounds Alarm on Recursive Self-Improvement
The Information’s Theo Wayt details SpaceX's upcoming public listing on the Nasdaq and how under-the-radar CFO Brett Johnson is managing the aggressive financial transition. AI and Robotics Reporter Rocket Drew then joins the show to unpack recursive self-improvement and why Anthropic is advocating for a coordinated industry pause. Finally, Ofir Ehrlich, CEO of Eon.io reviews whether AI infrastructure is outstripping real market demand , and Dallas Dolen from PwC breaks down how "tokenmaxxing" is unleashing a massive 400% budget predictability crisis for enterprise executives.Articles discussed on this episode: https://www.theinformation.com/articles/spacexs-cfo-quiet-vip-wild-ipohttps://www.theinformation.com/newsletters/ai-agenda/anthropic-sounds-alarm-recursive-self-improvementSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Sets Nasdaq Debut Date & xAI Revenue Surges16:55 - Anthropic Warns of AI Recursive Self-Improvement27:47 - Cloud vs. AI Shift: Is the Compute Boom a Bubble?40:46 - PwC on Tokenmaxxing and the 400% Budget Crisis
- 1 weeks ago29 min
SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It
The Information’s Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk’s habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.Articles discussed on this episode: https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030https://www.theinformation.com/articles/xai-went-chasing-anthropic-poweringhttps://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Models Slated to Burn $350 Billion09:41 - Why S&P Refused to Fast-Track SpaceX 13:32 - The xAI and Anthropic Cat and Mouse Game19:50 - The AI Paradox for Cybersecurity Stocks23:01 - Data Center Giant Switch Eyes $50B+ Valuation
About The Information's TITV
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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