Tencent’s OpenClaw Obsession, The Information’s Next GP List, Former Tesla Exec on Elon’s Ideology

Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk’s management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft’s hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent’s aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week’s Editor’s Cut with Martin Peers and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groupshttps://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battlehttps://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-dealshttps://www.theinformation.com/projects/general-partners-venture-firms-2026Subscribe: 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/

Harvard Law’s Rebecca Haw Allensworth and Cato Institute’s Jennifer Huddleston talk with TITV Host Akash Pasricha about the landmark Meta and YouTube addiction ruling and its impact on Section 230. We also talk with Spotter CEO Aaron DeBevoise about OpenAI shutting down Sora and the rise of "Creator TV," and Alap Shah from LOTUS Management about policy solutions for AI-driven labor displacement, and we get into the rivalry between Anthropic’s Claude and OpenClaw with our AI Reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-youtube-found-liable-landmark-social-media-addiction-casehttps://www.theinformation.com/newsletters/the-briefing/metas-future-value-social-media-verdicthttps://www.theinformation.com/newsletters/ai-agenda/claude-gaining-openclawSubscribe: 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/

TITV Host Akash Pasricha tells you what you need to know about SpaceX's upcoming IPO filing. AI Reporter Stephanie Palazzolo then talks with Akash about OpenAI's massive product pivot and the shuttering of Sora. We also talk with Seligman Ventures’ Umesh Padval about Arm's bold entry into the CPU market and Co-Executive Editor Martin Peers about Meta’s recent layoffs and recent business plans.Articles discussed on this episode: https://www.theinformation.com/articles/spacex-aims-file-ipo-soon-weekhttps://www.theinformation.com/articles/meta-platforms-lay-hundredshttps://www.theinformation.com/articles/openai-ceo-shifts-responsibilities-preps-spud-ai-modelSubscribe: 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/

Cisco President Jeetu Patel talks with TITV Host Akash Pasricha about the shift from chatbots to autonomous AI agents and the security risks of agents going rogue. We also talk with The Information’s Kevin McLaughlin about AWS accelerating the use of internal AI agents following recent staff cuts, Deals Reporter Valida Pau about why data center deals are the only bright spot in a tech M&A slump, and we get into why AI coding agents are being assigned multiple personalities with AI Reporter Stephanie Palazzolo.Articles discussed on this episode: https://www.theinformation.com/articles/aws-accelerates-internal-ai-agents-following-staff-cutshttps://www.theinformation.com/newsletters/ai-agenda/ai-coding-agents-need-multiple-personalities-best-workSubscribe: 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/

E-commerce Reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's sudden retreat from e-commerce integrations to focus on its core product. We also talk with Porch Capital’s David Levy about why Nvidia and AWS are pivoting to SRAM to solve the AI memory crunch and KeyBanc Capital Markets’ Jackson Ader about why software employees are demanding more stock-based compensation despite market volatility. Finally, we get into Anduril’s massive new manufacturing blitz in Ohio with Deputy Bureau Chief of Finance Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/articles/openais-shopping-u-turn-complicate-enterprise-playbookhttps://www.theinformation.com/articles/inside-andurils-big-gamble-ohio-weapons-factorySubscribe: 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 Rocket Drew talks with TITV Host Akash Pasricha about Nvidia’s robotics chief and the future of AI agents in physical robotics. We also talk with Catherine Perloff about Amazon’s acquisition of Rivr, Editors Martin Peers and Laura Mandaro about the White House’s AI legislative framework and the Silicon Valley vs. "Real World" disconnect, and we get into Microsoft’s gaming future with Aaron Holmes as he profiles new Gaming CEO Asha Sharma.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-robotics-chief-ai-agents-will-bring-chatgpt-moment-roboticshttps://www.theinformation.com/articles/rising-star-microsoft-promises-restored-xbox-soulless-ai-slophttps://www.theinformation.com/articles/amazon-acquires-robotics-startup-boosting-efforts-streamline-deliveriesSubscribe: 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/

Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2026 strategy. Next, The Information’s Jyoti Mann talks about a rogue Meta AI agent triggering a major security alert. We also talk with Offline Ventures’ Brit Morin about AI agent workflows and security, Financial Analysis Columnist Columnist Anita Ramaswamy about why Canva was smart to delay its IPO, and we get into the $5 billion Qualtrics debt drama & AI with Ross Gerber of Gerber Kawasaki Wealth & Investment.Articles discussed on this episode: https://www.theinformation.com/articles/canva-smart-hold-ipohttps://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alertSubscribe: 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/

Hanover Park’s Chris Hladczuk talks with TITV Host Akash Pasricha about the end of B2B SaaS and how AI is modernizing venture capital operations. We also talk with The Information’s Stephanie Palazzolo and Aaron Tilley about Apple’s crackdown on vibe coding apps like Replit, and Gecko Robotics CEO Jake Loosararian about his company’s $71 million deal with the US Navy. Lastly, we get into Coinbase’s ambition to build the payment layer for AI agents with our crypto reporter Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/articles/coinbase-dives-ai-agent-paymentshttps://www.theinformation.com/articles/apple-cracks-vibe-coding-appsSubscribe: 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/

Futurum Group’s Nick Patience and Hydra Host’s Aaron Ginn talk with TITV Host Akash Pasricha about Nvidia's $1 trillion revenue projection and the new Groq-based chip system. We also talk with Reporter Sri Muppidi about OpenAI's new AWS deal for government contracts and Editor Ken Brown about Mastercard's $1.8 billion acquisition of BVNK. Lastly, we get into Asana's AI agent strategy and the "SaaS apocalypse" with CEO Dan Rogers.Articles discussed on this episode: https://www.theinformation.com/articles/openai-clinches-aws-deal-bid-win-government-contractshttps://www.theinformation.com/newsletters/ai-agenda/nvidia-needed-groqhttps://www.theinformation.com/briefings/mastercard-buy-stablecoin-startup-bvnk-1-8-billionSubscribe: 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 Wayne Ma talks with TITV Host Akash Pasricha about Nvidia’s GTC keynote and the company's new inference chip technology. We also talk with Khosla Ventures’ Ethan Choi about the U.S.-China AI race and the rise of AI agents in super apps, AI Reporter Laura Bratton about why SaaS companies are quietly flagging AI as a major business risk in regulatory filings, and we get into industrial-scale data center hacks with Columnist Ann Davis Vaughan.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/expect-gtc-nvidias-groq-chiphttps://www.theinformation.com/articles/figma-hubspot-ceos-say-fazed-risks-ai-agents-disclosures-say-otherwisehttps://www.theinformation.com/newsletters/ai-infrastructure/5-ingenious-hacks-boosting-ai-data-centersSubscribe: 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/