The Information's TITV

Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley.

Articles discussed on this episode: 
https://www.theinformation.com/articles/cursor-officially-enters-musk-era
https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook
https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks

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Chapters:
00:00 - Introduction
01:13 - Meta to Launch ‘Hatch’ AI Agent Platform
09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind
17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B
24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout
36:55 - Inside Tim Cook’s Apple Farewell Party

The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants.

Articles discussed on this episode: 
https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants
https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal

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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 - Nvidia AI Chip Prices to Rise About 17%
05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation
12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers
24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills
https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video

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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 - Stripe Acquires OpenRouter for $7.5B
10:05 - Stripe’s Potential PayPal Deal
12:30 - AT&T Cuts AI Bills with Open Source
21:29 - Assessing Security Practices of AI Labs

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen.

Articles discussed on this episode: 
https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy
https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation
https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design

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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 - Anthropic's JV Acquires Casper Studios
08:12 - Nvidia In Talks for $20B Mercor Round
10:25 - Robinhood-Backed Prediction Exchange Rothera
19:38 - SEC's First Crypto Token Rule Proposal
22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari.

Articles discussed on this episode: 
https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-plan
https://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipo

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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
01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks
10:58 - White House AI Framework Leaves Valley in Limbo
20:10 - Anthropic Founders Grab Voting Power Ahead of IPO
30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice