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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-ups 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/ Chapters: 01:13 - Introduction and Anthropic's S-1 02:15 - Anthropic's revenue, margins and customer expansion 11:39 - Compute commitments and cloud partners 19:12 - Stock compensation and IPO valuation 25:23 - OpenAI's price cuts and customer switching 33:00 - Anthropic vs. OpenAI model capabilities 41:00 - Stripe and the AI shopping payments battle 49:54 - Closing

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-apps https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo https://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_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/ Chapters 01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects 18:13 — Coco Labs wants to fix AI-generated design 27:42 — Salesforce customers face new Claude-related fees 37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market

Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO. Articles discussed in today's show: -https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion -https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh -https://www.theinformation.com/articles/andreessen-horowitz-drop-crypto-name-flagship-blockchain-fund 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/ Chapters: 01:13 - Introduction and Meta earnings 16:58 - AI-discovered PHP security flaw 22:51 - The shrinking AI cybersecurity defender’s window 32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift 35:49 - Tesla earnings and potential SpaceX merger 47:30 - Legora’s growth and AI legal competition 54:31 - Legora on security and IPO plans 58:01 - Closing

TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry. Articles discussed in today's show: -https://www.theinformation.com/newsletters/the-briefing/spacexs-musk-lauds-soaring-cloud-business-possible-tesla-merger 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/ Chapters: 01:13 - Introduction 01:13 - SpaceX results and Tesla merger talks 08:03 - SpaceX’s AI data center economics 17:33 - Netflix’s slowing growth 21:16 - Netflix’s content strategy and advertising 29:42 - Different’s $48M AI marketing bet 37:40 - Anthropic’s compute spending and IPO 41:08 - Prediction markets and the midterms 50:20 - AI infrastructure prediction markets

Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure. Articles discussed in today's show: -https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning 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/ Chapters: 01:13 - Introduction and Signal Award 02:49 - Big Tech earnings and Meta’s AI strategy 07:14 - Google Cloud, TPUs and AI monetization 10:30 - Microsoft Azure and enterprise AI 13:35 - Hyperscaler capital spending 16:45 - Inspired Capital’s $450M fund 21:26 - AI agents and the future of marketing 25:58 - Daytona’s $1B valuation and agent infrastructure 32:22 - Meta’s Muse and Daytona’s sandboxes 32:56 - CoreWeave’s debt and neocloud financing

Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China. Articles discussed in today's show: -https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government 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/ Chapters: 01:13 - Introduction 02:16 - Palo Alto Networks on securing AI agents 15:12 - Modal's valuation and revenue growth 26:25 - CoreWeave financing and neocloud risks 44:03 - Pentagon superintelligence task force 56:37 - Anthropic dispute 1:10:06 - Open-source AI and China 1:20:33 - Defense technology investment

The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Architect Founder and CEO Brett Harrison about an auction marketplace for cheaper AI inference. Lastly, The Information’s Editor-at-Large Martin Peers discusses CoreWeave’s financing pressures and founders’ stock sales, and whether Anthropic may have missed its peak IPO window. Articles discussed in today’s show: -https://www.theinformation.com/articles/apples-antitrust-settlement-talks-spur-worries-among-developers 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/ Chapters: 01:13 - Tesla Roadster demonstration and today’s headlines 03:06 - Apple’s potential DOJ antitrust settlement 13:06 - OpenAI’s advertising expansion and Meta hires 23:31 - Proof’s identity verification for AI agents 33:03 - Architect’s AI inference auction marketplace 42:20 - CoreWeave’s stock sales and neocloud financing 47:11 - Did Anthropic miss its peak IPO moment?

The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications. Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast Articles discussed in today’s show: - Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation - Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training https://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-training 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/ Chapters: 01:13 - Introduction 02:23 - Anthropic’s $16.8 billion quarter 06:25 - Cash flow and future compute commitments 08:22 - Cursor’s training-data investigation 12:04 - Cursor’s earlier data-security issues 13:49 - The business of open-weight AI 17:18 - Where AI’s value could shift

Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions. Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast Articles discussed in today’s show: - Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals https://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals - OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model https://www.theinformation.com/articles/openai-scrambles-fix-safety-issues-shipping-next-flagship-model/ - Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions https://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitions 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/ Chapters: 01:13 - Introduction 02:25 - Google’s Gemini 4 Argon review 08:51 - Monitoring AI behavior 10:24 - OpenAI’s model safety challenges 21:57 - Private equity’s AI strategy 28:45 - AI for investment research 36:24 - Can AI beat analysts’ earnings predictions?

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheaper, “good enough” models. Articles discussed in today’s show: - Trump Administration Plans to Move AI Testing Agency Officials to White House https://www.theinformation.com/articles/trump-administration-plans-move-ai-testing-agency-officials-white-house - Meta Unveils New AI Models to Challenge OpenAI and Anthropic https://www.theinformation.com/briefings/meta-unveils-new-ai-models-challenge-openai-anthropic - Leading-Edge AI Models Are Losing Their Allure With Developers https://www.theinformation.com/articles/leading-edge-ai-models-losing-allure-developers 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/ Chapters: 01:13 - Introduction 02:28 - The White House’s AI testing shake-up 15:02 - Meta’s Muse Wonder review 18:51 - Token efficiency and agent costs 24:18 - Measuring corporate AI returns 30:56 - Why developers choose cheaper models 37:33 - When frontier AI is worth the premium

The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about the startup that could revive OpenAI’s Sora and Aaron Tilley about home AI computing and Apple’s smart home plans. Lastly, Amy Dockser Marcus discusses Mark Zuckerberg’s $1.8 billion biomedical partnership and big tech’s growing role in medical research. Articles discussed in today’s show: - How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella https://www.theinformation.com/articles/microsofts-new-office-chief-fixed-copilot-won-nadella - OpenAI’s Plan To Revive Sora https://www.theinformation.com/newsletters/ai-agenda/openais-plan-revive-sora - GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes https://www.theinformation.com/articles/gpus-wine-cellar-techies-hoarding-ai-compute-homes/ - Zuckerberg’s Big Biotech Moment https://www.theinformation.com/newsletters/the-weekend/zuckerbergs-big-biotech-moment 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/ Chapters: 01:13 - Introduction 02:45 - Microsoft’s new Maia AI chips 04:53 - The executive behind Copilot’s overhaul 14:14 - OpenAI’s possible Sora revival 22:44 - Building AI labs at home 28:38 - Apple’s smart home plans 31:39 - Zuckerberg’s $1.8 billion biotech partnership

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them. Articles discussed in today’s show: - China’s AI Model Race Is Just Getting More Crowded https://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded - OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports https://www.theinformation.com/briefings/openais-annualized-revenue-neared-50-billion-lower-past-reports - OpenAI ARR Snafu Highlights Flawed Metric https://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/ 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/ Chapters: 01:13 Introduction 02:14 China’s crowded AI model race 15:23 OpenAI’s revenue discrepancy 24:22 Arena’s funding and AI evaluations 26:01 Measuring AI misalignment 34:31 Domyn and AI ownership 43:25 Subscriptions vs. token sales

The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its Project Falcon response and the challenges of backup power. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about former Trump AI adviser Sriram Krishnan’s proposed $500 million AI fund and the growing movement of government officials into AI companies. Lastly, Handshake Director of AI Research Jonas Mueller discusses Claude Haiku 5.5, the economics of multi-agent systems, Mistral and Reflection’s latest models, competition with Chinese models and demand for sovereign AI. Articles discussed in today’s show: -https://www.theinformation.com/articles/amazon-rewired-data-centers-mississippi-power-warning -https://www.theinformation.com/articles/ex-trump-ai-adviser-sriram-krishnan-targets-raising-500-million-venture-fund 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/ Chapters: 01:13 - Introduction 03:03 - Amazon’s grid warning and Project Falcon 13:15 - Sriram Krishnan’s proposed $500 million fund 20:53 - Claude Haiku 5.5 and AI agent costs 23:59 - Benchmarks versus real-world AI performance 25:12 - Mistral, Reflection and the open-model race 30:34 - The demand and economics of sovereign AI

The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains a likely partner and what the project could reveal about Intel’s turnaround. Atlassian Chief Product and AI Officer Tamar Yehoshua discusses how companies are using AI agents, why many businesses still haven’t unlocked their full value and how Atlassian is approaching agent governance. Lastly, PwC Tech, Media and Telco Industry Leader Dallas Dolen explains why he expects the data center buildout to reach roughly $31 trillion over the next 25 years despite financial, political and overcapacity risks. Articles discussed in today’s show: https://www.theinformation.com/articles/nvidias-100-billion-dealmaking-juggernaut-will-go-next 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/ Chapters: 01:13 - Introduction 02:47 - Inside Nvidia’s dealmaking spree 12:35 - Elon Musk’s Terafab and Intel 28:02 - Atlassian’s push into AI agents 36:36 - Can the AI infrastructure boom last?

Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The Information’s Microsoft Reporter Aaron Holmes about Meta and Microsoft’s efforts to curb internal Claude spending, competing models and the customer-facing demand that has offset Microsoft’s internal cuts. The Information’s Author of Applied AI Laura Bratton joins us to discuss Workday’s growth challenge, cautious enterprise buyers and its plans to charge for outside agents accessing its data. Lastly, DoorDash Head of AI Research Aryan Shah and Head of Applied AI Aayush Sheth discuss the US-China open-model race, consumer and driver AI tools, third-party agents and the company’s approach to internal AI spending. Articles discussed in today’s show: - https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude - https://www.theinformation.com/articles/saaspocalypse-workday 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/ Chapters: 01:13 - Introduction 02:16 - Reflection’s Beam and open AI 14:24 - Meta and Microsoft’s Claude cuts 20:23 - Workday and the SaaSpocalypse 29:53 - DoorDash and the open-model race 36:07 - Third-party agents and DoorDash’s moat 39:13 - AI spending and internal evaluations