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The Information's TITV: Daily Summaries Delivered
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.
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- 2 days ago45 min
How Nvidia Shapes Policy in Washington, Midterms Affecting Data Centers, Apple Sales Cool
Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks.Articles discussed in today’s show:- Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool- Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal- Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races- How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policySubscribe:- 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:01:13 - Introduction and Apple’s earnings13:56 - Marvell’s Lumentum acquisition24:24 - Midterms and data center policy34:20 - Nvidia’s influence in Washington45:40 - Closing
- 3 days ago41 min
Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments
The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.Articles discussed in today’s show:- Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot - Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push Subscribe:- 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:01:13 - Introduction and Apple’s Robotics Ambitions11:00 - Meta’s Humanoid Robot Prototype17:45 - Why AI Customers Want Flexibility22:38 - OpenAI’s Smaller Funding Round25:34 - Anthropic’s Amended IPO Filing28:50 - Reddit and the Future of Search Traffic41:52 - Closing
- 5 days ago45 min
Intel Shares Plunge 25%, Cohere Targets $5B Series E and Binance Hit by $6.3B Hack
Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security.Articles discussed in today’s show:-https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-lossesSubscribe:- 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:01:13 - Introduction02:23 - Intel’s outlook and foundry strategy12:50 - Amazon earnings, AWS and AI spending24:42 - Cohere’s funding and compute strategy34:30 - Binance hack and frozen funds45:36 - Closing
- 1 weeks ago1h 15m
The Information’s Women in Tech, Media and Finance Summit 2026
Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model cells, Google's Amanda Peterson Corio about the power infrastructure required for AI data centers, and UBS AI investment banker Nicole Su about soaring startup valuations, neocloud financing and what investors want from frontier-model IPOs. Lastly, Wabbi founder and CEO Brittany Greenfield explains why AI-generated code is creating new challenges for software security. The show also includes an excerpt from CBS News Editor in Chief Bari Weiss's WTF Summit conversation with The Information's Jessica Lessin.Articles discussed in today's show:-https://www.theinformation.com/articles/everyones-using-ai-divisions-growing-wtf-highlights-https://www.theinformation.com/articles/cbs-bari-weiss-tells-critics-judge-journalismSubscribe:- 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:01:06 - Introduction from WTF Summit02:29 - Bari Weiss on changing CBS News08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics26:03 - Lori Goler on the $1.8B AI biology collaboration38:26 - Google's Amanda Peterson Corio on the AI power buildout52:30 - UBS's Nicole Su on AI valuations, financing and IPOs1:05:59 - Brittany Greenfield on AI coding security1:16:05 - Closing
- 1 weeks ago49 min
OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products
Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models.Articles discussed in today's show:- OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips- Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/Subscribe:- 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:01:13 - Introduction02:46 - Robinhood's prediction markets and Q3 results09:52 - Robinhood's AI trading agents13:36 - OpenAI, Oracle and Google's TPUs23:08 - AI chip pricing and neocloud risks29:27 - Amazon's 250 million rival product listings41:47 - Gemini and enterprise AI adoption50:17 - Closing
- 1 weeks ago48 min
Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B
D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference.Articles discussed in today's show:-https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees-https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo-https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-dealSubscribe:- 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:01:13 - Introduction and The Information Polls01:13 - SpaceX and Broadcom's AI financing 15:53 - DoorDash–Instacart talks and Anaplan interview 33:19 - Microsoft's workforce strategy39:56 - General Compute and AI chip alternatives49:05 - Closing
- 1 weeks ago49 min
Anthropic Files for IPO as OpenAI Cuts Prices, Stripe's AI Shopping Lead Challenges Card Networks
Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu about the strengths of Anthropic and OpenAI and the gap between benchmarks and economic value. Lastly, The Information's Yueqi Yang discusses Stripe's early lead in agent payments and competing approaches from card networks.Articles discussed in today's show:-https://www.theinformation.com/articles/anthropics-s-1-takeaways-giant-compute-commitments-complex-lock-upsSubscribe:- 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:01:13 - Introduction and Anthropic's S-102:15 - Anthropic's revenue, margins and customer expansion11:39 - Compute commitments and cloud partners19:12 - Stock compensation and IPO valuation25:23 - OpenAI's price cuts and customer switching33:00 - Anthropic vs. OpenAI model capabilities41:00 - Stripe and the AI shopping payments battle49:54 - Closing
- 1 weeks ago46 min
1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1
Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI.Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude.In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies.Articles discussed in today's show:https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-appshttps://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipohttps://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream Subscribe:- 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/Chapters01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects18:13 — Coco Labs wants to fix AI-generated design27:42 — Salesforce customers face new Claude-related fees37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market
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