The Information's TITV

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus.

Articles discussed on this episode: 
https://www.theinformation.com/articles/space-baby-era
https://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalists
https://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarter
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/theinformationIG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

The Information’s Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft’s multi-billion dollar talks to join OpenAI’s $100 billion funding round. We then speak with Theory Ventures’ Tomasz Tunguz about Meta’s bullish earnings and Microsoft’s data center capacity crunch, followed by Ross Gerber on Tesla’s decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.

Articles discussed on this episode: 
https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openai
https://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategy

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/theinformationIG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazon’s massive 16,000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsoft’s internal reaction to Anthropic’s Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazon’s grocery store experiments. Finally, we get into the return of speculative SPACs with our Finance Editor Ken Brown.

Articles discussed on this episode: 
https://www.theinformation.com/articles/microsoft-races-respond-new-threats-anthropic
https://www.theinformation.com/newsletters/the-information-finance/new-spac-boom-let-last-spac-boom
https://www.theinformation.com/briefings/amazon-cuts-16-000-employees
https://www.theinformation.com/newsletters/the-briefing/amazons-fresh-dream-expires

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/theinformationIG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

The Information’s Editor-in-Chief Jessica Lessin talks with TITV Host Akash Pasricha about the erupting political debate in Silicon Valley, Sam Altman’s internal warnings about ICE, and Anthropic CEO’s AI Essay. We also talk with David Levy of Porch Capital about Nvidia’s deepening ties to CoreWeave and the future of edge inference, Erin Woo about the massive legal trials facing social media giants, and we get into Pinterest’s major layoffs and AI shift with a previous clip of Pinterest CEO Bill Ready.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/social-medias-reckoning
https://www.theinformation.com/briefings/pinterest-cut-15-staff-part-ai-shift
https://www.theinformation.com/briefings/openai-ceo-says-ice-going-far-internal-memo

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/theinformationIG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI’s aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI’s premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company’s new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia’s $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy.

Articles discussed on this episode: 
https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-push
https://www.theinformation.com/articles/openai-aims-lure-businesses-anthropic
https://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davos
https://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterprises
https://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-deal

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/theinformationIG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/