
SpaceX, Anthropic and Discord IPO Outlook, Oura CEO on JPM 2026 & Future of Health | Jan 16, 2026
16/1/2026 | 29 min
The Information’s Cory Weinberg and Martin Peers talk with TITV Host Akash Pasricha about the 2026 IPO landscape, featuring SpaceX, Discord, and the potential pitfalls for "geriatric" startups. We also talk with The Information’s Rocket Drew about the "cracked engineer" phenomenon reshaping the AI labor market, and we get into the future of healthcare with Oura CEO Tom Hale and Chai Discovery co-founder Josh Meier.Articles discussed on this episode: https://www.theinformation.com/articles/9-tech-ipo-contenders-watch-yearhttps://www.theinformation.com/articles/forget-vibe-coders-cracked-engineers-rage-techhttps://www.theinformation.com/articles/pocket-enterprise-software-investors-still-loveSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Thinking Machines Co-founders Head to OpenAI, Zuckerberg’s AI Warning | Jan 15, 2026
15/1/2026 | 40 min
The Information’s Qianer Liu talks with TITV Host Akash Pasricha about TSMC’s record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson’s Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta’s Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctohttps://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closeshttps://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-aihttps://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortagehttps://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Airbnb CEO Brian Chesky on AI Strategy & New CTO, Microsoft’s Anthropic Deal | Jan 14, 2026
14/1/2026 | 47 min
Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsoft’s growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally, we get into the launch of the tech-focused Door Bank with Ken Brown, and we end with Shane Burke discussing whether a proposed wealth tax is pushing billionaires out of California.Articles discussed on this episode: https://www.theinformation.com/articles/californians-want-texas-top-destinationhttps://www.theinformation.com/articles/microsofts-spending-anthropic-ai-pace-hit-500-millionhttps://www.theinformation.com/articles/upstart-tech-bank-trying-shake-financehttps://www.theinformation.com/briefings/airbnb-hires-former-meta-ai-leader-ctoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

China Restricts Nvidia H200s, Meta’s Huge Compute Bet & Apple’s Google Deal | Jan 13, 2026
13/1/2026 | 47 min
The Information’s Martin Peers talks with TITV Host Akash Pasricha about China's new restrictions on Nvidia H200 purchases and Meta's decision to cut staff in Reality Labs to focus on AI wearables. We also talk with DataBank CEO Raul Martynek about Mark Zuckerberg’s massive "Meta Compute" initiative and The Information’s Erin Woo and Aaron Tilley about the landmark deal to bring Gemini into Siri. We get into the creative world of AI M&A and "synthetic pref rights" with Brex CBO Art Levy, and lastly we check in with reporter Miles Kruppa on Google’s $4.8 billion acquisition of Intersect Power to bypass the energy grid.Articles discussed on this episode: https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstanceshttps://www.theinformation.com/articles/google-goes-electric-get-quick-data-center-approvalTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Apple Picks Gemini for Siri AI, Google’s AI Shopping Tools, Meta’s New Power Player | Jan 12, 2026
12/1/2026 | 44 min
The Information’s Editor-in-Chief Jessica Lessin joins TITV for breaking news—Meta’s high-profile hiring of Dina Powell McCormick and Apple’s Siri-Gemini partnership. Next, The Information's Cory Weinberg and Michael Roddan talk with TITV Host Akash Pasricha about Motive's reliance on 400 human annotators in Pakistan to verify AI dashcam alerts. We also talk with Senior Editor Meredith Mazzilli about Google’s new AI shopping tools, Crypto Reporter Yueqi Yang about Robinhood’s massive stock lead over Coinbase, and Accelsius CEO Josh Claman about the $65M race to cool AI data centers. Articles discussed on this episode: https://www.theinformation.com/briefings/meta-appoints-dina-powell-mccormick-president-vice-chairhttps://www.theinformation.com/articles/google-matches-openai-shoppinghttps://www.theinformation.com/briefings/apple-partners-google-upcoming-siri-overhaulhttps://www.theinformation.com/articles/robinhood-wins-round-battle-coinbasehttps://www.theinformation.com/articles/dashcam-maker-motive-touts-ai-relies-humansTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda



The Information's TITV