The Information's TITV

Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realistically surpass Nvidia’s market cap. We also talk with The Information’s Yueqi Yang about Polygon Labs’ $100M pivot into stablecoin payments and Aaron Holmes about why AI agents are causing outages at GitHub. Lastly, we get into a valuation framework that suggests Nvidia is 400% undervalued with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-information-finance/nvidia-worth-22-trillion-old-school-financial-model-says-yes
https://www.theinformation.com/articles/polygon-labs-talks-raise-100-million-payments-business
https://www.theinformation.com/newsletters/applied-ai/microsofts-github-sees-booming-traffic-outages-ai-agents-flood-platform

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New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon’s hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic’s crackdown on OpenClaw with Stephanie Palazzolo.

Articles discussed on this episode: 
https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-status
https://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-products
https://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikes

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI’s IPO timeline and massive cloud spending. We also talk with Elon Musk Reporter Theo Wayt about the surprisingly small financial details of SpaceX’s Starlink deal with T-Mobile and Rex Woodbury, Founder of Daybreak Ventures, about the next generation of startup talent and why storytelling is the new king-maker in Silicon Valley.

Articles discussed on this episode: 
https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timing
https://www.theinformation.com/articles/spacex-uphill-battle-growing-starlink-mobile

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information’s Martin Peers and Cory Weinberg.

Articles discussed on this episode: 
https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-joke
https://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-quests
https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 
https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picture
https://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signals

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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