The Information's TITV

Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heavy AI investments and Creator Ventures' Sasha Kaletsky about Meta's new Muse agent launch, and we get into developers pairing Claude Code with rival AI models with The Information's Alix Coutures. Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/developers-find-ways-use-claude-code-without-anthropic-models https://www.theinformation.com/articles/bytedances-first-half-profit-drops-20-billion-weighed-ai-spending Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Handshake CEO Garrett Lord on Pacing AI & White-Collar ROI 13:04 - ByteDance Profits Fall to $20B Amid AI Investments 15:56 - Meta’s Muse Agent Launch & Enterprise Traction 25:25 - Developers Using Claude Code With Rival AI Models

OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and coordinating with each other. They dig into the infamous Hugging Face incident, the limits of AI “research taste,” OpenAI’s push toward AI systems that can help improve the next generation of AI, and the growing challenge of monitoring models’ chains of thought as they become more capable. Related articles: Investigation into OpenAI Hugging Face Hack: https://www.theinformation.com/briefings/sen-josh-hawley-launches-investigation-openai-hugging-face-hack The Hugging Face Hack’s Chilling Postmortem: https://www.theinformation.com/newsletters/the-weekend/hugging-face-hacks-chilling-postmortem Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction and Overview of AI Agents 04:08 - Reasoning and Reinforcement Learning 08:50 - Current Limitations, Astra, and Impact on Work 25:50 - Multi-Agent Systems and Delegation 31:04 - The Hugging Face Incident and Agent Coordination 36:05 - Game Theory and Agent Security 40:39 - AI Alignment, Monitoring, and Chain of Thought 50:07 - Future Outlook on AI Models and Interpretability

The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton about enterprise data privacy fears, Phoebe Liu about Anthropic’s $13.7B deal with Rum Group, Superhuman CEO Shishir Mehrotra about Superhuman’s acquiring of AI notetaker Fathom, and get into AI outcome-based pricing with Rillet CEO Nicolas Kopp. Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-data-fears-prompt-nvidia-palantir-booz-allen-restrict-model-use https://www.theinformation.com/articles/anthropic-strikes-13-7-billion-compute-deal-trump-linked-rum-group Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Secret AI Safety Body & Dario Amodei's Slowdown Proposal 10:49 - What an AI Slowdown Means for SaaS & Enterprise Data Fears 21:25 - Anthropic’s $13.7B Compute Deal with Rum Group 27:50 - Superhuman CEO Shishir Mehrotra on Fathom Acquisition & AI Safety 37:53 - Rillet CEO Nicolas Kopp on $1B Valuation & AI Pricing Models

RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring Blaxel to power AI agent sandboxes, The Information’s Dakin Campbell about Blackstone’s expanding multibillion-dollar TPU venture with Google, and get into the Apple iPhone Duo debate and AI existential risks with Editors Martin Peers and Jason Dean. Articles discussed on this episode: https://www.theinformation.com/articles/inside-blackstones-bid-rule-ai-financing Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:03:48 - Oracle Cash Burn & CapEx Strategy 00:11:58 - Baseten Acquires Blaxel for AI Sandboxes 00:22:09 - Inside Blackstone's $10B+ Google TPU Play 00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat

Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The Information's Alix Coutures about OpenAI's new ad restrictions, and we get into Asana's new AI rollout with Asana CEO Dan Rogers. Articles discussed on this episode: https://www.theinformation.com/articles/spacex-overhauls-data-center-build-potentially-slowing-expansion https://www.theinformation.com/articles/openai-cuts-adobe-others-advertising-competing-ai-products-chatgpt Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Foundation Capital’s Jaya Gupta talks with TITV Host Akash Pasricha about the launch of Meta’s first consumer AI agent, Muse. We also talk with Samsara’s Johan Land about the drama around OpenAI’s latest math model breakthrough, the White House’s confusing AI whitelist policy with our reporter Leo Schwartz and our reporter Laura Bratton discusses Hugging Face’s robotics push. Articles discussed on this episode: https://www.theinformation.com/articles/confusion-reigns-white-houses-ai-whitelist https://www.theinformation.com/newsletters/applied-ai/hugging-face-making-big-robotics-push Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's new Astra model and its AGI claims. We also talk with Valida Pau about Coatue's proposed chip financing joint venture with startup MatX, Aaron Holmes about rising AI cyber threats and ElevenLabs' 2028 IPO plans, and we get into AWS's major Bedrock overhaul with Catherine Perloff. Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-house-payments-tech-push-chip-away-stripe https://www.theinformation.com/articles/coatue-matx-talks-new-multibillion-chip-financing-venture https://www.theinformation.com/articles/ai-threats-reshaping-companies-spend-cybersecurity-budgets https://www.theinformation.com/newsletters/ai-agenda/elevenlabs-hires-cfo-eyes-2028-ipo https://www.theinformation.com/articles/six-aws-engineers-rebuilt-bedrock-challenge-microsoft Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers. Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Adobe's New CEO & Software Earnings Lessons 00:13 - Netskope Sales Grow 29% as AI Security Expands 00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows 00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shift Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Arena's Peter Gostev on New Frontier AI Models 13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue 25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs 35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face 45:35 - Catherine Perloff on Google's Antitrust Victory

Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam. Articles discussed on this episode: https://www.theinformation.com/articles/secret-technique-behind-openais-astra-model-sparks-security-concerns https://www.theinformation.com/newsletters/ai-agenda/new-reasoning-strategies-sweep-openai-developers https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-bills-80-higher-need-glean-says https://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-build Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - OpenAI Astra Security Risks 12:49 - SpaceX Shakes Up Data Center Leadership 17:51 - Glean Challenges Anthropic with Cheaper AI Costs 22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes. Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuation Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Wafer Raises $40M Series A at $200M+ Valuation 03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips 11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows 12:56 - Nvidia Invests $3.5B in MediaTek Convertibles 17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing? 23:30 - The VC Case for Building Software in the AI Era 28:45 - The VC Mechanics Driving Mega-Rounds & Pivots 34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti. Articles discussed on this episode: https://www.theinformation.com/articles/salesforce-overhauling-way-charges-ai https://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-mac Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01:13 - How Apple Stumbled Into AI Hardware Success With the Mac 00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI 00:16:47 - Is the SaaSpocalypse still happening? 00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case 00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding

CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers. Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chips https://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructure Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Trump Admin Working to Curb China’s Remote Chip Access 12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO 23:12 - Inside the Politics & Policy Debate Around Data Centers 38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense

Deals reporter Valida Pau talks with TITV Host Akash Pasricha about Nvidia’s plan to buy Hugging Face for $12.9 billion. We also talk with Ray Wang, CEO of Constellation Research, about Nvidia’s Q2 sales doubling to a whopping $96.2B, and The Information’s Laura Bratton & KeyBanc Capital Markets’ Jackson Ader about Salesforce’s 14-point stock jump yesterday. Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-agrees-buy-open-source-model-repository-hugging-face-12-9-billion Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates’s dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face’s $13B acquisition talks with Applied AI Reporter Laura Bratton. Articles discussed on this episode: https://www.theinformation.com/articles/big-tech-suddenly-paying-startups https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks https://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforce Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Meta Settles Landmark Social Media Case 00:11 - Nvidia Earnings Preview & The Inference Shift 00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash 00:29 - Bill Gates AI Warning & Palo Alto Networks M&A 00:39 - Big Tech’s New AI M&A Premium 00:41 - OpenAI Exits to Salesforce & Hugging Face’s $13B Talks

Meta Reporter Jyoti Mann talks with TITV Host Akash Pasricha about Meta's upcoming launch of its new AI agent platform, "Hatch," and its new AI model code-named "Watermelon." We also talk with Elon Musk Reporter Grace Kay about Elon Musk's first address to Cursor staff after SpaceX's acquisition, Nebius Chief Revenue Officer Marc Boroditsky about their adoption of Nvidia's Groq chip and $5.75B debt offering, and D.A. Davidson's Gil Luria about what to expect from Nvidia's upcoming earnings report. Lastly, we get into the details of Tim Cook's exclusive farewell party as he steps down as Apple CEO with our Apple Reporter Aaron Tilley. Articles discussed on this episode: https://www.theinformation.com/articles/cursor-officially-enters-musk-era https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Meta to Launch ‘Hatch’ AI Agent Platform 09:30 - Elon Musk Tells Cursor Staff Grok Is Falling Behind 17:12 - Nebius Adopts Nvidia Groq Chip & Raises $5.75B 24:46 - What to Expect From Nvidia Earnings & Groq Chip Rollout 36:55 - Inside Tim Cook’s Apple Farewell Party

The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants. Articles discussed on this episode: https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Nvidia AI Chip Prices to Rise About 17% 05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation 12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers 24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards. Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Stripe Acquires OpenRouter for $7.5B 10:05 - Stripe’s Potential PayPal Deal 12:30 - AT&T Cuts AI Bills with Open Source 21:29 - Assessing Security Practices of AI Labs

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen. Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Anthropic's JV Acquires Casper Studios 08:12 - Nvidia In Talks for $20B Mercor Round 10:25 - Robinhood-Backed Prediction Exchange Rothera 19:38 - SEC's First Crypto Token Rule Proposal 22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari. Articles discussed on this episode: https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-plan https://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipo Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks 10:58 - White House AI Framework Leaves Valley in Limbo 20:10 - Anthropic Founders Grab Voting Power Ahead of IPO 30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice