The Information's TITV

The Information's Juro Osawa talks with TITV Host Akash Pasricha about DeepSeek’s first-ever outside funding round and its potential $10 billion valuation. We also talk with Rosenblatt Securities' Barton Crockett about Netflix’s slowing revenue growth and its aggressive expansion into sports and gaming, and Microsoft reporter Aaron Holmes about LinkedIn’s surprisingly successful AI Hiring Assistant. Lastly, we get into the systemic financial risks posed by Anthropic's powerful Mythos model with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode:
https://www.theinformation.com/articles/chinas-deepseek-raising-money-first-time-10-billion-plus-valuation
https://www.theinformation.com/articles/openai-spend-20-billion-cerebras-chips-receive-equity-stake
https://www.theinformation.com/newsletters/applied-ai/linkedins-ai-agent-product-becomes-surprise-bright-spot-microsoft

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The Information’s Erin Woo joins TITV Host Akash Pasricha to discuss her latest exclusive: Google is in discussions with the Defense Department about using Gemini in classified settings. We also talk with E-Commerce Reporter Ann Gehan about OpenAI's rapid expansion into click-based advertising and Aaron Tilley about Apple's decision to send Siri staffers to an AI coding bootcamp ahead of a critical product launch. Lastly, we get into how AI is forcing a total rethink of the industry value chain with Dallas Dolen, Tech, Media, Telco Industry Leader at PwC.
Articles discussed on this episode: 
https://www.theinformation.com/articles/google-pentagon-discuss-classified-ai-deal-company-rebuilds-military-ties
https://www.theinformation.com/articles/apple-sends-siri-staffers-coding-bootcamp-latest-shakeup-organization
https://www.theinformation.com/articles/openai-plans-new-pricing-chatgpt-ads-explores-upgrades 
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The Information’s Martin Peers discusses why Snap’s 16% workforce reduction is a performative move rather than a strategic fix. Anissa Gardizy breaks down Allbirds' surprising pivot from footwear to GPU cloud rentals. Kevin McLaughlin explains Anthropic’s shift to consumption-based pricing for enterprise customers. Stephanie Palazzolo reveals details on Anthropic’s upcoming Opus 4.7 model and its new AI design tool. Yueqi Yang reports on how crypto firms are racing to defend against AI-driven cybersecurity threats. Ken Brown analyzes the financial implications of a potential SpaceX IPO and its inclusion in major stock indices. Finally, Adobe VP Digital EX and Co-Chair AI Toni Vanwinkle and Workday VP of AI and Open Technology at Workday Kathy Pham join a roundtable to discuss upskilling talent and measuring AI efficacy in the enterprise.

Articles discussed on this episode: 
https://www.theinformation.com/articles/anthropic-changes-pricing-bill-firms-based-ai-use-amid-compute-crunch
https://www.theinformation.com/newsletters/the-information-finance/helped-pick-stocks-dow-watching-spacex-ipo-carefully
https://www.theinformation.com/briefings/allbirds-pivot-ai-chips
https://www.theinformation.com/briefings/snap-lays-16-workforce
https://www.theinformation.com/articles/crypto-firms-seek-access-anthropics-mythos-shoring-defenses

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The Information’s Theo Wayt and TMF Associates President Tim Farrar talk with TITV Host Akash Pasricha about Amazon’s $11 billion acquisition of Globalstar and its new deal with Apple to challenge SpaceX. We also talk with The Information’s Cory Weinberg about exclusive leaked financials showing Starlink’s massive profitability and xAI’s $21 billion CapEx, and Michael Roddan about Polymarket’s new audit of its developer program to curb insider trading. Lastly, we get into the future of AI-driven creativity and the Webby Awards with Jesse Feister, Executive Director of the Webby Media Group.

Articles discussed on this episode: 
https://www.theinformation.com/articles/new-spacex-numbers-show-reliance-starlink
https://www.theinformation.com/articles/polymarket-reverses-course-startups-piggyback-insider-trades
https://www.theinformation.com/newsletters/the-briefing/spacexs-numbers-tell

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Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's internal memo regarding staggering AWS demand. We also talk with Laura Bratton about the R&D spending race and Emergence Capital GP Jake Saper about why SaaS companies must shift to selling outcomes to survive the AI era. Lastly, we get into Microsoft's struggle to secure data center power with Columnist Ann Davis Vaughan.

Articles discussed on this episode: 
https://www.theinformation.com/articles/microsoft-plots-new-copilot-features-inspired-openclaw
https://www.theinformation.com/articles/atlassian-figma-lead-r-d-arms-race
https://www.theinformation.com/newsletters/ai-infrastructure/microsoft-slowed-ai-spending-now-playing-catchup

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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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