The Information's TITV

Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management’s Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.

Articles discussed on this episode: 
https://www.theinformation.com/articles/investors-missing-servicenow
https://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growth
https://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnover
https://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leaves

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The Information’s Ann Gehan talks with TITV Host Akash Pasricha about OpenAI’s rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly, we get into the technical mechanics of how OpenClaw agents learn new skills with our reporter Rocket Drew.

Articles discussed on this episode: 
https://www.theinformation.com/articles/chatgpt-shopping-get-complicated-fast
https://www.theinformation.com/articles/amazon-discusses-ai-content-marketplace-publishers
https://www.theinformation.com/newsletters/ai-agenda/openclaw-learns-new-things
https://www.theinformation.com/newsletters/the-briefing/workdays-ceo-shuffle-sign-things-come

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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 Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsoft’s internal strategy to counter OpenAI’s new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymo’s Vincent Vanhoucke about the "Waymo World model," a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally, we explore the viral "Open Claw" craze with reporter Rocket Drew, looking at the rise of personal AI agents that take over computers and the bizarre new economy of agents "renting" humans for real-world tasks.

Articles discussed on this episode: 
https://www.theinformation.com/articles/openclaw-wild-weird-age-consumer-agents-lies-ahead
https://www.theinformation.com/briefings/microsoft-commercial-ceo-responds-potential-openai-competition

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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 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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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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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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