Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

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

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia’s $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuationSubscribe: 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 - Wafer Raises $40M Series A at $200M+ Valuation03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips11:26 - OpenAI’s Jalapeño Chip & Agentic Workflows12:56 - Nvidia Invests $3.5B in MediaTek Convertibles17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing?23:30 - The VC Case for Building Software in the AI Era28:45 - The VC Mechanics Driving Mega-Rounds & Pivots34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

The Information's Aaron Tilley talks with TITV Host Akash Pasricha about Apple's unexpected AI hardware boom with the Mac. We also talk with The Information's Laura Bratton about outcome-based pricing in AI, Xero CEO Sukhinder Singh Cassidy about whether the SaaS apocalypse is still happening, BeReal US Managing Director Ben Moore about Meta's landmark $16.7 billion settlement, and we get into AI modular homebuilding with Reframe Systems CEO Vikas Enti.Articles discussed on this episode: https://www.theinformation.com/articles/salesforce-overhauling-way-charges-aihttps://www.theinformation.com/articles/apple-stumbled-ai-hardware-success-macSubscribe: 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 - How Apple Stumbled Into AI Hardware Success With the Mac00:10:15 - How Salesforce Is Overhauling the Way It Charges for AI00:16:47 - Is the SaaSpocalypse still happening?00:27:19 - Meta Agrees to Pay $16.7B in Social Media Addiction Case00:37:34 - AI Homebuilder Reframe Raises $40M in New Funding

CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information’s Cory Weinberg about Anthropic’s upcoming blockbuster IPO structure, Americans for Responsible Innovation’s Brad Carson and R Street’s Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chipshttps://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructureSubscribe: 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 - Trump Admin Working to Curb China’s Remote Chip Access12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO23:12 - Inside the Politics & Policy Debate Around Data Centers38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense