Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategyhttps://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competitionhttps://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valleySubscribe: 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 - Introduction02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks

Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean.Articles discussed on this episode: https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valleyhttps://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memorySubscribe: 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 - Introduction00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips00:09 - Meta Debuts New AI Coding Tools00:20 - What Google’s AI Shakeup Means for Pichai Succession00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders

TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promiseshttps://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-modelsSubscribe: 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 - SpaceX First Earnings Report & Starlink Mobile Ambitions15:31 - AMD Drops After Earnings Despite 50% Revenue Growth27:10 - China’s New AI Gold Rush: World Models

Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/firms-like-coinbase-building-coding-agents-complement-anthropics-claude-codehttps://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companiesSubscribe: 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 - Introduction00:01 - Airtable Acquired by Bending Spoons for $1.3B00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code00:29 - Goodfire Launches 'Silico' AI Interpretability Platform

Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook’s legacy and what’s next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street 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/

Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoftSubscribe: 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 - Introduction00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch00:15:22 - Microsoft Azure Crosses $100B & AI Monetization00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents

The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket Drew about Reflection AI's secret race to build an open-source AI champ, and we get into open-source AI safety with Cisco President Jeetu Patel.Articles discussed on this episode: https://www.theinformation.com/articles/openais-chatgpt-nears-1-billion-weekly-active-users-seven-months-targethttps://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catchSubscribe: 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 - OpenAI’s ChatGPT Nears 1 Billion Users09:47 - Stripe’s $10 Billion OpenRouter Multiples17:03 - Inside Nvidia-Backed Reflection AI28:00 - Cisco President Jeetu Patel on AI Safety

TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera Rubin racks with Phoebe Liu.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loomhttps://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-modelhttp://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-modelsSubscribe: 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 - White House Finalizes Voluntary AI Framework08:12 - Microsoft Launches Security AI vs Anthropic Mythos13:38 - Claude Code vs Codex vs Cursor: Enterprise Data25:34 - Nvidia Vera Rubin Racks Face Customer Tests

Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption with PwC’s Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/articles/google-using-wall-street-financing-techniques-expand-chip-salesSubscribe: 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 - Initial Reviews on Anthropic Opus 511:45 - Open-Source AI Security & Policy Debates23:48 - Inside Google’s AI Data Center Debt Strategy34:19 - PwC on Enterprise Open-Source AI Adoption

Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/openais-hugging-face-ai-hack-spooked-employeeshttps://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestonehttps://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictionsSubscribe: 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 - Tech Titans Push Back on Open-Weight AI Regulation11:08 - OpenAI Model Breach & Enterprise Security Guardrails16:53 - Runway CPO Anthony Maggio on AI Media Model Routers27:43 - The Editor’s Cut: VC Bets on Nuclear Power for AI Data Centers