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Est. listeners per new episode within ~30 days
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On the show
From 14 epsHosts
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Recent episodes
SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPO
May 4, 2026
Unknown duration
Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions
May 1, 2026
38m 00s
Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer
Apr 30, 2026
37m 05s
Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast
Apr 29, 2026
29m 52s
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements
Apr 28, 2026
40m 22s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/4/26 | SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPO | Enterprise Software Reporter Kevin McLaughlin talks with TITV Host Akash Pasricha about SAP's move to block unauthorized AI agents from accessing corporate data. We also talk with Stephanie Palazzolo about Anthropic's talks to buy AI inference chips from U.K. startup Fractal and Ken Brown about how fund managers are selling big tech stocks to make room for the SpaceX IPO. Lastly, we get into the impact of mega-IPOs on the venture capital ecosystem with Darian Shirazi, Managing Partner at Gradient.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-ipo-set-drive-billions-tech-stock-saleshttps://www.theinformation.com/articles/anthropic-talks-buy-ai-chips-u-k-startupSubscribe: 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/ | — | ||||||
| 5/1/26 | Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions✨ | Apple iPhone revenueMusk v Altman trial+3 | David VogtGary Marcus+1 | AppleShopify+1 | — | AppleiPhone+7 | — | 38m 00s | |
| 4/30/26 | Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer✨ | Meta Capital ExpenditureMicrosoft AI Revenue+3 | Brent ThillRishi Jaluria+3 | MetaRBC Capital Markets+5 | — | MetaMicrosoft+7 | — | 37m 05s | |
| 4/29/26 | Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast✨ | OpenAIElon Musk+3 | Ken BrownSri Muppidi+2 | OpenAIAWS+2 | — | OpenAIAWS Bedrock+4 | — | 29m 52s | |
| 4/28/26 | OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements✨ | OpenAIMicrosoft+5 | Erin WooRocket Drew+2 | OpenAIMicrosoft+5 | — | OpenAIMicrosoft+8 | — | 40m 22s | |
| 4/27/26 | From the New York Stock Exchange: Financing the AI Revolution✨ | AIfinance+4 | Glenn HutchinsArvindh Kumar | Silver LakeMicrosoft+4 | — | AI revolutionMicrosoft+5 | — | 30m 19s | |
| 4/24/26 | Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal✨ | GPU shortageAI startups+4 | Aaron HolmesAnissa Gardizy+2 | GPT 5.5Claude Code+7 | — | NvidiaGPU+8 | — | 33m 33s | |
| 4/23/26 | Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance✨ | Tesla revenue growthAI insurance+3 | Ross Gerber | Gerber KawasakiTesla+4 | — | Elon MuskAI hardware deal+3 | — | 34m 03s | |
| 4/22/26 | SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains✨ | SpaceX debtDeepSeek valuation+3 | Jing YangRocket Drew+2 | DeepSeekTencent+7 | — | SpaceXDeepSeek+8 | — | 52m 46s | |
| 4/21/26 | On the Ground at Adobe Summit 2026✨ | AI agentsCEO transition+4 | Gil LuriaRachel Thornton+3 | AppleAmazon+6 | — | Adobe SummitAI agents+5 | — | 1h 04m 28s | |
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| 4/20/26 | Google’s Strike Team for Coding Models, Anthropic’s Powerful CFO, Polymarket’s Raise✨ | AI researchcoding automation+4 | Rocket DrewYueqi Yang+1 | GooglePolymarket+3 | — | Googlecoding models+6 | — | 33m 30s | |
| 4/17/26 | DeepSeek’s Potential $10B+ Valuation, LinkedIn’s AI Agent Win and the Risks of Anthropic’s Mythos✨ | fundingvaluation+4 | Juro OsawaBarton Crockett+1 | AI Hiring AssistantDeepSeek+3 | — | DeepSeekvaluation+5 | — | 36m 23s | |
| 4/16/26 | Google & the Pentagon Discuss a Classified AI Deal, Siri Team at a Coding ‘Bootcamp,’ OpenAI’s New Pricing for ChatGPT Ads✨ | AIGoogle+5 | Erin WooAnn Gehan+2 | GooglePentagon+3 | — | GooglePentagon+7 | — | 35m 18s | |
| 4/15/26 | Snap’s 16% Workforce Layoffs, Allbirds’s AI Pivot, Anthropic’s New Opus 4.7 Model, SpaceX IPO Index✨ | workforce layoffsAI technology+4 | Anissa GardizyKevin McLaughlin+5 | SnapAllbirds+5 | — | Snap layoffsAllbirds AI pivot+5 | — | 38m 18s | |
| 4/14/26 | Amazon’s $11.5B Globalstar Buy, SpaceX Financials Show Starlink Reliance, Polymarket Audits Startups✨ | Amazon acquisitionSpaceX financials+4 | Theo WaytTim Farrar+1 | AmazonGlobalstar+5 | — | AmazonGlobalstar+5 | — | 42m 08s | |
| 4/13/26 | Microsoft’s OpenClaw-inspired Copilot Features & Slowed AI Spending, Atlassian & Figma’s Lead in R&D | Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's internal memo regarding staggering AWS demand. We also talk with Laura Bratton about the R&D spending race and Emergence Capital GP Jake Saper about why SaaS companies must shift to selling outcomes to survive the AI era. Lastly, we get into Microsoft's struggle to secure data center power with Columnist Ann Davis Vaughan.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-plots-new-copilot-features-inspired-openclawhttps://www.theinformation.com/articles/atlassian-figma-lead-r-d-arms-racehttps://www.theinformation.com/newsletters/ai-infrastructure/microsoft-slowed-ai-spending-now-playing-catchupSubscribe: 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/ | — | ||||||
| 4/10/26 | SpaceX's $5B Loss, OpenAI Stargate Shakeup, and Is OpenAI “Too Big to Fail?” | The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. We host a Bull vs. Bear debate with Martin Peers and Jason Dean on OpenAI’s leadership fissures and whether its revenue lead over Anthropic is evaporating. Cory Weinberg and Theo Wayt reveal exclusive SpaceX financials showing a $5 billion loss driven by xAI spending as the company kicks off its massive IPO roadshow. Finally, Rocket Drew profiles Boris Cherney, the face of Anthropic’s Claude Code, to discuss how AI agents are redefining software engineering and driving a multi-billion dollar revenue surge.Articles discussed on this episode: https://www.theinformation.com/articles/openai-stargate-leaders-depart-latest-shakeup-data-center-strategyhttps://www.theinformation.com/articles/spacex-posted-nearly-5-billion-loss-last-year-ai-spendinghttps://www.theinformation.com/articles/spacex-woos-investors-c-suite-shakeups-continue https://www.theinformation.com/articles/self-taught-programmer-became-father-claude-code 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/ | — | ||||||
| 4/9/26 | OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI Model | The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to acquire Israeli startup AI21 and Laura Bratton about ServiceNow’s new agentic tool for the customer data wars. Lastly, we get into Meta’s $21 billion CoreWeave deal and new AI models with D.A. Davidson’s Gil Luria.Articles discussed on this episode: https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzleshttps://www.theinformation.com/newsletters/the-briefing/meta-tries-light-fire-ai-marketSubscribe: 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/ | — | ||||||
| 4/8/26 | Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More? | Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realistically surpass Nvidia’s market cap. We also talk with The Information’s Yueqi Yang about Polygon Labs’ $100M pivot into stablecoin payments and Aaron Holmes about why AI agents are causing outages at GitHub. Lastly, we get into a valuation framework that suggests Nvidia is 400% undervalued with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-information-finance/nvidia-worth-22-trillion-old-school-financial-model-says-yeshttps://www.theinformation.com/articles/polygon-labs-talks-raise-100-million-payments-businesshttps://www.theinformation.com/newsletters/applied-ai/microsofts-github-sees-booming-traffic-outages-ai-agents-flood-platformSubscribe: 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/ | — | ||||||
| 4/7/26 | Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover | New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon’s hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic’s crackdown on OpenClaw with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-statushttps://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-productshttps://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikesSubscribe: 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/ | — | ||||||
| 4/6/26 | OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom | The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI’s IPO timeline and massive cloud spending. We also talk with Elon Musk Reporter Theo Wayt about the surprisingly small financial details of SpaceX’s Starlink deal with T-Mobile and Rex Woodbury, Founder of Daybreak Ventures, about the next generation of startup talent and why storytelling is the new king-maker in Silicon Valley.Articles discussed on this episode: https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timinghttps://www.theinformation.com/articles/spacex-uphill-battle-growing-starlink-mobileSubscribe: 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/ | — | ||||||
| 4/3/26 | Inside OpenAI’s TBPN Deal, Mega IPO Update: SpaceX, OpenAI and Anthropic | Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information’s Martin Peers and Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-jokehttps://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-questshttps://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuseSubscribe: 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/ | — | ||||||
| 4/2/26 | Inside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash Theory | PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picturehttps://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signalsSubscribe: 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/ | — | ||||||
| 4/1/26 | Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis | TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic’s embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine’ talks with The Information’s Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agenthttps://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-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/ | — | ||||||
| 3/31/26 | WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer | WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech giants cut costs for AI. We also talk with The Information’s Senior Finance Editor Ken Brown about the "relative return" trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple’s escalating crackdown on vibe coding apps. Lastly, we get into Nvidia’s $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information’s Next GP list. Articles discussed on this episode: https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refusehttps://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdownSubscribe: 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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