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The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers. Articles discussed on this episode:  https://www.theinformation.com/articles/inside-musks-spacex-xai-megamerger https://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingers https://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceo 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX’s unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle’s $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook. Articles discussed on this episode:  https://www.theinformation.com/articles/big-agent-bet-reshaped-aws https://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-matters https://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansion https://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-center https://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocks 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus. Articles discussed on this episode:  https://www.theinformation.com/articles/space-baby-era https://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalists https://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarter 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

The Information’s Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft’s multi-billion dollar talks to join OpenAI’s $100 billion funding round. We then speak with Theory Ventures’ Tomasz Tunguz about Meta’s bullish earnings and Microsoft’s data center capacity crunch, followed by Ross Gerber on Tesla’s decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO. Articles discussed on this episode:  https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openai https://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategy 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazon’s massive 16,000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsoft’s internal reaction to Anthropic’s Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazon’s grocery store experiments. Finally, we get into the return of speculative SPACs with our Finance Editor Ken Brown. Articles discussed on this episode:  https://www.theinformation.com/articles/microsoft-races-respond-new-threats-anthropic https://www.theinformation.com/newsletters/the-information-finance/new-spac-boom-let-last-spac-boom https://www.theinformation.com/briefings/amazon-cuts-16-000-employees https://www.theinformation.com/newsletters/the-briefing/amazons-fresh-dream-expires 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

The Information’s Editor-in-Chief Jessica Lessin talks with TITV Host Akash Pasricha about the erupting political debate in Silicon Valley, Sam Altman’s internal warnings about ICE, and Anthropic CEO’s AI Essay. We also talk with David Levy of Porch Capital about Nvidia’s deepening ties to CoreWeave and the future of edge inference, Erin Woo about the massive legal trials facing social media giants, and we get into Pinterest’s major layoffs and AI shift with a previous clip of Pinterest CEO Bill Ready. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/social-medias-reckoning https://www.theinformation.com/briefings/pinterest-cut-15-staff-part-ai-shift https://www.theinformation.com/briefings/openai-ceo-says-ice-going-far-internal-memo 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI’s aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI’s premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company’s new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia’s $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy. Articles discussed on this episode:  https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-push https://www.theinformation.com/articles/openai-aims-lure-businesses-anthropic https://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davos https://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterprises https://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-deal 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

HSBC’s Frank Lee talks with TITV Host Akash Pasricha about Intel’s disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information’s Laura Mandaro about Capital One’s $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and OpenAI's ad testing with editors Martin Peers and Meredith Mazzilli. Finally, we go inside the political transformation of OpenAI President Greg Brockman with reporters Stephanie Palazzolo and Jemima McEvoy. Articles discussed on this episode:  https://www.theinformation.com/articles/intel-now-pricier-tsmc-makes-sense https://www.theinformation.com/newsletters/the-briefing/brexit-fintech https://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-funds https://www.theinformation.com/briefings/tiktok-completes-sale-data-security-arm-joint-venture 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

The Information’s Wayne Ma and Aaron Tilley talk with TITV Host Akash Pasricha about Apple’s secret development of an AI wearable pin and Craig Federighi’s cautious strategy to catch up with rivals. We also talk with Smooth Media’s Josh Kaplan about TikTok’s survival in the 2026 creator economy, Stephanie Palazzolo about OpenAI’s internal restructuring following the Thinking Machines Labs fallout, and Kielstar LLC’s Kieley Taylor about how brands are bracing for AI-powered advertising. Lastly, we get into the race for clean energy with General Fusion CEO Greg Twinney as the company prepares for its $1 billion public market debut. Articles discussed on this episode:  https://www.theinformation.com/articles/apple-developing-ai-wearable-pin https://www.theinformation.com/articles/google-deal-apples-craig-federighi-plots-cautious-course-ai https://www.theinformation.com/articles/anthropic-lowers-profit-margin-projection-revenue-skyrockets https://www.theinformation.com/newsletters/applied-ai/openai-plans-take-cut-customers-ai-aided-discoveries https://www.theinformation.com/articles/openai-names-former-tml-staffer-zoph-oversee-enterprise-push 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Rich Greenfield, Co-founder of LightShed Partners, talks with TITV Host Akash Pasricha about Netflix's quarterly results and why a Warner Brothers acquisition is a long-term strategic win. We also talk with Ex-OpenAI Head of Sales Aliisa Rosenthal about the shift from traditional SaaS sales to AI-native selling, and Foundation Capital's Ashu Garg and Jaya Gupta about "context graphs" becoming the new moat for enterprise software. Lastly, we get into the rising costs of data center buildouts and copper inflation with our finance editor Ken Brown, and our CEO Jessica Lessin checks in from Davos with Handshake's Garrett Lord and DCVC's Zach Bogue on the future of AI staffing and nuclear energy. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-information-finance/data-center-inflation https://www.theinformation.com/briefings/chatgpt-checkouts-take-4-cut-shopify-merchant-sales https://www.theinformation.com/newsletters/the-briefing/andy-jassy-davos-netflixs-q4 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Amazon CEO Andy Jassy talks with The Information’s CEO Jessica Lessin about Amazon's significant new deal with OpenAI and the company's aggressive push into custom AI chips with Trainium. We also talk with Jessica Lessin about her reflections on the ground at Davos and MongoDB CEO CJ Desai about whether AI is a structural threat to enterprise software. Lastly, we get into Google's exponential Gemini API growth with our reporter Erin Woo. Articles discussed on this episode:  https://www.theinformation.com/articles/amazon-ceo-weighs-ai-shopping-wars-openai-relationship https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales https://www.theinformation.com/articles/googles-gemini-sees-skyrocketing-business-sales 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 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 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.

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. 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

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 - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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 - The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda