Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer

Creative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share grabbing" environment for CPUs. We also talk with The Information’s Sri Muppidi and Erin Woo about Anthropic’s massive $200 billion commitment to Google Cloud and whether the AI boom is fueled by circular financing. Rocket Drew provides an update from the Elon Musk v. OpenAI trial on Greg Brockman’s testimony, and we get into the $60 million funding round for Tessera Labs with CEO Kabir Nagrecha. Finally, we close with subscriber data on the tightening chatbot race between ChatGPT, Claude, and Gemini.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chipsSubscribe: 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/00:00 — 01:13 Introduction 01:14 — 11:05 AMD Revenue Rises 38% in Q1 11:06 — 18:41 Anthropic to Spend $200B on Google’s Cloud and Chips 18:42 — 22:18 Musk Trial: OpenAI President Testifies 22:19 — 29:48 Tessera Labs Raises $60M in Funding 29:49 — 31:23 Three-Way AI Chatbot Race Emerges 

Amazon Reporter Catherine Perloff talks with TITV Host Akash Pasricha about a new hybrid AI search experience and the future of product discovery. We also talk with Rocket Drew about OpenAI President Greg Brockman’s $30 billion testimony in the Elon Musk trial, Yueqi Yang about Coinbase’s 14% workforce reduction and a16z’s new $2.2 billion crypto fund, and we get into the safety risks and hidden costs behind xAI’s rapid data center buildout with Theo Wayt. Finally, we wrap with Warp CEO Zach Lloyd on the $60 billion SpaceX-Cursor deal and why he is taking his AI coding startup open source.Articles discussed on this episode: https://www.theinformation.com/articles/xais-fast-cheap-data-center-build-hidden-costshttps://www.theinformation.com/newsletters/ai-agenda/greg-brockmans-rough-dayhttps://www.theinformation.com/articles/amazon-offer-hybrid-mode-ai-search-retail-siteSubscribe: 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/

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/

UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We also talk with UBS’ Gary Marcus about his takeaways from the first week of the Musk v. Altman trial and the dangers of autonomous AI agents, and we get into Shopify's move to obtain nationwide money transmitter licenses with Senior Editor Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/articles/shopify-seeks-licenses-push-deeper-fintechSubscribe: 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/

Jefferies Senior Analyst Brent Thill joins Senior Finance Editor Ken Brown to break down Meta’s massive $145 billion CapEx forecast and why Mark Zuckerberg’s monetization plan is rattling Wall Street. We also talk with RBC Capital Markets’ Rishi Jaluria about Microsoft’s $9 billion in AI revenue and the enterprise adoption of Copilot, and we get into the "brutal" cross-examination of Elon Musk in the OpenAI trial with Rocket Drew. Lastly, we discuss Starlink’s declining revenue per user with Theo Wayt and the technical hurdles of GPU utilization at xAI with Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/musk-battles-openai-lawyer-claims-co-founders-stole-charityhttps://www.theinformation.com/articles/spacexs-starlink-revenue-per-user-fell-18-customers-quadrupledhttps://www.theinformation.com/newsletters/ai-agenda/xai-shows-hard-use-lot-gpushttps://www.theinformation.com/briefings/microsoft-cloud-revenue-accelerates-office-365-copilot-sales-rise-33Subscribe: 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/

The Information’s Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some customers are underwhelmed. We also talk with Sri Muppidi about OpenAI’s massive shift toward the $8 ChatGPT Go plan and Rocket Drew about Elon Musk’s high-stakes testimony in the OpenAI trial. Lastly, we get into the future of crypto regulation with Cody Carbone and Maria Sharapova’s new podcast “Pretty Tough” with Jessica Lessin.Articles discussed on this episode: https://www.theinformation.com/articles/openai-sees-8-chatgpt-driving-consumer-subscribers-122-million-yearSubscribe: 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/

The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.Articles discussed on this episode: https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-oppositionhttps://www.theinformation.com/articles/nadella-altman-averted-legal-war-awshttps://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financinghttps://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trialSubscribe: 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/

At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mistakes in enterprise software can be fatal, and we get into the $200 billion IPO outlook for SpaceX and OpenAI with The Information’s Cory Weinberg and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/briefings/china-blocks-metas-2-billion-acquisition-manusSubscribe: 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/

The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We also talk with Harvey's Niko Gruppen about the launch of GPT 5.5 and whether it puts OpenAI back in "pole position" over Anthropic’s Claude Code. Our Co-Executive editor Martin Peers breaks down Meta's decision to cut 10% of its workforce to fuel AI spending and Intel's surprising 125% stock surge. Finally, Julia Hornstein joins to reveal the inside story of why SpaceX is moving to acquire the coding startup Cursor for a staggering $60 billion.Articles discussed on this episode: https://www.theinformation.com/articles/behind-cursors-deal-spacex-anthropic-compute-costs-loomed-largehttps://www.theinformation.com/articles/microsoft-cloud-providers-tighten-grip-gpus-pressuring-ai-customershttps://www.theinformation.com/newsletters/the-briefing/big-techs-new-layoffs-phase-underwaySubscribe: 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/

Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also talk with The Information's Erin Woo about "agent sprawl" at Google Cloud Next and The Home Depot's struggle to automate workflows, and we get into the "SaaS apocalypse" and insurers dropping AI coverage with reporter Laura BrattonArticles discussed on this episode: https://www.theinformation.com/articles/berkshire-hathaway-chubb-win-approval-drop-ai-insurance-coverageSubscribe: 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/