The Information's TITV

• Pinterest CEO on AI Roadmap, China’s Emergency Nvidia Meeting, AWS’ New AI Model | Dec 10, 2025

  Pinterest CEO Bill Ready talks with TITV Host Akash Pasricha about using open-source AI models to rival proprietary leaders and how AI chatbots will change advertising. We also talk with Asia Bureau Chief Jing Yang about China's emergency meetings on the Nvidia H200 chip and DeepSeek's model development, and The Information’s Miles Kruppa about the UAE fund becoming a major financier for big US data center projects. Lastly, we get into custom models and the future of the AI model battlefield with AWS Director of Technology Shaown Nandi.Articles discussed on this episode: https://www.theinformation.com/articles/china-weighs-nvidia-chip-purchase-emergency-meetings-tech-companieshttps://www.theinformation.com/briefings/nvidia-builds-technology-help-fight-chip-smugglinghttps://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-modelhttps://www.theinformation.com/articles/uae-fund-mgx-quietly-becomes-one-biggest-data-center-financiersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  --------  

  54:53

  --------

  54:53
• Trump Allows NVIDIA H200 Sales in China, IBM $11B Confluent Deal, AI's Midterm Threat | Dec 9, 2025

  The Information’s Editor-in-Chief Jessica Lessin and Moor Insights & Strategy’s Patrick Moorhead talk with TITV Host Akash Pasricha about President Trump allowing NVIDIA to sell H200 chips in China and the uncertainty surrounding the deal. We also talk with D.C. Correspondent Sylvia Varnham O'Regan about how AI backlash, including data center costs and job fears, is shaping the 2026 midterm elections. Next, CoreWeave VP Chen Goldberg discusses CoreWeave's new Mission Control GPU monitoring features. IBM’s Rob Thomas and Confluent CEO Jay Kreps discuss the rationale behind IBM's $11 billion acquisition of Confluent, and finally, we get into Instacart's new ChatGPT integration and the advertising implications with E-Commerce Reporter Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/ai-backlash-shape-midterm-electionshttps://www.theinformation.com/briefings/instacart-launches-chatgpt-app-instant-checkout-featurehttps://www.theinformation.com/briefings/trump-reportedly-let-nvidia-sell-advanced-ai-chips-chinahttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  --------  

  39:48

  --------

  39:48
• Why Paramount’s Hostile WB Bid Will Win, ChatGPT Head Responds to OpenAI ‘Code Red’ | Dec 8, 2025

  The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount’s hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research’s Paul Meeks about IBM’s $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI Reporter Stephanie Palazzolo discusses the growing skepticism around AI breakthroughs in biology from the NeurIPS conference. Lastly, Crypto Reporter Yueqi Yang breaks down the intensifying competition in prediction markets following Kalshi's $11 billion valuation.Articles discussed on this episode: https://www.theinformation.com/articles/ais-biggest-event-researchers-said-field-needs-overhaulhttps://www.theinformation.com/articles/chatgpt-product-chief-responding-code-redhttps://www.theinformation.com/briefings/ellisons-paramount-skydance-make-108-billion-tender-offer-warnerhttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionhttps://www.theinformation.com/briefings/openais-head-chatgpt-envisions-ai-superpowersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  --------  

  37:55

  --------

  37:55
• Netflix-WBD $82B Blunder, Apple Succession Plan, Inside Dude Perfect’s Booming Empire | Dec 5, 2025

  The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Netflix's controversial $82.7 billion acquisition of Warner Brothers Discovery and why he calls it "the stupidest deal." We also talk with The Information's Aaron Tilley about Apple's executive turnover and who is on the short list to succeed CEO Tim Cook, and reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's most credible challenger in AI chips. Then, Editor-in-Chief Jessica Lessin and Managing Editor Laura Mandaro get into the escalating OpenAI-Google rivalry and the state of venture capital. Lastly, we speak with Dude Perfect CEO Andrew Yaffe about how the YouTube brand is building a truly scalable media business.Articles discussed on this episode: https://www.theinformation.com/articles/netflixs-warner-purchase-82-7-billion-blunderhttps://www.theinformation.com/articles/silicon-valley-buzzing-apple-ceo-successionhttps://www.theinformation.com/articles/diamonds-turds-hock-tan-turned-broadcom-ai-juggernauthttps://www.theinformation.com/articles/amodeis-advantage-altman-comes-viewTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  --------  

  48:39

  --------

  48:39
• OpenAI’s Secret ‘Garlic’ Model, C3 AI’s Turnaround Plan, Robotics and D.C. | Dec 4, 2025

  The Information's Catherine Perloff talks with TITV Host Akash Pasricha about web publishers' confusion over whether heightened traffic is from humans or bots, and the companies providing bot-blocking solutions. We also speak with C3 AI new CEO Steven Ehikian about fixing sales execution issues following falling revenue and his plan to reenergize the company. Then, we speak with The Information's Stephanie Palazzolo about OpenAI's new model code-named 'Garlic' to counter Google's Gemini 3, and the 'split brain problem' models are facing. Lastly, we get into the new US robotics policy, the tariff-induced rising costs of robot components, and Anthropic CEO Dario Amodei's strategy against OpenAI with The Information's Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/openai-pivots-counter-gemini-3https://www.theinformation.com/articles/inside-web-publishers-quest-stamp-ai-bots-posing-humanshttps://www.theinformation.com/articles/anthropics-ceo-says-code-redsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  --------  

  35:21

  --------

  35:21

Más podcasts de Noticias

Podcasts a la moda de Noticias

Acerca de The Information's TITV

The Information's TITV: Podcasts del grupo