The Information's TITV podcast

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Edita Birnkrant and Tracy Winston: The Horse Who Collapsed in the Street 37:03

15 hari yang lalu37:03

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37:03

“I could be walking in Central Park and come up on one of these horse and buggies. I don't think twice about it because I see it as part of the New York attraction. You know, you have the Statue of Liberty, you have Times Square, and you have these romantic horse and buggy things where people get married in the park and they ride these carriages. And tourists, they take these rides in Central Park. It's romantic, it's something beautiful to see. But I never thought for one second that these horses are abused.” – Tracy Winston, juror from Ryder’s trial New York City has a big, visible animal cruelty issue: horses forced to pull carriages, carrying heavy loads for long hours in all types of weather in the middle of chaotic traffic. Three years ago, a carriage horse named Ryder was a victim of this cruelty. He collapsed on a Manhattan street after being worked for hours in the summer heat. Two months later, he was euthanized. His story sparked global outrage. Ryder’s driver, Ian McKeever, was charged with animal cruelty The trial took place a few weeks ago, but McKeever was ultimately acquitted. This conversation is with Edita Birnkrant, the Executive Director of NYCLASS and Tracy Winston, one of the jurors from Ryder's trial. New York’s weak and outdated animal protection laws have not changed since Ryder died— and because of this, another avoidable death that occurred just a week after we recorded this interview. On August 5th, a horse named Lady died while pulling a carriage in Manhattan. This conversation is about accountability, about corruption and about what happens when justice fails the most vulnerable. It's too late for Ryder and Lady. But it is not too late to act. If you live in New York, please call your City Council members and tell them it’s time to bring Ryder’s Law, Intro 967, up for a vote and pass this vital bill to protect carriage horses from suffering and death on the city’s streets. To find your council member, go to: https://www.speciesunite.com/ny-horse-carriage-petition NYCLASS: https://nyclass.org/…

The Information's TITV

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The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.

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The Information's TITV

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Gen Z vs. Sports Media, SaaS Valuations & NVIDIA’s 80-Year Bet on VAST Data | Aug 27, 2025 30:26

1 day yang lalu30:26

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Overtime CEO Dan Porter talks with TITV Host Akash Pasricha about the future of sports media and why Gen Z will never watch live games on TV. We also talk with Altimeter Capital's Jamin Ball about software valuations and the rise of "quasi-public" companies , and The Information's Kevin McLaughlin about the AI data storage boom and NVIDIA's 80-year bet on VAST Data. Articles discussed on this episode: TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Why Sequoia's China Spinoff is Struggling, Plus Apple's AI M&A Strategy | Aug 26, 2025 42:03

2 hari yang lalu42:03

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The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics. Articles discussed on this episode: - https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china - https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push - https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronics TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Silicon Valley's AI-Fueled Paranoia, Epic's Threat & The US Open's Metaverse Play | Aug 25, 2025 31:35

3 hari yang lalu31:35

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Anomaly's Mike Desjadon talks with TITV Host Akash Pasricha about AI healthcare startups. We also talk with The Information's Natasha Mascarenhas about Silicon Valley's AI anxiety and The Information's Ann Gehan about Faire's potential funding , and we get into the US Open's tech push with the USTA's Brian Ryerson. Articles discussed on this episode: https://www.theinformation.com/articles/ai-forces-silicon-valley-confront-moment-ecstasy-agony TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Snap's AR Bet, OpenAI's Google Dependence & VC Predictions | Aug 22, 2025 48:44

6 hari yang lalu48:44

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Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy. Articles discussed on this episode: • https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses • https://www.theinformation.com/articles/openai-challenging-google-using-search-data • https://www.theinformation.com/articles/funny-math-behind-key-software-metric TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Why Data Is AI's Biggest Problem, Solana's ETF Ambitions & Your AI Shopping Agent | Aug 21, 2025 32:28

7 hari yang lalu32:28

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Protege CEO Bobby Samuels and Footwork's Nikhil Basu Trivedi talk with TITV Host Akash Pasricha about the booming business of AI training data and the $25 million investment to build a data marketplace. We also talk with The Information's Yueqi Yang about Solana's comeback and push for a mainstream ETF, and we get into the future of automated consumer fintech and agentic commerce with Accrual Capital's Lauren Kolodny.Articles discussed on this episode: https://www.theinformation.com/articles/solana-gets-respectable-sets-sights-wall-street https://www.theinformation.com/articles/one-year-old-startup-notching-data-deals-model-makers TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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The Future of AI with Bret Taylor, Winston Weinberg, Garrett Lord and Aaron Holmes | Aug 20, 2025 48:48

8 hari yang lalu48:48

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Bret Taylor, CEO and Co-Founder at Sierra, and Winston Weinberg, CEO and Co-Founder of Harvey, discuss the capabilities of AI agents and the evolving market with our founder and editor-in-chief Jessica Lessin. Garrett Lord, CEO of Handshake, shares insights on the future of work in the AI era. We also speak with Aaron Holmes from The Information, who uncovers why the cost of AI models is rising. Articles discussed on this episode: https://www.theinformation.com/articles/cost-buying-ai-creeping-boosting-microsoft-sellers https://www.theinformation.com/articles/character-ai-talks-sell-raise-money-year-founders-depart TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information Sign up for the AI Agenda newsletter…

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AI Content Licensing, Autonomous Robot Secret, Beehiiv's Creator Growth, Sleep Fitness | Aug 19, 2025 39:07

9 hari yang lalu39:07

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Raptive's Paul Bannister and The Information’s Cathy Perloff talk with TITV Host Akash Pasricha about publishers' changing demands for AI content licensing. We also talk with Ultra Robotics' Jon Miller Schwartz & Reporter Rocket Drew about human-robot collaboration and Beehiiv's Tyler Denk about democratizing creator monetization. Lastly, we get into Eight Sleep's $100 million raise with CEO Matteo Franceschetti. Articles discussed on this episode: https://www.theinformation.com/articles/behind-robots-human-operator-toils https://www.theinformation.com/articles/news-publishers-shift-ai-licensing-focus-usage-based-deals https://www.theinformation.com/articles/the-co-founders-of-eight-sleep-want-to-optimize-your-performance-in-bed TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information . Sign up for the AI Agenda newsletter.…

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AI in Education, The AI Chip War, and Meta Superintelligence Lab Restructuring | Aug 18, 2025 37:05

10 hari yang lalu37:05

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Grammarly CEO Shishir Mehrotra talks with TITV Host Akash Pasricha about new AI agents for students. We also talk with The Information's Anne Gehan about Walmart's e-commerce fight with Amazon and Kalley Huang about Meta's AI team restructuring. Finally, we get into the ongoing chip war with author Chris Miller. Articles discussed on this episode: https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talent TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information Sign up for the AI Agenda newsletter…

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How AI “Thinks”, Amazon vs Trade Desk AdTech, xAI's Talent Pool, and Robotics | Aug 15, 2025 37:48

13 hari yang lalu37:48

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Kathy Perloff, Theo Wayt, and Shweta Khajuria talk with TITV Host Akash Pasricha about the ad tech rivalry between Amazon and The Trade Desk. We also talk with Theo Wayt about Elon Musk’s xAI and its unique talent pool, Jake Loosararian, CEO of Gecko Robotics, explains how his company’s robots are used across different sectors, and Lin Qiao, CEO of Fireworks AI, details how her company helps application developers with quality, speed, and cost for their AI products. Articles discussed on this episode: https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talent TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information. Sign up for the AI Agenda newsletter…

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Bryan Johnson’s Don't Die Movement, SoftBank's AI Gamble & Perplexity's Browser Bids | Aug 14, 2025 42:45

14 hari yang lalu42:45

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Bryan Johnson talks with TITV Host Akash Pasricha about his audacious "Don't Die" movement and the growing business behind his longevity programs. We also talk with Cory Weinberg about SoftBank's massive $9.7 billion investment in OpenAI and the unique financial arrangement benefiting CEO Masayoshi Son, Sri Muppidi details Perplexity's surprising acquisition bids for various internet browsers, and Rodrigo Liang, CEO of SambaNova, explains how his company's power-efficient AI chips are challenging NVIDIA's dominance. Articles discussed on this episode: https://www.theinformation.com/articles/openai-starts-look-like-masas-savior https://www.theinformation.com/articles/wild-chrome-bid-perplexity-hunting-browsers https://www.theinformation.com/articles/introducing-the-informations-ai-chip-database TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscrib e Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Tech Deep Dive: IPOs, Enterprise AI Agents, Creator Economy, & The AI Search War | Aug 13, 2025 41:02

15 hari yang lalu41:02

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FirstMark Capital's Rich Heitzman talks with TITV Host Akash Pasricha about the IPO market & big tech's AI investments. We also talk with Writer's May Habib about enterprise AI agents and Kajabi's Ahad Khan about the creator economy, and we get into the AI search wars with Profound's James Cadwallader. Articles discussed on this episode: https://www.theinformation.com/articles/people-power-sap-remakes-ai-era TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Circle’s Earnings with CEO Jeremy Allaire, Crypto Treasury Stocks and Xero’s Growth | Aug 12, 2025 38:10

16 hari yang lalu38:10

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CEO Jeremy Allaire talks with TITV Host Akash Pasricha about Circle's Q2 Earnings. We also talk with Yueqi Yang about crypto treasury stocks, Xero CEO Sukhinder Singh Cassidy discusses the company's growth strategy, and we get into GPU code generation with Waleed Atallah, CEO of Mako. Articles discussed on this episode: https://www.theinformation.com/articles/cryptos-red-hot-stock-trade-shows-signs-cooling https://www.theinformation.com/briefings/crypto-exchange-bullish-seeks-990-million-upsized-ipo TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Sign up for the AI Agenda newsletter.…

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AI Ignites VC Frenzy, Unpacking Shifting Founder Dreams & Investment Strategies | Aug 11, 2025 37:53

17 hari yang lalu37:53

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Host Akash Pasricha dives into the unprecedented boom in venture capital fueled by AI, joined by Natasha Mascarenhas and Jon Sakoda. Bain Capital Ventures' new partners, Abby Meyers and Ron Miasnik, reveal their focus on "physical work" tech and traditional industries benefiting from AI. Finally, Sam Lessin of Slow Ventures shares his candid thoughts on founders seeking "optionality" and how VCs are "subsidizing" AI products, drawing parallels to the early consumer internet era. Article discussed on this episode: https://www.theinformation.com/articles/unsolicited-term-sheets-declining-dry-powder-inside-ai-deal-rush TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Sign up for the AI Agenda newsletter.…

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GPT-5 Analysis, Brex Growth, Maven's Fertility Tech & NVIDIA Family Dynasty | Aug 8, 2025 40:47

20 hari yang lalu40:47

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Siqi Chen, Matt Shumer, and Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI GPT-5 and AI Benchmarking. We also talk with Art Levy about Brex's growth & global payments, Kate Ryder about Maven's fertility tech, and we get into NVIDIA's family dynasty with Anissa Gardizy. Article discussed on this episode: https://www.theinformation.com/articles/nvidias-quiet-rising-stars-son-daughter-billionaire-founder-jensen-huang https://www.theinformation.com/articles/meta-acquires-ai-audio-startup-waveforms https://www.theinformation.com/articles/brex-a-year-after-turmoil-has-profits-in-sight TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda…

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Keith Rabois on AI's Startup Shakeup, Ben Smith on the Paramount Merger & More | Aug 7, 2025 42:46

21 hari yang lalu42:46

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The Information’s CEO Jessica Lessin speaks with Keith Rabois, Managing Director at Khosla Ventures, about AI's impact on startups and Ben Smith about the Skydance-Paramount merger. TITV Host Akash Pasricha talks with Joshua Meier & Greg Yap about AI drug discovery, and we also get into Baiju Bhatt's new space business with Steve LeVine. Article discussed on this episode: https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Sign up for the AI Agenda newsletter to stay ahead of the tech breakthroughs, startups and leaders in AI.…

The Information's TITV

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Uber CEO Dara Khosrowshahi’s Autonomous Bet, Apple's AI Threat & Overhyped AI Startups | Aug 6, 2025 39:56

22 hari yang lalu39:56

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Uber CEO Dara Khosrowshahi with Jessica Lessin about their autonomous future. We also talk with Sasha Kaletsky about Snap earnings and Adrian Aoun about OpenAI's new model. We get into AI coding startup valuations with The Information's Reporter, Anita Ramaswamy. Articles discussed on this episode: https://www.theinformation.com/articles/ai-coding-startups-like-cursor-gotten-rich https://www.theinformation.com/articles/runway-luma-talks-multibillion-dollar-fundraises-revenue-picks https://www.theinformation.com/articles/snaps-earnings-show-stalled-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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AI's Power Demand: Fusion Energy, Palantir’s Record Earnings & Investment Banking M&A | Aug 5, 2025 43:16

23 hari yang lalu43:16

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David Kirtley, CEO of Helion Energy, talks with TITV Host Akash Pasricha about fusion power. We also talk with Brent Thill, Tech Sector Leader at Jefferies, about Palantir's earnings and AI's job impact, Merrill Lutsky, CEO of Graphite, about AI code review, Catherine Perloff about Google's "love-hate" ad relationship, and we get into AI's effect on investment banking with Aaron Holmes. Articles discussed on this episode: https://www.theinformation.com/articles/advertisers-quit-google-despite-complaints-traffic-ads https://www.theinformation.com/articles/reflection-ai-targets-1-billion-take-meta-deepseek-open-source https://www.theinformation.com/articles/chatbots-eating-m-advisory-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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Electric Air Taxis, Crypto AI Bets, AI Copyright Wars | Aug 4, 2025 29:23

24 hari yang lalu29:23

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Electric Air Taxis, Crypto AI Bets, AI Copyright Wars | Aug 4, 2025 Eric Allison, Chief Product Officer of Joby Aviation, talks with TITV Host Akash Pasricha about Joby's acquisition of Blade and the future of electric air taxis. We also talk with Paul Veradittakit, Managing Partner of Pantera Capital, about crypto's intersection with AI and robotics, and Sylvia Varnham O'Regan about the White House's mixed messaging on AI copyright. Articles discussed on this episode: https://www.theinformation.com/articles/electric-surprising-acquisition-lets-electric-taxi-startup-joby-commercialize-early https://www.theinformation.com/articles/behind-white-houses-mixed-messages-ai-copyright https://www.theinformation.com/briefings/tesla-board-grants-elon-musk-23-7-billion-stock-award https://www.theinformation.com/articles/inside-openais-rocky-path-gpt-5 TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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Figma's Blockbuster IPO, Tech IPOs Heat Up & Silicon Valley's New Obsession | Aug 1, 2025 38:01

27 hari yang lalu38:01

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Sapphire Ventures' Jai Das and WndrCo's Jeff Nykun talk with TITV Host Akash Pasricha about Figma's monster IPO and what it means for the market. We also talk with The Information's Cory Weinberg about whether the IPO window is truly open for other tech companies and Evan Tana from South Park Commons about "negative one to zero" seed investing. Finally, we get into Silicon Valley's new wellness obsession—microplastics—with our reporter Ann Gehan. Articles discussed on this episode: https://www.theinformation.com/articles/figmas-shares-soar-250-ipo-making-hottest-string-tech-deals https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-names https://www.theinformation.com/articles/microplastics-became-silicon-valleys-big-new-worry https://www.theinformation.com/articles/figma-ipo-dylan-field-bounces-back-adobe-fiasco https://www.theinformation.com/articles/krakens-15-billion-price-tag-dylan-fields-unusual-power https://www.theinformation.com/projects/tech-ipo-tracker TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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Glean's AI Data Wars, Serena Ventures' New Fund, and Google's New AI "Fixer" | July 31, 2025 34:07

28 hari yang lalu34:07

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Glean Founder & CEO Arvind Jain talks with TITV Host Akash Pasricha about the "gloves are off" phase of the AI data wars. We also talk with Beth Ferreira, General Partner at Serena Ventures, about her fund's unique strategy and plans to raise a new, larger fund, and Gorkem Yurtseven, Co-Founder of fal.ai, about his company's explosive growth to a $95 million revenue run rate. Lastly, we break down the profile of Google's new Chief AI Architect with our reporter Erin Woo. This episode also covers OpenAI hitting $12 billion in annualized revenue, Figma's IPO debut, and the latest earnings from Meta and Microsoft. Articles discussed on this episode: https://www.theinformation.com/articles/googles-new-ai-architect-plans-spread-gemini-everywhere https://www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-users https://www.theinformation.com/articles/microsoft-meta-bonanza-june-quarter TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET.…

The Information's TITV

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Groq's Revenue Woes, Waabi's Driverless Trucks, and AI Healthcare & E-commerce Agent Battles | July 30, 2025 44:49

29 hari yang lalu44:49

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The Information reporter Miles Kruppa talks with TITV Host Akash Pasricha about AI chipmaker Groq's revenue projections. We also talk with Raquel Urtasun, Founder & CEO of Waabi, about autonomous trucking and Nikhil Buduma Co-Founder & Chief Scientist Ambience about AI in healthcare. Lastly we break down Amazon, Google and Shopping AI agent wars with our reporter Ann Gehan. Articles discussed on this episode: https://www.theinformation.com/articles/amazon-locks-googles-ai-shopping-agents https://www.theinformation.com/articles/ai-chipmaker-groq-slashes-projections-soon-sharing-investors TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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AI's Impact on Advertising, Enterprise, and Software | July 29, 2025 45:36

4 weeks yang lalu45:36

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Joe Marchese, Co-Founder of Human Ventures, talks with Jessica Lessin, our founder, CEO, and editor-in-chief, about AI's effect on ad businesses. Shaown Nandi, Director of Technology at Amazon Web Services, discusses the Chief AI Officer role. Kashish Gupta and Harsha Kapre join to discuss Snowflake’s investment in Hightouch, and our reporter Aaron Holmes breaks down AI’s impact on lowering software switching costs. Articles discussed on this episode: https://www.theinformation.com/articles/cursors-global-success-lifted-china https://www.theinformation.com/articles/ai-cloud-startup-fireworks-discusses-4-billion-valuation-deal-lightspeed-index https://www.theinformation.com/articles/microsofts-rivals-lean-ai-pry-away-longtime-customers https://www.theinformation.com/articles/spotify-is-booming-except-for-its-ad-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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Figma IPO, Earnings & OpenAI's GPT-5 Breakthrough | July 28, 2025 25:37

4 weeks yang lalu25:37

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The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about Figma IPO winners. We also break down the busy earnings week ahead, with four of the Magnificent Seven – Meta, Microsoft, Apple, and Amazon – with our co-executive editor Martin Peers. And AI reporter Stephanie Palazzolo discusses OpenAI's GPT-5. Articles discussed on this episode: https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-names https://www.theinformation.com/briefings/samsung-make-tesla-chips-16-5-billion-deal https://www.theinformation.com/articles/ramp-talks-raise-21-billion-valuation-30-june-financing https://www.theinformation.com/articles/openais-gpt-5-shines-coding-tasks The Information’s TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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Ōura's Health Vision, Tesla's Optimus Robots, and Sports Tech Investments | July 25, 2025 38:28

4 weeks yang lalu38:28

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Tom Hale, CEO of Ōura, talks with our Founder and Editor-in-Chief Jessica Lessin about the future of health tracking. We also talk with our reporter Theo Wayt about Tesla's Optimus robot and our weekend sports reporter Sarah Germano about sports league investments and AI's impact on sports. Articles discussed on this episode: https://www.theinformation.com/articles/openais-gpt-5-shines-coding-tasks https://www.theinformation.com/articles/elad-gil-plots-1-5-billion-fund-stretching-definition-solo-gp https://www.theinformation.com/articles/inside-teslas-secretive-optimus-robot-program https://www.theinformation.com/articles/sports-leagues-hunt-startup-investments-chummy-style-venture-capital The Information’s TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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Tech Giants, AI, and Big Money: Earnings, Funding, and Policy Shifts | July 24, 2025 41:07

5 weeks yang lalu41:07

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Host Akash Pasricha discusses Vanta’s new funding round and growth in security and compliance software with CEO, Christina Cacioppo. We also talk with Amber Venz Box, co-founder of LTK, who explains their creator commerce marketplace, revenue streams, and perspective on AI's impact, emphasizing human-generated content. The Information reporter Sri Muppidi breaks down OpenAI's record-breaking $40 billion funding round and its complex governance. And lastly, insights into the Trump administration's new AI action plan, focusing on deregulation and ideological bias in AI development from our reporter Sylvia Varnham O'Regan. Articles discussed on this episode: A New AI Startup Takeover List Founders Fund, Dragoneer Each Commit $1 Billion–Plus to OpenAI Deal Musk Giggles as Tesla Tanks Bots or Bust: ServiceNow’s Bill McDermott Makes an All-In Bet on AI The Information’s TITV airs on YouTube, X, Facebook and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.…

The Information's TITV

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AI Video, VC Metrics, and Crusoe's Cloud Ambition | July 23, 2025 38:47

5 weeks yang lalu38:47

38:47

This episode kicks off with an exclusive interview featuring Cristóbal Valenzuela, CEO of AI video company Runway, who discusses their innovative enterprise sales strategy and the "forward-deployed technical artists" helping companies embrace non-traditional content creation. Our second guest, Tomas Tungus, General Partner at Theory Ventures, reveals the key metrics he's fixated on when assessing AI startups, offering a data-heavy dive into financial health, growth rates, and the nuances of revenue reporting in the fast-paced AI market. Finally, the episode concludes with an update on Crusoe, the data center company making a bold play in the cloud computing space. Reporter Anissa Gardezy details Crusoe's ambitious revenue projections for its AI cloud business and its role in major projects like Stargate, as it aims to compete with industry giants like Oracle and ultimately become a leading cloud provider. Articles discussed on this episode: https://www.theinformation.com/articles/how-runway-hopes-to-outrun-openai-google-in-the-ai-video-race https://www.theinformation.com/articles/upstart-crusoes-audacious-plan-take-cloud-giants https://www.theinformation.com/articles/inside-the-start-of-project-stargate-and-the-startup-powering-lt https://www.theinformation.com/articles/how-ai-can-upend-the-internet-ad-model…

The Information's TITV

1
Apple's AI Talent Crisis, Robotaxis, and Stargate’s Slow Progress | July 22, 2025 32:41

5 weeks yang lalu32:41

32:41

This episode features interviews about critical developments in artificial intelligence. Our Apple reporter, Aaron Tilley, discusses the brand’s struggle to keep top AI talent. Steve Jang, Founder and Managing Partner at Kindred Ventures, discusses the future of ride-sharing with robotaxis and the ongoing "browser wars" between Perplexity's Comet and OpenAI. Our cloud reporter, Anissa Gardizy provides updates on OpenAI's significant data center expansion with Oracle and the evolving Stargate project. Additionally, Dani Yogatama, CEO of Reka, shares insights on his company's recent funding, efficient multimodal AI models, and strategies for attracting talent. Articles discussed on this episode: Why Apple Is Losing Ground in the AI Talent War (It’s Not Just Money) OpenAI, SoftBank at Odds Over Data Center Project OpenAI Greatly Expands Data Center Deal With Oracle…

The Information's TITV

1
Beyond the Hype: The Real Stakes in AI, IPOs, and Cyber Attacks | July 21, 2025 34:38

5 weeks yang lalu34:38

34:38

Today’s episode features Box CEO Aaron Levie, who discusses how AI is transforming enterprise software and whether it's a threat or an opportunity. We also analyze Figma's highly anticipated IPO valuation with our financial columnist Anita Ramaswamy, discussing its impressive growth and the impact of AI. Finally, cybersecurity and enterprise tech reporter Aaron Holmes unpacks the recent Microsoft SharePoint hack, its implications for government and businesses, and the ongoing cybersecurity challenges for Microsoft, including how CEO Satya Nadella's pay is now linked to security improvements. Articles discussed on this episode: Figma’s IPO May Be Hot, but Its Outlook Is Murky Figma Sets Tentative IPO Pricing Range Hackers Exploit Microsoft Flaw in File-Sharing Software…

The Information's TITV

1
A Stablecoin Future, Netflix is "Boring,” and Flying Cars | July 18, 2025 37:41

6 weeks yang lalu37:41

37:41

We hear from Tom Schmidt of Dragonfly Capital about what the stablecoin legislation means for startups and why crypto M&A is so hot right now. Co-executive editor talks about how Netflix has matured over the years, Weekend editor Abe Brown goes into detail about our flying cars story, and our CEO Jessica Lessin gets into our Vibe Coding survey results. Hosted by Akash Pasricha. Articles discussed on this episode: A Flying Taxi Finally Nears Takeoff With an Unlikely Boost From Toyota As Crypto Bill Passes, Bank Bosses Feel Heat The Education of Roku’s Anthony Wood 25 Great Books for Summer 2025 The Information Survey: Nearly 75% of Respondents Are Vibe Coding…

The Information's TITV

1
AI in China, The Current State of Seed Investing | July 17, 2025 41:37

6 weeks yang lalu41:37

41:37

The Information’s Asia Bureau Chief Jing Yang gives us a view from the ground on the AI startup scene in China, diving deep into DeepSeek’s challenges, Manus, and the hurdles humanoid robotics companies are facing there. Plus, banking reporter Michael Roddan shares his findings from an investigation into quantum and AI company SandboxAQ, and TITV host Akash Pasricha speaks with Slow Ventures General Partner Sam Lessin about why seed investing is a tale of two cities right now. Articles discussed on this episode: DeepSeek’s Progress Stalled by U.S. Export Controls Why Humanoid Robots Are the Latest Front in America’s Tech War With China Lavish Spending and Weak Growth Engulf Billionaire-Backed AI Startup SandboxAQ The Information’s Creator Economy Database…

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