Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

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

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

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

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

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/

Foundation Capital’s Jaya Gupta talks with TITV Host Akash Pasricha about the launch of Meta’s first consumer AI agent, Muse. We also talk with Samsara’s Johan Land about the drama around OpenAI’s latest math model breakthrough, the White House’s confusing AI whitelist policy with our reporter Leo Schwartz and our reporter Laura Bratton discusses Hugging Face’s robotics push.Articles discussed on this episode: https://www.theinformation.com/articles/confusion-reigns-white-houses-ai-whitelisthttps://www.theinformation.com/newsletters/applied-ai/hugging-face-making-big-robotics-push 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/

Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's new Astra model and its AGI claims. We also talk with Valida Pau about Coatue's proposed chip financing joint venture with startup MatX, Aaron Holmes about rising AI cyber threats and ElevenLabs' 2028 IPO plans, and we get into AWS's major Bedrock overhaul with Catherine Perloff.Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-house-payments-tech-push-chip-away-stripehttps://www.theinformation.com/articles/coatue-matx-talks-new-multibillion-chip-financing-venturehttps://www.theinformation.com/articles/ai-threats-reshaping-companies-spend-cybersecurity-budgets https://www.theinformation.com/newsletters/ai-agenda/elevenlabs-hires-cfo-eyes-2028-ipohttps://www.theinformation.com/articles/six-aws-engineers-rebuilt-bedrock-challenge-microsoft 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/

Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fallSubscribe: 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 - Adobe's New CEO & Software Earnings Lessons00:13 - Netskope Sales Grow 29% as AI Security Expands00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview

Arena’s AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom’s AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia’s $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shiftSubscribe: 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 - Arena's Peter Gostev on New Frontier AI Models13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face45:35 - Catherine Perloff on Google's Antitrust Victory

Author of AI Agenda Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's upcoming model Astra and the security risks tied to its new looping reasoning architecture. We also talk with Elon Musk Reporter Grace Kay about SpaceX's leadership shakeup in its data center unit, Enterprise Software Reporter Kevin McLaughlin about Glean taking on Anthropic on token costs, and we get into the current state of venture capital and LP chatter with Axiom Founder and former Khosla partner Sandhya Venkatachalam.Articles discussed on this episode: https://www.theinformation.com/articles/secret-technique-behind-openais-astra-model-sparks-security-concernshttps://www.theinformation.com/newsletters/ai-agenda/new-reasoning-strategies-sweep-openai-developershttps://www.theinformation.com/newsletters/applied-ai/anthropic-customers-bills-80-higher-need-glean-sayshttps://www.theinformation.com/articles/spacex-shakes-data-center-leadership-aggressive-buildSubscribe: 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 Astra Security Risks12:49 - SpaceX Shakes Up Data Center Leadership17:51 - Glean Challenges Anthropic with Cheaper AI Costs22:09 - Ex-Khosla Partner on Her New VC Fund & LP Chatter