The Information's TITV

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

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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

Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about the White House’s new AI leadership and the unresolved legal questions surrounding rogue agents. The Information’s Nvidia Reporter Phoebe Liu joins us to discuss how Jensen Huang’s son-in-law, Nico Caprez, became a trusted executive involved in Nvidia’s neocloud relationships and infrastructure financing. Lastly, The Information’s Senior Reporter Covering Anthropic Cory Weinberg explains the company’s employee charity-matching program, its potential cost to shareholders and the nonprofits that could benefit from an IPO.

Articles discussed in today’s show:
-https://www.theinformation.com/articles/anthropics-big-charity-bill-shareholders
-https://www.theinformation.com/articles/jensen-huangs-son-in-law-became-one-trusted-executives

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Chapters:
01:13 - Introduction
02:25 - Cohere’s North 2 and enterprise AI
07:53 - Agent security and AI regulation
15:58 - The White House’s new AI leadership
19:03 - Who is liable when an AI agent goes rogue?
26:34 - Jensen Huang’s son-in-law and Nvidia’s financing strategy
35:44 - Anthropic’s IPO and its charity match
40:08 - Charity costs and shareholder influence

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about the token resellers offering access to Anthropic models in China and the forces driving demand for distillation. Co-Executive Editor Martin Peers joins Jing to discuss how US AI IPOs could affect Chinese markets and debate what distillation allegations mean for investors. We also talk with The Information’s AI Finance Reporter Dakin Campbell about tightening bank lending, rising bond yields and the pressure on data center returns. Lastly, CoreWeave Executive Vice President of Product and Engineering Chen Goldberg discusses the company’s Vera Rubin rollout, its Forge platform and the engineering behind always-on AI agents.

Articles discussed in today’s show:
- https://www.theinformation.com/articles/chinas-token-resellers-create-anthropic-gray-market
-https://www.theinformation.com/newsletters/the-information-finance/ai-data-center-debt-showing-everywhere

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters —
1:01:13 - Introduction
1:02:16 - China’s gray market for Anthropic
1:14:41 - AI IPOs & China’s markets
1:21:46 - The debate over distillation
1:30:39 - AI’s data center debt squeeze
1:42:17 - CoreWeave, Vera Rubin & AI agents

The Information’s Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about how SpaceX’s AI unit became a cloud computing provider and its talks with Microsoft. We also talk with The Information’s Yueqi Yang about the security, privacy and payment disputes that come with trusting AI agents to shop for you. Synthesia Co-founder and CEO Victor Riparbelli joins us to discuss interactive avatars for training, coaching and customer research. Lastly, Circle Co-founder and CEO Jeremy Allaire explains why he thinks Anthropic should go public, why AI needs regulation and how stablecoins could power payments between agents.

Articles discussed in today’s show:
https://www.theinformation.com/articles/spacexs-ai-unit-turned-ai-cloud-firm

https://www.theinformation.com/newsletters/the-information-special-report/can-trust-agent-credit-card

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:
01:13 - Introduction
02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks
10:23 - Should You Trust AI Agents With Your Credit Card?
19:46 - Synthesia’s Interactive Avatars & Enterprise AI
30:35 - Circle CEO on Anthropic’s IPO & AI Regulation
46:10 - Stablecoins & Payments Between AI Agents

Constellation Research CEO Ray Wang talks with TITV Host Akash Pasricha about OpenAI's DevDay announcements, new pricing tiers, and enterprise strategy. We also talk with The Information's Alix Coutures about Google paying digital publishers for content used in AI Overviews and EliseAI CEO Minna Song about raising $350 million at a $4 billion valuation. Lastly, we get into a photo-based AI assistant Dazzle with former Yahoo CEO Marissa Mayer and Editor-in-Chief Jessica Lessin.

Articles discussed in today’s show:
https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-market

https://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spending

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:
00:00 - Introduction
01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty
08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B
17:08 - Anthropic Cuts AI Discounts & Usage Caps
22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking
35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking