The Information's TITV

The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari.
Articles discussed on this episode: 
https://www.theinformation.com/newsletters/applied-ai/new-data-show-anthropic-openai-upstarts-eating-software-budgets 
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Chapters:
00:00 - Introduction 
02:26 - Software's AI Price War 
09:32 - Ande Raises $52M for AI Agents 
18:50 - Flex CEO on AI Data Center Power 
36:51 - Glance CEO on Siri AI Integration

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about US-China AI dialogue and the ‘AI Force’. We also talk with Khosla Ventures Founder Vinod Khosla about AI tax reform and safety regulation, and we get into AI sales agents and scaling limits with Clay Co-Founder and CEO Kareem Amin.

Articles discussed on this episode: 
https://www.theinformation.com/articles/refounding-america-tax-code-needs-change-age-ai
https://www.theinformation.com/briefings/u-s-china-discussed-ai-safety-system-bessent-says

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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 - US-China AI Dialog & Trump's AI Force with Leo Schwartz
09:12 - Vinod Khosla on AI Tax Reform & Safety
33:26 - Clay CEO Kareem Amin on AI Sales & Agents

The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arcee AI Co-Founder and CEO Mark McQuade about open weight AI models in the US vs China. Lastly, we get into AI compute debt financing with The Information Senior Editor Meredith Mazzilli.

Articles discussed on this episode: 
https://www.theinformation.com/articles/ai-safety-push-sparks-demand-watchdog-groups-critics-doubt-independence
https://www.theinformation.com/briefings/coreweave-prices-3-7-billion-convertible-bond-offering

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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 - Are AI Safety Watchdog Groups Truly Independent?
24:13 - China’s View on AI Safety & US-China VC Decoupling
36:15 - Arcee AI CEO Mark McQuade on Open Weight Models
47:44 - The Debt Financing Behind the AI Compute Buildout

Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO Greg Jensen demanding bank-style regulation for AI compute and Menlo Ventures' Amy Wu Martin about consumer AI adoption stalling despite tripled spending. Lastly, we get into The Information's newly released list of the 50 Most Influential People in Tech with our reporter Jemima McEvoy.

Articles discussed on this episode: 
https://www.theinformation.com/articles/introducing-informations-50-influential-people-tech
https://www.theinformation.com/projects/50-most-influential-people-in-tech
https://www.theinformation.com/articles/bridgewaters-greg-jensen-calls-regulating-ai-firms-like-systemically-important-banks

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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 - How Fed Rate Hikes Impact AI Sector & Debt
12:44 - Bridgewater Co-CIO Calls for AI Regulation
21:59 - Menlo Report: Consumer AI Adoption & Agents
32:34 - The 50 Most Influential People in Tech

about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenstein.

Articles discussed on this episode: 
https://www.theinformation.com/articles/apple-considers-return-server-market-talked-nvidia-use-network-tech
https://www.theinformation.com/newsletters/dealmaker/anthropic-openai-pacing-spooks-startup-customers
https://www.theinformation.com/newsletters/applied-ai/anthropics-data-policy-drama-good-openai

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Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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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LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
00:00 - Introduction
01:13 - Dreamforce: Jensen, Sam & Dario Clash On AI Pacing
14:23 - How AI Pacing Forces Founders to Rethink Startups
22:00 - Apple Considers AI Server Bet & Nvidia Deal
32:40 - Tutor Intelligence CEO Josh Gruenstein on Next-Gen Industrial Robots