The Information's TITV

Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also talk with Citi’s Tyler Radke about Oracle’s accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI’s ChatGPT apps and early struggles in online shopping, and we get into OpenAI’s Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC’s Dallas Dolen.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/ai-cloud-company-nebius-gets-2-billion-nvidia-investment
https://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shift
https://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-first

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Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information’s Aaron Holmes about Microsoft’s new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon’s $42 billion bond sale to fund AI infrastructure. Then we get into Tencent’s WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.

Articles discussed on this episode: 
https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-project
https://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suits
https://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-ai
https://www.theinformation.com/briefings/amazon-raising-42-billion-bonds

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AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designation and how OpenAI’s new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI’s sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI’s Texas data center twist, Nvidia’s $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic’s aggressive bet on Google TPUs and Fluidstack.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-risk
https://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dod
https://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-community
https://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abilene

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The Information's Martin Peers and Laura Mandaro break down Anthropic’s legal battle with the Department of Defense and OpenAI’s decision to narrow its scope by deprioritizing shopping and advertising efforts. We also talk with Robinhood CFO Shiv Verma about the company’s new publicly traded venture fund and its rapid expansion into prediction markets. Then, we get into the global memory chip crunch with Jing Yang and Qianer Liu to see how it’s driving a massive shift toward domestic suppliers in China. Finally, we explore Anne Wojcicki’s radical plan to revive 23andMe as a non-profit with our health and science reporter Amy Dockser Marcus.
Articles discussed on this episode: 
https://www.theinformation.com/articles/quince-talks-double-valuation-10-billion 
https://www.theinformation.com/articles/nvidia-cloud-ally-together-ai-talks-raise-7-5-billion-valuation 
https://www.theinformation.com/newsletters/the-briefing/openais-shopping-glitch 
https://www.theinformation.com/articles/demand-alibaba-giants-boosts-chinas-homegrown-memory-suppliers 
https://www.theinformation.com/articles/anne-wojcickis-plan-revive-23andme-rich-donors-improved-tests-maybe-maha
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The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink’s mobile expansion challenges in Europe with our reporter Theo Wayt.
Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing. 
Articles discussed on this episode: 
https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap
https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt
https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads 
https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelona
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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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