The Information's TITV

Episodes

OpenAI Snaps Up OpenClaw, Yahoo’s AI Search Engine ‘Scout,’ Inside Anduril’s $60B+ Valuation Talks

February 17, 2026

OpenAI hires OpenClaw's founder, Yahoo launches AI search 'Scout', Pinterest faces a turnaround, and Anduril eyes a $60B+ valuation.

Elon Musk’s “Ego” SpaceX-xAI Bet, Ranking AI Models, Groq’s $7.6 Billion Payout

February 13, 2026

This episode explores Elon Musk’s ego-driven tech bets, the CEO of ARENA on ranking AI models, Groq’s $7.6B payout, and Blue Owl’s financing.

New AI Superagent Dashboard Race, SpaceX-xAI Acquisition Analysis, Tech Stocks That Stand Out

February 12, 2026

AI fears roil tech stocks as the agent dashboard race heats up. Plus: analyzing the SpaceX-xAI deal & the new frontier of orbital data centers.

Musk’s xAI Loses Two Co-founders, Why AI Automation is Different, Wealth Management Stocks Fall

February 11, 2026

xAI loses co-founders, ServiceNow's stock is a buy, AI's labor impact is unprecedented, and wealth management faces disruption. Key insights.

OpenAI Rolls Out Ads, AWS Weighs AI Content Marketplace for Publishers, How OpenClaw Agents Think

February 10, 2026

OpenAI launches ads amid tax challenges, AWS builds a publisher content market, software stocks favor tech-savvy CEOs, and OpenClaw agents learn.

Exclusive Interview with Uber’s Incoming CFO, OpenAI-Amazon Weigh Deal, US-China Chip Trade War

February 4, 2026

Uber's new CFO on AVs, the US-China chip war stalemate, a potential Amazon-OpenAI mega-deal, and why AI is rattling software stocks.

Inside the OpenClaw & Moltbook Craze, SpaceX’s FCC Filing for Orbital Data Centers

February 2, 2026

Inside Amazon's AI reorg, SpaceX's ambitious 1M satellite plan, Oracle's $50B data center bet, and the OpenClaw AI agent craze.

Amazon Layoffs & Shutdown of Fresh and Go Stores, The Anthropic Cowork Threat | Jan 28, 2026

January 28, 2026

Amazon cuts 16k jobs & shuts Fresh stores amid intense AI race. Microsoft eyes Anthropic's Co-work. Big Tech earnings loom & SPACs are back.

Capital One’s $5B Brex Buy, Intel’s Sales Slump & OpenAI’s Greg Brockman Goes MAGA | Jan 23, 2026

January 23, 2026

Intel slumps despite AI demand, Capital One buys Brex for $5B, BitGo IPOs, and OpenAI's President makes big political donations.

Apple’s AI Wearable Pin, OpenAI’s Massive Ad Push & General Fusion’s $1B IPO | Jan 22, 2026

January 22, 2026

Apple develops an AI pin, OpenAI reorganizes for an ad push, TikTok faces creator burnout, and General Fusion announces a $1B SPAC deal.

Netflix’s Warner Bros. Play to Beat YouTube, Ex-OpenAI Head of Sales on Selling AI | Jan 21, 2026

January 21, 2026

Netflix targets Warner Bros. to battle YouTube, ex-OpenAI sales head on AI selling, the rise of 'context graphs,' and data center inflation.

Amazon CEO Andy Jassy & Jessica Lessin at Davos, Gemini’s Developer Boom | Jan 20, 2026

January 20, 2026

Amazon CEO Andy Jassy on AI strategy, MongoDB's new CEO's plan, and exclusive reporting on Google Gemini's booming developer traction.

SpaceX, Anthropic and Discord IPO Outlook, Oura CEO on JPM 2026 & Future of Health | Jan 16, 2026

January 16, 2026

2026 IPO outlook: caution on consumer tech. Silicon Valley seeks 'cracked' engineers. AI and wearables are set to disrupt healthcare.

Thinking Machines Co-founders Head to OpenAI, Zuckerberg’s AI Warning | Jan 15, 2026

January 15, 2026

TITV covers TSMC's AI-driven surge, the OpenAI/Thinking Machines talent war, Zuckerberg’s AI bets, ByteDance's undervaluation & ServiceNow's hiring.

Airbnb CEO Brian Chesky on AI Strategy & New CTO, Microsoft’s Anthropic Deal | Jan 14, 2026

January 14, 2026

Airbnb CEO Brian Chesky on AI-driven growth, Microsoft's $500M+ Anthropic deal, the rise of AI inference providers, and a new tech bank.

China Restricts Nvidia H200s, Meta’s Huge Compute Bet & Apple’s Google Deal | Jan 13, 2026

January 13, 2026

China restricts Nvidia chips, Meta bets big on compute, Apple partners with Google for Siri, and Google buys a power company to fuel its AI boom.

Apple Picks Gemini for Siri AI, Google’s AI Shopping Tools, Meta’s New Power Player | Jan 12, 2026

January 12, 2026

Apple picks Gemini for Siri, Meta hires a political insider, and a deep-dive into the humans powering AI dashcams and Google's shopping tools.

DeepSeek’s V4 Coding Leap, Strava’s IPO Move & Silicon Valley’s Aging Craze | Jan 9, 2026

January 9, 2026

DeepSeek's new coding model challenges OpenAI, Strava files for IPO, and Silicon Valley chases biological age. Plus: AI agents & GLP-1 pills.

Elon Musk vs. OpenAI Trial, OpenAI $50B Employee Stock Pool & E-Comm Reality | Jan 8, 2026

January 8, 2026

OpenAI faces a jury trial with Musk, sets a $50B stock pool, navigates e-comm hurdles, and launches controversial new health features.

China Halts Nvidia H200 Chips, Discord's Confidential IPO File, AI Developer Platform | Jan 7, 2025

January 7, 2026

China halts Nvidia's H200, Discord eyes an IPO, and experts discuss the real-world challenges and ROI of enterprise AI adoption.

Nvidia’s New Rubin Chips & Self-Driving Tech, Amazon’s Tough Sell for AI, Energy Boom | Jan 6, 2025

January 6, 2026

Nvidia's new Rubin chips mandate a full system upgrade. Amazon's internal AI models struggle. The energy sector booms to power the AI race.

Jensen Huang’s ‘Digital Twin’, Future of Creators, OpenAI’s International Issue | Jan 5, 2025

January 5, 2026

NVIDIA's simulation struggles, enterprise AI's pricing shift, the rise of niche creators, and OpenAI's global monetization challenge.

Uber Considers Buying SpotHero, xAI’s New Supersized Data Center, Nvidia Predictions | Dec 31, 2025

December 31, 2025

Uber eyes SpotHero, xAI plans a third data center, Nvidia targets photonics M&A, and Oracle may pioneer chip-backed financing for cloud growth.

Meta Buys Manus for $2B, Apple’s 2026 Rebirth, Elon Musk’s Failed Goals | Dec 30, 2025

December 30, 2025

Meta buys Manus for $2B. We recap 2025 AI trends, talk neoclouds & OpenAI. Plus, 2026 predictions for Apple's AI comeback & Elon Musk's focus.

Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk | Dec 29, 2025

December 29, 2025

Nvidia's $20B Groq deal aims to conquer AI inference, Waymo seeks a $100B valuation, and prediction markets face a regulatory showdown.

Inside OpenAI’s Ads Push & Potential $100B in Funding, Preview for SpaceX IPO | Dec 24, 2025

December 24, 2025

OpenAI targets a $100B valuation with a new ad business, while backlash against XAI's data centers hints at a future in space.

Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025

December 23, 2025

ServiceNow's $7.75B cyber deal, Nvidia's cloud pivot, a rocky IPO market, and the strategy behind SpaceX's potential 2026 public offering.

Microsoft CEO’s Copilot Push, Cursor Acquires Graphite, Hurdles for Waymo & Humanoids | Dec 22, 2025

December 22, 2025

Nadella's hands-on AI push at Microsoft, Cursor acquires Graphite, AWS M&A strategy, robot regulation, and Ford's surprising EV pivot.

Axios CEO on ‘Post-News’ Era, Tubi CEO on TikTok Awards, Lyft’s Autonomous Goals | Dec 18, 2025

December 18, 2025

OpenAI's $750B valuation, Robinhood's AI trading, Lyft's growth strategy, and the media's shift to a 'post-news' era.

OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025

December 17, 2025

Exclusives: OpenAI in talks for a $10B+ Amazon investment, and Waymo seeks a $100B+ valuation. Plus, the dilemma of mega-IPOs.

Centific’s Role in AI Boom, Databricks $134B Valuation, Alien Hunter Funding | Dec 16, 2025

December 16, 2025

Databricks hits a $134B valuation, a small bank rattles stablecoins, AI agents are set to converge, and alien hunters eye NVIDIA's CEO.