The Information's TITV

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss exclusive reporting on DeepSeek's new V4 flagship model and its superior coding capabilities. We also talk with Cory Weinberg about Strava's confidential IPO and Lambda's $350M raise, and Every CEO Dan Shipper about how AI is blurring the lines between media and software. Then, Ro CEO Zach Reitano breaks down the launch of a new GLP-1 pill with Novo Nordisk and AI's role in modern healthcare. Lastly, we dive into the Silicon Valley obsession with biological age with Jemima McEvoy and the AI shopping race with Editors Martin Peers and Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/articles/deepseek-release-next-flagship-ai-model-strong-coding-abilityhttps://www.theinformation.com/articles/silicon-valley-obsessed-biological-age-tests-despite-dubious-sciencehttps://www.theinformation.com/articles/nvidia-backed-cloud-provider-lambda-talks-raise-350-million-ahead-ipohttps://www.theinformation.com/articles/strava-filed-confidentially-ipo-hired-goldman-sachsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Rocket Drew joins TITV Host Akash Pasricha to discuss the major court ruling sending Elon Musk’s lawsuit against OpenAI to a jury trial. We also talk with reporter Sri Muppidi about OpenAI's exclusive $50 billion employee stock grant pool, e-comm reporter Ann Gehan about the messy reality of OpenAI's e-commerce ambitions, Netskope CEO Sanjay Beri on cybersecurity innovation. Lastly, we get into OpenAI's new health features with Dr. Jordan Shlain and DOC Co-founder John Battelle.Articles discussed on this episode: https://www.theinformation.com/articles/openais-shopping-ambitions-hit-messy-data-realityhttps://www.theinformation.com/articles/openai-reserves-50-billion-stock-grant-poolhttps://www.theinformation.com/articles/googles-chatbot-health-move-far-behind-openaisTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Nvidia reporter Wayne Ma joins TITV Host Akash Pasricha to discuss China’s move to halt orders of Nvidia’s H200 chips as it tries to bolster domestic competition. We also talk with Conviction founder Sarah Guo about the mismatch between AI productivity and enterprise ROI, and Finance Editor Ken Brown about the high failure rate of AI-themed investment funds. Mercedes Bent of Premise breaks down Discord’s confidential IPO filing and advertising hurdles, and OutSystems CEO Woodson Martin explains why most AI agents fail in production.Articles discussed on this episode: https://www.theinformation.com/articles/china-tells-tech-companies-halt-nvidia-h200-chip-ordershttps://www.theinformation.com/articles/ai-money-pit-individual-investorsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Kindred Ventures’ Steve Jang talks with TITV Host Akash Pasricha about Jensen Huang’s blockbuster CES keynote and why NVIDIA’s new Rubin chips require a total data center overhaul. We also talk with The Information’s Rocket Drew about Nvidia’s open-source Alpamao-1 self-driving model and our scoop on LMArena’s $1.7 billion valuation, Amazon Reporter Catherine Perloff about why AWS employees are skeptical of their homegrown "Nova" models, and AI Infrastructure Columnist Ann Davis Vaughan about how the natural gas and nuclear industries are seizing the AI boom.Articles discussed on this episode: https://www.theinformation.com/articles/inside-amazon-homegrown-ai-tough-sellhttps://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-roundhttps://www.theinformation.com/articles/ai-boom-now-energy-boomTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge’s Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator communities, and we get into OpenAI’s ambitious $200 billion revenue goal with The Information’s Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-big-ambitions-solve-manufacturing-shows-slow-returns-farhttps://www.theinformation.com/articles/openais-international-conundrumhttps://www.theinformation.com/articles/ces-kicks-2026-tech-sectorTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda