The Information's TITV

OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more. 

The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader.

Articles discussed on this episode: 
https://www.theinformation.com/articles/onlyfans-new-investor-reveals-financials-ipo-ambitions-rare-interview
https://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-models

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Chapters:
00:00 - Introduction
00:01 - Architect Capital Takes 16% Stake in OnlyFans
00:29 - Nvidia Debuts Nemotron 3.5 Lightning
00:38 - Menlo Ventures Raises $3B for AI
00:49 - State of Software: SaaS M&A and Salesforce Shakeup

Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste.

Articles discussed on this episode: 
https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-start
https://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nears
https://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunch

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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
02:08 - SpaceX Nears $60B Acquisition of Cursor
06:55 - Meta Bets Big on Open-Source Models
20:25 - Microsoft Ramps Up Homegrown AI Chips
28:45 - AWS Tells Engineers to Cut CPU Waste

Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny. 

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategy
https://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competition
https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley

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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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IG: https://www.instagram.com/theinformation/
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Chapters:
00:00 - Introduction
02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings
18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race
31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma
35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny
38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks

Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean.

Articles discussed on this episode: 
https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley
https://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memory

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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
00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips
00:09 - Meta Debuts New AI Coding Tools
00:20 - What Google’s AI Shakeup Means for Pichai Succession
00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders

TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promises
https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models

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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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IG: https://www.instagram.com/theinformation/
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LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
00:00 - Introduction
01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions
15:31 - AMD Drops After Earnings Despite 50% Revenue Growth
27:10 - China’s New AI Gold Rush: World Models