Why Alphabet is Doubling AI CapEx, Nvidia Delays Gaming Chip, OpenAI Hires AI Consultants

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagehttps://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-saleshttps://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarterhttps://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-waySubscribe: 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/

Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-techhttps://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openaihttps://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-acceleratesSubscribe: 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 Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/inside-musks-spacex-xai-megamergerhttps://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingershttps://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceoSubscribe: 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/

New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX’s unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle’s $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook.Articles discussed on this episode: https://www.theinformation.com/articles/big-agent-bet-reshaped-awshttps://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-mattershttps://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansionhttps://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-centerhttps://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocksSubscribe: 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/

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's record iPhone sales and the looming memory crunch. We also talk with Waabi CEO Raquel Urtasun about her company’s $1 billion funding round and partnership with Uber to deploy 25,000 robotaxis. Then, The Information's Editors Martin Peers and Abe Brown debate the OpenAI vs. Anthropic rivalry and Elon Musk's potential xAI consolidation. Finally, we explore the futuristic world of space fertility with our health reporter Amy Dockser Marcus.Articles discussed on this episode: https://www.theinformation.com/articles/space-baby-erahttps://www.theinformation.com/newsletters/dealmaker/spacex-merger-reward-musk-loyalistshttps://www.theinformation.com/briefings/iphone-demand-fuels-huge-growth-apples-holiday-quarterSubscribe: 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 Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft’s multi-billion dollar talks to join OpenAI’s $100 billion funding round. We then speak with Theory Ventures’ Tomasz Tunguz about Meta’s bullish earnings and Microsoft’s data center capacity crunch, followed by Ross Gerber on Tesla’s decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openaihttps://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategySubscribe: 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/

Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazon’s massive 16,000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsoft’s internal reaction to Anthropic’s Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazon’s grocery store experiments. Finally, we get into the return of speculative SPACs with our Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-races-respond-new-threats-anthropichttps://www.theinformation.com/newsletters/the-information-finance/new-spac-boom-let-last-spac-boomhttps://www.theinformation.com/briefings/amazon-cuts-16-000-employeeshttps://www.theinformation.com/newsletters/the-briefing/amazons-fresh-dream-expiresSubscribe: 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 Editor-in-Chief Jessica Lessin talks with TITV Host Akash Pasricha about the erupting political debate in Silicon Valley, Sam Altman’s internal warnings about ICE, and Anthropic CEO’s AI Essay. We also talk with David Levy of Porch Capital about Nvidia’s deepening ties to CoreWeave and the future of edge inference, Erin Woo about the massive legal trials facing social media giants, and we get into Pinterest’s major layoffs and AI shift with a previous clip of Pinterest CEO Bill Ready.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/social-medias-reckoninghttps://www.theinformation.com/briefings/pinterest-cut-15-staff-part-ai-shifthttps://www.theinformation.com/briefings/openai-ceo-says-ice-going-far-internal-memoSubscribe: 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 joins TITV Host Akash Pasricha to discuss OpenAI’s aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI’s premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company’s new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia’s $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy.Articles discussed on this episode: https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-pushhttps://www.theinformation.com/articles/openai-aims-lure-businesses-anthropichttps://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davoshttps://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterpriseshttps://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-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/

HSBC’s Frank Lee talks with TITV Host Akash Pasricha about Intel’s disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information’s Laura Mandaro about Capital One’s $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and OpenAI's ad testing with editors Martin Peers and Meredith Mazzilli. Finally, we go inside the political transformation of OpenAI President Greg Brockman with reporters Stephanie Palazzolo and Jemima McEvoy.Articles discussed on this episode: https://www.theinformation.com/articles/intel-now-pricier-tsmc-makes-sensehttps://www.theinformation.com/newsletters/the-briefing/brexit-fintechhttps://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-fundshttps://www.theinformation.com/briefings/tiktok-completes-sale-data-security-arm-joint-ventureSubscribe: 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/