The Information's TITV

Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information’s Martin Peers and Cory Weinberg.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-joke
https://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-quests
https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse

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PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 
https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picture
https://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signals

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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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TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic’s embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine’ talks with The Information’s Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agent
https://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-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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WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech giants cut costs for AI. We also talk with The Information’s Senior Finance Editor Ken Brown about the "relative return" trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple’s escalating crackdown on vibe coding apps. Lastly, we get into Nvidia’s $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information’s Next GP list. 

Articles discussed on this episode: 
https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse
https://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdown

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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 talks with TITV Host Akash Pasricha about crypto’s "crisis of faith" and why Bitcoin’s value has halved since October. We also talk with Elon Musk Reporter Theo Wayt about how the SpaceX IPO hype is boosting—and threatening—the space ecosystem, and Haystack Partner Aashay Sanghvi about the "Big Token" thesis for AI startup exits and making it onto The Information’s Next General Partners list. Lastly, we get into the complex world of FedRAMP and regulated AI with M12 Partner Cheryl Cheng.

Articles discussed on this episode: 
https://www.theinformation.com/articles/cryptos-nasty-downturn-getting-worse
https://www.theinformation.com/articles/spacex-hype-boosts-stocks-crosshairs

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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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