Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Future of Life Institute's report card grading AI safety practices.Articles discussed on this episode: https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soarshttps://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financinghttps://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunitySubscribe: 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 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses08:28 - China’s Zhipu AI Explores Custom Chips to Beat US Export Controls16:20 - Walmart’s $6.4B Ad Machine Is Growing Faster Than Amazon27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A

The Information's Laura Bratton talks with Rocket Drew about small firms ditching Salesforce for custom AI apps. We also talk with Grace Kay about Tesla's strict new weekly AI spending caps for engineers, and Aaron Holmes discusses Microsoft laying off 4,800 employees while overhauling its Copilot strategy.Articles discussed on this episode: https://www.theinformation.com/articles/small-firms-use-claude-quit-salesforcehttps://www.theinformation.com/articles/tesla-caps-employee-ai-spend-200-per-week-adoption-push https://www.theinformation.com/articles/microsoft-memo-details-ai-app-overhaul-earn-right-exist 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/

Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-sharehttps://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costshttps://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenuesSubscribe: 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 Backstops Neo-Cloud GPU Purchases12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion22:34 - AI's Visual Reasoning Challenge34:35 - Can AI Be Conscious?45:30 - How Model Routers Are Lowering AI Costs

Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay.Articles discussed on this episode: https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-teslahttps://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-modelSubscribe: 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 Eases Anthropic Fable 5 Export Controls 09:12 - Anthropic Preps Claude Agent in Microsoft Teams 17:15 - Inside Elon Musk’s $55B Terrafab Team at Tesla 23:15 - Bradley Tusk on OpenAI vs. Anthropic’s D.C. Playbooks

Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is sparking cannibalization concerns among Salesforce employees. Finally, we get into OpenAI's secret internal optimizations that cut model inference costs by more than half with our AI reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-pay-anthropic-technology-new-dealhttps://www.theinformation.com/articles/new-kkr-venture-hunts-deals-clear-data-center-logjamhttps://www.theinformation.com/newsletters/ai-agenda/openai-discovers-new-way-cut-inference-costs-halfhttps://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slackSubscribe: 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 - Adam Selipsky Leads $10B AI Infrastructure Play12:56 - Anthropic Hits Amazon With Token Pricing Shift20:46 - Salesforce Staff Clashing Over Claude in Slack31:11 - OpenAI Sneaks Out 50% Inference Cost Drop

DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-billhttps://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdownSubscribe: 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 - Meta Restricts Employee Use of OpenAI & Anthropic Tools02:55 - Inside Mark Warner’s New AI Agent Legislative Framework10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO26:17 - Why White House Clampdowns Are Driving Open Weight Adoption34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand

The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concernshttps://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensinghttps://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-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 Government Forces OpenAI to Stagger GPT-5.6 Release16:57 - Google Pressures Publishers on AI Licensing Deals24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers

TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models.Articles discussed on this episode: https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropichttps://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-aiSubscribe: 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 - Inside Google's AI Coding Team Restructuring11:19 - Micron's Revenue Surge & Cerebras Margin Shock23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip27:05 - The High-Stakes Divide in Physical AI35:43 - Odyssey CTO on World Models & $310M Round

Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/xai-bets-groks-racy-sidehttps://www.theinformation.com/briefings/meta-building-prediction-markets-apphttps://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannesSubscribe: 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 - xAI Doubles Down on Video & Image Tools08:29 - Meta Is Building a Prediction Markets App22:15 - SambaNova Notches $3.5B Compute Commitment35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions

The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-billshttps://www.theinformation.com/newsletters/ai-agenda/agent-loops-hothttps://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-teslaSubscribe: 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 - Ballooning AI Budgets & Fleeing OpenAI Costs11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation36:39 - Inside Silicon Valley's New Obsession: Agent Loops