Nvidia’s New Rubin Chips & Self-Driving Tech, Amazon’s Tough Sell for AI, Energy Boom | Jan 6, 2025

Nvidia reporter Wayne Ma joins TITV Host Akash Pasricha to discuss China’s move to halt orders of Nvidia’s H200 chips as it tries to bolster domestic competition. We also talk with Conviction founder Sarah Guo about the mismatch between AI productivity and enterprise ROI, and Finance Editor Ken Brown about the high failure rate of AI-themed investment funds. Mercedes Bent of Premise breaks down Discord’s confidential IPO filing and advertising hurdles, and OutSystems CEO Woodson Martin explains why most AI agents fail in production.Articles discussed on this episode: https://www.theinformation.com/articles/china-tells-tech-companies-halt-nvidia-h200-chip-ordershttps://www.theinformation.com/articles/ai-money-pit-individual-investorsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

Kindred Ventures’ Steve Jang talks with TITV Host Akash Pasricha about Jensen Huang’s blockbuster CES keynote and why NVIDIA’s new Rubin chips require a total data center overhaul. We also talk with The Information’s Rocket Drew about Nvidia’s open-source Alpamao-1 self-driving model and our scoop on LMArena’s $1.7 billion valuation, Amazon Reporter Catherine Perloff about why AWS employees are skeptical of their homegrown "Nova" models, and AI Infrastructure Columnist Ann Davis Vaughan about how the natural gas and nuclear industries are seizing the AI boom.Articles discussed on this episode: https://www.theinformation.com/articles/inside-amazon-homegrown-ai-tough-sellhttps://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-roundhttps://www.theinformation.com/articles/ai-boom-now-energy-boomTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge’s Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator communities, and we get into OpenAI’s ambitious $200 billion revenue goal with The Information’s Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-big-ambitions-solve-manufacturing-shows-slow-returns-farhttps://www.theinformation.com/articles/openais-international-conundrumhttps://www.theinformation.com/articles/ces-kicks-2026-tech-sectorTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information’s Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber’s potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI’s massive third data center expansion in Memphis and Creative Strategies’ Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle’s potential "chip-backed" securities and Brookfield’s new cloud company, Radiant, with AI & Finance Reporter Miles Kruppa.Articles discussed on this episode: https://www.theinformation.com/articles/uber-considers-deal-parking-app-spotherohttps://www.theinformation.com/articles/brookfield-start-cloud-business-lower-cost-aihttps://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-centerTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information’s Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta’s $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital’s Willy Lee about the future of Neoclouds like CoreWeave and OpenAI’s competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, we get into whether Elon Musk actually met his ambitious 2025 goals for Tesla and SpaceX with our reporter Theo Wayt.Articles discussed on this episode: https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slumphttps://www.theinformation.com/articles/top-ai-themes-2025-watching-next-yearhttps://www.theinformation.com/briefings/metas-acquisition-values-manus-2-billionhttps://www.theinformation.com/briefings/meta-acquires-manus-ai-agentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple, and we get into the regulatory challenges facing prediction markets with Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/long-game-behind-waymos-potential-100-billion-valuationhttps://www.theinformation.com/briefings/nvidia-will-pay-groq-backers-staff-deals-20-billion-valuationhttps://www.theinformation.com/articles/groqs-ip-matters-nvidia-ai-experts-favorite-books-yearhttps://www.theinformation.com/articles/elon-musks-promises-self-driving-ai-robots-clashed-realityhttps://www.theinformation.com/articles/nvidias-year-end-shocker-says-next-yearTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's plans to integrate ads into ChatGPT and the $110 billion revenue target. We also talk with Editors Amir Efrati and Laura Mandaro about OpenAI’s massive $100 billion fundraising ambitions and potential $750 billion valuation. Lastly, we get into the local backlash against xAI data centers in Memphis and how it impacts Elon Musk's SpaceX IPO strategy with The Information’s Theo Wayt.Articles discussed on this episode: https://www.theinformation.com/articles/openais-ads-push-starts-taking-shapehttps://www.theinformation.com/articles/openais-next-100-billion-funding-comeTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk’s pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.Articles discussed on this episode: https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listingshttps://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competitionhttps://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-nadella-pressures-deputies-accelerate-copilot-improvementshttps://www.theinformation.com/articles/electric-fords-leap-powering-ai-data-centers-reflects-industry-adrifthttps://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outageTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda

The Information’s CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon’s need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC’s Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.Articles discussed on this episode: https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venturehttps://www.theinformation.com/articles/googles-ai-weakness-turned-strengthTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda