Stay ConnectedThe 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.
Copyright: © The Information
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:
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
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:
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:
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:
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
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
- 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
- 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
Our TOPPODCAST Picks 
