#  @theinformation The Information The Information posts on YouTube about ai, ceo, open ai, xai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCoKqUtcUtf8QPb0GWxe5e7Q/interactions)  - [--] Week [-------] +487% - [--] Month [-------] +141% - [--] Months [---------] +3,170% - [--] Year [---------] +3,037,268% ### Mentions: [--] [#](/creator/youtube::UCoKqUtcUtf8QPb0GWxe5e7Q/posts_active)  - [--] Week [---] +25% - [--] Month [---] +1.80% - [--] Months [-----] +698% - [--] Year [-----] +21,500% ### Followers: [-----] [#](/creator/youtube::UCoKqUtcUtf8QPb0GWxe5e7Q/followers)  - [--] Week [-----] +6.40% - [--] Month [-----] +26% - [--] Months [-----] +182% - [--] Year [-----] +553% ### CreatorRank: [-------] [#](/creator/youtube::UCoKqUtcUtf8QPb0GWxe5e7Q/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 61.54% [stocks](/list/stocks) 39.23% [finance](/list/finance) 35.38% [celebrities](/list/celebrities) 11.54% [social networks](/list/social-networks) 10% [automotive brands](/list/automotive-brands) 4.62% [cryptocurrencies](/list/cryptocurrencies) 3.08% [vc firms](/list/vc-firms) 3.08% [countries](/list/countries) 3.08% [exchanges](/list/exchanges) 0.77% **Social topic influence** [ai](/topic/ai) 58.46%, [ceo](/topic/ceo) #3723, [open ai](/topic/open-ai) #3113, [xai](/topic/xai) #148, [future](/topic/future) 10.77%, [elon musk](/topic/elon-musk) #1978, [youtube](/topic/youtube) 10%, [linkedin](/topic/linkedin) 10%, [microsoft](/topic/microsoft) #1022, [acquisition](/topic/acquisition) 8.46% **Top accounts mentioned or mentioned by** [@titvtheinformation](/creator/undefined) [@theinformationsubconfirmation1](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ServiceNow Inc (NOW)](/topic/servicenow) [Tesla, Inc. (TSLA)](/topic/tesla) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [The Official [--] coin (76)](/topic/$76) ### Top Social Posts Top posts by engagements in the last [--] hours "Why Wealth Management Stocks Are Falling Ross Gerber discusses why a new tool from Altruist sent sector stocks tumbling. He explains how his firm is using Claude to service [---] clients per advisor. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=-RXveqUuRmw) 2026-02-11T23:55Z [----] followers, [---] engagements "Inside the $100B Data Center Play Blue Owl Capital is taking on the riskiest equity in AI infrastructure. AI and Finance Reporter Miles Kruppa explains the "financial calculus" behind lending to tech giants like Microsoft and Oracle for 15-year projects. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=67vCypjcYww) 2026-02-13T22:15Z [----] followers, [---] engagements "New AI Superagent Dashboard Race SpaceX-xAI Acquisition Analysis Tech Stocks That Stand Out Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia Palantir and Apple. We also talk with The Informations Aaron Holmes about the "agent dashboard" battle between Microsoft Salesforce and OpenAI and Buttonwood Funds Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space" [YouTube Link](https://youtube.com/watch?v=DE21P-QgGsw) 2026-02-12T19:54Z [----] followers, [---] engagements "The Exodus at xAI Elon Musk reporter Theo Wayt breaks down the internal turmoil at xAI as more co-founders depart. We look at the pressure surrounding the delayed release of Grok [---] and why turnover remains high across the Musk empire. Watch the full breakdown on our channel. #xAI #ElonMusk #Grok" [YouTube Link](https://youtube.com/watch?v=EQUA6lVfLlI) 2026-02-12T04:00Z [----] followers, [----] engagements "Inside Synthesias $4B Valuation Synthesia CEO Victor Riparbelli discusses why Synthesia is winning in the enterprise market over giants like Google. He reveals that over 90% of the Fortune [---] now use their platform. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=GcLSTzEGP8I) 2026-01-27T02:30Z [----] followers, [---] engagements "DeepSeek V4: Better Than OpenAI Asia Bureau Chief Jing Yang reveals exclusive details on DeepSeeks upcoming V4 flagship model. She explains how internal benchmarks show it outperforming Anthropic and OpenAI in coding abilities. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=GvjptcmwN1c) 2026-01-09T23:08Z [----] followers, 15.8K engagements "xAI's Talent Pool & Elon Musk's Work Culture The Information's Reporter Theo Wayt reveals the primary sources of talent for Elon Musk's AI company xAI highlighting a significant number of former Google employees. He also offers insights into the demanding work culture at xAI and what new hires can expect. Watch the full episode on https://www.theinformation.com/titv/j7ume #xAI #ElonMusk #AI #google" [YouTube Link](https://youtube.com/watch?v=HOglxTVFDs8) 2025-08-15T20:09Z [----] followers, [----] engagements "Will OpenAI's Agent Tools Kill Startups Otherside AI CEO Matt Shumer reacts to OpenAI's new agent tools announced at its developer day. He discusses what this means for the AI agent startup ecosystem and whether he thinks it will stifle innovation. Watch the full episode: theinformation.com/titv/8bioe #OpenAI #AI #Startup" [YouTube Link](https://youtube.com/watch?v=NbBJE5FTVeo) 2025-10-07T23:00Z [----] followers, [---] engagements "Elon Musks Ego SpaceX-xAI Bet Ranking AI Models Groqs $7.6 Billion Payout The Informations Editors Martin Peers and Nick Wingfield discuss Elon Musks push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus our AI & Finance Reporter Miles Kruppa discusses Groqs $7.6 billion payout to shareholders and Blue Owl Capitals massive data center financier role. Articles discussed on this episode:" [YouTube Link](https://youtube.com/watch?v=XVDjcrkum7Q) 2026-02-13T20:32Z [----] followers, [---] engagements "Musks xAI Loses Two Co-founders Why AI Automation is Different Wealth Management Stocks Fall Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musks xAI and what it signals for the companys model timeline. The Informations Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer GP of Shumer Capital joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor and Kawasaki Wealth & Investment Managements Ross Gerber discusses how AI is disrupting wealth" [YouTube Link](https://youtube.com/watch?v=gB2xNS5FmYE) 2026-02-11T19:22Z [----] followers, [----] engagements "Centifics Role in AI Boom Databricks $134B Valuation Alien Hunter Funding Dec [--] [----] The Informations Kevin McLaughlin breaks down Databricks massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures Rajeev Dham about his enterprise AI predictions for [----]. Finally we look at whether NVIDIAs Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom" [YouTube Link](https://youtube.com/watch?v=kUyHS6qq97c) 2025-12-16T21:23Z [----] followers, [---] engagements "The Inflection Point for AI Shumer Capitals Matt Shumer warns that previous waves of automation are nothing like what's coming. He argues the list of things humans can do that AI can't is rapidly slimming. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=nYUZp2s1ijE) 2026-02-12T04:06Z [----] followers, [----] engagements "Can We Trust AI Benchmarks How do AI model measurements remain fair and unbiased We talked to Arena CEO Anastasios Angelopoulos who explains how his firm maintains a "church and state" separation between its B2B business and the public leaderboard. He details the scientific rigor required to prevent model providers from gaming the system. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=rOCSDrZgpSg) 2026-02-13T21:15Z [----] followers, [---] engagements "Why the Crypto Story is Dying Crypto Reporter Yueqi Yang explains why the crypto market is struggling to find a catalyst despite regulatory wins and Bitcoin ETFs. She details how the lack of mainstream products beyond stablecoins is spooking long-term investors. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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" [YouTube Link](https://youtube.com/watch?v=00kJX8tsBpk) 2026-02-07T01:30Z [----] followers, [----] engagements "Is Elon Musks Space Bet Just Ego In this weeks Editors Cut Martin Peers and Nick Wingfield discuss whether Elon Musk's push for orbital data centers is a technical breakthrough or a strategic move to reclaim the spotlight from OpenAI. They break down the feasibility of merging xAI with SpaceX's transportation capabilities. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=2hNNjEL6iMY) 2026-02-13T20:33Z [----] followers, [---] engagements "How Waymo is Using Googles AI for Driving Training Waymo Engineer Vincent Vanhoucke explains the "Waymo World model" a simulation tool powered by Googles Genie [--]. He details how AI-generated driving scenarios allow Waymo to simulate billions of miles in "extreme long tail" conditions like snow and nighttime. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=93i4i9MlXx8) 2026-02-09T19:48Z [----] followers, [----] engagements "Why Half of xAIs Co-founders Left Elon Musk reporter Theo Wayt reveals why half of xAI's founding team has already departed. He explores how "heads roll" when Grok development hits delays. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=DmrqyswZIro) 2026-02-12T04:07Z [----] followers, [----] engagements "Why You Should Buy the AI Dip Opinion Laffer Tengler Investments CEO Nancy Tengler explains why she used the recent software selloff to add to positions in Apple Microsoft and Palantir. She breaks down why market overreactions to CapEx spending create "generational opportunities" for long-term investors. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=N66kcBgm16Q) 2026-02-12T23:30Z [----] followers, [----] engagements "Groq Shareholders $7.6B Nvidia Payout AI and Finance Reporter Miles Kruppa breaks down the stages of Groqs $17 billion cash deal with Nvidia. He compares the returns for Groq investors to high-profile deals like Inflection and Character.ai. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=fDjIQRc4TOE) 2026-02-13T21:45Z [----] followers, [---] engagements "The AI Agent Interface War The Informations Aaron Holmes breaks down how OpenAI Salesforce and Microsoft are competing to become the primary dashboard for AI agents. As software providers race to own the customer relationship the battle for the "orchestration layer" is just beginning. Watch the full breakdown on our channel. #AI #AIAgents #Software #TheInformation" [YouTube Link](https://youtube.com/watch?v=wl7oFQktJp4) 2026-02-12T21:47Z [----] followers, [---] engagements "Why SaaS Stocks are Tumbling Finance Editor Ken Brown analyzes the massive selloff hitting Salesforce and ServiceNow as AI fears mount. He explains why Wall Street no longer views software as a "safe" sector and what it means for private equity. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=0cRjUaI_gs0) 2026-02-05T03:02Z [----] followers, [----] engagements "Google Regains the AI Narrative Despite a market "bloodbath" Alphabet's revenue grew 18% behind strong search and cloud acceleration. Bain Capital Ventures Partner Saanya Ojha analyzes the [--] million Gemini Enterprise seats sold and why Google is back in the lead. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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" [YouTube Link](https://youtube.com/watch?v=133c1wP-mcA) 2026-02-06T01:15Z [----] followers, [----] engagements "The Software Cord-Cutting Investors are panicking over the future of SaaS. The Informations Martin Peers compares the current AI-driven software anxiety to the decade-long destruction of the cable business. Is the "SaaS Apocalypse" a reality or a market overreaction Watch the full breakdown on our channel. #SaaS #Software #TechInvesting" [YouTube Link](https://youtube.com/watch?v=3IS1LZNBdDs) 2026-02-07T02:00Z [----] followers, [---] engagements "Amazon-OpenAI Deal The Informations Catherine Perloff explains why Amazon is pursuing a deeper partnership with OpenAI. Learn why Amazon leaders are concerned about being seen as an "Anthropic wrapper" and why they are searching for a more customizable AI solution. Watch the full breakdown on our channel. #Amazon #OpenAI #Anthropic" [YouTube Link](https://youtube.com/watch?v=4voGj1PGKL8) 2026-02-05T01:00Z [----] followers, [---] engagements "Chinas 30x AI Chip Gap "Chip War" author Chris Miller breaks down why China's domestic chip manufacturing is struggling to keep pace. He explains the staggering production gap between China and the US-Taiwan alliance and what it means for the future of global AI competition. Watch the full breakdown on our channel. #TechNews #AI #Semiconductors" [YouTube Link](https://youtube.com/watch?v=6AK1JV9iFWE) 2026-02-05T00:00Z [----] followers, [---] engagements "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-shortage" [YouTube Link](https://youtube.com/watch?v=7ZM_y6P8oqw) 2026-02-05T20:00Z [----] followers, [----] engagements "The "Thin" Logic of Musks Mega Merger Opinion MoffettNathansons Craig Moffett questions the industrial logic behind SpaceX acquiring xAI calling the suggested synergies "pretty thin". He breaks down why this deal is a clear capital play to fund xAIs $1 billion monthly burn using SpaceXs free cash flow. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=8DQIFtdHf-M) 2026-02-04T17:30Z [----] followers, [----] engagements "Amazon's AdTech Play: Competing with The Trade Desk The Information's Reporter Theo Wayt discusses how Amazon's own Demand-Side Platform (DSP) is directly competing with The Trade Desk and impacting the broader AdTech industry. He explains Amazon's strategy of putting pricing pressure on competitors and trying to gain market share. Watch the full episode on https://www.theinformation.com/titv/j7ume #AdTech #Amazon #TheTradeDesk" [YouTube Link](https://youtube.com/watch?v=917TeY3AsQE) 2025-08-15T20:01Z [----] followers, [---] engagements "The Reality of Musks SpaceX-xAI Merger The Informations Theo Wayt and Cory Weinberg break down why Elon Musk is merging his most successful business with his most expensive one. They explore if "data centers in space" is a real vision or just a way to fund xAIs massive cash burn. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=A1dLljE5gec) 2026-02-04T17:03Z [----] followers, [----] engagements "OpenAI's New AI Consultants OpenAI is moving beyond "off-the-shelf" software by embedding engineers directly with customers. Sri Muppidi breaks down why high-touch consulting is now essential for AI adoption. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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" [YouTube Link](https://youtube.com/watch?v=F0V8LL-zl-c) 2026-02-06T00:13Z [----] followers, [---] engagements "PayPals Governance Crisis Lightspark CEO David Marcus breaks down the internal struggles at PayPal and why a "professional board" is hindering innovation. He explains why the company needs a leader with "dictatorship type of authority" to perform open-heart surgery on the business. Watch the full breakdown on our channel. #Fintech #PayPal #TheInformation" [YouTube Link](https://youtube.com/watch?v=Kmx610fN6DQ) 2026-02-05T21:41Z [----] followers, [---] engagements "Inside Anthropic CEOs Scary AI Essay Jessica Lessin analyzes Anthropic CEO Dario Amodeis long essay and why his warnings about AI adopting "science fiction" mentalities feel like intentional fear-mongering. She questions if his "AI Constitution" is a plausible playbook or a failed attempt to get rivals like Elon Musk to cooperate. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=MCsIKJICH6I) 2026-01-28T00:35Z [----] followers, [----] engagements "OpenAI's New Sales Push OpenAI is hiring hundreds of "forward deployed engineers" to win over enterprise customers. The Informations Sri Muppidi explains how the company is borrowing Palantirs playbook to ensure their AI models are properly integrated and deployed. Watch the full breakdown on our channel. #OpenAI #AIAgents #TheInformation" [YouTube Link](https://youtube.com/watch?v=NkWKCCN7yyE) 2026-02-06T01:00Z [----] followers, [---] engagements "Brex Acquired by Capital One for $5.15B The Informations Laura Mandaro talks about Capital Ones $5.15 billion acquisition of Brex. Articles discussed on this episode: https://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-funds Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h 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:" [YouTube Link](https://youtube.com/watch?v=Qzh_KjRnVcs) 2026-01-27T01:10Z [----] followers, [---] engagements "The AWS Growth Mystery Amazon's $200 billion CapEx plan is spooking investors but Oppenheimer's Jason Helfstein says the market is miscalculating. He breaks down why AWS growth is likely to outpace "street" expectations and what the massive spending means for the future of the cloud. Watch the full breakdown on our channel. #Amazon #AWS #CloudComputing" [YouTube Link](https://youtube.com/watch?v=R4aQlwZNwCg) 2026-02-06T21:20Z [----] followers, [----] engagements "Workday's CTO on AI's Impact on the Workplace Workday CTO Peter Bailis discusses how AI is transforming the way companies handle recruiting and performance reviews. He shares incredible metrics from a recent acquisition highlighting how AI can make hiring faster and more equitable. Watch the full episode on theinformation.com/titv/vnpov #Workday #AI #FutureOfWork" [YouTube Link](https://youtube.com/watch?v=SYjZPfjbIGA) 2025-09-18T00:00Z [----] followers, [---] engagements "Waymo vs. Tesla: Why the Competition Gap is "Really Serious" The Informations Editors Ken Brown and Nick Wingfield discuss the competitive dynamics in the autonomous vehicle space. Ken Brown states Tesla is "way behind" noting the companys non-use of lidar technology creates a "really serious" gap. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=WH9kpD2_chE) 2025-11-14T23:18Z [----] followers, [----] engagements "Ubers $1T Autonomous Strategy Incoming CFO Balaji Krishnamurthy explains how autonomous vehicles will expand Ubers total addressable market to over $1 trillion. He addresses misconceptions about autonomy cannibalizing ride-hailing and provides a reality check on Teslas FSD progress. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=WaIFxrojliE) 2026-02-05T01:00Z [----] followers, [---] engagements ""Betting Against Elon Is Stupid": Anduril CEO Anduril CEO Brian Schimpf discusses how betting against Elon Musk and SpaceX is historically a stupid strategy. He also dives into the growing threats in space from countries like China and Russia and how the DOD is looking for ways to counter them. Watch the full episode: theinformation.com/titv/olanx. #SpaceX #DefenseTech #BrianSchimpf" [YouTube Link](https://youtube.com/watch?v=X-M0rcPNX34) 2025-10-10T21:50Z [----] followers, [----] engagements "Disneys New Parks-First Era With Josh DAmaro named as Bob Igers successor The Informations Martin Peers explains why Disney is betting its future on theme parks over traditional entertainment. A look at the shifting profit centers of the House of Mouse. Watch the full breakdown on our channel. #Disney #CEO #ThemeParks" [YouTube Link](https://youtube.com/watch?v=X8iRE9xOPlI) 2026-02-04T01:00Z [----] followers, [----] engagements "How AI Agents Learn Rocket Drew explains the technical reality of how AI agents acquire new "skills." He compares the flexible learning of humans to the rigid training of current AI models and why today's solutions are still "janky." Watch the full breakdown on our channel. #AI #AIAgents #Tech" [YouTube Link](https://youtube.com/watch?v=XID9wTy3pEQ) 2026-02-10T21:56Z [----] followers, [---] engagements "Groq's Revenue Woes Waabi's Driverless Trucks AI Healthcare & E-com Agent Wars July [--] [----] The Information reporter Miles Kruppa talks with TITV Host Akash Pasricha about AI chipmaker Groq's revenue projections. We also talk with Raquel Urtasun Founder & CEO of Waabi about autonomous trucking and Nikhil Buduma Co-Founder & Chief Scientist Ambience about AI in healthcare. Lastly we break down Amazon Google and Shopping AI agent wars with our reporter Ann Gehan. Articles discussed on this episode: - https://www.theinformation.com/articles/amazon-locks-googles-ai-shopping-agents -" [YouTube Link](https://youtube.com/watch?v=ZybKnYnFMTE) 2025-07-31T05:54Z [----] followers, [---] engagements "Inside the US-China AI Chip Trade War 'Chip War' author Chris Miller details the massive manufacturing gap between the US and China. He breaks down why second-rate equipment prevents China from scaling and how the H200 trade review is creating a stalemate. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=_sPZDuIUs30) 2026-02-05T03:01Z [----] followers, [----] engagements "Palantirs Impressive Growth and Looming Risks Jefferies Brent Thill questions if Palantir can maintain its momentum while CEO Alex Karp plans to cut headcount and grow sales 10x. He discusses why the lack of a traditional sales team may eventually catch up to the company as market comps get more difficult. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=aebyoFKPmTA) 2026-02-04T17:45Z [----] followers, [----] engagements "SpaceX Buys xAI Jessica Lessin and Akash Pasricha discuss the SpaceX acquisition of xAI for $250B. Watch the full breakdown on our channel. #ai #spacex #grok #ipo" [YouTube Link](https://youtube.com/watch?v=b0SbcAPqQLM) 2026-02-03T20:14Z [----] followers, [----] engagements "Inside Nvidias Blackwell Struggles Cloud Reporter Anissa Gardizy reveals how Nvidias biggest customers struggled to deploy the initial Blackwell chips. She explains the pivot to the GB300 and why AI giants have no choice but to wait for Nvidia to iron out the kinks. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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" [YouTube Link](https://youtube.com/watch?v=b5tBfn1HWqQ) 2026-02-07T02:30Z [----] followers, [----] engagements "The AI CapEx Dilemma Bain Capital Ventures Partner Saanya Ojha explains why Google and Microsoft have no choice but to spend billions on AI infrastructure. She details the "prisoner's dilemma" of the AI race and why being late is a terminal risk for tech giants. Watch the full breakdown on our channel. #AI #Google #Microsoft #TheInformation" [YouTube Link](https://youtube.com/watch?v=bSTzQOXSd9Q) 2026-02-05T23:00Z [----] followers, [---] engagements "AIs Big Content Question Amazon reporter Catherine Perloff discusses the new marketplaces where publishers can sell content to AI firms. She explores whether AI companies will view this data as a "valuable asset" after years of using it for free. Watch the full breakdown on our channel. #AI #Publishing #AWS" [YouTube Link](https://youtube.com/watch?v=dEBcnvpNiGI) 2026-02-10T23:00Z [----] followers, [---] engagements "General Catalyst's Novel VC Fund Creator Economy Shift AI Inference Cost Prediction Nov [--] [----] The Information's Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt and AWS Director of Technology Shaown Nandi discusses how companies can achieve profit margins with AI as inference costs are expected to drop 90%. Lastly we" [YouTube Link](https://youtube.com/watch?v=e0r1p5cFAMg) 2025-11-19T19:14Z [----] followers, [---] engagements "Nvidia's Blackwell Rollout Struggles Nvidia's Blackwell chips were meant to be the next big leap but major customers like OpenAI and Meta are facing growing pains. The Informations Anissa Gardizy reveals why deploying these chips is harder than expected and why customers have little choice but to wait. Watch the full breakdown on our channel. #Nvidia #Blackwell #AIChips" [YouTube Link](https://youtube.com/watch?v=e9d7pzcQIP8) 2026-02-07T01:00Z [----] followers, [----] engagements "OpenAI vs Anthropic: Coding Tools AI Researcher Nico Gruppen compares GPT-5.3-Codex and Claude Opus [---]. He details which tool is winning the hearts of engineers and how the "Super Bowl" rivalry is playing out in the dev environment. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=hxTRbWdv3C0) 2026-02-07T00:33Z [----] followers, [---] engagements "Amazon Layoffs & Shutdown of Fresh and Go Stores The Anthropic Cowork Threat Jan [--] [----] Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazons massive 16000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsofts internal reaction to Anthropics Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazons grocery store experiments. Finally we get into the return of speculative SPACs with our Finance Editor Ken Brown. Articles discussed on this episode:" [YouTube Link](https://youtube.com/watch?v=iSun2qugvKQ) 2026-01-29T06:54Z [----] followers, [----] engagements "Inside OpenAIs Potential $100B in Funding and Potential $750 Billion Valuation We talk with Editors Amir Efrati and Laura Mandaro about OpenAIs massive $100 billion fundraising ambitions and potential $750 billion valuation. Article discussed on this episode: https://www.theinformation.com/articles/openais-next-100-billion-funding-come TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up" [YouTube Link](https://youtube.com/watch?v=j5RVfq7Xd78) 2025-12-26T18:44Z [----] followers, [---] engagements "Why Amazon is Weighing a Deal with OpenAI Reporters Anissa Gardizy and Catherine Perloff break down the secret commercial deal that could see Amazon integrate OpenAI models deep into its ecosystem. They explain why Amazon is seeking a "special sauce" beyond its Anthropic partnership. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=miK5m0aP3Xc) 2026-02-05T00:34Z [----] followers, [----] engagements "Capital Ones $5B Brex Buy Intels Sales Slump & OpenAIs Greg Brockman Goes MAGA Jan [--] [----] HSBCs Frank Lee talks with TITV Host Akash Pasricha about Intels 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 Informations Laura Mandaro about Capital Ones $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" [YouTube Link](https://youtube.com/watch?v=mvCPfy2vrM8) 2026-01-23T19:18Z [----] followers, [---] engagements "Amazons $200B AI Bet Oppenheimers Jason Helfstein breaks down why Amazons massive [----] spending plan is rattling Wall Street. He explores the long-term ROI of AWS capacity and why the "math" still favors Amazons cloud lead. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=n-Qxw0oCDA8) 2026-02-07T02:00Z [----] followers, [----] engagements "xAIs Massive Memphis Data Center Expansion Reporter Theo Wayt reveals exclusive details about xAI's third massive data center facility. He analyzes Elon Musks aggressive in-house strategy compared to OpenAI and Anthropic. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=nFi1mZDFT2s) 2025-12-31T21:45Z [----] followers, [---] engagements "Can AI Build CRMs Is the "SaaS Apocalypse" real Niko Grupen Head of Applied Research at Harvey joins TITV to discuss why AI startups aren't rebuilding their own back-end infrastructure and why "old school" enterprise tools are still essential for scaling a business. Watch the full breakdown on our channel. #AI #SaaS #Software" [YouTube Link](https://youtube.com/watch?v=opxt8Hdh3aE) 2026-02-06T21:36Z [----] followers, [---] engagements "The New Edge in VC Everywhere Ventures GP Anna Barber joins TITV to discuss the state of venture capital. She explains why capital has become a commodity and why an "operators edge" is essential for supporting pre-seed startups. Watch the full breakdown on our channel. #VC #Startups #Entrepreneurship" [YouTube Link](https://youtube.com/watch?v=pr5tSJb30q8) 2026-02-02T21:56Z [----] followers, [--] engagements "Inside Zuckerbergs AI Playbook July [--] [----] Mark Zuckerberg sits down with The Information's CEO Jessica Lessin to talk about his vision of personal super intelligence and how that differs from the way the world is talking about AI today. The conversation also covered Zuckerberg's strategy for deploying capital and why he's putting servers inside tents. Articles discussed: https://www.theinformation.com/articles/inside-zuckerbergs-ai-playbook-billions-compute-talent-arms-race-new-vision-meta TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your" [YouTube Link](https://youtube.com/watch?v=qDDOy90V4Jo) 2025-07-16T05:26Z [----] followers, 31.8K engagements "Why Pinterest Cut 15% of Staff Pinterest CEO Bill Ready discusses the restructuring aimed at turning the platform into an "AI-powered shopping assistant." He explains his strategy to tune AI for "positivity" rather than addictive engagement. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=qK2CPZN6OhA) 2026-01-28T01:01Z [----] followers, [---] engagements "Oracles $50B Data Center Offensive Cloud Reporter Anissa Gardizy breaks down Oracles massive plan to raise $50 billion to build data centers for OpenAI xAI and Nvidia. She explains how Oracle is shifting risk from developers to its own balance sheet to fuel the AI infrastructure race. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=rG8UlLfF0Qg) 2026-02-03T02:30Z [----] followers, [---] engagements "Nebius Co-founder Roman Chernin on the Future of AI Models Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=rV2Ul7JECKc) 2025-12-16T17:54Z [----] followers, [----] engagements "OpenAIs $430B Compute Bill OpenAI reporter Sri Muppidi breaks down the staggering capital requirements facing the AI giant. As OpenAI negotiates a massive new funding round Muppidi highlights their projected $430 billion compute spend and the potential for a future public listing. Watch the full breakdown on our channel. #AI #OpenAI #TechNews" [YouTube Link](https://youtube.com/watch?v=sdcpNKDEtqg) 2026-01-29T21:18Z [----] followers, [---] engagements "The Software Stock Selloff The Information's Senior Finance Editor Ken Brown breaks down the recent volatility in software stocks. He examines whether the long-term contracts of major software players are truly sustainable in an AI-driven market and why investors are rushing for the exits. Watch the full breakdown on our channel. #Software #Stocks #Investing" [YouTube Link](https://youtube.com/watch?v=twtTIbYPghY) 2026-02-04T22:19Z [----] followers, [----] engagements "Exclusive Interview with Ubers Incoming CFO OpenAI-Amazon Weigh Deal US-China Chip Trade War Ubers incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the companys 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 AMDs struggle with China trade regulations and The Informations 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" [YouTube Link](https://youtube.com/watch?v=tz6f7HqmsBk) 2026-02-05T02:26Z [----] followers, [----] engagements "Why AI Funds Are Failing Finance Editor Ken Brown warns retail investors about the high failure rate of AI-themed investment funds. He explains why index funds might offer better exposure than high-fee private equity platforms. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=uSKm3yZH0OU) 2026-01-07T23:53Z [----] followers, [---] engagements "What the OpenClaw Agent Craze Sparked Reporter Rocket Drew dives into the "Open Claw" phenomenon and why developers are giving agents unfettered access to their personal files and bank accounts. He explores the bizarre new economy where AI agents are now renting humans for real-world tasks. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=usRsew08Hc4) 2026-02-09T20:20Z [----] followers, [---] engagements "Why Disney is No Longer an Entertainment Company Co-executive Editor Martin Peers explains why Disney naming Josh DAmaro as CEO confirms the companys pivot away from media. He breaks down how theme parks now dwarf the entertainment business in profit. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=vMm2ReRxrNU) 2026-02-04T17:15Z [----] followers, [--] engagements "Uber CFO on Tesla AV's Uber's incoming CFO Balaji Krishnamurthy discusses the competitive threat of Teslas autonomous driving technology. He analyzes Teslas current safety data compared to rivals and explains why Ubers platform remains the leader in utilization. Watch the full breakdown on our channel. #Uber #Tesla #SelfDriving" [YouTube Link](https://youtube.com/watch?v=vc2-pvNnNFY) 2026-02-04T21:57Z [----] followers, [---] engagements "Will Anduril Industries IPO Soon Anduril CEO Brian Schimpf talks about why the company isn't in a rush to go public and the metrics they're focused on to ensure a successful IPO. Watch the full episode: theinformation.com/titv/olanx. #Anduril #TechNews" [YouTube Link](https://youtube.com/watch?v=xIEX73FyCHw) 2025-10-03T23:01Z [----] followers, 375.8K engagements "Can Humans Have Babies in Space Long-term colonization of Mars depends on one thing we haven't mastered: reproduction in zero gravity. The Informations Amy Dockser Marcus looks at the startups and ethical dilemmas surrounding the era of the "space baby." Watch the full breakdown on our channel. #Space #ElonMusk #Science" [YouTube Link](https://youtube.com/watch?v=xnIy_DEEVHo) 2026-02-02T02:01Z [----] followers, [---] engagements "Why PayPal Lost Its Mojo Former PayPal President David Marcus breaks his silence on why the payments giant failed to innovate. He details how a focus on financial optimization over product edge allowed rivals like Apple Pay to steal the market. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=yT57KO8YdWI) 2026-02-06T00:45Z [----] followers, [---] engagements "Why Bitcoin is Down 40% Amidst a brutal crypto selloff Lightspark CEO David Marcus explains the margin pressures driving Bitcoin down. He remains "long and buying" while building the "Internet for money." Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=zLP86u_uyC8) 2026-02-06T00:15Z [----] followers, [---] engagements "Amazon Weighs AI Content Marketplace Launch Amazon Reporter Catherine Perloff breaks down AWSs plans to launch a content marketplace that allows publishers to monetize their data for AI training. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=-Bm4qCPvEME) 2026-02-10T23:04Z [----] followers, [---] engagements "AI's Impact on Customer Service Crescendo Founder & CEO Matt Price breaks down the new "AI native" approach to business. He explains how his company is acquiring existing businesses and injecting AI to boost efficiency and drive growth especially in customer service. Watch the full episode: theinformation.com/titv/psoaf #AI #Startup #BusinessStrategy" [YouTube Link](https://youtube.com/watch?v=1Se-MyhY9uw) 2025-10-06T23:00Z [----] followers, [---] engagements "How OpenClaw AI Agents Think and Learn AI Reporter Rocket Drew explains the technical "skills" library powering OpenClaw and why leading researchers think current AI models need to be rebuilt from the ground up to truly learn. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=2J6XiRwO660) 2026-02-11T00:00Z [----] followers, [---] engagements "Bain Capital Partner on Modern Marketing Apple-SpaceX Deal Discussion AI Staffing Oct [--] [----] The Information's Aaron Tilley and TMF Associates Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roofs scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company Traba is using AI to disrupt the light industrial staffing industry. The Informations Erin Woo joins us to detail Googles multimillion-dollar contract with Major" [YouTube Link](https://youtube.com/watch?v=2NM2RefEqhI) 2025-10-23T18:46Z [----] followers, [---] engagements "Ross Gerber Second Guesses Elon Musk Ross Gerber CEO of Gerber Kawasaki joins TITV to discuss why he is considering selling his shares in SpaceX and Tesla. He breaks down the internal conflict of supporting the mission of EVs while questioning the current leadership and management of the Musk family. Watch the full breakdown on our channel. #Tesla #SpaceX #Investing" [YouTube Link](https://youtube.com/watch?v=36Gfb7xns2k) 2026-02-12T23:14Z [----] followers, [----] engagements "The Software CEO Switchup RBC Capital Markets' Rishi Jaluria breaks down the recent wave of CEO changes in the software sector. He explains why founder-led companies may have an advantage as AI continues to disrupt the industry. Watch the full breakdown on our channel. #Software #SaaS #Stocks" [YouTube Link](https://youtube.com/watch?v=635XRsVgdH8) 2026-02-11T01:00Z [----] followers, [---] engagements "OpenAI vs Anthropic: Whos Winning The Informations Martin Peers and Abe Brown debate why Anthropic is projected to outearn OpenAI by [----]. They analyze which AI titan has the more stable business model. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=6ZHomBdVlFw) 2026-01-31T01:15Z [----] followers, [----] engagements "Airbnb CEO Brian Chesky on AI Strategy & New CTO Microsofts Anthropic Deal Jan [--] [----] Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsofts growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally we get into the launch of the tech-focused Door Bank with Ken Brown and we end with Shane Burke discussing whether a proposed wealth tax is pushing billionaires" [YouTube Link](https://youtube.com/watch?v=7LIPCIhi5aY) 2026-01-14T19:28Z [----] followers, [----] engagements "How Microsoft is Fighting OpenAIs Frontier Waymos New World Model & OpenClaw Craze The Informations Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsofts internal strategy to counter OpenAIs new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymos Vincent Vanhoucke about the "Waymo World model" a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally we explore the viral "Open Claw" craze with reporter Rocket Drew looking at the rise of personal AI agents" [YouTube Link](https://youtube.com/watch?v=83gGtn8mCGg) 2026-02-09T19:26Z [----] followers, [----] engagements "Why IBM Bet $11 Billion on Confluent Rob Thomas SVP of Software at IBM uses the Industrial Revolution railroad analogy to explain why IBM is acquiring Confluent for $11 billion. He calls Confluents real-time data streaming technology the necessary "rails" to make AI successful in this new industrial revolution. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=9aweMTBmrFM) 2025-12-10T03:15Z [----] followers, [---] engagements "ServiceNows $7.7B Armis Acquisition Armis CEO Yevgeny Dibrov explains why he chose a $7.75 billion acquisition over an IPO path. He breaks down the vision for a unified "detection to response" platform within the ServiceNow ecosystem. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=EkLFSLbKmgY) 2026-01-29T21:48Z [----] followers, [---] engagements "OpenAIs Unique Ads Rollout E-Commerce Reporter Ann Gehan discusses OpenAIs ads rollout why they are adopting an $8 "Go" tier and how a decade-old Amazon legal battle over sales tax is threatening ChatGPT's shopping future. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=F1jVLt44Dis) 2026-02-10T23:45Z [----] followers, [---] engagements "Waymo's AI Driving Simulation Waymo Distinguished Engineer Vincent Vanhoucke explains the company's new simulation tool. He describes how AI-generated "video games" allow Waymo to safely test autonomous vehicles in complex high-fidelity virtual environments. Watch the full breakdown on our channel. #Waymo #SelfDrivingCars #AI" [YouTube Link](https://youtube.com/watch?v=FDD9xOvd9LI) 2026-02-10T00:00Z [----] followers, [---] engagements "C3 AI New CEOs Turnaround Plan New C3 AI CEO Steven Ehikian discusses the vast opportunity in the rapidly expanding enterprise AI market highlighting how C3 AI is positioning its differentiated product beyond chatbots to focus on driving core operations for large companies in manufacturing energy and healthcare. Watch the full episode:theinformation.com/titv/75zxo. #C3AI #EnterpriseAI #AI" [YouTube Link](https://youtube.com/watch?v=FkOBGaBJlE8) 2025-12-04T21:19Z [----] followers, [---] engagements "Inside Musks Merger Palantirs Impressive Revenue Growth New Disney CEO 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 MoffettNathansons Craig Moffett about the "thin" industrial logic of Elons space data centers and Jefferies Brent Thill about Palantirs record growth amid a broader software market reset. Finally we get into Disneys CEO succession and why the company is betting its future on parks with our co-executive editor" [YouTube Link](https://youtube.com/watch?v=HCzizsTCVuY) 2026-02-03T22:30Z [----] followers, [---] engagements "Why Nvidia is Pouring Cash into CoreWeave David Levy of Porch Capital explains why Nvidia is bypassing traditional banks to finance the AI infrastructure build-out themselves. He reveals why Nvidia is feeling "pressure" from Google TPUs and how "authentic inference" will change the hardware race. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=IV1ttUCHZl0) 2026-01-27T23:02Z [----] followers, [----] engagements "Is ServiceNow Undervalued Anita Ramaswamy argues ServiceNow has been unfairly punished by the SaaS sell-off. She explains why its 34% free cash flow margin makes it a rare buying opportunity. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=Is8wDHjG6H0) 2026-02-12T04:06Z [----] followers, [----] engagements "Why Enterprise Software is at Risk MongoDB CEO MongoDB CEO CJ Desai addresses the existential threat AI poses to traditional enterprise software companies. He breaks down which segments are at risk and how MongoDB plans to remain the "foundational" layer for AI data. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=KENH-ccKo88) 2026-01-20T23:00Z [----] followers, [---] engagements ""Jensen Can't Be Happy About That" OpenAI Broadcom Deal The Information's Anissa Gardizy discussing the news that OpenAI is partnering with Broadcom to co-design and deploy custom chips and data center infrastructure. The collaboration aims to build a full-stack system a move that directly challenges Nvidia's market dominance. Watch the full interview: https://youtu.be/70ZbAijDHrA #Broadcom #OpenAI #TechNews (Getty Images)" [YouTube Link](https://youtube.com/watch?v=KWlTdIh-eBc) 2025-10-14T21:44Z [----] followers, [----] engagements "Affirm Hits $1B Revenue Affirm COO Michael Linford discusses the companys milestone quarter and the explosive growth of the Affirm Card. He explains why consumers are ditching revolving credit for transparent installment loans. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=L_9BZu5EVFk) 2026-02-07T03:30Z [----] followers, [---] engagements "OpenAI vs Anthropic: Coding Tools & Branding SaaS Selloff Debate Nvidias Blackwell Challenges The Informations Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimers Jason Helfstein about Amazons massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools and we" [YouTube Link](https://youtube.com/watch?v=M_wN6TdXPkI) 2026-02-07T07:07Z [----] followers, [----] engagements "OpenAI Rolls Out Ads AWS Weighs AI Content Marketplace for Publishers How OpenClaw Agents Think The Informations Ann Gehan talks with TITV Host Akash Pasricha about OpenAIs rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly we get into the technical mechanics of how" [YouTube Link](https://youtube.com/watch?v=P562aqOVEX8) 2026-02-10T22:23Z [----] followers, [---] engagements "Inside Moltbook: Social Media for AI Agents Rocket Drew discusses how agents interacting on Moltbook have triggered concerns about "Skynet" scenarios and the need for new lab testing. He analyzes the shift toward personal AI assistants that have control over sensitive data and entire computer systems. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:" [YouTube Link](https://youtube.com/watch?v=RKaP61IYGHQ) 2026-02-03T01:36Z [----] followers, [---] engagements "Microsoft vs. OpenAI Frontier The Informations Kevin McLaughlin breaks down the battle for the enterprise. He explains why Microsoft believes its decades of experience and customer trust give it the upper hand against OpenAIs latest product release. Watch the full breakdown on our channel. #Microsoft #OpenAI #EnterpriseSoftware" [YouTube Link](https://youtube.com/watch?v=S3aIvH8Z2q0) 2026-02-09T21:43Z [----] followers, [---] engagements "Why the SpaceX xAI Acquisition Will Help Get Data Centers into Space Buttonwood Funds investor Joseph Alagna discusses the strategic synergies behind merging SpaceX and xAI. He explains how Elon Musk is leveraging SpaceXs massive free cash flow to fund xAIs $12 billion annual cash burn. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=SloJfnfrWyI) 2026-02-12T23:15Z [----] followers, [---] engagements "AI Benchmarks: Are They Still Relevant Matt Shumer CEO of Otherside AI shares his expert perspective on the changing landscape of AI model evaluation. Shumer explains why traditional benchmarks are becoming less relevant as subjective use cases gain importance and why users need to directly "try them for your use cases" to truly understand a model's capabilities. Watch the full episode on theinformation.com/titv" [YouTube Link](https://youtube.com/watch?v=TpStMlRmMD8) 2025-08-08T19:36Z [----] followers, [---] engagements "Metas CapEx Increase & AI Ad Dominance Theory Ventures Tomasz Tunguz analyzes Metas bullish quarterly results and the 16% jump in average revenue per person. He explains why reinforcement learning is the "juice" Meta is squeezing from its core ads business. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=UOlh7kRkSWU) 2026-02-10T23:22Z [----] followers, [---] engagements "Cybersecurity Innovation with Sanjay Beri CEO of Netskope Netskope CEO Sanjay Beri on cybersecurity innovation. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=UPmN0046yfk) 2026-01-09T19:48Z [----] followers, [---] engagements "Why Nvidia is Betting $2B on CoreWeave Cloud reporter Anissa Gardizy analyzes Nvidias $2 billion investment in CoreWeave. She explains why the "neocloud" is doubling down on Nvidia hardware rather than diversifying. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=UsWtrR8AUJo) 2026-01-27T01:27Z [----] followers, [---] engagements "Nvidias $20B Groq Deal Waymos $100B Valuation & Prediction Markets' Risk Dec [--] [----] The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple and we get into the regulatory challenges facing prediction markets with Finance Editor Ken" [YouTube Link](https://youtube.com/watch?v=WzYJfqM_fww) 2025-12-29T19:28Z [----] followers, [---] engagements "AI's Inflection Point Matt Shumer GP at Shumer Capital breaks down the "inflection point" of AI models like GPT-5.3-Codex. He explains how AI is moving beyond a productivity boost to performing tasks that previously required a human at a computer and what this means for the future of work. Watch the full breakdown on our channel. #AI #Automation #FutureOfWork" [YouTube Link](https://youtube.com/watch?v=YDFAEqT1ROs) 2026-02-11T23:30Z [----] followers, [----] engagements "What the OpenClaw Agent Craze Means The Informations Rocket Drew breaks down the craze surrounding OpenClaw. He explains how this open-source framework is changing the narrative around personal AI agents and why users are willing to trade security for unfettered access. Watch the full breakdown on our channel. #OpenClaw #AIAgents #TechNews" [YouTube Link](https://youtube.com/watch?v=_IJMaMMZn5g) 2026-02-09T22:03Z [----] followers, [---] engagements "Microsoft CEO Satya Nadella Is Worried About Anthropic Cowork Reporter Aaron Holmes reveals how Anthropics new tools sent ripples through Microsofts technical ranks. He details Satya Nadella's internal push to overhaul Copilot. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=__YTHXy25Y0) 2026-01-29T19:30Z [----] followers, [----] engagements "Brex vs. Ramp: What's Next for the Fintech Rivalry Sheel Mohnot a Co-Founder and General Partner at Better Tomorrow Ventures discusses the competitive landscape of the corporate credit card space. He provides insight into the rivalry between fintech giants Brex and Ramp and what's next for both companies as they continue to build out more functionality. Watch the full episode: https://www.theinformation.com/titv/aikqj #Fintech #Brex #Ramp" [YouTube Link](https://youtube.com/watch?v=_youb7rSijI) 2025-10-09T22:00Z [----] followers, [---] engagements "Can SaaS Make a Comeback Editors Cut Editors Martin Peers and Laura Mandaro debate if AI will ultimately replace enterprise software. They break down the valuation reset and the controversial rise of "forward-deployed engineers." Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=bLzR2HzqD1Y) 2026-02-07T01:00Z [----] followers, [----] engagements "Microsofts Plan to Fight OpenAIs Enterprise Push Enterprise Software Reporter Kevin McLaughlin and Aaron Holmes reveal the internal talking points Microsoft is using to defend its territory against OpenAI's new enterprise products. They discuss why the "platform" advantage and decades of customer trust remain Microsofts biggest moats. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=clrrrZ0kEp4) 2026-02-09T21:15Z [----] followers, [----] engagements "The AI Agent Race Pitting OpenAI Against Microsoft Microsoft Reporter Aaron Holmes details the emerging conflict between OpenAI Salesforce and ServiceNow over who will own the primary AI interface for employees. He explains how "computer-use agents" could render traditional software applications invisible to the end user. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=d3_6C6k8McA) 2026-02-12T22:42Z [----] followers, [----] engagements "Why Data is AI's Biggest Bottleneck Footwork's Nikhil Basu Trivedi explains why his firm made its biggest investment ever into Protege an AI data marketplace led by CEO Bobby Samuels. Watch the full episode: https://www.theinformation.com/titv/g8nnx #ai #VentureCapital #BigData" [YouTube Link](https://youtube.com/watch?v=gAEzvsqgaP8) 2025-08-21T20:00Z [----] followers, [---] engagements "Inside Capital Ones Brex Deal Capital Ones $5 billion acquisition of Brex marks a major reset for fintech valuations. The Informations Laura Mandaro discusses why this "money in the hand" deal is a relief for investors and employees looking for liquidity in a difficult fundraising environment for venture capital. Watch the full breakdown on our channel. #Brex #Fintech #Acquisition" [YouTube Link](https://youtube.com/watch?v=gDDK78hasR4) 2026-01-23T22:10Z [----] followers, [---] engagements "Why CEOs Are Being Replaced in Software RBCs Rishi Jaluria analyzes the 20% drops in Monday.com and Workday explaining why non-founder CEOs are being replaced by technologists to survive the AI transition. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/" [YouTube Link](https://youtube.com/watch?v=hy_3Anjua60) 2026-02-10T23:15Z [----] followers, [---] engagements "Exclusive: SpaceX acquires xAI for $250B The Information's Editor-in-Chief Jessica Lessin with exclusive news about the SpaceX acquisition of xAI. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=ihzkrPSNTdI) 2026-02-02T22:30Z [----] followers, 14.4K engagements "Robinhood Co-Founder's New Space Startup Aetherflux CEO Baiju Bhatt explains his pivot from fintech to building solar-powered data centers in space. He describes how orbital computing could eventually bring new chips online in weeks rather than the years required for terrestrial permitting. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:" [YouTube Link](https://youtube.com/watch?v=jNtWzH23X80) 2026-02-12T22:56Z [----] followers, [---] engagements "Why Netflix's $82B Warner Bros. Acquisition is a Gigantic Mistake The Information's Co-Executive Editor Martin Peers calls Netflix's $82.7 billion acquisition of Warner Brothers Discovery "the stupidest deal" in media history. He explains why the strategic rationale is flawed and why the deal will likely be opposed by the government. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=jXaOdLw03DU) 2025-12-05T19:36Z [----] followers, [----] engagements "How Hock Tan Turned Broadcom Into Nvidias Nightmare The Information's reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's most credible challenger in AI chips. Article discussed: https://www.theinformation.com/articles/diamonds-turds-hock-tan-turned-broadcom-ai-juggernaut TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=k47uuRhdYMo) 2025-12-06T06:30Z [----] followers, [----] engagements "Metas $100B AI "Colossal Failure" D.A. Davidsons Gil Luria analyzes why Mark Zuckerberg is sacrificing Meta's stock price to win the AI and wearables race. He explains why the next Llama model is a "make or break" moment for the company. Subscribe to: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h The Informations TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. (Getty Images)" [YouTube Link](https://youtube.com/watch?v=kjadwrIVYVs) 2026-01-16T07:45Z [----] followers, [----] engagements "OpenAI Rolls Out Ads The Informations Ann Gehan breaks down OpenAIs rollout of ads and the new "Go" subscription tier. She explains how the company is testing brand awareness ads and the specific trade-offs being offered to free users. Watch the full breakdown on our channel. #AI #OpenAI #TechNews" [YouTube Link](https://youtube.com/watch?v=mvz7V-fVzo0) 2026-02-10T21:21Z [----] followers, [---] engagements "Why ServiceNow Bet $7.75B on Armis ServiceNow Chief Product Officer Amit Zaveri explains why the company dropped $7.75 billion on cybersecurity firm Armis. He breaks down the valuation and why protecting AI agents is the next big frontier for enterprise software. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=nEnRtshNGRA) 2025-12-23T20:48Z [----] followers, [---] engagements "AI Startups: Is the Market Overheated Menlo Ventures Partner Deedy Das explains why startups are reaching such high valuations. He discusses how the sheer amount of available capital and competition among investors often leads to bidding wars driving up prices for promising companies. Watch the full episode on theinformation.com/titv/ne5bq #VentureCapital #StartupFunding #Tech" [YouTube Link](https://youtube.com/watch?v=nF-HCFF0g3o) 2025-09-15T20:35Z [----] followers, [---] engagements "EXCLUSIVE: Blue Owls $3 billion Bet on OpenAI's Stargate The Informations Miles Kruppa provides exclusive details on Blue Owls $3 billion investment in OpenAI's Stargate data center project. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on 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" [YouTube Link](https://youtube.com/watch?v=niWctWod_0s) 2025-11-11T23:30Z [----] followers, [---] engagements "XAI's Colossus 2: The World's First Gigawatt-Scale AI Data Center The Informations Theo Wayt breaks down the immense "unprecedented" scale of XAI's planned Colossus [--] data center including its expected one-gigawatt power capacity and the sheer number of Nvidia chips it will house. Watch the full episode: theinformation.com/titv/pin8r. #XAI #Nvidia #Infrastructure" [YouTube Link](https://youtube.com/watch?v=nwW-uxo4S7M) 2025-10-16T23:00Z [----] followers, [----] engagements "Investor Warns About SpaceX & Tesla Ross Gerber CEO of Gerber Kawasaki joins TITV to discuss why he is considering selling his shares in SpaceX and Tesla. He breaks down the internal conflict of supporting the mission of EVs while questioning the current leadership and management of the Musk family. Watch the full breakdown on our channel. #Tesla #SpaceX #Investing" [YouTube Link](https://youtube.com/watch?v=owUJPk7ChRg) 2026-02-11T21:00Z [----] followers, [----] engagements "The Robotaxi Race: Waymo vs Tesla Investor Ross Gerber argues that while the robotaxi battle heats up between Waymo and Tesla the ultimate loser of this disruption will be Uber. He breaks down why current ride-hailing services are vulnerable to autonomous fleets that can control quality and safety at scale. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts" [YouTube Link](https://youtube.com/watch?v=rewYiePsFHU) 2026-01-29T21:06Z [----] followers, [----] engagements "Why Robinhood Is Winning Against Coinbase Crypto Reporter Yueqi Yang breaks down why Robinhoods stock outperformed Coinbase by a massive margin last year. She explores the success of prediction markets and the company's aggressive diversification strategy. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=u2-WrlPXH1E) 2026-01-12T23:30Z [----] followers, [---] engagements "How CoreWeave Outcompetes Cloud Giants Chen Goldberg explains how CoreWeave differentiates itself from massive cloud providers by building a holistic stack specifically optimized for AI workloads which demands a different architecture. She notes that for AI every single node breaking can slow down the entire system making reliability key. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h" [YouTube Link](https://youtube.com/watch?v=wq7GotTVcFQ) 2025-12-10T03:01Z [----] followers, [---] engagements "Atlassian's Head of Product Explains the Future of AI Browsers Sanchan Saxena Head of Product at Atlassian discusses the company's acquisition of The Browser Company and the future of AI in web browsers. He shares how The Browser Company is reimagining the browser experience for the AI-first era and highlights their latest product Dia. Watch the full episode on www.theinformation.com/titv/x63ro #AI #FutureOfWork #Atlassian" [YouTube Link](https://youtube.com/watch?v=yYlJrW-4v0s) 2025-09-04T20:50Z [----] followers, [---] engagements "The Wealth Management Sell-Off Is AI actually replacing financial advisors Ross Gerber CEO of Gerber Kawasaki joins the show to explain why the recent market panic over new AI tools in wealth management is "overblown" and how his firm is actually integrating the tech. Watch the full breakdown on our channel. #WealthManagement #AI #Fintech" [YouTube Link](https://youtube.com/watch?v=zh6d6hIQKjk) 2026-02-12T02:00Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@theinformation The Information
The Information posts on YouTube about ai, ceo, open ai, xai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +487%
- [--] Month [-------] +141%
- [--] Months [---------] +3,170%
- [--] Year [---------] +3,037,268%
Mentions: [--] #
- [--] Week [---] +25%
- [--] Month [---] +1.80%
- [--] Months [-----] +698%
- [--] Year [-----] +21,500%
Followers: [-----] #
- [--] Week [-----] +6.40%
- [--] Month [-----] +26%
- [--] Months [-----] +182%
- [--] Year [-----] +553%
CreatorRank: [-------] #
Social Influence
Social category influence technology brands 61.54% stocks 39.23% finance 35.38% celebrities 11.54% social networks 10% automotive brands 4.62% cryptocurrencies 3.08% vc firms 3.08% countries 3.08% exchanges 0.77%
Social topic influence ai 58.46%, ceo #3723, open ai #3113, xai #148, future 10.77%, elon musk #1978, youtube 10%, linkedin 10%, microsoft #1022, acquisition 8.46%
Top accounts mentioned or mentioned by @titvtheinformation @theinformationsubconfirmation1
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) ServiceNow Inc (NOW) Tesla, Inc. (TSLA) Robinhood Markets, Inc. (HOOD) Bitcoin (BTC) Uber Technologies, Inc. (UBER) The Official [--] coin (76)
Top Social Posts
Top posts by engagements in the last [--] hours
"Why Wealth Management Stocks Are Falling Ross Gerber discusses why a new tool from Altruist sent sector stocks tumbling. He explains how his firm is using Claude to service [---] clients per advisor. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-11T23:55Z [----] followers, [---] engagements
"Inside the $100B Data Center Play Blue Owl Capital is taking on the riskiest equity in AI infrastructure. AI and Finance Reporter Miles Kruppa explains the "financial calculus" behind lending to tech giants like Microsoft and Oracle for 15-year projects. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-13T22:15Z [----] followers, [---] engagements
"New AI Superagent Dashboard Race SpaceX-xAI Acquisition Analysis Tech Stocks That Stand Out Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia Palantir and Apple. We also talk with The Informations Aaron Holmes about the "agent dashboard" battle between Microsoft Salesforce and OpenAI and Buttonwood Funds Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space"
YouTube Link 2026-02-12T19:54Z [----] followers, [---] engagements
"The Exodus at xAI Elon Musk reporter Theo Wayt breaks down the internal turmoil at xAI as more co-founders depart. We look at the pressure surrounding the delayed release of Grok [---] and why turnover remains high across the Musk empire. Watch the full breakdown on our channel. #xAI #ElonMusk #Grok"
YouTube Link 2026-02-12T04:00Z [----] followers, [----] engagements
"Inside Synthesias $4B Valuation Synthesia CEO Victor Riparbelli discusses why Synthesia is winning in the enterprise market over giants like Google. He reveals that over 90% of the Fortune [---] now use their platform. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-27T02:30Z [----] followers, [---] engagements
"DeepSeek V4: Better Than OpenAI Asia Bureau Chief Jing Yang reveals exclusive details on DeepSeeks upcoming V4 flagship model. She explains how internal benchmarks show it outperforming Anthropic and OpenAI in coding abilities. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2026-01-09T23:08Z [----] followers, 15.8K engagements
"xAI's Talent Pool & Elon Musk's Work Culture The Information's Reporter Theo Wayt reveals the primary sources of talent for Elon Musk's AI company xAI highlighting a significant number of former Google employees. He also offers insights into the demanding work culture at xAI and what new hires can expect. Watch the full episode on https://www.theinformation.com/titv/j7ume #xAI #ElonMusk #AI #google"
YouTube Link 2025-08-15T20:09Z [----] followers, [----] engagements
"Will OpenAI's Agent Tools Kill Startups Otherside AI CEO Matt Shumer reacts to OpenAI's new agent tools announced at its developer day. He discusses what this means for the AI agent startup ecosystem and whether he thinks it will stifle innovation. Watch the full episode: theinformation.com/titv/8bioe #OpenAI #AI #Startup"
YouTube Link 2025-10-07T23:00Z [----] followers, [---] engagements
"Elon Musks Ego SpaceX-xAI Bet Ranking AI Models Groqs $7.6 Billion Payout The Informations Editors Martin Peers and Nick Wingfield discuss Elon Musks push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus our AI & Finance Reporter Miles Kruppa discusses Groqs $7.6 billion payout to shareholders and Blue Owl Capitals massive data center financier role. Articles discussed on this episode:"
YouTube Link 2026-02-13T20:32Z [----] followers, [---] engagements
"Musks xAI Loses Two Co-founders Why AI Automation is Different Wealth Management Stocks Fall Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musks xAI and what it signals for the companys model timeline. The Informations Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer GP of Shumer Capital joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor and Kawasaki Wealth & Investment Managements Ross Gerber discusses how AI is disrupting wealth"
YouTube Link 2026-02-11T19:22Z [----] followers, [----] engagements
"Centifics Role in AI Boom Databricks $134B Valuation Alien Hunter Funding Dec [--] [----] The Informations Kevin McLaughlin breaks down Databricks massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures Rajeev Dham about his enterprise AI predictions for [----]. Finally we look at whether NVIDIAs Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom"
YouTube Link 2025-12-16T21:23Z [----] followers, [---] engagements
"The Inflection Point for AI Shumer Capitals Matt Shumer warns that previous waves of automation are nothing like what's coming. He argues the list of things humans can do that AI can't is rapidly slimming. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-12T04:06Z [----] followers, [----] engagements
"Can We Trust AI Benchmarks How do AI model measurements remain fair and unbiased We talked to Arena CEO Anastasios Angelopoulos who explains how his firm maintains a "church and state" separation between its B2B business and the public leaderboard. He details the scientific rigor required to prevent model providers from gaming the system. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-13T21:15Z [----] followers, [---] engagements
"Why the Crypto Story is Dying Crypto Reporter Yueqi Yang explains why the crypto market is struggling to find a catalyst despite regulatory wins and Bitcoin ETFs. She details how the lack of mainstream products beyond stablecoins is spooking long-term investors. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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"
YouTube Link 2026-02-07T01:30Z [----] followers, [----] engagements
"Is Elon Musks Space Bet Just Ego In this weeks Editors Cut Martin Peers and Nick Wingfield discuss whether Elon Musk's push for orbital data centers is a technical breakthrough or a strategic move to reclaim the spotlight from OpenAI. They break down the feasibility of merging xAI with SpaceX's transportation capabilities. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-13T20:33Z [----] followers, [---] engagements
"How Waymo is Using Googles AI for Driving Training Waymo Engineer Vincent Vanhoucke explains the "Waymo World model" a simulation tool powered by Googles Genie [--]. He details how AI-generated driving scenarios allow Waymo to simulate billions of miles in "extreme long tail" conditions like snow and nighttime. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-09T19:48Z [----] followers, [----] engagements
"Why Half of xAIs Co-founders Left Elon Musk reporter Theo Wayt reveals why half of xAI's founding team has already departed. He explores how "heads roll" when Grok development hits delays. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-12T04:07Z [----] followers, [----] engagements
"Why You Should Buy the AI Dip Opinion Laffer Tengler Investments CEO Nancy Tengler explains why she used the recent software selloff to add to positions in Apple Microsoft and Palantir. She breaks down why market overreactions to CapEx spending create "generational opportunities" for long-term investors. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-12T23:30Z [----] followers, [----] engagements
"Groq Shareholders $7.6B Nvidia Payout AI and Finance Reporter Miles Kruppa breaks down the stages of Groqs $17 billion cash deal with Nvidia. He compares the returns for Groq investors to high-profile deals like Inflection and Character.ai. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-13T21:45Z [----] followers, [---] engagements
"The AI Agent Interface War The Informations Aaron Holmes breaks down how OpenAI Salesforce and Microsoft are competing to become the primary dashboard for AI agents. As software providers race to own the customer relationship the battle for the "orchestration layer" is just beginning. Watch the full breakdown on our channel. #AI #AIAgents #Software #TheInformation"
YouTube Link 2026-02-12T21:47Z [----] followers, [---] engagements
"Why SaaS Stocks are Tumbling Finance Editor Ken Brown analyzes the massive selloff hitting Salesforce and ServiceNow as AI fears mount. He explains why Wall Street no longer views software as a "safe" sector and what it means for private equity. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-05T03:02Z [----] followers, [----] engagements
"Google Regains the AI Narrative Despite a market "bloodbath" Alphabet's revenue grew 18% behind strong search and cloud acceleration. Bain Capital Ventures Partner Saanya Ojha analyzes the [--] million Gemini Enterprise seats sold and why Google is back in the lead. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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"
YouTube Link 2026-02-06T01:15Z [----] followers, [----] engagements
"The Software Cord-Cutting Investors are panicking over the future of SaaS. The Informations Martin Peers compares the current AI-driven software anxiety to the decade-long destruction of the cable business. Is the "SaaS Apocalypse" a reality or a market overreaction Watch the full breakdown on our channel. #SaaS #Software #TechInvesting"
YouTube Link 2026-02-07T02:00Z [----] followers, [---] engagements
"Amazon-OpenAI Deal The Informations Catherine Perloff explains why Amazon is pursuing a deeper partnership with OpenAI. Learn why Amazon leaders are concerned about being seen as an "Anthropic wrapper" and why they are searching for a more customizable AI solution. Watch the full breakdown on our channel. #Amazon #OpenAI #Anthropic"
YouTube Link 2026-02-05T01:00Z [----] followers, [---] engagements
"Chinas 30x AI Chip Gap "Chip War" author Chris Miller breaks down why China's domestic chip manufacturing is struggling to keep pace. He explains the staggering production gap between China and the US-Taiwan alliance and what it means for the future of global AI competition. Watch the full breakdown on our channel. #TechNews #AI #Semiconductors"
YouTube Link 2026-02-05T00:00Z [----] followers, [---] engagements
"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-shortage"
YouTube Link 2026-02-05T20:00Z [----] followers, [----] engagements
"The "Thin" Logic of Musks Mega Merger Opinion MoffettNathansons Craig Moffett questions the industrial logic behind SpaceX acquiring xAI calling the suggested synergies "pretty thin". He breaks down why this deal is a clear capital play to fund xAIs $1 billion monthly burn using SpaceXs free cash flow. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-04T17:30Z [----] followers, [----] engagements
"Amazon's AdTech Play: Competing with The Trade Desk The Information's Reporter Theo Wayt discusses how Amazon's own Demand-Side Platform (DSP) is directly competing with The Trade Desk and impacting the broader AdTech industry. He explains Amazon's strategy of putting pricing pressure on competitors and trying to gain market share. Watch the full episode on https://www.theinformation.com/titv/j7ume #AdTech #Amazon #TheTradeDesk"
YouTube Link 2025-08-15T20:01Z [----] followers, [---] engagements
"The Reality of Musks SpaceX-xAI Merger The Informations Theo Wayt and Cory Weinberg break down why Elon Musk is merging his most successful business with his most expensive one. They explore if "data centers in space" is a real vision or just a way to fund xAIs massive cash burn. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-04T17:03Z [----] followers, [----] engagements
"OpenAI's New AI Consultants OpenAI is moving beyond "off-the-shelf" software by embedding engineers directly with customers. Sri Muppidi breaks down why high-touch consulting is now essential for AI adoption. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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"
YouTube Link 2026-02-06T00:13Z [----] followers, [---] engagements
"PayPals Governance Crisis Lightspark CEO David Marcus breaks down the internal struggles at PayPal and why a "professional board" is hindering innovation. He explains why the company needs a leader with "dictatorship type of authority" to perform open-heart surgery on the business. Watch the full breakdown on our channel. #Fintech #PayPal #TheInformation"
YouTube Link 2026-02-05T21:41Z [----] followers, [---] engagements
"Inside Anthropic CEOs Scary AI Essay Jessica Lessin analyzes Anthropic CEO Dario Amodeis long essay and why his warnings about AI adopting "science fiction" mentalities feel like intentional fear-mongering. She questions if his "AI Constitution" is a plausible playbook or a failed attempt to get rivals like Elon Musk to cooperate. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-28T00:35Z [----] followers, [----] engagements
"OpenAI's New Sales Push OpenAI is hiring hundreds of "forward deployed engineers" to win over enterprise customers. The Informations Sri Muppidi explains how the company is borrowing Palantirs playbook to ensure their AI models are properly integrated and deployed. Watch the full breakdown on our channel. #OpenAI #AIAgents #TheInformation"
YouTube Link 2026-02-06T01:00Z [----] followers, [---] engagements
"Brex Acquired by Capital One for $5.15B The Informations Laura Mandaro talks about Capital Ones $5.15 billion acquisition of Brex. Articles discussed on this episode: https://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-funds Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h 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:"
YouTube Link 2026-01-27T01:10Z [----] followers, [---] engagements
"The AWS Growth Mystery Amazon's $200 billion CapEx plan is spooking investors but Oppenheimer's Jason Helfstein says the market is miscalculating. He breaks down why AWS growth is likely to outpace "street" expectations and what the massive spending means for the future of the cloud. Watch the full breakdown on our channel. #Amazon #AWS #CloudComputing"
YouTube Link 2026-02-06T21:20Z [----] followers, [----] engagements
"Workday's CTO on AI's Impact on the Workplace Workday CTO Peter Bailis discusses how AI is transforming the way companies handle recruiting and performance reviews. He shares incredible metrics from a recent acquisition highlighting how AI can make hiring faster and more equitable. Watch the full episode on theinformation.com/titv/vnpov #Workday #AI #FutureOfWork"
YouTube Link 2025-09-18T00:00Z [----] followers, [---] engagements
"Waymo vs. Tesla: Why the Competition Gap is "Really Serious" The Informations Editors Ken Brown and Nick Wingfield discuss the competitive dynamics in the autonomous vehicle space. Ken Brown states Tesla is "way behind" noting the companys non-use of lidar technology creates a "really serious" gap. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-11-14T23:18Z [----] followers, [----] engagements
"Ubers $1T Autonomous Strategy Incoming CFO Balaji Krishnamurthy explains how autonomous vehicles will expand Ubers total addressable market to over $1 trillion. He addresses misconceptions about autonomy cannibalizing ride-hailing and provides a reality check on Teslas FSD progress. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-05T01:00Z [----] followers, [---] engagements
""Betting Against Elon Is Stupid": Anduril CEO Anduril CEO Brian Schimpf discusses how betting against Elon Musk and SpaceX is historically a stupid strategy. He also dives into the growing threats in space from countries like China and Russia and how the DOD is looking for ways to counter them. Watch the full episode: theinformation.com/titv/olanx. #SpaceX #DefenseTech #BrianSchimpf"
YouTube Link 2025-10-10T21:50Z [----] followers, [----] engagements
"Disneys New Parks-First Era With Josh DAmaro named as Bob Igers successor The Informations Martin Peers explains why Disney is betting its future on theme parks over traditional entertainment. A look at the shifting profit centers of the House of Mouse. Watch the full breakdown on our channel. #Disney #CEO #ThemeParks"
YouTube Link 2026-02-04T01:00Z [----] followers, [----] engagements
"How AI Agents Learn Rocket Drew explains the technical reality of how AI agents acquire new "skills." He compares the flexible learning of humans to the rigid training of current AI models and why today's solutions are still "janky." Watch the full breakdown on our channel. #AI #AIAgents #Tech"
YouTube Link 2026-02-10T21:56Z [----] followers, [---] engagements
"Groq's Revenue Woes Waabi's Driverless Trucks AI Healthcare & E-com Agent Wars July [--] [----] The Information reporter Miles Kruppa talks with TITV Host Akash Pasricha about AI chipmaker Groq's revenue projections. We also talk with Raquel Urtasun Founder & CEO of Waabi about autonomous trucking and Nikhil Buduma Co-Founder & Chief Scientist Ambience about AI in healthcare. Lastly we break down Amazon Google and Shopping AI agent wars with our reporter Ann Gehan. Articles discussed on this episode: - https://www.theinformation.com/articles/amazon-locks-googles-ai-shopping-agents -"
YouTube Link 2025-07-31T05:54Z [----] followers, [---] engagements
"Inside the US-China AI Chip Trade War 'Chip War' author Chris Miller details the massive manufacturing gap between the US and China. He breaks down why second-rate equipment prevents China from scaling and how the H200 trade review is creating a stalemate. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-05T03:01Z [----] followers, [----] engagements
"Palantirs Impressive Growth and Looming Risks Jefferies Brent Thill questions if Palantir can maintain its momentum while CEO Alex Karp plans to cut headcount and grow sales 10x. He discusses why the lack of a traditional sales team may eventually catch up to the company as market comps get more difficult. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-04T17:45Z [----] followers, [----] engagements
"SpaceX Buys xAI Jessica Lessin and Akash Pasricha discuss the SpaceX acquisition of xAI for $250B. Watch the full breakdown on our channel. #ai #spacex #grok #ipo"
YouTube Link 2026-02-03T20:14Z [----] followers, [----] engagements
"Inside Nvidias Blackwell Struggles Cloud Reporter Anissa Gardizy reveals how Nvidias biggest customers struggled to deploy the initial Blackwell chips. She explains the pivot to the GB300 and why AI giants have no choice but to wait for Nvidia to iron out the kinks. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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"
YouTube Link 2026-02-07T02:30Z [----] followers, [----] engagements
"The AI CapEx Dilemma Bain Capital Ventures Partner Saanya Ojha explains why Google and Microsoft have no choice but to spend billions on AI infrastructure. She details the "prisoner's dilemma" of the AI race and why being late is a terminal risk for tech giants. Watch the full breakdown on our channel. #AI #Google #Microsoft #TheInformation"
YouTube Link 2026-02-05T23:00Z [----] followers, [---] engagements
"AIs Big Content Question Amazon reporter Catherine Perloff discusses the new marketplaces where publishers can sell content to AI firms. She explores whether AI companies will view this data as a "valuable asset" after years of using it for free. Watch the full breakdown on our channel. #AI #Publishing #AWS"
YouTube Link 2026-02-10T23:00Z [----] followers, [---] engagements
"General Catalyst's Novel VC Fund Creator Economy Shift AI Inference Cost Prediction Nov [--] [----] The Information's Finance Editor Ken Brown talks with TITV Host Akash Pasricha about the debut of his new finance newsletter and whether the current AI boom is an impending bubble. We also talk with General Catalyst's Pranav Singhvi and KV Mohan about their novel Customer Value Fund (CVF) that finances growth without equity or traditional debt and AWS Director of Technology Shaown Nandi discusses how companies can achieve profit margins with AI as inference costs are expected to drop 90%. Lastly we"
YouTube Link 2025-11-19T19:14Z [----] followers, [---] engagements
"Nvidia's Blackwell Rollout Struggles Nvidia's Blackwell chips were meant to be the next big leap but major customers like OpenAI and Meta are facing growing pains. The Informations Anissa Gardizy reveals why deploying these chips is harder than expected and why customers have little choice but to wait. Watch the full breakdown on our channel. #Nvidia #Blackwell #AIChips"
YouTube Link 2026-02-07T01:00Z [----] followers, [----] engagements
"OpenAI vs Anthropic: Coding Tools AI Researcher Nico Gruppen compares GPT-5.3-Codex and Claude Opus [---]. He details which tool is winning the hearts of engineers and how the "Super Bowl" rivalry is playing out in the dev environment. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-07T00:33Z [----] followers, [---] engagements
"Amazon Layoffs & Shutdown of Fresh and Go Stores The Anthropic Cowork Threat Jan [--] [----] Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazons massive 16000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsofts internal reaction to Anthropics Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazons grocery store experiments. Finally we get into the return of speculative SPACs with our Finance Editor Ken Brown. Articles discussed on this episode:"
YouTube Link 2026-01-29T06:54Z [----] followers, [----] engagements
"Inside OpenAIs Potential $100B in Funding and Potential $750 Billion Valuation We talk with Editors Amir Efrati and Laura Mandaro about OpenAIs massive $100 billion fundraising ambitions and potential $750 billion valuation. Article discussed on this episode: https://www.theinformation.com/articles/openais-next-100-billion-funding-come TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h Sign up"
YouTube Link 2025-12-26T18:44Z [----] followers, [---] engagements
"Why Amazon is Weighing a Deal with OpenAI Reporters Anissa Gardizy and Catherine Perloff break down the secret commercial deal that could see Amazon integrate OpenAI models deep into its ecosystem. They explain why Amazon is seeking a "special sauce" beyond its Anthropic partnership. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-05T00:34Z [----] followers, [----] engagements
"Capital Ones $5B Brex Buy Intels Sales Slump & OpenAIs Greg Brockman Goes MAGA Jan [--] [----] HSBCs Frank Lee talks with TITV Host Akash Pasricha about Intels 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 Informations Laura Mandaro about Capital Ones $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"
YouTube Link 2026-01-23T19:18Z [----] followers, [---] engagements
"Amazons $200B AI Bet Oppenheimers Jason Helfstein breaks down why Amazons massive [----] spending plan is rattling Wall Street. He explores the long-term ROI of AWS capacity and why the "math" still favors Amazons cloud lead. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-07T02:00Z [----] followers, [----] engagements
"xAIs Massive Memphis Data Center Expansion Reporter Theo Wayt reveals exclusive details about xAI's third massive data center facility. He analyzes Elon Musks aggressive in-house strategy compared to OpenAI and Anthropic. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-31T21:45Z [----] followers, [---] engagements
"Can AI Build CRMs Is the "SaaS Apocalypse" real Niko Grupen Head of Applied Research at Harvey joins TITV to discuss why AI startups aren't rebuilding their own back-end infrastructure and why "old school" enterprise tools are still essential for scaling a business. Watch the full breakdown on our channel. #AI #SaaS #Software"
YouTube Link 2026-02-06T21:36Z [----] followers, [---] engagements
"The New Edge in VC Everywhere Ventures GP Anna Barber joins TITV to discuss the state of venture capital. She explains why capital has become a commodity and why an "operators edge" is essential for supporting pre-seed startups. Watch the full breakdown on our channel. #VC #Startups #Entrepreneurship"
YouTube Link 2026-02-02T21:56Z [----] followers, [--] engagements
"Inside Zuckerbergs AI Playbook July [--] [----] Mark Zuckerberg sits down with The Information's CEO Jessica Lessin to talk about his vision of personal super intelligence and how that differs from the way the world is talking about AI today. The conversation also covered Zuckerberg's strategy for deploying capital and why he's putting servers inside tents. Articles discussed: https://www.theinformation.com/articles/inside-zuckerbergs-ai-playbook-billions-compute-talent-arms-race-new-vision-meta TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your"
YouTube Link 2025-07-16T05:26Z [----] followers, 31.8K engagements
"Why Pinterest Cut 15% of Staff Pinterest CEO Bill Ready discusses the restructuring aimed at turning the platform into an "AI-powered shopping assistant." He explains his strategy to tune AI for "positivity" rather than addictive engagement. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-28T01:01Z [----] followers, [---] engagements
"Oracles $50B Data Center Offensive Cloud Reporter Anissa Gardizy breaks down Oracles massive plan to raise $50 billion to build data centers for OpenAI xAI and Nvidia. She explains how Oracle is shifting risk from developers to its own balance sheet to fuel the AI infrastructure race. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-03T02:30Z [----] followers, [---] engagements
"Nebius Co-founder Roman Chernin on the Future of AI Models Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-16T17:54Z [----] followers, [----] engagements
"OpenAIs $430B Compute Bill OpenAI reporter Sri Muppidi breaks down the staggering capital requirements facing the AI giant. As OpenAI negotiates a massive new funding round Muppidi highlights their projected $430 billion compute spend and the potential for a future public listing. Watch the full breakdown on our channel. #AI #OpenAI #TechNews"
YouTube Link 2026-01-29T21:18Z [----] followers, [---] engagements
"The Software Stock Selloff The Information's Senior Finance Editor Ken Brown breaks down the recent volatility in software stocks. He examines whether the long-term contracts of major software players are truly sustainable in an AI-driven market and why investors are rushing for the exits. Watch the full breakdown on our channel. #Software #Stocks #Investing"
YouTube Link 2026-02-04T22:19Z [----] followers, [----] engagements
"Exclusive Interview with Ubers Incoming CFO OpenAI-Amazon Weigh Deal US-China Chip Trade War Ubers incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the companys 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 AMDs struggle with China trade regulations and The Informations 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"
YouTube Link 2026-02-05T02:26Z [----] followers, [----] engagements
"Why AI Funds Are Failing Finance Editor Ken Brown warns retail investors about the high failure rate of AI-themed investment funds. He explains why index funds might offer better exposure than high-fee private equity platforms. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2026-01-07T23:53Z [----] followers, [---] engagements
"What the OpenClaw Agent Craze Sparked Reporter Rocket Drew dives into the "Open Claw" phenomenon and why developers are giving agents unfettered access to their personal files and bank accounts. He explores the bizarre new economy where AI agents are now renting humans for real-world tasks. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-09T20:20Z [----] followers, [---] engagements
"Why Disney is No Longer an Entertainment Company Co-executive Editor Martin Peers explains why Disney naming Josh DAmaro as CEO confirms the companys pivot away from media. He breaks down how theme parks now dwarf the entertainment business in profit. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-04T17:15Z [----] followers, [--] engagements
"Uber CFO on Tesla AV's Uber's incoming CFO Balaji Krishnamurthy discusses the competitive threat of Teslas autonomous driving technology. He analyzes Teslas current safety data compared to rivals and explains why Ubers platform remains the leader in utilization. Watch the full breakdown on our channel. #Uber #Tesla #SelfDriving"
YouTube Link 2026-02-04T21:57Z [----] followers, [---] engagements
"Will Anduril Industries IPO Soon Anduril CEO Brian Schimpf talks about why the company isn't in a rush to go public and the metrics they're focused on to ensure a successful IPO. Watch the full episode: theinformation.com/titv/olanx. #Anduril #TechNews"
YouTube Link 2025-10-03T23:01Z [----] followers, 375.8K engagements
"Can Humans Have Babies in Space Long-term colonization of Mars depends on one thing we haven't mastered: reproduction in zero gravity. The Informations Amy Dockser Marcus looks at the startups and ethical dilemmas surrounding the era of the "space baby." Watch the full breakdown on our channel. #Space #ElonMusk #Science"
YouTube Link 2026-02-02T02:01Z [----] followers, [---] engagements
"Why PayPal Lost Its Mojo Former PayPal President David Marcus breaks his silence on why the payments giant failed to innovate. He details how a focus on financial optimization over product edge allowed rivals like Apple Pay to steal the market. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-06T00:45Z [----] followers, [---] engagements
"Why Bitcoin is Down 40% Amidst a brutal crypto selloff Lightspark CEO David Marcus explains the margin pressures driving Bitcoin down. He remains "long and buying" while building the "Internet for money." Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-06T00:15Z [----] followers, [---] engagements
"Amazon Weighs AI Content Marketplace Launch Amazon Reporter Catherine Perloff breaks down AWSs plans to launch a content marketplace that allows publishers to monetize their data for AI training. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-10T23:04Z [----] followers, [---] engagements
"AI's Impact on Customer Service Crescendo Founder & CEO Matt Price breaks down the new "AI native" approach to business. He explains how his company is acquiring existing businesses and injecting AI to boost efficiency and drive growth especially in customer service. Watch the full episode: theinformation.com/titv/psoaf #AI #Startup #BusinessStrategy"
YouTube Link 2025-10-06T23:00Z [----] followers, [---] engagements
"How OpenClaw AI Agents Think and Learn AI Reporter Rocket Drew explains the technical "skills" library powering OpenClaw and why leading researchers think current AI models need to be rebuilt from the ground up to truly learn. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-11T00:00Z [----] followers, [---] engagements
"Bain Capital Partner on Modern Marketing Apple-SpaceX Deal Discussion AI Staffing Oct [--] [----] The Information's Aaron Tilley and TMF Associates Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roofs scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company Traba is using AI to disrupt the light industrial staffing industry. The Informations Erin Woo joins us to detail Googles multimillion-dollar contract with Major"
YouTube Link 2025-10-23T18:46Z [----] followers, [---] engagements
"Ross Gerber Second Guesses Elon Musk Ross Gerber CEO of Gerber Kawasaki joins TITV to discuss why he is considering selling his shares in SpaceX and Tesla. He breaks down the internal conflict of supporting the mission of EVs while questioning the current leadership and management of the Musk family. Watch the full breakdown on our channel. #Tesla #SpaceX #Investing"
YouTube Link 2026-02-12T23:14Z [----] followers, [----] engagements
"The Software CEO Switchup RBC Capital Markets' Rishi Jaluria breaks down the recent wave of CEO changes in the software sector. He explains why founder-led companies may have an advantage as AI continues to disrupt the industry. Watch the full breakdown on our channel. #Software #SaaS #Stocks"
YouTube Link 2026-02-11T01:00Z [----] followers, [---] engagements
"OpenAI vs Anthropic: Whos Winning The Informations Martin Peers and Abe Brown debate why Anthropic is projected to outearn OpenAI by [----]. They analyze which AI titan has the more stable business model. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-31T01:15Z [----] followers, [----] engagements
"Airbnb CEO Brian Chesky on AI Strategy & New CTO Microsofts Anthropic Deal Jan [--] [----] Airbnb CEO Brian Chesky talks with TITV Host Akash Pasricha about the company's new CTO Ahmad Al-Dahle and how AI will revolutionize the travel experience. We also talk with Aaron Holmes about Microsofts growing $500 million relationship with Anthropic and Baseten CEO Tuhin Srivastava about its role in the booming AI inference market. Additionally we get into the launch of the tech-focused Door Bank with Ken Brown and we end with Shane Burke discussing whether a proposed wealth tax is pushing billionaires"
YouTube Link 2026-01-14T19:28Z [----] followers, [----] engagements
"How Microsoft is Fighting OpenAIs Frontier Waymos New World Model & OpenClaw Craze The Informations Kevin McLaughlin and Aaron Holmes join TITV Host Akash Pasricha to discuss Microsofts internal strategy to counter OpenAIs new "Frontier" enterprise bundle and the battle to own the AI agent interface. We also talk with Waymos Vincent Vanhoucke about the "Waymo World model" a Genie 3-powered simulation tool that generates realistic driving scenarios for training and evaluation. Finally we explore the viral "Open Claw" craze with reporter Rocket Drew looking at the rise of personal AI agents"
YouTube Link 2026-02-09T19:26Z [----] followers, [----] engagements
"Why IBM Bet $11 Billion on Confluent Rob Thomas SVP of Software at IBM uses the Industrial Revolution railroad analogy to explain why IBM is acquiring Confluent for $11 billion. He calls Confluents real-time data streaming technology the necessary "rails" to make AI successful in this new industrial revolution. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-10T03:15Z [----] followers, [---] engagements
"ServiceNows $7.7B Armis Acquisition Armis CEO Yevgeny Dibrov explains why he chose a $7.75 billion acquisition over an IPO path. He breaks down the vision for a unified "detection to response" platform within the ServiceNow ecosystem. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-29T21:48Z [----] followers, [---] engagements
"OpenAIs Unique Ads Rollout E-Commerce Reporter Ann Gehan discusses OpenAIs ads rollout why they are adopting an $8 "Go" tier and how a decade-old Amazon legal battle over sales tax is threatening ChatGPT's shopping future. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-10T23:45Z [----] followers, [---] engagements
"Waymo's AI Driving Simulation Waymo Distinguished Engineer Vincent Vanhoucke explains the company's new simulation tool. He describes how AI-generated "video games" allow Waymo to safely test autonomous vehicles in complex high-fidelity virtual environments. Watch the full breakdown on our channel. #Waymo #SelfDrivingCars #AI"
YouTube Link 2026-02-10T00:00Z [----] followers, [---] engagements
"C3 AI New CEOs Turnaround Plan New C3 AI CEO Steven Ehikian discusses the vast opportunity in the rapidly expanding enterprise AI market highlighting how C3 AI is positioning its differentiated product beyond chatbots to focus on driving core operations for large companies in manufacturing energy and healthcare. Watch the full episode:theinformation.com/titv/75zxo. #C3AI #EnterpriseAI #AI"
YouTube Link 2025-12-04T21:19Z [----] followers, [---] engagements
"Inside Musks Merger Palantirs Impressive Revenue Growth New Disney CEO 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 MoffettNathansons Craig Moffett about the "thin" industrial logic of Elons space data centers and Jefferies Brent Thill about Palantirs record growth amid a broader software market reset. Finally we get into Disneys CEO succession and why the company is betting its future on parks with our co-executive editor"
YouTube Link 2026-02-03T22:30Z [----] followers, [---] engagements
"Why Nvidia is Pouring Cash into CoreWeave David Levy of Porch Capital explains why Nvidia is bypassing traditional banks to finance the AI infrastructure build-out themselves. He reveals why Nvidia is feeling "pressure" from Google TPUs and how "authentic inference" will change the hardware race. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-27T23:02Z [----] followers, [----] engagements
"Is ServiceNow Undervalued Anita Ramaswamy argues ServiceNow has been unfairly punished by the SaaS sell-off. She explains why its 34% free cash flow margin makes it a rare buying opportunity. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-12T04:06Z [----] followers, [----] engagements
"Why Enterprise Software is at Risk MongoDB CEO MongoDB CEO CJ Desai addresses the existential threat AI poses to traditional enterprise software companies. He breaks down which segments are at risk and how MongoDB plans to remain the "foundational" layer for AI data. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-20T23:00Z [----] followers, [---] engagements
""Jensen Can't Be Happy About That" OpenAI Broadcom Deal The Information's Anissa Gardizy discussing the news that OpenAI is partnering with Broadcom to co-design and deploy custom chips and data center infrastructure. The collaboration aims to build a full-stack system a move that directly challenges Nvidia's market dominance. Watch the full interview: https://youtu.be/70ZbAijDHrA #Broadcom #OpenAI #TechNews (Getty Images)"
YouTube Link 2025-10-14T21:44Z [----] followers, [----] engagements
"Affirm Hits $1B Revenue Affirm COO Michael Linford discusses the companys milestone quarter and the explosive growth of the Affirm Card. He explains why consumers are ditching revolving credit for transparent installment loans. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-07T03:30Z [----] followers, [---] engagements
"OpenAI vs Anthropic: Coding Tools & Branding SaaS Selloff Debate Nvidias Blackwell Challenges The Informations Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimers Jason Helfstein about Amazons massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools and we"
YouTube Link 2026-02-07T07:07Z [----] followers, [----] engagements
"OpenAI Rolls Out Ads AWS Weighs AI Content Marketplace for Publishers How OpenClaw Agents Think The Informations Ann Gehan talks with TITV Host Akash Pasricha about OpenAIs rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly we get into the technical mechanics of how"
YouTube Link 2026-02-10T22:23Z [----] followers, [---] engagements
"Inside Moltbook: Social Media for AI Agents Rocket Drew discusses how agents interacting on Moltbook have triggered concerns about "Skynet" scenarios and the need for new lab testing. He analyzes the shift toward personal AI assistants that have control over sensitive data and entire computer systems. Subscribe: https://www.theinformation.com/subscribe_h The Informations 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:"
YouTube Link 2026-02-03T01:36Z [----] followers, [---] engagements
"Microsoft vs. OpenAI Frontier The Informations Kevin McLaughlin breaks down the battle for the enterprise. He explains why Microsoft believes its decades of experience and customer trust give it the upper hand against OpenAIs latest product release. Watch the full breakdown on our channel. #Microsoft #OpenAI #EnterpriseSoftware"
YouTube Link 2026-02-09T21:43Z [----] followers, [---] engagements
"Why the SpaceX xAI Acquisition Will Help Get Data Centers into Space Buttonwood Funds investor Joseph Alagna discusses the strategic synergies behind merging SpaceX and xAI. He explains how Elon Musk is leveraging SpaceXs massive free cash flow to fund xAIs $12 billion annual cash burn. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-12T23:15Z [----] followers, [---] engagements
"AI Benchmarks: Are They Still Relevant Matt Shumer CEO of Otherside AI shares his expert perspective on the changing landscape of AI model evaluation. Shumer explains why traditional benchmarks are becoming less relevant as subjective use cases gain importance and why users need to directly "try them for your use cases" to truly understand a model's capabilities. Watch the full episode on theinformation.com/titv"
YouTube Link 2025-08-08T19:36Z [----] followers, [---] engagements
"Metas CapEx Increase & AI Ad Dominance Theory Ventures Tomasz Tunguz analyzes Metas bullish quarterly results and the 16% jump in average revenue per person. He explains why reinforcement learning is the "juice" Meta is squeezing from its core ads business. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-02-10T23:22Z [----] followers, [---] engagements
"Cybersecurity Innovation with Sanjay Beri CEO of Netskope Netskope CEO Sanjay Beri on cybersecurity innovation. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2026-01-09T19:48Z [----] followers, [---] engagements
"Why Nvidia is Betting $2B on CoreWeave Cloud reporter Anissa Gardizy analyzes Nvidias $2 billion investment in CoreWeave. She explains why the "neocloud" is doubling down on Nvidia hardware rather than diversifying. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-27T01:27Z [----] followers, [---] engagements
"Nvidias $20B Groq Deal Waymos $100B Valuation & Prediction Markets' Risk Dec [--] [----] The Information's Cory Weinberg talks with TITV Host Akash Pasricha about NVIDIA's stunning $20 billion licensing deal with chip startup Groq and what it means for the inference market. We also talk with Freedom Capital Markets Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple and we get into the regulatory challenges facing prediction markets with Finance Editor Ken"
YouTube Link 2025-12-29T19:28Z [----] followers, [---] engagements
"AI's Inflection Point Matt Shumer GP at Shumer Capital breaks down the "inflection point" of AI models like GPT-5.3-Codex. He explains how AI is moving beyond a productivity boost to performing tasks that previously required a human at a computer and what this means for the future of work. Watch the full breakdown on our channel. #AI #Automation #FutureOfWork"
YouTube Link 2026-02-11T23:30Z [----] followers, [----] engagements
"What the OpenClaw Agent Craze Means The Informations Rocket Drew breaks down the craze surrounding OpenClaw. He explains how this open-source framework is changing the narrative around personal AI agents and why users are willing to trade security for unfettered access. Watch the full breakdown on our channel. #OpenClaw #AIAgents #TechNews"
YouTube Link 2026-02-09T22:03Z [----] followers, [---] engagements
"Microsoft CEO Satya Nadella Is Worried About Anthropic Cowork Reporter Aaron Holmes reveals how Anthropics new tools sent ripples through Microsofts technical ranks. He details Satya Nadella's internal push to overhaul Copilot. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-29T19:30Z [----] followers, [----] engagements
"Brex vs. Ramp: What's Next for the Fintech Rivalry Sheel Mohnot a Co-Founder and General Partner at Better Tomorrow Ventures discusses the competitive landscape of the corporate credit card space. He provides insight into the rivalry between fintech giants Brex and Ramp and what's next for both companies as they continue to build out more functionality. Watch the full episode: https://www.theinformation.com/titv/aikqj #Fintech #Brex #Ramp"
YouTube Link 2025-10-09T22:00Z [----] followers, [---] engagements
"Can SaaS Make a Comeback Editors Cut Editors Martin Peers and Laura Mandaro debate if AI will ultimately replace enterprise software. They break down the valuation reset and the controversial rise of "forward-deployed engineers." Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-07T01:00Z [----] followers, [----] engagements
"Microsofts Plan to Fight OpenAIs Enterprise Push Enterprise Software Reporter Kevin McLaughlin and Aaron Holmes reveal the internal talking points Microsoft is using to defend its territory against OpenAI's new enterprise products. They discuss why the "platform" advantage and decades of customer trust remain Microsofts biggest moats. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-09T21:15Z [----] followers, [----] engagements
"The AI Agent Race Pitting OpenAI Against Microsoft Microsoft Reporter Aaron Holmes details the emerging conflict between OpenAI Salesforce and ServiceNow over who will own the primary AI interface for employees. He explains how "computer-use agents" could render traditional software applications invisible to the end user. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-12T22:42Z [----] followers, [----] engagements
"Why Data is AI's Biggest Bottleneck Footwork's Nikhil Basu Trivedi explains why his firm made its biggest investment ever into Protege an AI data marketplace led by CEO Bobby Samuels. Watch the full episode: https://www.theinformation.com/titv/g8nnx #ai #VentureCapital #BigData"
YouTube Link 2025-08-21T20:00Z [----] followers, [---] engagements
"Inside Capital Ones Brex Deal Capital Ones $5 billion acquisition of Brex marks a major reset for fintech valuations. The Informations Laura Mandaro discusses why this "money in the hand" deal is a relief for investors and employees looking for liquidity in a difficult fundraising environment for venture capital. Watch the full breakdown on our channel. #Brex #Fintech #Acquisition"
YouTube Link 2026-01-23T22:10Z [----] followers, [---] engagements
"Why CEOs Are Being Replaced in Software RBCs Rishi Jaluria analyzes the 20% drops in Monday.com and Workday explaining why non-founder CEOs are being replaced by technologists to survive the AI transition. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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/"
YouTube Link 2026-02-10T23:15Z [----] followers, [---] engagements
"Exclusive: SpaceX acquires xAI for $250B The Information's Editor-in-Chief Jessica Lessin with exclusive news about the SpaceX acquisition of xAI. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-02-02T22:30Z [----] followers, 14.4K engagements
"Robinhood Co-Founder's New Space Startup Aetherflux CEO Baiju Bhatt explains his pivot from fintech to building solar-powered data centers in space. He describes how orbital computing could eventually bring new chips online in weeks rather than the years required for terrestrial permitting. Subscribe: https://www.theinformation.com/subscribe-youtube The Informations 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:"
YouTube Link 2026-02-12T22:56Z [----] followers, [---] engagements
"Why Netflix's $82B Warner Bros. Acquisition is a Gigantic Mistake The Information's Co-Executive Editor Martin Peers calls Netflix's $82.7 billion acquisition of Warner Brothers Discovery "the stupidest deal" in media history. He explains why the strategic rationale is flawed and why the deal will likely be opposed by the government. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-05T19:36Z [----] followers, [----] engagements
"How Hock Tan Turned Broadcom Into Nvidias Nightmare The Information's reporter Jemima McEvoy breaks down her deep dive on Broadcom CEO Hock Tan and the company's emergence as NVIDIA's most credible challenger in AI chips. Article discussed: https://www.theinformation.com/articles/diamonds-turds-hock-tan-turned-broadcom-ai-juggernaut TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-06T06:30Z [----] followers, [----] engagements
"Metas $100B AI "Colossal Failure" D.A. Davidsons Gil Luria analyzes why Mark Zuckerberg is sacrificing Meta's stock price to win the AI and wearables race. He explains why the next Llama model is a "make or break" moment for the company. Subscribe to: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h The Informations TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. (Getty Images)"
YouTube Link 2026-01-16T07:45Z [----] followers, [----] engagements
"OpenAI Rolls Out Ads The Informations Ann Gehan breaks down OpenAIs rollout of ads and the new "Go" subscription tier. She explains how the company is testing brand awareness ads and the specific trade-offs being offered to free users. Watch the full breakdown on our channel. #AI #OpenAI #TechNews"
YouTube Link 2026-02-10T21:21Z [----] followers, [---] engagements
"Why ServiceNow Bet $7.75B on Armis ServiceNow Chief Product Officer Amit Zaveri explains why the company dropped $7.75 billion on cybersecurity firm Armis. He breaks down the valuation and why protecting AI agents is the next big frontier for enterprise software. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-23T20:48Z [----] followers, [---] engagements
"AI Startups: Is the Market Overheated Menlo Ventures Partner Deedy Das explains why startups are reaching such high valuations. He discusses how the sheer amount of available capital and competition among investors often leads to bidding wars driving up prices for promising companies. Watch the full episode on theinformation.com/titv/ne5bq #VentureCapital #StartupFunding #Tech"
YouTube Link 2025-09-15T20:35Z [----] followers, [---] engagements
"EXCLUSIVE: Blue Owls $3 billion Bet on OpenAI's Stargate The Informations Miles Kruppa provides exclusive details on Blue Owls $3 billion investment in OpenAI's Stargate data center project. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on 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"
YouTube Link 2025-11-11T23:30Z [----] followers, [---] engagements
"XAI's Colossus 2: The World's First Gigawatt-Scale AI Data Center The Informations Theo Wayt breaks down the immense "unprecedented" scale of XAI's planned Colossus [--] data center including its expected one-gigawatt power capacity and the sheer number of Nvidia chips it will house. Watch the full episode: theinformation.com/titv/pin8r. #XAI #Nvidia #Infrastructure"
YouTube Link 2025-10-16T23:00Z [----] followers, [----] engagements
"Investor Warns About SpaceX & Tesla Ross Gerber CEO of Gerber Kawasaki joins TITV to discuss why he is considering selling his shares in SpaceX and Tesla. He breaks down the internal conflict of supporting the mission of EVs while questioning the current leadership and management of the Musk family. Watch the full breakdown on our channel. #Tesla #SpaceX #Investing"
YouTube Link 2026-02-11T21:00Z [----] followers, [----] engagements
"The Robotaxi Race: Waymo vs Tesla Investor Ross Gerber argues that while the robotaxi battle heats up between Waymo and Tesla the ultimate loser of this disruption will be Uber. He breaks down why current ride-hailing services are vulnerable to autonomous fleets that can control quality and safety at scale. Subscribe: https://www.theinformation.com/subscribe_h The Informations TITV airs weekdays on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts"
YouTube Link 2026-01-29T21:06Z [----] followers, [----] engagements
"Why Robinhood Is Winning Against Coinbase Crypto Reporter Yueqi Yang breaks down why Robinhoods stock outperformed Coinbase by a massive margin last year. She explores the success of prediction markets and the company's aggressive diversification strategy. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: The Information on YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2026-01-12T23:30Z [----] followers, [---] engagements
"How CoreWeave Outcompetes Cloud Giants Chen Goldberg explains how CoreWeave differentiates itself from massive cloud providers by building a holistic stack specifically optimized for AI workloads which demands a different architecture. She notes that for AI every single node breaking can slow down the entire system making reliability key. TITV airs on YouTube X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformation.com/subscribe_h"
YouTube Link 2025-12-10T03:01Z [----] followers, [---] engagements
"Atlassian's Head of Product Explains the Future of AI Browsers Sanchan Saxena Head of Product at Atlassian discusses the company's acquisition of The Browser Company and the future of AI in web browsers. He shares how The Browser Company is reimagining the browser experience for the AI-first era and highlights their latest product Dia. Watch the full episode on www.theinformation.com/titv/x63ro #AI #FutureOfWork #Atlassian"
YouTube Link 2025-09-04T20:50Z [----] followers, [---] engagements
"The Wealth Management Sell-Off Is AI actually replacing financial advisors Ross Gerber CEO of Gerber Kawasaki joins the show to explain why the recent market panic over new AI tools in wealth management is "overblown" and how his firm is actually integrating the tech. Watch the full breakdown on our channel. #WealthManagement #AI #Fintech"
YouTube Link 2026-02-12T02:00Z [----] followers, [---] engagements
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