The Information's TITV

DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo.

Articles discussed on this episode: 
https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-bill
https://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdown

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Chapters:
00:00 - Introduction
01:13 - Meta Restricts Employee Use of OpenAI & Anthropic Tools
02:55 - Inside Mark Warner’s New AI Agent Legislative Framework
10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise
14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy
20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO
26:17 - Why White House Clampdowns Are Driving Open Weight Adoption
34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand

The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers.

Articles discussed on this episode: 
https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns
https://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensing
https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says

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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 - US Government Forces OpenAI to Stagger GPT-5.6 Release
16:57 - Google Pressures Publishers on AI Licensing Deals
24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce
44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers

TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models.

Articles discussed on this episode: 
https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic
https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai

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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 - Inside Google's AI Coding Team Restructuring
11:19 - Micron's Revenue Surge & Cerebras Margin Shock
23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip
27:05 - The High-Stakes Divide in Physical AI
35:43 - Odyssey CTO on World Models & $310M Round

Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan.

Articles discussed on this episode: 
https://www.theinformation.com/articles/xai-bets-groks-racy-side
https://www.theinformation.com/briefings/meta-building-prediction-markets-app
https://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannes

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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 - xAI Doubles Down on Video & Image Tools
08:29 - Meta Is Building a Prediction Markets App
22:15 - SambaNova Notches $3.5B Compute Commitment
35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions

The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo.

Articles discussed on this episode: 
https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-bills
https://www.theinformation.com/newsletters/ai-agenda/agent-loops-hot
https://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-tesla

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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 - Ballooning AI Budgets & Fleeing OpenAI Costs
11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero
29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation
36:39 - Inside Silicon Valley's New Obsession: Agent Loops