The Information's TITV

Sri Muppidi talks with TITV Host Akash Pasricha about Anthropic's multi-billion dollar revenue sharing agreements with Amazon and Google. Anissa Gardizy covers the strategic Meta-Nvidia partnership and the elite executives leading the AI data center buildout. Plus, we talk with Reed Duchscher about Night Media’s $70 million funding round and the future of the creator economy, and we get into the "continual learning" trend with Stephanie Palazzolo.
Articles discussed on this episode: 
https://www.theinformation.com/articles/anthropic-sweetens-deal-cloud-providers 
https://www.theinformation.com/briefings/meta-nvidia-sign-strategic-partnership 
https://www.theinformation.com/articles/meet-data-center-executives-leading-ai-buildout 
https://www.theinformation.com/newsletters/ai-agenda/get-tricked-fake-continual-learning 
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The Information’s Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company’s new AI search engine ‘Scout’ and its potential IPO or sale. Plus, we cover Anduril’s $60 billion valuation talks with our finance reporter Cory Weinberg.
Articles discussed on this episode: 
https://www.theinformation.com/articles/openai-advanced-talks-hire-openclaw-founder-others-connected-agent-project
https://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battle
https://www.theinformation.com/articles/anduril-discusses-new-funding-60-billion-plus-valuation
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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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The Information’s Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq’s $7.6 billion payout to shareholders and Blue Owl Capital’s massive data center financier role. 
Articles discussed on this episode: 
https://www.theinformation.com/newsletters/dealmaker/groq-shareholders-get-7-6-billion-payout
https://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom
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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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Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information’s Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds’ Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly, we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space startup, Aetherflux.

Articles discussed on this episode: 
https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforce
https://www.theinformation.com/newsletters/applied-ai/looming-battle-agent-management-software

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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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Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management’s Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.

Articles discussed on this episode: 
https://www.theinformation.com/articles/investors-missing-servicenow
https://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growth
https://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnover
https://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leaves

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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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