The Information's TITV

The Information’s Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer’s Jason Helfstein about Amazon’s massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue, followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools, and we end with the Editor’s Cut of Martin Peers and Laura Mandaro debating the "SaaS Apocalypse" and the rise of forward-deployed engineers.

Articles discussed on this episode: 
https://www.theinformation.com/articles/architect-californias-billionaire-tax-became-techs-villain
https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges
https://www.theinformation.com/briefings/amazon-plans-200-billion-capital-spending-2026

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Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi.

Articles discussed on this episode: 
https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortage
https://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-sales
https://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarter
https://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-way

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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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Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown.

Articles discussed on this episode: 
https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech
https://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openai
https://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-accelerates

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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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The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers.

Articles discussed on this episode: 
https://www.theinformation.com/articles/inside-musks-spacex-xai-megamerger
https://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingers
https://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceo

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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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New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX’s unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle’s $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook.

Articles discussed on this episode: 
https://www.theinformation.com/articles/big-agent-bet-reshaped-aws
https://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-matters
https://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansion
https://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-center
https://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocks
Subscribe: 
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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.

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