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The Information's TITV: Daily Summaries Delivered
by The Information
The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.
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- Today46 min
ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ
The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket Drew about Reflection AI's secret race to build an open-source AI champ, and we get into open-source AI safety with Cisco President Jeetu Patel.Articles discussed on this episode: https://www.theinformation.com/articles/openais-chatgpt-nears-1-billion-weekly-active-users-seven-months-targethttps://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catchSubscribe: 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/Chapters:00:00 - Introduction01:13 - OpenAI’s ChatGPT Nears 1 Billion Users09:47 - Stripe’s $10 Billion OpenRouter Multiples17:03 - Inside Nvidia-Backed Reflection AI28:00 - Cisco President Jeetu Patel on AI Safety
- Yesterday36 min
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King
TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI security project competing with Anthropic’s Mythos, Laura Bratton about the fierce enterprise battle between Claude Code, Codex, and Cursor, and we get into initial customer testing for Nvidia's Vera Rubin racks with Phoebe Liu.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-nears-ai-framework-open-source-questions-loomhttps://www.theinformation.com/articles/chinese-ai-startup-moonshot-seeks-nvidia-blackwell-chips-next-modelhttp://theinformation.com/articles/anthropics-claude-code-reigns-despite-rising-interest-codex-open-source-modelsSubscribe: 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/Chapters:00:00 - Introduction01:13 - White House Finalizes Voluntary AI Framework08:12 - Microsoft Launches Security AI vs Anthropic Mythos13:38 - Claude Code vs Codex vs Cursor: Enterprise Data25:34 - Nvidia Vera Rubin Racks Face Customer Tests
- Yesterday44 min
Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy
Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and CEO of Fortilace Solutions about AI cybersecurity regulations, AI Finance Reporter Dakin Campbell about Google’s AI data center financing strategy, and we get into enterprise open-source AI adoption with PwC’s Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/articles/google-using-wall-street-financing-techniques-expand-chip-salesSubscribe: 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/Chapters:00:00 - Introduction01:13 - Initial Reviews on Anthropic Opus 511:45 - Open-Source AI Security & Policy Debates23:48 - Inside Google’s AI Data Center Debt Strategy34:19 - PwC on Enterprise Open-Source AI Adoption
- 5 days ago41 min
Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI
Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product Officer Anthony Maggio about their new AI media model router, and we get into the nuclear energy boom powering AI data centers with The Information’s Laura Mandaro and Nick Wingfield.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/openais-hugging-face-ai-hack-spooked-employeeshttps://www.theinformation.com/articles/nuclear-startup-valar-atomics-talks-6-billion-valuation-power-milestonehttps://www.theinformation.com/articles/silicon-valley-unites-anthropic-chinese-ai-restrictionsSubscribe: 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/Chapters:00:00 - Introduction01:13 - Tech Titans Push Back on Open-Weight AI Regulation11:08 - OpenAI Model Breach & Enterprise Security Guardrails16:53 - Runway CPO Anthony Maggio on AI Media Model Routers27:43 - The Editor’s Cut: VC Bets on Nuclear Power for AI Data Centers
- 6 days ago57 min
U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan
The Information’s Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger’s Dan Flax about Alphabet’s growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla’s manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe’s latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic’s pre-IPO employee stock plan.Articles discussed on this episode: https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusationshttps://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-publichttps://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-huntSubscribe: 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/Chapters:00:00 - Introduction 00:01 - US Investigates Moonshot AI's Nvidia Chip Use 00:15 - Alphabet & Tesla’s AI CapEx Spikes Unnerve Investors 00:38 - Stripe’s Financial Secrets & Acquisition Strategy 00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees
- 1 weeks ago50 min
SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters
Elon Musk Reporter Grace Kay talks with TITV Host Akash Pasricha about SpaceXAI’s Texas expansion. We also talk with The Information’s Author of AI Infrastructure Ann Davis Vaughan about Oracle’s power delays and General Compute’s Jason Goodison about AMD’s $5B Anthropic deal. Lastly, we get into the first AI-generated feature film with Fable CEO Edward Saatchi and Founder of Gossip Goblin, Zack London.Articles discussed on this episode: https://www.theinformation.com/articles/spacexai-explores-major-data-center-expansion-texashttps://www.theinformation.com/newsletters/ai-infrastructure/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprisesSubscribe: 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/Chapters:00:00 - Introduction01:13 - SpaceXAI’s New Texas Data Center Expansion06:05 - Exclusive: Oracle Data Centers Face Costly Surprises19:07 - General Compute CTO on AMD’s $5B Anthropic Deal30:12 - The Future of AI-Generated Feature Films
- 1 weeks ago44 min
US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System
Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information’s Cory Weinberg discusses human data labeling startup Mercor’s concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-showhttps://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-showhttps://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-raceSubscribe: 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/Chapters:00:00 - Introduction00:01 - AMD Launches New Helios AI System00:12 - Kimi K3 ReIgnites US AI Policy Debate00:28 - Mercor’s Fast Growth Relies on Biggest AI Companies00:37 - Anthropic Lags in Voice and Chat AI
- 1 weeks ago29 min
Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale
The Information’s Erin Woo talks with TITV Host Akash Pasricha about Google’s secret new "Frozen V2" server chip designed for Gemini. We also talk with Savi Security CEO Patrick Coughlin about the $200 billion AI cyber scam surge and The Information’s Alix Coutures about 160 enterprise software startups primed for acquisition.Articles discussed on this episode: https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficientlyhttps://www.theinformation.com/articles/160-enterprise-software-startups-sale-yearSubscribe: 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/Chapters:00:00 - Introduction01:13 - Google’s Secret Gemini Chip: "Frozen V2"06:19 - AI-Powered Cyber Scams & Consumer Safety17:47 - 160 Enterprise Software Startups Up for Sale
About The Information's TITV
The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.
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