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    News

    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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    Copyright: © The Information

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    Latest Episodes:
    Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025 Sep 24, 2025
    Show notes

    General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams.

    Articles discussed on this episode:

    https://www.theinformation.com/articles/can-afford-ai


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    OpenAI’s & Nvidia Close Ties, Distyl AI’s $1.8B Valuation, The Climate Week Pivot | Sep 23, 2025 Sep 24, 2025
    Show notes

    The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climactic's Raj Kapoor. Lastly, we get into AI consulting and their recent $1.8 billion valuation with Distyl AI CEO Arjun Prakash.

    Articles discussed on this episode:

    https://www.theinformation.com/articles/ai-data-center-lenders-watch


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    Nvidia Challenger Cerebras’ Funding, TikTok Update, Navan’s Signal About Tech IPOs | Sep 22, 2025 Sep 22, 2025
    Show notes

    The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras’ CEO Andrew Feldman about their delayed IPO and rivalry with NVIDIA.

    Articles discussed on this episode:

    https://www.theinformation.com/briefings/trump-sign-executive-order-week-details-tiktok-deal


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025 Sep 19, 2025
    Show notes

    Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple’s hardware talent with our Reporter Aaron Tilley.

    Articles discussed on this episode:

    https://www.theinformation.com/briefings/meta-introduces-new-smart-glasses-display

    https://www.theinformation.com/articles/metas-ar-presence

    https://www.theinformation.com/briefings/nvidia-hire-networking-startup-enfabricas-ceo-license-technology

    https://www.theinformation.com/projects/the-information-50

    https://www.theinformation.com/articles/openai-raids-apple-hardware-talent-manufacturing-partners


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    Meta’s New AR Glasses, Docusign & CLEAR Partnership, Rent the Runway’s Future | Sep 18, 2025 Sep 18, 2025
    Show notes

    Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham O'Regan about the ongoing TikTok-US deal, and we get an exclusive with the CEOs of DocuSign and CLEAR as they announce a new partnership. Lastly, we get into Rent the Runway’s big comeback strategy with CEO Jennifer Hyman.

    Articles discussed on this episode:

    https://www.theinformation.com/articles/know-tiktok-deal


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    Workday's AI Strategy, AI ‘Co-workers’, IPOs Are Back & The Future of Consumer Crypto | Sep 17, 2025 Sep 17, 2025
    Show notes

    Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer crypto and on-chain identity with Ty Haney of Try Your Best and Dave Morin from Offline Ventures. Lastly, we get an inside look at the IPO market with The Information's Katie Roof and Industry Ventures' Hans Swildens.

    Articles discussed on this episode:

    https://www.theinformation.com/articles/ventures-limited-partners-see-lifeline-ipo-wave

    https://www.theinformation.com/articles/anthropic-openai-developing-ai-co-workers


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    Salesforce & Microsoft’s AI Sales Challenges, AI’s Impact on Product & Sales Teams | Sep 16, 2025 Sep 16, 2025
    Show notes

    Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolving role of product management with Sahir Azam, the new partner at Index Ventures, and finally, we talk with Kareem Amin, CEO of Clay, about how his company is defining a new role in go-to-market.

    Articles discussed on this episode:

    https://www.theinformation.com/articles/marc-benioff-said-ai-easy-crazy-team-salesforce-proved-wrong

    https://www.theinformation.com/articles/microsoft-hopes-hastened-ai-rollout-price-discounts-can-fuel-office-365-growth


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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



    China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025 Sep 15, 2025
    Show notes

    The Information’s Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.

    Articles discussed on this episode:

    https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-david


    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/@theinformation4080/?sub_confirmation=1

    - The Information: https://www.theinformation.com/subscribe_h


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


    AI for Wall Street, Gemini IPO Signal, Paramount’s Bet on Warner Bros. Discovery | Sep 12, 2025 Sep 12, 2025
    Show notes

    AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech companies aren't buying social media platforms with Quartermaster Advisors' James Creech and the crypto IPO boom with Sapphire Ventures' Jai Das.

    Articles discussed on this episode:

    • https://www.theinformation.com/articles/openai-microsoft-duel-agi-high-stakes-negotiation
    • https://www.theinformation.com/articles/openais-microsoft-deal-ellisons-risky-business
    • https://www.theinformation.com/briefings/microsoft-openai-announce-tentative-deal-startup-aims-restructure

    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/@theinformation4080/?sub_confirmation=1
    • The Information: https://www.theinformation.com/subscribe_h


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



    Eventbrite CEO Julia Hartz on Live Events, AI in Logistics & Healthcare, AI Euphoria | Sep 11, 2025 Sep 11, 2025
    Show notes

    The Information’s CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI’s impact on healthcare and the company's new wearables device. We also get into the future of logistics with Augment CEO Harish Abbott and AI valuations with our Senior Finance Editor Ken Brown.

    Articles discussed on this episode:

    • https://www.theinformation.com/articles/oracle-frenzy-spreads
    • https://www.theinformation.com/articles/ai-valuations-bonkers

    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/@theinformation4080/?sub_confirmation=1
    • The Information: https://www.theinformation.com/subscribe_h

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



    Previous 1 24 25 26 27 28 41 Next

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