The Information's TITV

The Information's Aaron Holmes and Guild.ai CEO James Everingham talk with TITV Host Akash Pasricha about OpenAI's secret project to build a GitHub competitor and the release of GPT 5.4. We also talk with The Information's Juro Osawa and Jing Yang about how OpenClaw is sparking a "FOMO" fueled developer frenzy in China, and we get into the shifting constraints of the AI chip sector with Sriram Viswanathan, Founding Managing Partner at Celesta Capital.
Articles discussed on this episode: 
https://www.theinformation.com/newsletters/ai-agenda/openais-next-ai-model-will-extreme-reasoning 
https://www.theinformation.com/articles/openai-developing-alternative-microsofts-github
https://www.theinformation.com/articles/openclaw-rips-chinas-tech-startup-landscape

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AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI’s Pentagon deal, Anthropic’s stance and the AI talent war in Washington. We also talk with Catherine Perloff about Amazon’s plan to power ads inside AI chatbots and Basis CEO Matt Harpe about building AI agents for accounting and raising $100 million. Then we speak with Tom Schmidt about Dragonfly Capital’s new crypto fund and how AI and crypto intersect. Lastly, we get into MongoDB’s stock plunge, AI guidance and “agentic” workloads with Macquarie’s Steve Koenig.

Articles discussed on this episode: 
https://www.theinformation.com/articles/amazon-explores-helping-apps-sell-chatbot-ads
https://www.theinformation.com/newsletters/ai-agenda/openai-anthropic-execs-center-pentagon-action
https://www.theinformation.com/newsletters/the-briefing/anthropic-stands-gain-pentagon-stance

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Reporter Erin Woo talks with TITV Host Akash Pasricha about Anthropic’s clash with the Pentagon over red lines on mass surveillance and lethal autonomous weapons, how that led to its “supply chain risk” label, and how OpenAI took a different path with its own DoD deal. We also talk with Khosla Ventures’ Ethan Choi about what the phrase “all lawful purposes” really means, the power balance between private AI labs and governments, and the investment stakes in the frontier model race. Then we speak with The Information’s Aaron Tilley about Apple’s growing reliance on Google’s Gemini and cloud for Siri and Apple Intelligence, and with Ann Davis Vaughan about the $75 billion buildout of extra high-voltage power lines and what China’s ultra high-voltage grid says about the AI infrastructure race.

Articles discussed on this episode: 
https://www.theinformation.com/articles/apple-discusses-google-hosting-new-siri-need-cloud-help-grows
https://www.theinformation.com/newsletters/ai-infrastructure/ai-spurs-shockingly-big-plans-extra-high-voltage-power-lines
https://www.theinformation.com/newsletters/ai-agenda/loopholes-openais-pentagon-deal

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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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Darrin Peller and Marcelo Lima talk with TITV Host Akash Pasricha about Block’s 40% layoffs and how much of the cuts were driven by AI versus old-fashioned bloat. We also talk with reporter Aaron Holmes and Anissa Gardizy about OpenAI’s $110 billion funding round, Amazon’s $50 billion commitment, and the emerging chip and cloud alliances among Microsoft, Google and Meta, and Editors Martin Peers and Nick Wingfield about Netflix walking away from the Warner Bros. Discovery bidding war and Anthropic’s standoff with the Pentagon over military use of AI. Lastly, we get into AI answer-engine optimization, the rise of “marketing engineers” with Profound CEO James Cadwallader and the OpenClaw Foundation’s future with foundation board member Dave Morin.

Articles discussed on this episode: 
https://www.theinformation.com/articles/openais-new-deals-mean-amazon-microsoft-nvidia
https://www.theinformation.com/articles/military-worries-simmer-openai-google-anthropic-hits-stalemate-pentagon
https://www.theinformation.com/newsletters/the-briefing/jack-dorsey-proves-ai-job-cut-fears-true-ellisons-win-warner

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The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about Amazon’s potential $50 billion OpenAI deal and its AGI-triggered terms. We also talk with Wedbush Managing Director Matt Bryson about Nvidia’s blowout quarter, stock selloff, China export risks and margins, and reporter Anita Ramaswamy about how AI is reshaping Salesforce and Snowflake’s growth and how Alphabet, Amazon and Meta are using debt to fund AI capex. Lastly, we get into autonomous warships and defense investing with Deputy Bureau Chief of Finance Cory Weinberg and the new data infrastructure stack for humanoid robots with Encord Co-CEOs Ulrik Stig Hansen and Eric Landau.

Articles discussed on this episode: 
https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi
https://www.theinformation.com/articles/alphabet-big-tech-borrow-hundreds-billions
https://www.theinformation.com/articles/autonomous-warship-startup-saronic-raising-7-5-billion-valuation
https://www.theinformation.com/newsletters/ai-agenda/robot-data-startup-raises-60-million

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