The Information's TITV

Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks.

Articles discussed in today’s show:
- Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool
- Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal
- Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races
- How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policy

Subscribe:
- YouTube: https://www.youtube.com/@theinformation
- The Information: https://www.theinformation.com/subscribe_h

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.

Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
01:13 - Introduction and Apple’s earnings
13:56 - Marvell’s Lumentum acquisition
24:24 - Midterms and data center policy
34:20 - Nvidia’s influence in Washington
45:40 - Closing

The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.
Articles discussed in today’s show:
- Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot 
- Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push 
Subscribe:
- YouTube: https://www.youtube.com/@theinformation
- The Information: https://www.theinformation.com/subscribe_h
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.
Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/
Chapters:
01:13 - Introduction and Apple’s Robotics Ambitions
11:00 - Meta’s Humanoid Robot Prototype
17:45 - Why AI Customers Want Flexibility
22:38 - OpenAI’s Smaller Funding Round
25:34 - Anthropic’s Amended IPO Filing
28:50 - Reddit and the Future of Search Traffic
41:52 - Closing

Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security.

Articles discussed in today’s show:
-https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-losses

Subscribe:
- YouTube: https://www.youtube.com/@theinformation
- The Information: https://www.theinformation.com/subscribe_h

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.

Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
01:13 - Introduction
02:23 - Intel’s outlook and foundry strategy
12:50 - Amazon earnings, AWS and AI spending
24:42 - Cohere’s funding and compute strategy
34:30 - Binance hack and frozen funds
45:36 - Closing

Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model cells, Google's Amanda Peterson Corio about the power infrastructure required for AI data centers, and UBS AI investment banker Nicole Su about soaring startup valuations, neocloud financing and what investors want from frontier-model IPOs. Lastly, Wabbi founder and CEO Brittany Greenfield explains why AI-generated code is creating new challenges for software security. The show also includes an excerpt from CBS News Editor in Chief Bari Weiss's WTF Summit conversation with The Information's Jessica Lessin.

Articles discussed in today's show:
-https://www.theinformation.com/articles/everyones-using-ai-divisions-growing-wtf-highlights
-https://www.theinformation.com/articles/cbs-bari-weiss-tells-critics-judge-journalism

Subscribe:
- YouTube: https://www.youtube.com/@theinformation
- The Information: https://www.theinformation.com/subscribe_h

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.

Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
01:06 - Introduction from WTF Summit
02:29 - Bari Weiss on changing CBS News
08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics
26:03 - Lori Goler on the $1.8B AI biology collaboration
38:26 - Google's Amanda Peterson Corio on the AI power buildout
52:30 - UBS's Nicole Su on AI valuations, financing and IPOs
1:05:59 - Brittany Greenfield on AI coding security
1:16:05 - Closing

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models.

Articles discussed in today's show:
- OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips
- Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/

Subscribe:
- YouTube: https://www.youtube.com/@theinformation
- The Information: https://www.theinformation.com/subscribe_h

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.

Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
01:13 - Introduction
02:46 - Robinhood's prediction markets and Q3 results
09:52 - Robinhood's AI trading agents
13:36 - OpenAI, Oracle and Google's TPUs
23:08 - AI chip pricing and neocloud risks
29:27 - Amazon's 250 million rival product listings
41:47 - Gemini and enterprise AI adoption
50:17 - Closing