The Information's TITV

The Information’s Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly Media founder CJ Gustafson joins to dissect Alphabet’s unprecedented $80 billion equity raise for AI compute and the market implications of Anthropic's confidential IPO filing. JetStream Security CEO Raj Rajamani outlines the cybersecurity and budget risks of internal "citizen developers" using advanced models like Anthropic's Mythos. Finally, Rocket Drew reviews Cognition's rebranding of Windsurf to Devin Desktop and explains why frontier AI models are learning to detect when they are being evaluated.

Articles discussed on this episode: 
https://www.theinformation.com/articles/amazons-media-empire-quietly-taps-outside-ad-sales-help
https://www.theinformation.com/newsletters/ai-agenda/cognition-aims-switzerland-ai-agents-app-makeover
https://www.theinformation.com/newsletters/the-briefing/googles-ai-fundraising-anthropics-ipo-option

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Chapters:
00:00 - Introduction
01:13 - Amazon leans more heavily on outside firms for ad sales
11:12 - Alphabet to Sell $80B in Stock for AI Investment
23:55 - Anthropic expanding Project Glasswing
34:43 - Cognition rebrands Windsurf app for AI era

Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look at Nvidia's major pivot into personal computing with its new M1X central processing unit developed alongside Microsoft with Aaron Holmes. Then, AI reporter Laura Bratton analyzes the massive employment surge in forward deployed engineering roles across modern AI startups and examines OpenAI’s aggressive push into enterprise software budgets under new chief revenue officer Denise Dresser. Lastly, we speak with former Meta CTO Mike Schroepfer about his Gigascale Capital $250 million climate and infrastructure fund and Meta’s AI playbook.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/nvidia-unveils-new-chip-pcs
https://www.theinformation.com/articles/openais-revenue-chief-barnstorms-business-customers
https://www.theinformation.com/articles/forward-deployed-engineers-rage
https://www.theinformation.com/briefings/anthropic-makes-confidential-ipo-filing
https://www.theinformation.com/newsletters/the-briefing/microsofts-ai-independence-day

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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 - Anthropic Files Confidentially for IPO
02:52 - Nvidia Challenges Intel with M1X PC Chip
07:00 - Cyber Firms Spend Millions on Anthropic Mythos
14:44 - The Boom of Forward Deployed AI Engineers
18:13 - Inside OpenAI's Enterprise Sales Strategy
24:08 - Former Meta CTO Mike Schroepfer on Ocean Data Centers

Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux.

Articles discussed on this episode: 
https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq
https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model
https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest 
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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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D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.

Articles discussed on this episode: 
https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud
https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools
https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt

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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 - Snowflake Shares Jump as AI Product Adoption Grows
08:04 - Salesforce Earnings Reaction and M&A Strategy
12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions
23:03 - Apple to Renew Push for AI That Runs on Devices
28:26 - Microsoft to Release New Coding Model

Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents.

Articles discussed on this episode: 
https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuation
https://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-risks
https://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-markets
https://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whispering

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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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IG: https://www.instagram.com/theinformation/
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Chapters:
00:00 - Introduction
01:13 - Polymarket Faces Global Regulatory Crackdown
11:33 - Pre-IPO Betting Boom Hits Prediction Markets
20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them
32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation
38:12 - Why Developers Are Whispering to AI Agents