The Information's TITV

The Information's Rocket Drew talks with TITV Host Akash Pasricha about the $109 billion legal threat facing OpenAI in its court battle with Elon Musk. We also talk with Theo Wayt about xAI’s leadership turnover and new hires from Cursor, Ex-ChatGPT Product Head Peter Deng about the future of consumer AI and "taste" in product development, and Managing Editor Laura Mandaro about the startups inching toward IPOs in a volatile market. Lastly, we get into Meta’s "Avocado" model delay and the prospect of licensing Google Gemini with our Co-Executive Editor Martin Peers.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/meta-said-push-back-launch-avocado-model
https://www.theinformation.com/articles/startups-inching-toward-ipo-volatile-market
https://www.theinformation.com/articles/xai-hires-two-senior-leaders-cursor-catch-coding
https://www.theinformation.com/articles/musk-openai-lawyers-face-109-billion-claim

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Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive CapEx spend on data centers is fundamentally irrational. We also talk with Jason Celino from KeyBanc about Atlassian’s 10% staff reduction and its pivot toward AI agents, and we get into the details of Microsoft’s new Texas data center deal with our reporter Anissa Gardizy. Finally, we look at Gemini & the Winklevosses’ attempt at a turnaround in the prediction market with reporter Yueqi Yang.

Articles discussed on this episode: 
https://www.theinformation.com/articles/microsoft-talks-lease-large-texas-data-center-site-oracle-walked-away
https://www.theinformation.com/briefings/atlassian-lays-10-staff-ceo-plans-investment-ai
https://www.theinformation.com/articles/winklevosses-bet-big-crypto-bull-market-bet-wrong

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Theory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also talk with Citi’s Tyler Radke about Oracle’s accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI’s ChatGPT apps and early struggles in online shopping, and we get into OpenAI’s Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC’s Dallas Dolen.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/ai-cloud-company-nebius-gets-2-billion-nvidia-investment
https://www.theinformation.com/articles/openai-plans-launch-sora-video-ai-chatgpt-strategy-shift
https://www.theinformation.com/articles/openais-betting-chatgpt-apps-people-need-find-first

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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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Menlo Ventures’ Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia’s Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information’s Aaron Holmes about Microsoft’s new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon’s $42 billion bond sale to fund AI infrastructure. Then we get into Tencent’s WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.

Articles discussed on this episode: 
https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-project
https://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suits
https://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-ai
https://www.theinformation.com/briefings/amazon-raising-42-billion-bonds

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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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AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designation and how OpenAI’s new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI’s sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI’s Texas data center twist, Nvidia’s $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic’s aggressive bet on Google TPUs and Fluidstack.

Articles discussed on this episode: 
https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-risk
https://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dod
https://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-community
https://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abilene

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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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