The Information's TITV

Odcinki

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  Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat 06.10.2026 41min

  Reflection Co-Founder Ioannis Antonoglou talks with TITV Host Akash Pasricha about Beam, the company’s new open-weight model, efficient reasoning and the business model behind open AI. We also talk with The Information’s Microsoft Reporter Aaron Holmes about Meta and Microsoft’s efforts to curb internal Claude spending, competing models and the customer-facing demand that has offset Microsoft’s internal cuts. The Information’s Author of Applied AI Laura Bratton joins us to discuss Workday’s growth challenge, cautious enterprise buyers and its plans to charge for outside agents accessing its data. Lastly, DoorDash Head of AI Research Aryan Shah and Head of Applied AI Aayush Sheth discuss the US-China open-model race, consumer and driver AI tools, third-party agents and the company’s approach to internal AI spending.Articles discussed in today’s show:- https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude- https://www.theinformation.com/articles/saaspocalypse-workdaySubscribe:- 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:16 - Reflection’s Beam and open AI14:24 - Meta and Microsoft’s Claude cuts20:23 - Workday and the SaaSpocalypse29:53 - DoorDash and the open-model race36:07 - Third-party agents and DoorDash’s moat39:13 - AI spending and internal evaluations
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  Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill 05.10.2026 43min

  Cohere Chief AI Officer Joelle Pineau talks with TITV Host Akash Pasricha about the company’s North 2 enterprise agent platform, sovereign AI and the safeguards needed to deploy agents reliably. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about the White House’s new AI leadership and the unresolved legal questions surrounding rogue agents. The Information’s Nvidia Reporter Phoebe Liu joins us to discuss how Jensen Huang’s son-in-law, Nico Caprez, became a trusted executive involved in Nvidia’s neocloud relationships and infrastructure financing. Lastly, The Information’s Senior Reporter Covering Anthropic Cory Weinberg explains the company’s employee charity-matching program, its potential cost to shareholders and the nonprofits that could benefit from an IPO.Articles discussed in today’s show:-https://www.theinformation.com/articles/anthropics-big-charity-bill-shareholders-https://www.theinformation.com/articles/jensen-huangs-son-in-law-became-one-trusted-executivesSubscribe:- 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:25 - Cohere’s North 2 and enterprise AI07:53 - Agent security and AI regulation15:58 - The White House’s new AI leadership19:03 - Who is liable when an AI agent goes rogue?26:34 - Jensen Huang’s son-in-law and Nvidia’s financing strategy35:44 - Anthropic’s IPO and its charity match40:08 - Charity costs and shareholder influence
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  Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing 02.10.2026 53min

  The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about the token resellers offering access to Anthropic models in China and the forces driving demand for distillation. Co-Executive Editor Martin Peers joins Jing to discuss how US AI IPOs could affect Chinese markets and debate what distillation allegations mean for investors. We also talk with The Information’s AI Finance Reporter Dakin Campbell about tightening bank lending, rising bond yields and the pressure on data center returns. Lastly, CoreWeave Executive Vice President of Product and Engineering Chen Goldberg discusses the company’s Vera Rubin rollout, its Forge platform and the engineering behind always-on AI agents.Articles discussed in today’s show:- https://www.theinformation.com/articles/chinas-token-resellers-create-anthropic-gray-market-https://www.theinformation.com/newsletters/the-information-finance/ai-data-center-debt-showing-everywhereSubscribe:- 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters —1:01:13 - Introduction1:02:16 - China’s gray market for Anthropic1:14:41 - AI IPOs & China’s markets1:21:46 - The debate over distillation1:30:39 - AI’s data center debt squeeze1:42:17 - CoreWeave, Vera Rubin & AI agents
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  Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card 01.10.2026 48min

  The Information’s Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about how SpaceX’s AI unit became a cloud computing provider and its talks with Microsoft. We also talk with The Information’s Yueqi Yang about the security, privacy and payment disputes that come with trusting AI agents to shop for you. Synthesia Co-founder and CEO Victor Riparbelli joins us to discuss interactive avatars for training, coaching and customer research. Lastly, Circle Co-founder and CEO Jeremy Allaire explains why he thinks Anthropic should go public, why AI needs regulation and how stablecoins could power payments between agents.Articles discussed in today’s show:https://www.theinformation.com/articles/spacexs-ai-unit-turned-ai-cloud-firmhttps://www.theinformation.com/newsletters/the-information-special-report/can-trust-agent-credit-cardSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks10:23 - Should You Trust AI Agents With Your Credit Card?19:46 - Synthesia’s Interactive Avatars & Enterprise AI30:35 - Circle CEO on Anthropic’s IPO & AI Regulation46:10 - Stablecoins & Payments Between AI Agents
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  OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI Overviews 30.09.2026 47min

  Constellation Research CEO Ray Wang talks with TITV Host Akash Pasricha about OpenAI's DevDay announcements, new pricing tiers, and enterprise strategy. We also talk with The Information's Alix Coutures about Google paying digital publishers for content used in AI Overviews and EliseAI CEO Minna Song about raising $350 million at a $4 billion valuation. Lastly, we get into a photo-based AI assistant Dazzle with former Yahoo CEO Marissa Mayer and Editor-in-Chief Jessica Lessin.Articles discussed in today’s show:https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-markethttps://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spendingSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B17:08 - Anthropic Cuts AI Discounts & Usage Caps22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking
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  Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5 29.09.2026 44min

  The Information’s Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about delayed tech IPOs and market uncertainty. We also talk with Sriram Viswanathan about AMD’s $8.2B acquisition of World Labs, Laura Bratton about Anthropic cutting AI discounts, and we get into AI model benchmarks and safety with Vals AI Co-founder Rayan Krishnan. Lastly, the Lola CEO, Steve Hafner, discusses his AI travel booking agents.Articles discussed in today’s show:https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-markethttps://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spendingSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty08:00 - AMD Buys Fei-Fei Li’s World Labs for $8.2B17:08 - Anthropic Cuts AI Discounts & Usage Caps22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking
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  Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags 28.09.2026 45min

  D.A. Davidson’s Gil Luria talks with TITV Host Akash Pasricha about Nvidia’s software to control rogue AI agents an Meta's enterprise push. We also talk with The Information's Grace Kay about Tesla Optimus production snags and Amy Dockser Marcus about the AI vs. human biotech race. Lastly, we get into AI agents going rogue with Zapier CEO Wade Foster.Articles discussed in today’s show:https://www.theinformation.com/briefings/nvidia-releases-products-stop-ai-going-roguehttps://www.theinformation.com/briefings/meta-taps-mongodb-ceo-lead-new-enterprise-ai-divisionSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Nvidia Agent Safety & Meta's Cloud Push17:38 - Tesla Optimus Hits Scale-Up Production Snags26:11 - Inside the AI vs. Humans Biotech Race36:44 - Zapier CEO Wade Foster on AI Agents Going Rogue
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  Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group 25.09.2026 56min

  Google DeepMind Chief Architect Koray Kavukcuoglu talks with Jessica Lessin about recursive self-improvement and AI agent autonomy. Then: TITV Host Akash Pasricha talks with The Information's Stephanie Palazzolo and Leo Schwartz about SAFA, a proposed safety body from Google, OpenAI, and Anthropic; Cory Weinberg about Anthropic co-founders seeking voting control ahead of their IPO; Asia Bureau Chief Jing Yang and Asia Reporter Juro Osawa about DeepSeek's $1 billion ARR; Kristy Loke about why America's AI ambitions face headwinds compared to China. Finally, we get a peek at The Information Pro’s newest tool, which identifies emerging AI trends with Eric Bellomo, The Information’s Head of Research.Articles discussed in today’s show:https://www.theinformation.com/articles/google-openai-anthropic-ai-safety-group-takes-shapehttps://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipohttps://www.theinformation.com/articles/deepseeks-annualized-revenue-hits-1-billion-startup-finalizes-7-5-billion-fundraisinghttps://www.theinformation.com/articles/americas-ai-dream-failing-launchhttps://www.theinformation.com/articles/introducing-ai-inflection-index-9-500-articles-say-coming-next Subscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction & DeepMind's Autonomous AI Agents02:18 - Inside AI Agenda Live: Open Source Price Wars & JEPA06:35 - SAFA: Google, OpenAI & Anthropic Form AI Safety Group11:10 - Anthropic Co-Founders Push for IPO Voting Control15:02 - DeepSeek Revenue Soars to $1B ARR at 83% Margin19:15 - Why America’s AI Ambitions Face Public Backlash24:05 - Introducing The Information’s AI Inflection Index
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  Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI 24.09.2026 1godz 16min

  Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about AI safety and cybersecurity. We also talk with Core Automation CEO Jerry Tworek about leaving OpenAI to build Neo-Labs and recursive self-improvement, Marathon Management Partners' Gokul Rajaram about enterprise AI agent adoption and startup valuation metrics, and we get into distributed compute with Phin Barnes and GPU spot market pricing with Nebius CRO Marc Boroditsky.Subscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction 02:20 - Replit CEO Amjad Masad on AI Safety & Cybersecurity 13:34 - Ex-OpenAI Researcher Jerry Tworek on Neo-Labs & RSI 35:57 - Investor Gokul Rajaram on AI Agents & Enterprise Sales 48:15 - Phin Barnes on Distributed AI Compute & Edge Infrastructure 56:00 - Nebius CRO Marc Boroditsky on Compute Auctions & GPU Pricing
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  OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises 23.09.2026 40min

  Arena.ai AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about cheaper AI models from OpenAI and Anthropic. We also talk with The Information’s Julia Hornstein about VCs visiting China and Asia Bureau Chief Jing Yang about China probing DeepSeek. Lastly, we get into a16z's new AI college with Gagan Biyani, CEO at The Horowitz Andreessen Academy.Articles discussed on this episode: https://www.theinformation.com/articles/founders-fund-khosla-ventures-visit-china-countrys-ai-prowess-riseshttps://www.theinformation.com/newsletters/ai-agenda/expect-ai-agenda-live-crusoe-thinking-machines-labs-strike-compute-dealSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
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  The Software Pricing War and AI Power Bottlenecks 22.09.2026 49min

  The Information's Laura Bratton talks with TITV Host Akash Pasricha about software's AI price war. We also talk with Ande CEO Lohit Sarma about his $52M AI startup and Flex CEO Revathi Advaithi about the AI power bottleneck, and we get into Apple's Siri integrations with Glance's Naveen Tewari.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/new-data-show-anthropic-openai-upstarts-eating-software-budgets Subscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction 02:26 - Software's AI Price War 09:32 - Ande Raises $52M for AI Agents 18:50 - Flex CEO on AI Data Center Power 36:51 - Glance CEO on Siri AI Integration
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  U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era 21.09.2026 45min

  The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about US-China AI dialogue and the ‘AI Force’. We also talk with Khosla Ventures Founder Vinod Khosla about AI tax reform and safety regulation, and we get into AI sales agents and scaling limits with Clay Co-Founder and CEO Kareem Amin.Articles discussed on this episode: https://www.theinformation.com/articles/refounding-america-tax-code-needs-change-age-aihttps://www.theinformation.com/briefings/u-s-china-discussed-ai-safety-system-bessent-saysSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - US-China AI Dialog & Trump's AI Force with Leo Schwartz09:12 - Vinod Khosla on AI Tax Reform & Safety33:26 - Clay CEO Kareem Amin on AI Sales & Agents
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  AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment 18.09.2026 56min

  The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arcee AI Co-Founder and CEO Mark McQuade about open weight AI models in the US vs China. Lastly, we get into AI compute debt financing with The Information Senior Editor Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/articles/ai-safety-push-sparks-demand-watchdog-groups-critics-doubt-independencehttps://www.theinformation.com/briefings/coreweave-prices-3-7-billion-convertible-bond-offeringSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Are AI Safety Watchdog Groups Truly Independent?24:13 - China’s View on AI Safety & US-China VC Decoupling36:15 - Arcee AI CEO Mark McQuade on Open Weight Models47:44 - The Debt Financing Behind the AI Compute Buildout
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  The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled 18.09.2026 42min

  Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO Greg Jensen demanding bank-style regulation for AI compute and Menlo Ventures' Amy Wu Martin about consumer AI adoption stalling despite tripled spending. Lastly, we get into The Information's newly released list of the 50 Most Influential People in Tech with our reporter Jemima McEvoy.Articles discussed on this episode: https://www.theinformation.com/articles/introducing-informations-50-influential-people-techhttps://www.theinformation.com/projects/50-most-influential-people-in-techhttps://www.theinformation.com/articles/bridgewaters-greg-jensen-calls-regulating-ai-firms-like-systemically-important-banksSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - How Fed Rate Hikes Impact AI Sector & Debt12:44 - Bridgewater Co-CIO Calls for AI Regulation21:59 - Menlo Report: Consumer AI Adoption & Agents32:34 - The 50 Most Influential People in Tech
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  Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction 16.09.2026 41min

  about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenstein.Articles discussed on this episode: https://www.theinformation.com/articles/apple-considers-return-server-market-talked-nvidia-use-network-techhttps://www.theinformation.com/newsletters/dealmaker/anthropic-openai-pacing-spooks-startup-customershttps://www.theinformation.com/newsletters/applied-ai/anthropics-data-policy-drama-good-openaiSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Dreamforce: Jensen, Sam & Dario Clash On AI Pacing14:23 - How AI Pacing Forces Founders to Rethink Startups22:00 - Apple Considers AI Server Bet & Nvidia Deal32:40 - Tutor Intelligence CEO Josh Gruenstein on Next-Gen Industrial Robots
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  The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses 15.09.2026 33min

  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-modelshttps://www.theinformation.com/articles/bytedances-first-half-profit-drops-20-billion-weighed-ai-spendingSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Handshake CEO Garrett Lord on Pacing AI & White-Collar ROI13:04 - ByteDance Profits Fall to $20B Amid AI Investments15:56 - Meta’s Muse Agent Launch & Enterprise Traction25:25 - Developers Using Claude Code With Rival AI Models
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  What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive 14.09.2026 55min

  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-hackThe Hugging Face Hack’s Chilling Postmortem: https://www.theinformation.com/newsletters/the-weekend/hugging-face-hacks-chilling-postmortemSubscribe: 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-agendaFollow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction and Overview of AI Agents04:08 - Reasoning and Reinforcement Learning08:50 - Current Limitations, Astra, and Impact on Work25:50 - Multi-Agent Systems and Delegation31:04 - The Hugging Face Incident and Agent Coordination36:05 - Game Theory and Agent Security40:39 - AI Alignment, Monitoring, and Chain of Thought50:07 - Future Outlook on AI Models and Interpretability
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  Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal 14.09.2026 47min

  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-usehttps://www.theinformation.com/articles/anthropic-strikes-13-7-billion-compute-deal-trump-linked-rum-groupSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Secret AI Safety Body & Dario Amodei's Slowdown Proposal10:49 - What an AI Slowdown Means for SaaS & Enterprise Data Fears21:25 - Anthropic’s $13.7B Compute Deal with Rum Group27:50 - Superhuman CEO Shishir Mehrotra on Fathom Acquisition & AI Safety37:53 - Rillet CEO Nicolas Kopp on $1B Valuation & AI Pricing Models
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  Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing 11.09.2026 46min

  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-financingSubscribe: 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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:03:48 - Oracle Cash Burn & CapEx Strategy00:11:58 - Baseten Acquires Blaxel for AI Sandboxes00:22:09 - Inside Blackstone's $10B+ Google TPU Play00:32:26 - Editor's Cut: iPhone Duo & AI Existential Threat
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  Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise? 10.09.2026 38min

  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-expansionhttps://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_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.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/