The Information's TITV

Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux.

Articles discussed on this episode: 
https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq
https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model
https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest 
Subscribe: 
YouTube: https://www.youtube.com/@theinformation 

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
TITV 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/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.

Articles discussed on this episode: 
https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloud
https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools
https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attempt

Subscribe: 
YouTube: https://www.youtube.com/@theinformation 

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV 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/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
00:00 - Introduction
01:13 - Snowflake Shares Jump as AI Product Adoption Grows
08:04 - Salesforce Earnings Reaction and M&A Strategy
12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions
23:03 - Apple to Renew Push for AI That Runs on Devices
28:26 - Microsoft to Release New Coding Model

Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang breaks down how Polymarket and Kalshi are opening up pre-IPO valuation betting on companies like SpaceX and OpenAI for offshore retail investors. Freshworks CEO Dennis Woodside joins the show to unpack a new report revealing why AI applications are creating more complex workflows and tool sprawl for IT leaders rather than reducing them. Finally, AI reporter Stephanie Palazzolo details exclusive reporting on Baseten's talks to raise $1 billion at an $11 billion valuation and explores why developers are quietly whispering to their AI agents.

Articles discussed on this episode: 
https://www.theinformation.com/articles/ai-inference-provider-baseten-talks-raise-1-billion-11-billion-valuation
https://www.theinformation.com/articles/polymarket-wants-traders-id-faces-sanctions-legal-risks
https://www.theinformation.com/newsletters/the-information-finance/pre-ipo-betting-boom-hits-prediction-markets
https://www.theinformation.com/newsletters/ai-agenda/hot-new-way-communicate-ai-whispering

Subscribe: 
YouTube: https://www.youtube.com/@theinformation 

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV 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/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
00:00 - Introduction
01:13 - Polymarket Faces Global Regulatory Crackdown
11:33 - Pre-IPO Betting Boom Hits Prediction Markets
20:29 - Freshworks CEO: AI is Increasing Workloads, Not Reducing Them
32:18 - Exclusive: Baseten in Talks to Raise $1B at $11B Valuation
38:12 - Why Developers Are Whispering to AI Agents

E-commerce reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's rapid push into conversion-oriented ads ahead of its anticipated IPO. We also talk with Modal Labs CEO Erik Bernhardsson about the company's new $4.65 billion valuation and infrastructure roadmap, and we get into Twilio's stock performance and voice AI agent risks with Financial Analysis Columnist Anita Ramaswamy.

Articles discussed on this episode: 
https://www.theinformation.com/articles/twilios-ai-boost-double-edged-sword
https://www.theinformation.com/articles/openais-next-ad-move-going-small-scale-big

Subscribe: 
YouTube: https://www.youtube.com/@theinformation 

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV 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/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
00:00 - Introduction
01:13 - OpenAI Scales Conversion Ads and Targets Small Businesses
08:26 - Modal Labs CEO Erik Bernhardsson on $4.6B AI Infra Roadmap
16:10 - GitHub’s Maintenance Issues and the Need for AI Native Code Tools
25:19 - Twilio Defies the SaaS Apocalypse on Voice AI Hype
29:26 - Usage-Based Pricing Risks & Telecom Cost Pressures on Twilio

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billion
https://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agents

Subscribe: 
YouTube: https://www.youtube.com/@theinformation 

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV 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/theinformation
IG: https://www.instagram.com/theinformation/
TikTok: https://www.tiktok.com/@titv.theinformation
LinkedIn: https://www.linkedin.com/company/theinformation/

Chapters:
00:00 - Introduction
01:13 - OpenAI Hits $5.7B Q1 Revenue
02:39 - Microsoft Triggers New Corporate Data War
12:43 - The Right Way to Value SpaceX
25:46 - Mercury CEO on Fintech Growth and AI Tools