Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.

Articles discussed on this episode:

https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-share

https://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costs

https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues

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Chapters:

00:00 - Introduction

01:13 - Nvidia Backstops Neo-Cloud GPU Purchases

12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion

22:34 - AI's Visual Reasoning Challenge

34:35 - Can AI Be Conscious?

45:30 - How Model Routers Are Lowering AI Costs

Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay.

Articles discussed on this episode:

https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-tesla

https://www.theinformation.com/briefings/u-s-plans-ease-export-curbs-anthropics-fable-model

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Chapters:

00:00 - Introduction

01:13 - White House Eases Anthropic Fable 5 Export Controls

09:12 - Anthropic Preps Claude Agent in Microsoft Teams

17:15 - Inside Elon Musk’s $55B Terrafab Team at Tesla

23:15 - Bradley Tusk on OpenAI vs. Anthropic’s D.C. Playbooks

DigitalOcean CEO Paddy Srinivasan talks with TITV Host Akash Pasricha about token optimization, caching, and how developers are managing the CPU boom. We also talk with Tech & Politics Reporter Leo Schwartz about Senator Mark Warner's upcoming discussion draft targeting AI agent guardrails, and Asia Bureau Chief Jing Yang about DeepSeek's massive $7.4 billion capital injection triggered by Anthropic’s secret Mythos model preview. Finally, we get into the rising developer shift toward open-weight models and the resulting regulatory tension under the Trump administration with AI Reporter Stephanie Palazzolo.

Articles discussed on this episode:

https://www.theinformation.com/articles/sen-mark-warner-unveil-ai-agent-bill

https://www.theinformation.com/newsletters/ai-agenda/open-source-models-benefitting-white-house-clampdown

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Chapters:

00:00 - Introduction

01:13 - Meta Restricts Employee Use of OpenAI & Anthropic Tools

02:55 - Inside Mark Warner’s New AI Agent Legislative Framework

10:25 - Why Anthropic's Mythos Spurred DeepSeek's $7.4B Fundraise

14:57 - DeepSeek's Black Market Nvidia Chips & Huawei Adaptation Strategy

20:06 - Baidu Subsidiary Kunlun Xin Targets Massive $50B IPO

26:17 - Why White House Clampdowns Are Driving Open Weight Adoption

34:04 - DigitalOcean CEO Paddy Srinivasan on Token Caching & CPU Demand

The Information’s Leo Schwartz and Amir Efrati talk with TITV Host Akash Pasricha about OpenAI's de facto licensing regime. We also talk with Ann Gehan about Google playing hardball with news publishers over AI licensing deals and Allie K. Miller, CEO of Open Machine, about building a 34-agent autonomous workforce inside Claude Code. Lastly, we chat with Author of Applied AI Laura Bratton about an independent audit revealing systematic token billing errors for OpenAI and Anthropic customers.

Articles discussed on this episode:

https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns

https://www.theinformation.com/articles/google-strikes-tough-negotiating-stance-publishers-ai-licensing

https://www.theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says

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Chapters:

00:00 - Introduction

01:13 - US Government Forces OpenAI to Stagger GPT-5.6 Release

16:57 - Google Pressures Publishers on AI Licensing Deals

24:32 - Inside An AI Power User’s 34-Agent Autonomous Workforce

44:34 - Audit Finds Systematic Billing Errors for Anthropic and OpenAI Customers

TITV Host Akash Pasricha sits down with The Information's San Francisco Bureau Chief Jason Dean to break down Google's sudden loss of senior researchers and the permanent restructuring of its AI Code Strike Team. We also talk with Wedbush Managing Director Matt Bryson and New Enterprise Associates Partner Mustafa Neemuchwala about Micron's massive revenue growth, Cerebras' post-IPO margin warnings, and OpenAI's custom "Jalapeno" performance chip developed with Broadcom. Lastly, we dive into the physical AI rivalry with our robotics reporter Rocket Drew before speaking with Odyssey Co-Founder and CTO Jeff Hawke about their massive $310 million funding round to build foundation world models.

Articles discussed on this episode:

https://www.theinformation.com/articles/google-revamps-new-ai-coding-strike-team-amid-struggle-catch-anthropic

https://www.theinformation.com/newsletters/ai-agenda/world-models-vs-vlas-rift-dividing-physical-ai

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Chapters:

00:00 - Introduction

01:13 - Inside Google's AI Coding Team Restructuring

11:19 - Micron's Revenue Surge & Cerebras Margin Shock

23:06 - OpenAI and Broadcom Debut 'Jalapeno' Chip

27:05 - The High-Stakes Divide in Physical AI

35:43 - Odyssey CTO on World Models & $310M Round

Elon Musk Reporter Theo Wayt talks with TITV Host Akash Pasricha about xAI doubling down on video and image generation tools. We also talk with Oppenheimer’s Jason Helfstein about Meta looking to build a prediction markets app internally known as Arena, and Monti Saroya and Rodrigo Liang about a new $3.5 billion compute commitment to SambaNova. Lastly, we get into OpenAI pitching its advertising business at Cannes with Ann Gehan.

Articles discussed on this episode:

https://www.theinformation.com/articles/xai-bets-groks-racy-side

https://www.theinformation.com/briefings/meta-building-prediction-markets-app

https://www.theinformation.com/briefings/openai-execs-tout-ad-progress-cannes

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Chapters:

00:00 - Introduction

01:13 - xAI Doubles Down on Video & Image Tools

08:29 - Meta Is Building a Prediction Markets App

22:15 - SambaNova Notches $3.5B Compute Commitment

35:19 - OpenAI Execs Tout Ad Progress at Cannes Lions

The Information's Laura Bratton talks with TITV Host Akash Pasricha about ballooning AI budgets and why businesses are hunting for cheaper alternatives to Anthropic and OpenAI. We also talk with Superhuman CEO Shishir Mehrotra about their latest acquisition of GPTZero to fight AI slop, and our Elon Musk reporter Theo Wayt about whether Tesla and SpaceX's share prices are interrelated following the SpaceX IPO. Finally, we get into the new infrastructure craze of AI agent loops with our reporter Stephanie Palazzolo.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-customers-lowering-anthropic-openai-bills

https://www.theinformation.com/newsletters/ai-agenda/agent-loops-hot

https://www.theinformation.com/newsletters/the-briefing/sell-spacex-buy-tesla

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Chapters:

00:00 - Introduction

01:13 - Ballooning AI Budgets & Fleeing OpenAI Costs

11:16 - Superhuman CEO Shishir Mehrotra on Buying GPTZero

29:48 - SpaceX's Post-IPO Comedown vs Tesla Valuation

36:39 - Inside Silicon Valley's New Obsession: Agent Loops

Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg.

Articles discussed on this episode:

https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-idea

https://www.theinformation.com/newsletters/the-briefing/cannes-ad-festival-puts-openais-projections-spotlight

https://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-ipo

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Chapters:

00:00 - Introduction

01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports

05:21 - Prediction Markets, Polymarket, and Kalshi Tactics

11:20 - SpaceX's Record 74-Day Confidential IPO Window

15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments

24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks

31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax

36:25 - The UC Davis Law Professor Behind the AI Equity Plan