The Information's TITV

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo.

Articles discussed on this episode: 
https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-lead
https://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89
https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-ipo

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Chapters
00:00 - Introduction
01:13 - Microsoft Executives Sound Alarm Over GitHub
10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO
17:26 - Genspark’s COO on the AI application race
27:22 - Anthropic, OpenAI generate 89% of AI startup revenue

Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.

Articles discussed on this episode: 
https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approach
https://www.theinformation.com/articles/openais-apple-partnership-sours
https://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-math
https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-drama
https://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvs

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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 - SpaceX AI Exodus: 50+ Exits Since Acquisition
10:17 - Musk v. OpenAI: Jury Deliberations Begin
17:53 - Cerebras IPO Pop & OpenAI’s Apple Conflict
30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware
48:06 - Valar Atomics: The Race to Turn on Nuclear

Apple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store while balancing security risks from "vibe coding" apps. We also look at the big winners of the Cerebras IPO with Julia Hornstein, including OpenAI and Foundation Capital, and get an update from Rocket Drew on the closing arguments in Elon Musk’s trial against OpenAI. Finally, Stephanie Palazzolo explores Modal’s $4.5 billion valuation in the GPU reselling market and we get into Marathon Management Partners’ Gokul Rajaram’s prediction that OpenAI’s advertising business could rival Google and Meta.

Articles discussed on this episode: 
https://www.theinformation.com/articles/apple-explores-ways-welcome-ai-agents-app-store
https://www.theinformation.com/articles/startup-modal-talks-raise-4-5-billion-valuation-revenue-surges
https://www.theinformation.com/articles/cerebras-ipo-winners-include-foundation-benchmark-openai

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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 - Apple Exploring AI Agents for App Store Safety
09:40 - Cerebras IPO: Benchmark and Foundation Capital’s Big Wins
15:17 - Musk v. OpenAI: The "Jackass Trophy" and Closing Arguments
18:56 - Modal Raising at $4.5B Valuation Amid GPU Crunch
25:37 - Gokul Rajaram on OpenAI’s $100B Advertising Opportunity

Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss a former Alibaba star researcher seeking a $2 billion valuation for a new AI startup and the implications of President Trump’s historic visit to China with a delegation of tech CEOs. We also talk with Laura Bratton about why Anthropic customers are willing to pay double or triple for AI services, followed by an update from Rocket Drew on Sam Altman’s testimony in the Elon Musk trial. Then, FTV Capital’s Brad Bernstein explains how growth equity firms are navigating "false positives" in the SaaS market, and we end with Senior Finance Editor Ken Brown on the high-stakes battle between banks and the crypto industry over the Senate’s new "Clarity Act."

Articles discussed on this episode: 
https://www.theinformation.com/articles/former-alibaba-star-researcher-starts-new-ai-lab-seeks-2-billion-valuation
https://www.theinformation.com/newsletters/the-information-finance/can-crypto-beat-banks-win-washington
https://www.theinformation.com/articles/anthropic-flexes-pricing-power-customers-willingly-eat-cost

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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 - Former Alibaba Star’s $2B China Startup & Trump’s Tech Visit
09:07 - Anthropic Customers Eat Rising AI Costs
14:29 - Sam Altman Testifies in Elon Musk v. OpenAI Trial
17:14 - FTV Capital’s Brad Bernstein on the SaaS Market
26:46 - The "Clarity Act": Crypto’s Senate Battle vs. Banks

Deputy Bureau Chief of Finance Cory Weinberg and Mostly Metrics author CJ Gustafsson join TITV Host Akash Pasricha to break down how OpenAI stands to gain over $5 billion from the upcoming Cerebras IPO through unconventional "penny warrants". We then explore exclusive reporting from Aaron Holmes on Microsoft’s renegotiated revenue-sharing deal with OpenAI and how the tech giant has already doubled its $13 billion investment. Next, Rocket Drew provides updates on the Musk-OpenAI trial featuring testimony from Satya Nadella and Ilya Sutskever, followed by Replit’s Michele Catasta on the new "VibeBench" for AI coding models. We wrap with Stephanie Palazzolo discussing Thinking Machines’ high-profile research preview of real-time interaction models.

Articles discussed on this episode: 
https://www.theinformation.com/articles/openai-making-billions-just-promising-buy-suppliers
https://www.theinformation.com/articles/openai-save-97-billion-2030-latest-microsoft-deal
https://www.theinformation.com/articles/microsoft-recouped-double-13-billion-openai-investment-revenue

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/
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Chapters:
00:00 - Introduction
01:13 - Cerebras IPO: OpenAI’s $5B Potential Windfall
14:25 - Exclusive: Microsoft Recoups OpenAI Investment
26:11 - Musk vs. OpenAI: Nadella & Sutskever Testify
30:20 - Replit President on Benchmarking Coding Models
40:21 - Thinking Machines Teases New AI Interaction Model