The Information's TITV

The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek’s massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom’s $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox’s $22 billion acquisition of Roku.

Articles discussed on this episode: 
https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-rings
https://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revving
https://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-rising
https://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structure

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Chapters:
00:00 - Introduction 
01:13 - Inside DeepSeek's Uncommon $7.4B Funding Round 
13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings 
22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips 
30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share 
38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy’s sound of the alarm about Anthropic’s most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/fox-buy-roku-22-billion
https://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuation
https://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politics
https://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdown

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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 - Fox Acquires Roku & Salesforce Buys Fin 
03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic
11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing 
17:47 - Inside Microsoft’s Plan to Overhaul or Spin Out Xbox 
24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation 
32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink’s dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/spacex-shares-open-150-per-share
https://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20
https://www.theinformation.com/articles/anthropic-blindsides-business-partners

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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 - SpaceX Goes Public in Historic $2T IPO 
10:06 - Starlink Margin Squeeze & Telco Threats 
19:57 - Inside the SpaceX Retail Trading Playbook 
33:54 - Anthropic Blindsides Software App Partners

"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fable
https://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurity
https://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-friday

Subscribe: 
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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.

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X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
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Chapters:
00:00 - Introduction & AI Cyber Threats
02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks
14:22 - How Frontier LLMs & Big Tech are Disrupting Software
25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs
34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets

Nebius Chief Revenue Officer Marc Boroditsky talks with TITV Host Akash Pasricha about customer demand variations, lessons learned from past Blackwell hardware implementations, and the impending rollout of Nvidia's Vera Rubin chips. We also talk with Stephanie Palazzolo about the public release and security workarounds built into Anthropic's Claude Fable 5, Michele Catasta about Replit’s internal performance benchmarks and token routing efficiencies, and Anissa Gardizy about OpenAI’s multi-billion dollar negotiations to lease a net-new 10-gigawatt data center site in Ohio. Lastly, we speak to Cory Weinberg about how Nasdaq landed the SpaceX IPO listing.

Articles discussed on this episode: 
https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidia
https://www.theinformation.com/newsletters/ai-agenda/anthropics-new-model-targets-power-users-cuts-ai-rivals

Subscribe: 
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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.

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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:
00:00 - Introduction
01:42 - Anthropic Releases Claude Fable 5 Model
12:32 - Developer Reactions to Anthropic’s Fable 5
21:09 - OpenAI in Talks to Lease 10GW Ohio Data Center
30:59 - How Nasdaq Landed SpaceX’s Mega-IPO
40:37 - Demand Outlook on Nvidia’s Vera Rubin Chips