The Information's TITV

Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's new Astra model and its AGI claims. We also talk with Valida Pau about Coatue's proposed chip financing joint venture with startup MatX, Aaron Holmes about rising AI cyber threats and ElevenLabs' 2028 IPO plans, and we get into AWS's major Bedrock overhaul with Catherine Perloff.
Articles discussed on this episode:
https://www.theinformation.com/articles/anthropics-house-payments-tech-push-chip-away-stripe
https://www.theinformation.com/articles/coatue-matx-talks-new-multibillion-chip-financing-venture
https://www.theinformation.com/articles/ai-threats-reshaping-companies-spend-cybersecurity-budgets
https://www.theinformation.com/newsletters/ai-agenda/elevenlabs-hires-cfo-eyes-2028-ipo
https://www.theinformation.com/articles/six-aws-engineers-rebuilt-bedrock-challenge-microsoft

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/

Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers.

Articles discussed on this episode: 
https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall
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/
Chapters:
00:00 - Introduction
00:01 - Adobe's New CEO & Software Earnings Lessons
00:13 - Netskope Sales Grow 29% as AI Security Expands
00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows
00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift

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:
00:00 - Introduction
01:13 - Arena's Peter Gostev on New Frontier AI Models
13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue
25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs
35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face
45:35 - Catherine Perloff on Google's Antitrust Victory

Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam.

Articles discussed on this episode: 
https://www.theinformation.com/articles/secret-technique-behind-openais-astra-model-sparks-security-concerns
https://www.theinformation.com/newsletters/ai-agenda/new-reasoning-strategies-sweep-openai-developers
https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-bills-80-higher-need-glean-says
https://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-build

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:
00:00 - Introduction
01:13 - OpenAI Astra Security Risks
12:49 - SpaceX Shakes Up Data Center Leadership
17:51 - Glean Challenges Anthropic with Cheaper AI Costs
22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuation

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:
00:00 - Introduction
01:13 - Wafer Raises $40M Series A at $200M+ Valuation
03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips
11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows
12:56 - Nvidia Invests $3.5B in MediaTek Convertibles
17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing?
23:30 - The VC Case for Building Software in the AI Era
28:45 - The VC Mechanics Driving Mega-Rounds & Pivots
34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins