The Information's TITV

Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure.

Articles discussed in today's show:
-https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning

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Chapters:
01:13 - Introduction and Signal Award
02:49 - Big Tech earnings and Meta’s AI strategy
07:14 - Google Cloud, TPUs and AI monetization
10:30 - Microsoft Azure and enterprise AI
13:35 - Hyperscaler capital spending
16:45 - Inspired Capital’s $450M fund
21:26 - AI agents and the future of marketing
25:58 - Daytona’s $1B valuation and agent infrastructure
32:22 - Meta’s Muse and Daytona’s sandboxes
32:56 - CoreWeave’s debt and neocloud financing

Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China.

Articles discussed in today's show:
-https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government

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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:
01:13 - Introduction
02:16 - Palo Alto Networks on securing AI agents
15:12 - Modal's valuation and revenue growth
26:25 - CoreWeave financing and neocloud risks
44:03 - Pentagon superintelligence task force
56:37 - Anthropic dispute
1:10:06 - Open-source AI and China
1:20:33 - Defense technology investment

The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Architect Founder and CEO Brett Harrison about an auction marketplace for cheaper AI inference. Lastly, The Information’s Editor-at-Large Martin Peers discusses CoreWeave’s financing pressures and founders’ stock sales, and whether Anthropic may have missed its peak IPO window.

Articles discussed in today’s show:
-https://www.theinformation.com/articles/apples-antitrust-settlement-talks-spur-worries-among-developers

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

Chapters:
01:13 - Tesla Roadster demonstration and today’s headlines
03:06 - Apple’s potential DOJ antitrust settlement
13:06 - OpenAI’s advertising expansion and Meta hires
23:31 - Proof’s identity verification for AI agents
33:03 - Architect’s AI inference auction marketplace
42:20 - CoreWeave’s stock sales and neocloud financing
47:11 - Did Anthropic miss its peak IPO moment?

The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.

Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast

Articles discussed in today’s show:
- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation
https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation
- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training
https://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-training

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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:
01:13 - Introduction
02:23 - Anthropic’s $16.8 billion quarter
06:25 - Cash flow and future compute commitments
08:22 - Cursor’s training-data investigation
12:04 - Cursor’s earlier data-security issues
13:49 - The business of open-weight AI
17:18 - Where AI’s value could shift

Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions.

Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast

Articles discussed in today’s show:
- Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals
https://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals
- OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model
https://www.theinformation.com/articles/openai-scrambles-fix-safety-issues-shipping-next-flagship-model/
- Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions
https://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitions

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
02:25 - Google’s Gemini 4 Argon review
08:51 - Monitoring AI behavior
10:24 - OpenAI’s model safety challenges
21:57 - Private equity’s AI strategy
28:45 - AI for investment research
36:24 - Can AI beat analysts’ earnings predictions?