CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings

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-lossesSubscribe:- 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:01:13 - Introduction02:23 - Intel’s outlook and foundry strategy12:50 - Amazon earnings, AWS and AI spending24:42 - Cohere’s funding and compute strategy34:30 - Binance hack and frozen funds45:36 - 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-journalismSubscribe:- 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:01:06 - Introduction from WTF Summit02:29 - Bari Weiss on changing CBS News08:40 - Anne Wojcicki on 23andMe's nonprofit future and AI genetics26:03 - Lori Goler on the $1.8B AI biology collaboration38:26 - Google's Amanda Peterson Corio on the AI power buildout52:30 - UBS's Nicole Su on AI valuations, financing and IPOs1:05:59 - Brittany Greenfield on AI coding security1:16:05 - 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/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/Chapters:01:13 - Introduction02:46 - Robinhood's prediction markets and Q3 results09:52 - Robinhood's AI trading agents13:36 - OpenAI, Oracle and Google's TPUs23:08 - AI chip pricing and neocloud risks29:27 - Amazon's 250 million rival product listings41:47 - Gemini and enterprise AI adoption50:17 - 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-dealSubscribe:- 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:01:13 - Introduction and The Information Polls01:13 - SpaceX and Broadcom's AI financing 15:53 - DoorDash–Instacart talks and Anaplan interview 33:19 - Microsoft's workforce strategy39:56 - General Compute and AI chip alternatives49:05 - 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-upsSubscribe:- 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:01:13 - Introduction and Anthropic's S-102:15 - Anthropic's revenue, margins and customer expansion11:39 - Compute commitments and cloud partners19:12 - Stock compensation and IPO valuation25:23 - OpenAI's price cuts and customer switching33:00 - Anthropic vs. OpenAI model capabilities41:00 - Stripe and the AI shopping payments battle49:54 - 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-appshttps://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipohttps://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream 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/Chapters01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects18:13 — Coco Labs wants to fix AI-generated design27:42 — Salesforce customers face new Claude-related fees37:31 — 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-fundSubscribe:- 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:01:13 - Introduction and Meta earnings16:58 - AI-discovered PHP security flaw22:51 - The shrinking AI cybersecurity defender’s window32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift35:49 - Tesla earnings and potential SpaceX merger47:30 - Legora’s growth and AI legal competition54:31 - Legora on security and IPO plans58:01 - 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-mergerSubscribe:- 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:01:13 - Introduction01:13 - SpaceX results and Tesla merger talks08:03 - SpaceX’s AI data center economics17:33 - Netflix’s slowing growth21:16 - Netflix’s content strategy and advertising29:42 - Different’s $48M AI marketing bet37:40 - Anthropic’s compute spending and IPO41:08 - Prediction markets and the midterms50:20 - 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-reckoningSubscribe:- 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:01:13 - Introduction and Signal Award02:49 - Big Tech earnings and Meta’s AI strategy07:14 - Google Cloud, TPUs and AI monetization10:30 - Microsoft Azure and enterprise AI13:35 - Hyperscaler capital spending16:45 - Inspired Capital’s $450M fund21:26 - AI agents and the future of marketing25:58 - Daytona’s $1B valuation and agent infrastructure32:22 - Meta’s Muse and Daytona’s sandboxes32:56 - 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-governmentSubscribe:- 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:01:13 - Introduction02:16 - Palo Alto Networks on securing AI agents15:12 - Modal's valuation and revenue growth26:25 - CoreWeave financing and neocloud risks44:03 - Pentagon superintelligence task force56:37 - Anthropic dispute1:10:06 - Open-source AI and China1:20:33 - Defense technology investment