The Information's TITV

Rosenblatt Securities Senior Research Analyst Barton Crockett talks with TITV Host Akash Pasricha about Apple’s slowing revenue growth, pressure on services and John Ternus’s first earnings call as CEO. We also talk with Stifel Managing Director and Senior Semiconductor Analyst Tore Svanberg about Marvell’s proposed acquisition of Lumentum, optical networking for AI data centers and regulatory scrutiny. The Information’s Leo Schwartz and Shane Burke discuss the midterm races that could shape data center development and California’s Proposition 40. Lastly, Nvidia reporter Phoebe Liu and tech and politics reporter Leo Schwartz unpack The Information’s reporting on Jensen Huang’s influence over chip-export policy and Washington think tanks.

Articles discussed in today’s show:

- Apple Sales Cool: https://www.theinformation.com/briefings/apple-sales-cool

- Marvell to Buy Lumentum: https://www.theinformation.com/briefings/marvell-buy-lumentum-115-billion-all-stock-deal

- Candidates Backing Data Center Pauses Could Win in Up to 15 Governor’s Races: https://www.theinformation.com/articles/candidates-backing-data-center-pauses-win-15-governors-races

- How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy: https://www.theinformation.com/articles/nvidia-uses-soft-power-influence-customers-shape-policy

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Chapters:

01:13 - Introduction and Apple’s earnings

13:56 - Marvell’s Lumentum acquisition

24:24 - Midterms and data center policy

34:20 - Nvidia’s influence in Washington

45:40 - Closing

The Information’s Apple reporter Aaron Tilley talks with TITV Host Akash Pasricha about Apple’s long-delayed first robot and John Ternus’s push to speed up product development. We also talk with The Information’s Meta reporter Jyoti Mann about the company’s humanoid prototype built with China’s Fourier. Plus, AI Agenda author Stephanie Palazzolo discusses customers’ reluctance to make bigger AI spending commitments and what Anthropic’s amended IPO filing reveals about its compute costs. Lastly, Bain Capital Ventures partner Saanya Ojha discusses Reddit’s falling search referrals and how AI-generated answers are changing the economics of the web.

Articles discussed in today’s show:

- Inside Apple’s Slog to Create Its First Robot: https://www.theinformation.com/articles/inside-apples-slog-create-first-robot

- Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push: https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push

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Chapters:

01:13 - Introduction and Apple’s Robotics Ambitions

11:00 - Meta’s Humanoid Robot Prototype

17:45 - Why AI Customers Want Flexibility

22:38 - OpenAI’s Smaller Funding Round

25:34 - Anthropic’s Amended IPO Filing

28:50 - Reddit and the Future of Search Traffic

41:52 - Closing

Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security.

Articles discussed in today’s show:

-https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-losses

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Chapters:

01:13 - Introduction

02:23 - Intel’s outlook and foundry strategy

12:50 - Amazon earnings, AWS and AI spending

24:42 - Cohere’s funding and compute strategy

34:30 - Binance hack and frozen funds

45:36 - Closing

Shot at The Information's WTF Summit in Napa Valley, this special edition of TITV features Stephanie Palazzolo speaking with 23andMe Research Institute founder and CEO Anne Wojcicki about rebuilding 23andMe as a nonprofit and using genetic data and AI to improve disease prediction. We also talk with Biohub’s Lori Goler about a $1.8 billion AI biology collaboration and the data needed to model cells, Google's Amanda Peterson Corio about the power infrastructure required for AI data centers, and UBS AI investment banker Nicole Su about soaring startup valuations, neocloud financing and what investors want from frontier-model IPOs. Lastly, Wabbi founder and CEO Brittany Greenfield explains why AI-generated code is creating new challenges for software security. The show also includes an excerpt from CBS News Editor in Chief Bari Weiss's WTF Summit conversation with The Information's Jessica Lessin.

Articles discussed in today's show:

-https://www.theinformation.com/articles/everyones-using-ai-divisions-growing-wtf-highlights

-https://www.theinformation.com/articles/cbs-bari-weiss-tells-critics-judge-journalism

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Chapters:

01:06 - Introduction from WTF Summit

02:29 - Bari Weiss on changing CBS News

08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics

26:03 - Lori Goler on the $1.8B AI biology collaboration

38:26 - Google's Amanda Peterson Corio on the AI power buildout

52:30 - UBS's Nicole Su on AI valuations, financing and IPOs

1:05:59 - Brittany Greenfield on AI coding security

1:16:05 - Closing

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company's third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information's reporting that OpenAI plans to buy Google's TPUs, Oracle's move to offer the chips and what the competition means for Nvidia. The Information's Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don't need the most advanced AI models.

Articles discussed in today's show:

- OpenAI, a Longtime Nvidia Customer, Plans to Buy Google's AI Chips: https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips

- Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/

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Chapters:

01:13 - Introduction

02:46 - Robinhood's prediction markets and Q3 results

09:52 - Robinhood's AI trading agents

13:36 - OpenAI, Oracle and Google's TPUs

23:08 - AI chip pricing and neocloud risks

29:27 - Amazon's 250 million rival product listings

41:47 - Gemini and enterprise AI adoption

50:17 - Closing

D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference.

Articles discussed in today's show:

-https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees

-https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo

-https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal

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Chapters:

01:13 - Introduction and The Information Polls

01:13 - SpaceX and Broadcom's AI financing

15:53 - DoorDash–Instacart talks and Anaplan interview

33:19 - Microsoft's workforce strategy

39:56 - General Compute and AI chip alternatives

49:05 - Closing

Theory Ventures General Partner Tomasz Tunguz and Mostly Media founder CJ Gustafson talk with TITV Host Akash Pasricha about Anthropic's S-1, revenue efficiency, customer expansion, compute commitments and a possible $2 trillion valuation. We also talk with The Information's Laura Bratton about OpenAI's model discounts and customer switching, and Mercor Head of AI Modeling Edward Hu about the strengths of Anthropic and OpenAI and the gap between benchmarks and economic value. Lastly, The Information's Yueqi Yang discusses Stripe's early lead in agent payments and competing approaches from card networks.

Articles discussed in today's show:

-https://www.theinformation.com/articles/anthropics-s-1-takeaways-giant-compute-commitments-complex-lock-ups

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Chapters:

01:13 - Introduction and Anthropic's S-1

02:15 - Anthropic's revenue, margins and customer expansion

11:39 - Compute commitments and cloud partners

19:12 - Stock compensation and IPO valuation

25:23 - OpenAI's price cuts and customer switching

33:00 - Anthropic vs. OpenAI model capabilities

41:00 - Stripe and the AI shopping payments battle

49:54 - Closing

Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI.

Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude.

In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies.

Articles discussed in today's show:

•

https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-apps

•

https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo

•

https://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream

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Chapters

01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects

18:13 — Coco Labs wants to fix AI-generated design

27:42 — Salesforce customers face new Claude-related fees

37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market

Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO.

Articles discussed in today's show:

-https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion

-https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh

-https://www.theinformation.com/articles/andreessen-horowitz-drop-crypto-name-flagship-blockchain-fund

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Chapters:

01:13 - Introduction and Meta earnings

16:58 - AI-discovered PHP security flaw

22:51 - The shrinking AI cybersecurity defender’s window

32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift

35:49 - Tesla earnings and potential SpaceX merger

47:30 - Legora’s growth and AI legal competition

54:31 - Legora on security and IPO plans

58:01 - Closing

TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertising challenges, and Different Co-Founder and CEO Ajeet Singh about his $48 million AI marketing startup and Anthropic’s reported compute commitments. Lastly, Eventual Founder Alex Keeney examines what prediction markets are signaling ahead of the midterms and how the elections could shape the industry.

Articles discussed in today's show:

-https://www.theinformation.com/newsletters/the-briefing/spacexs-musk-lauds-soaring-cloud-business-possible-tesla-merger

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Chapters:

01:13 - Introduction

01:13 - SpaceX results and Tesla merger talks

08:03 - SpaceX’s AI data center economics

17:33 - Netflix’s slowing growth

21:16 - Netflix’s content strategy and advertising

29:42 - Different’s $48M AI marketing bet

37:40 - Anthropic’s compute spending and IPO

41:08 - Prediction markets and the midterms

50:20 - AI infrastructure prediction markets

Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure.

Articles discussed in today's show:

-https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning

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Chapters:

01:13 - Introduction and Signal Award

02:49 - Big Tech earnings and Meta’s AI strategy

07:14 - Google Cloud, TPUs and AI monetization

10:30 - Microsoft Azure and enterprise AI

13:35 - Hyperscaler capital spending

16:45 - Inspired Capital’s $450M fund

21:26 - AI agents and the future of marketing

25:58 - Daytona’s $1B valuation and agent infrastructure

32:22 - Meta’s Muse and Daytona’s sandboxes

32:56 - CoreWeave’s debt and neocloud financing

Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China.

Articles discussed in today's show:

-https://www.theinformation.com/articles/pentagons-emil-michael-vows-export-controls-ai-labs-cooperate-government

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Chapters:

01:13 - Introduction

02:16 - Palo Alto Networks on securing AI agents

15:12 - Modal's valuation and revenue growth

26:25 - CoreWeave financing and neocloud risks

44:03 - Pentagon superintelligence task force

56:37 - Anthropic dispute

1:10:06 - Open-source AI and China

1:20:33 - Defense technology investment

The Information’s Apple Reporter Aaron Tilley talks with TITV Host Akash Pasricha about the DOJ’s potential antitrust settlement with Apple and why developers fear it won’t go far enough. We also talk with Digital Advertising Reporter Alix Coutures about OpenAI’s rapidly expanding ad business, lower prices and Meta hires; Proof CEO Pat Kinsel about verifying the identities behind AI agents; and Architect Founder and CEO Brett Harrison about an auction marketplace for cheaper AI inference. Lastly, The Information’s Editor-at-Large Martin Peers discusses CoreWeave’s financing pressures and founders’ stock sales, and whether Anthropic may have missed its peak IPO window.

Articles discussed in today’s show:

-https://www.theinformation.com/articles/apples-antitrust-settlement-talks-spur-worries-among-developers

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Chapters:

01:13 - Tesla Roadster demonstration and today’s headlines

03:06 - Apple’s potential DOJ antitrust settlement

13:06 - OpenAI’s advertising expansion and Meta hires

23:31 - Proof’s identity verification for AI agents

33:03 - Architect’s AI inference auction marketplace

42:20 - CoreWeave’s stock sales and neocloud financing

47:11 - Did Anthropic miss its peak IPO moment?

The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.

Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast

Articles discussed in today’s show:

- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation

https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation

- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training

https://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-training

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Chapters:

01:13 - Introduction

02:23 - Anthropic’s $16.8 billion quarter

06:25 - Cash flow and future compute commitments

08:22 - Cursor’s training-data investigation

12:04 - Cursor’s earlier data-security issues

13:49 - The business of open-weight AI

17:18 - Where AI’s value could shift

Harvey’s Head of Applied Research Niko Grupen talks with TITV Host Akash Pasricha about Google’s Gemini 4 Argon and the AI race beyond coding. We also talk with The Information’s Co-Executive Editor Amir Efrati about OpenAI’s model safety challenges and Finance Reporter Alex Eichenstein about private equity’s AI strategy. Lastly, Samaya AI Founder and CEO Maithra Raghu discusses AI’s potential to outperform analysts on earnings predictions.

Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcast

Articles discussed in today’s show:

- Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals

https://www.theinformation.com/briefings/google-unveils-gemini-4-argon-pricing-well-rivals

- OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model

https://www.theinformation.com/articles/openai-scrambles-fix-safety-issues-shipping-next-flagship-model/

- Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions

https://www.theinformation.com/articles/inside-tpg-backed-accounting-firms-plans-ai-acquisitions

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Chapters:

01:13 - Introduction

02:25 - Google’s Gemini 4 Argon review

08:51 - Monitoring AI behavior

10:24 - OpenAI’s model safety challenges

21:57 - Private equity’s AI strategy

28:45 - AI for investment research

36:24 - Can AI beat analysts’ earnings predictions?

The Information’s Tech and Politics Reporter Leo Schwartz talks with TITV Host Akash Pasricha about the White House’s AI testing shake-up. We also talk with Vals AI Founder and CEO Rayan Krishnan about Meta’s Muse Wonder models and Laura Bratton about why companies struggle to measure AI returns. Lastly, The Information Pro’s Head of Research Eric Bellomo explains why developers are choosing cheaper, “good enough” models.

Articles discussed in today’s show:

- Trump Administration Plans to Move AI Testing Agency Officials to White House

https://www.theinformation.com/articles/trump-administration-plans-move-ai-testing-agency-officials-white-house

- Meta Unveils New AI Models to Challenge OpenAI and Anthropic

https://www.theinformation.com/briefings/meta-unveils-new-ai-models-challenge-openai-anthropic

- Leading-Edge AI Models Are Losing Their Allure With Developers

https://www.theinformation.com/articles/leading-edge-ai-models-losing-allure-developers

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Chapters:

01:13 - Introduction

02:28 - The White House’s AI testing shake-up

15:02 - Meta’s Muse Wonder review

18:51 - Token efficiency and agent costs

24:18 - Measuring corporate AI returns

30:56 - Why developers choose cheaper models

37:33 - When frontier AI is worth the premium

The Information’s Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft’s new Maia AI chips and the executive behind Copilot’s overhaul. We also talk with Stephanie Palazzolo about the startup that could revive OpenAI’s Sora and Aaron Tilley about home AI computing and Apple’s smart home plans. Lastly, Amy Dockser Marcus discusses Mark Zuckerberg’s $1.8 billion biomedical partnership and big tech’s growing role in medical research.

Articles discussed in today’s show:

- How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella

https://www.theinformation.com/articles/microsofts-new-office-chief-fixed-copilot-won-nadella

- OpenAI’s Plan To Revive Sora

https://www.theinformation.com/newsletters/ai-agenda/openais-plan-revive-sora

- GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes

https://www.theinformation.com/articles/gpus-wine-cellar-techies-hoarding-ai-compute-homes/

- Zuckerberg’s Big Biotech Moment

https://www.theinformation.com/newsletters/the-weekend/zuckerbergs-big-biotech-moment

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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.

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IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

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Chapters:

01:13 - Introduction

02:45 - Microsoft’s new Maia AI chips

04:53 - The executive behind Copilot’s overhaul

14:14 - OpenAI’s possible Sora revival

22:44 - Building AI labs at home

28:38 - Apple’s smart home plans

31:39 - Zuckerberg’s $1.8 billion biotech partnership

The Information’s Asia Bureau Chief Jing Yang talks with TITV Host Akash Pasricha about China’s increasingly crowded AI model race. We also talk with Stephanie Palazzolo about OpenAI’s $20 billion revenue discrepancy and Arena Co-Founder and CEO Anastasios Angelopoulos about the company’s $200 million raise and AI agent safety. Lastly, Domyn Founder and CEO Uljan Sharka discusses why businesses should own their AI models instead of renting them.

Articles discussed in today’s show:

- China’s AI Model Race Is Just Getting More Crowded

https://www.theinformation.com/articles/chinas-ai-model-race-just-getting-crowded

- OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports

https://www.theinformation.com/briefings/openais-annualized-revenue-neared-50-billion-lower-past-reports

- OpenAI ARR Snafu Highlights Flawed Metric

https://www.theinformation.com/newsletters/the-briefing/openai-arr-snafu-highlights-flawed-metric/

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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IG: https://www.instagram.com/theinformation/

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Chapters:

01:13 Introduction

02:14 China’s crowded AI model race

15:23 OpenAI’s revenue discrepancy

24:22 Arena’s funding and AI evaluations

26:01 Measuring AI misalignment

34:31 Domyn and AI ownership

43:25 Subscriptions vs. token sales

The Information’s Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about the warning that Amazon’s Mississippi data centers could be disconnected from the grid during peak demand, its Project Falcon response and the challenges of backup power. We also talk with The Information’s Tech and Politics Reporter Leo Schwartz about former Trump AI adviser Sriram Krishnan’s proposed $500 million AI fund and the growing movement of government officials into AI companies. Lastly, Handshake Director of AI Research Jonas Mueller discusses Claude Haiku 5.5, the economics of multi-agent systems, Mistral and Reflection’s latest models, competition with Chinese models and demand for sovereign AI.

Articles discussed in today’s show:

-https://www.theinformation.com/articles/amazon-rewired-data-centers-mississippi-power-warning

-https://www.theinformation.com/articles/ex-trump-ai-adviser-sriram-krishnan-targets-raising-500-million-venture-fund

Subscribe:

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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:

01:13 - Introduction

03:03 - Amazon’s grid warning and Project Falcon

13:15 - Sriram Krishnan’s proposed $500 million fund

20:53 - Claude Haiku 5.5 and AI agent costs

23:59 - Benchmarks versus real-world AI performance

25:12 - Mistral, Reflection and the open-model race

30:34 - The demand and economics of sovereign AI

The Information’s Nvidia Reporter Phoebe Liu and Deals Reporter Valida Pau talk with TITV Host Akash Pasricha about Nvidia’s aggressive dealmaking, including its interest in OpenRouter, Perplexity and robotics startup Figure, and where Jensen Huang could look next. Wedbush Managing Director of Equity Research Matt Bryson joins us to discuss Elon Musk’s massive Terafab ambitions, why Intel remains a likely partner and what the project could reveal about Intel’s turnaround. Atlassian Chief Product and AI Officer Tamar Yehoshua discusses how companies are using AI agents, why many businesses still haven’t unlocked their full value and how Atlassian is approaching agent governance. Lastly, PwC Tech, Media and Telco Industry Leader Dallas Dolen explains why he expects the data center buildout to reach roughly $31 trillion over the next 25 years despite financial, political and overcapacity risks.

Articles discussed in today’s show:

•

https://www.theinformation.com/articles/nvidias-100-billion-dealmaking-juggernaut-will-go-next

Subscribe:

- YouTube: https://www.youtube.com/@theinformation

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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:

01:13 - Introduction

02:47 - Inside Nvidia’s dealmaking spree

12:35 - Elon Musk’s Terafab and Intel

28:02 - Atlassian’s push into AI agents

36:36 - Can the AI infrastructure boom last?