The Information's TITV

TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera Rubin racks with Phoebe Liu.

Articles discussed on this episode: 
https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loom
https://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-model
http://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-models

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Chapters:
00:00 - Introduction
01:13 - White House Finalizes Voluntary AI Framework
08:12 - Microsoft Launches Security AI vs Anthropic Mythos
13:38 - Claude Code vs Codex vs Cursor: Enterprise Data
25:34 - Nvidia Vera Rubin Racks Face Customer Tests

Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption with PwC’s Dallas Dolen.

Articles discussed on this episode: 
https://www.theinformation.com/articles/google-using-wall-street-financing-techniques-expand-chip-sales

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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 - Initial Reviews on Anthropic Opus 5
11:45 - Open-Source AI Security & Policy Debates
23:48 - Inside Google’s AI Data Center Debt Strategy
34:19 - PwC on Enterprise Open-Source AI Adoption

Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/applied-ai/openais-hugging-face-ai-hack-spooked-employees
https://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestone
https://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictions

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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 - Tech Titans Push Back on Open-Weight AI Regulation
11:08 - OpenAI Model Breach & Enterprise Security Guardrails
16:53 - Runway CPO Anthony Maggio on AI Media Model Routers
27:43 - The Editor’s Cut: VC Bets on Nuclear Power for AI Data Centers

The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic’s pre-IPO employee stock plan.

Articles discussed on this episode: 
https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusations
https://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-public
https://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-hunt
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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 - US Investigates Moonshot AI's Nvidia Chip Use  
00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors  
00:38 - Stripe’s Financial Secrets & Acquisition Strategy  
00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees

Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack London.

Articles discussed on this episode: 
https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texas
https://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises

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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 - SpaceXAI’s New Texas Data Center Expansion
06:05 - Exclusive: Oracle Data Centers Face Costly Surprises
19:07 - General Compute CTO on AMD’s $5B Anthropic Deal
30:12 - The Future of AI-Generated Feature Films