RiffOn - The Information's TITV

Episodes

Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing

October 2, 2026

Inside China's gray market for Anthropic, cracks in AI data center financing, IPO market jitters, & CoreWeave's rollout of NVIDIA's Rubin.

Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card

October 1, 2026

Inside SpaceX's AI cloud pivot, the risks of AI agents handling payments, Synthesia's new avatar tech, and Circle CEO's take on AI IPOs.

OpenAI Announces New AI Tools at DevDay, Google Is Paying Digital Publishers for AI Overviews

September 30, 2026

OpenAI's DevDay introduces new tools, Google tests paying publishers for AI content, and Marissa Mayer launches Dazzle, a photo-based AI assistant.

Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5

September 29, 2026

Oura's IPO delay signals market jitters. AMD buys World Labs for $8.2B, Anthropic cuts discounts, and new AI models like Lola emerge.

Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags

September 28, 2026

NVIDIA's rogue AI shield, Meta's cloud play with a key hire, Tesla's Optimus production hurdles, and the future of automation with Zapier.

Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group

September 25, 2026

Google DeepMind on AI autonomy, a new self-regulatory body (SAFA), Anthropic's IPO control, DeepSeek's revenue surge & US vs China AI strategy.

Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI

September 24, 2026

Experts on the AI compute race, why labs must slow down, the new kingmakers in AI valuations, and the future of distributed infrastructure.

OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises

September 23, 2026

OpenAI & Anthropic release cheaper AI models. VCs scout China's rising AI scene. Andreessen Horowitz launches a new AI-focused academy.

The Software Pricing War and AI Power Bottlenecks

September 22, 2026

AI is sparking software price wars, creating data center power bottlenecks, and fueling new agentic platforms for niche B2B and consumer tasks.

U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era

September 21, 2026

US-China AI safety talks, Vinod Khosla’s AI tax reform proposal, and Clay CEO on enterprise AI's future and regulation.

AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment

September 18, 2026

AI safety's watchdog debate, China's strategic view on risk, and the massive down payment required for the compute buildout.

The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled

September 18, 2026

Fed rate hikes strain AI, a top hedge fund exec demands bank-like AI regulation, consumer AI adoption stalls, and a new list of tech's top 50.

Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction

September 16, 2026

AI leaders clash on safety pacing at Dreamforce. Apple eyes a return to the server market. Salesforce pivots to an open AI platform strategy.

The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses

September 15, 2026

AI's impact is overstated, ByteDance's profits fall from AI spend, Meta's Muse agent shines, and Claude Code use with rival models grows.

What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive

September 14, 2026

OpenAI's Noam Brown discusses AI agents, the multiplicative effect of RL and pre-training, and the security lessons from multi-agent systems.

Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal

September 14, 2026

Top AI labs hold secret talks on standards while Anthropic signs a $13.7B compute deal, fueling debate on actions versus words.

Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

September 11, 2026

Oracle's cash burn, Blackstone's multi-billion AI bet with Google, Base10's new acquisition, and debates on AI safety and the iPhone duo.

Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

September 10, 2026

Apple's foldable iPhone debuts with a focus on software, SpaceX prioritizes data center reliability over speed, and OpenAI blocks rival ads.

OpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments Tech & How AI Threats Shift Corporate Budgets

September 8, 2026

OpenAI's Astra sparks AGI debate, Anthropic enters payments, and AWS overhauls Bedrock to challenge Azure's AI dominance.

Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview

September 4, 2026

Goldman Sachs on Adobe's new CEO, software earnings trends, and insights from the CEOs of Docusign and Netskope on their AI product roadmaps.

Anthropic, Meta and Google Release New Models, Snowflake Shares Surge, Google Avoids Break-Up

September 3, 2026

Anthropic's new models widen the AI gap, Broadcom forecasts booming chip revenue, Snowflake soars, and Google avoids an AdTech breakup.

OpenAI Technique in ‘Astra’ Model Sparks Security Concerns, SpaceX Shakes Up Data Center Leadership

September 2, 2026

OpenAI's Astra sparks security fears with new reasoning tech. SpaceX shakes up its data center team. Glean challenges Anthropic on efficiency.

Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI

September 1, 2026

Nvidia's $3.5B MediaTek investment, Wafer's $40M raise for non-Nvidia chips, and a VC's argument for building capital-efficient AI software.

How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

August 31, 2026

Apple's Mac boom in AI, Salesforce's outcome-based pricing, Meta's settlement, and a robotic homebuilder reveal AI's disruptive impact.

Trump Admin Curbing Chinese Remote Chip Access, 100+ Firms Want Better AI Cyber Defense Policy

August 28, 2026

Trump admin targets China's chip access, Anthropic plans a unique IPO, and policy debates rage over data centers and AI cybersecurity.

Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump

August 27, 2026

Nvidia's $12.9B Hugging Face buy, booming Q2 sales, and Salesforce's AI leap with Anthropic highlight intense M&A and AI market growth.

Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI

August 26, 2026

Meta's $18B settlement, Nvidia's inference focus, Bill Gates' AI warning, and a heating up M&A landscape for AI and cybersecurity startups.

Elon Musk Addresses Cursor Staff, Nebius’ Nvidia Groq Chip Adoption, Tim Cook’s Farewell Party

August 25, 2026

Meta preps a paid AI agent, Musk rallies Cursor to catch up to Anthropic, Nebius adopts Nvidia's Groq chip, and Tim Cook transitions at Apple.

Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance

August 24, 2026

Nvidia hikes chip prices & eyes Perplexity, Starcloud raises $250M for orbital data centers, & Amazon becomes crucial for DTC merchants.

Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter

August 21, 2026

Stripe buys OpenRouter for $7.5B, AT&T shifts to open-source AI to cut costs, and a new scorecard reveals major AI safety gaps at top labs.

Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange

August 20, 2026

Anthropic's enterprise arm buys a consultancy, Robinhood backs a new prediction exchange, and PwC analyzes the enterprise push for AI ROI.

OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO

August 19, 2026

OpenAI pauses model training over cyber risks, Anthropic's founders secure voting power for its IPO, and the AI industry awaits a delayed White House regulatory framework.

Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business

August 18, 2026

Uber is undervalued due to its AV strategy and delivery arm, Twilio's CEO details its reacceleration, and new data shows AI infra is booming.

Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash

August 17, 2026

Nvidia's $100B OpenAI guarantee, Tesla's radical 'flying' Roadster, and Anthropic CEO Dario Amodei's response to AI regulatory capture fears.

Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

August 14, 2026

OpenAI's CRO exits amid IPO prep. CEOs of Lovable, Dropbox & Coursera discuss AI strategy. Plus, a profile of Anthropic's Cami Clark.

Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute Crunch

August 13, 2026

Robinhood launches a new VC fund, Neoclouds like CoreWeave surge on high demand, WRITER debuts a cost-saving AI, and Neolabs face a crunch.

Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status

August 12, 2026

Kalshi hits $4B+ revenue, chip startup Eliyan turns unicorn, David Sachs raises $1B for Kraft, and AI reshuffles enterprise software deals.

Exclusive: OnlyFans Investor James Sagan Sits Down with The Information’s CEO Jessica Lessin

August 11, 2026

Exclusive: OnlyFans investor James Sagan on the platform's future, harm reduction, and IPO plans. Plus, NVIDIA's open-source AI strategy.

SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up

August 10, 2026

AI wars heat up: SpaceX nears its Cursor deal, Meta pushes open-source models, Microsoft ramps up its own chips, & AWS faces a CPU shortage.

Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon Valley

August 7, 2026

Lyft's AV plans, a profile of Anthropic's CEO, ByteDance's AI strategy, Canva's struggles, and SoftBank's risky financing of OpenAI.

Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding Tools

August 6, 2026

NVIDIA eyes less memory for Rubin chips, Meta's new AI coder feels dated, & Google's leadership shakeup spawns a new AI-for-science startup.

SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush

August 5, 2026

SpaceX's massive ambitions and cash burn, AMD's AI chip delays despite growth, and China's new 'world model' gold rush.

Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives

August 4, 2026

TITV covers Airtable's $1.3B sale, the case for a SpaceX-Tesla merger, in-house AI coding agents, & AI interpretability with Goodfire.

Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?

July 31, 2026

Anthropic's AI hacked real firms, OpenAI cuts prices, and AWS revenue soars. Apple faces supply constraints as a new program bypasses the FDA.

Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits

July 30, 2026

Microsoft's AI strategy fuels 43% Azure growth and profitability, while Meta's massive AI spending weighs on profits despite ad revenue gains.

ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ

July 29, 2026

ChatGPT nears 1B weekly users amid a pivot to enterprise. Nvidia-backed Reflection AI aims for open-source dominance. Cisco weighs in on AI safety.

Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King

July 28, 2026

Trump admin's AI framework nears, Microsoft challenges Mythos, Claude Code leads rivals, & Nvidia's Vera Rubin rollout is smoother than Blackwell.

Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy

July 28, 2026

TITV covers Anthropic's Opus 5, the open-source AI regulation debate sparked by Kimi K3, and Google’s creative financing for its AI build-out.

Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI

July 24, 2026

Tech giants defend open-source AI, Runway launches a media model router, and VCs bet on nuclear startups to power the AI industry's growth.

U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan

July 23, 2026

US probes Moonshot AI over chips, Google & Tesla spend big on AI, Stripe's revenue soars, and Anthropic plans an unusual IPO for employees.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

July 22, 2026

AI infrastructure faces growing pains: Oracle's costs surge, SpaceXAI pivots to cloud, and new players bet on non-NVIDIA chips and AI films.

US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System

July 21, 2026

AMD's Helios challenges NVIDIA, Kimi K3 ignites policy debates, Mercor's financials are revealed, & Anthropic's voice AI lag is analyzed.

Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale

July 20, 2026

Google's new 'Frozen' AI chip, the rise of AI-powered scams, and a look at 160 enterprise software startups ripe for acquisition.

The Model That Beat Claude & ChatGPT, The Nvidia GPU Crunch Continues, Beehiiv’s Social Tools

July 17, 2026

Moonshot AI's Kimi K3 tops coding benchmarks, challenging closed models. Google pushes TPUs against Nvidia, and Beehiiv bets on community tools.

NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

July 16, 2026

DeepSeek's IPO financials, NY's data center moratorium, Microsoft's security AI pivot, and the debate over an American AI dividend.

On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

July 15, 2026

Experts at the UBS conference analyze the AI-driven software market shakeup, enterprise adoption hurdles, and the future of physical robotics.

TITV One Year Anniversary Show

July 14, 2026

TITV's anniversary show explores AI's future: the 2030 company, open source debates, physical AI, orbital data centers, and policy challenges.

Apple Suing OpenAI for Stealing Trade Secrets, Former Meta Director of AI on Muse Spark

July 13, 2026

Apple sues OpenAI over hardware secrets, DTCC tokenizes stocks on-chain, and AI researchers eye recursive self-improvement (RSI) at ICML.

Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent

July 10, 2026

Meta challenges OpenAI with its Muse Spark 1.1 API, Blue Origin raises $10B to rival SpaceX, and Cursor builds a new personal AI agent.

OpenAI GPT 5.6 Launch, Apple’s On-Device AI Play, & China Allows Nvidia H200 Chips

July 9, 2026

OpenAI launches GPT-5.6, Apple eyes on-device AI breakthroughs, China pragmatically allows limited Nvidia H200 chip imports, and more.

Tesla Eliminates Miami Safety Drivers, Nvidia Teams Up With Rival, SK Hynix to List on NASDAQ

July 8, 2026

Tesla's risky robo-taxi move, Nvidia's 'coopetition' strategy, HubSpot's data debacle, and the booming AI IPO market unpacked.

Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips

July 7, 2026

Thrive Holdings applies AI to old-school firms, Zhipu AI eyes custom chips, Walmart’s ad growth challenges Amazon, and a new report slams AI safety.

Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?

July 6, 2026

Tesla caps AI spend, Microsoft lays off 4,800 & rethinks Co-pilot, and small firms use Claude to replace Salesforce, signaling a SaaSpocalypse.

Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?

July 2, 2026

Nvidia's cloud strategy, Microsoft's true $3.8T value, AI consciousness debates, and the rise of cost-saving model routers. This week's AI news.

Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle

July 1, 2026

Trump lifts Fable 5 ban, Anthropic preps a Teams agent, & Elon's TerraFab blurs Tesla/SpaceX lines. Plus, a deep dive on AI regulation.

Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs

June 30, 2026

Ex-AWS CEO leads a new $10B data center venture. Anthropic raises prices on Amazon & confuses Salesforce with its Slack tool. OpenAI cuts costs.

Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI Agents

June 29, 2026

DeepSeek’s $7.4B raise, spurred by Anthropic's Mythos, signals a compute arms race. Plus, a new bill targets AI agent regulation.

Trump Asks OpenAI to Stagger Release of New Model, Google Pressures Publishers on AI Licensing

June 26, 2026

The US government is staggering OpenAI's next model release. Google pressures publishers on AI deals. Plus, a look at AI workforces & billing.

Why Google Is Overhauling Its AI Coding Team, OpenAI's Jalapeno Chip, Robotics AI Rift

June 25, 2026

Google overhauls its AI coding team, OpenAI unveils its Jalapeno chip, and a debate rages in robotics between World Models and VLAs.

Meta Is Building a Prediction Markets App, xAI Bets on Grok’s Racy Side, OpenAI’s Ad Progress

June 24, 2026

This week: xAI doubles down on racy AI, Meta explores prediction markets, Vista launches a $3.5B compute venture, and OpenAI builds its ad biz.

OpenAI & Anthropic Cost Crisis, Superhuman's AI Slop Fight & SpaceX vs Tesla Hype

June 23, 2026

AI cost crisis drives a shift to cheaper models, Superhuman buys GPT Zero to fight 'AI slop', SpaceX vs. Tesla hype & the rise of AI agent loops.

SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan

June 22, 2026

SpaceX's rapid IPO signals a fast track for OpenAI/Anthropic. Plus: CalShe's $2B revenue, World Cup ads, & Bernie Sanders' AI wealth fund plan.

Why Star Google AI Researcher Joined OpenAI, OpenClaw Competitor Arrival, Amazon’s AI Chip Advantage

June 18, 2026

Top AI talent moves to OpenAI, Manus founders plan a Meta buyback, Amazon's AI chips challenge Nvidia, and new VC funds target AI infrastructure.

Inside OpenAI’s $3.7B Cash Burn, White House Ban on Anthropic, & Salesforce Enterprise Talent War

June 17, 2026

OpenAI's $3.7B cash burn, the White House's de facto ban on Anthropic, and the enterprise talent war as AI labs poach from Salesforce.

Inside DeepSeek’s $7.4B Funding, Broadcom’s $35B Backstop, Nvidia’s Inference Rise

June 16, 2026

DeepSeek's $7.4B funding, Broadcom's $35B backstop for Anthropic, Nvidia's inference rise, and Fox's $22B Roku acquisition.

Why Andy Jassy Sounded the Anthropic Alarm, Meta's ‘Tokenminimizing’, & Xbox Spin-Out Plans

June 15, 2026

Amazon's role in Anthropic's Fable 5 shutdown, Meta's AI cost-cutting, Microsoft's Xbox spin-out plans, & AI company funding rounds.

Inside SpaceX’s Historic $2T IPO: Nasdaq Debut, Crypto & Retail Traders, the Starlink Threat

June 12, 2026

SpaceX's historic IPO sees massive retail demand, but experts dissect Starlink's financial hurdles and the strategy behind the public offering.

‘Mr. IPO’ on SpaceX’s Historic Listing, Anthropic’s Repelling Data Retention Policy

June 11, 2026

‘Mr. IPO’ breaks down the historic SpaceX listing, Anthropic’s data policy deters users, Xbox faces cuts, and Palantir pitches AI savings.

Mythos-class Model Claude Fable 5 Early Reviews, How Nasdaq Landed SpaceX's Mega IPO

June 10, 2026

Claude Fable 5 wows devs despite safeguards. OpenAI eyes a 10GW data center with NVIDIA's help. Nasdaq bends rules for SpaceX's mega IPO.

Inside OpenAI’s IPO Filing, Former SpaceX Engineer on IPO, Apple’s AI Siri Upgrade

June 10, 2026

OpenAI files for IPO, Apple reveals a measured AI strategy with Google, and Wall Street eyes futures contracts on GPU compute power.

SpaceX’s Quiet CFO Ahead of Wild IPO, Anthropic Sounds Alarm on Recursive Self-Improvement

June 8, 2026

SpaceX’s IPO hinges on its quiet CFO. AI labs warn of “recursive self-improvement” as firms grapple with unpredictable AI budgets & security.

SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It

June 5, 2026

SpaceX faces a $350B cash burn forecast, xAI's development struggles are revealed, and data center developer Switch seeks a $50B+ valuation.

Meta’s $200 AI Agent ‘Hatch’, Sam Altman-back Helion Valuation Hits $15.5B, Snowflake’s New AI Tools

June 4, 2026

Meta eyes a $200/mo AI agent, Helion hits a $15.5B valuation, Snowflake launches new AI tools, and a debate on open vs. closed research.

Microsoft’s Homegrown AI Models, Trump’s AI Executive Order, OpenAI to Merge Codex & ChatGPT

June 3, 2026

Microsoft unveils homegrown AI models, OpenAI merges Codex with ChatGPT, and Meta faces internal backlash over its employee tracking for AI training.

Why Alphabet Wants $80 Billion for AI, Twitch’s Ad Plan & Self-Aware AI Models

June 2, 2026

Alphabet's $80B AI equity raise, Amazon's shifting ad strategy, Anthropic's IPO filing, and the rise of self-aware AI models.

Anthropic Confidentially Files for IPO, Nvidia’s New Chip for PCs, Ex-Meta CTO on their AI Playbook

June 1, 2026

Anthropic confidentially files for IPO, Nvidia enters the PC chip market, and Meta's ex-CTO discusses his new $250M sustainability fund.

Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI Risk

May 29, 2026

Anthropic’s Opus 4.8 drops and its valuation soars past OpenAI. Experts discuss enterprise adoption, open-source models, and AI strategy.

Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump

May 28, 2026

Tech giants pivot: Snowflake soars on AWS deal, Apple pushes on-device AI, Microsoft preps new models, and Meta eyes enterprise subscriptions.

Polymarket’s Regulatory Hurdles, Pre-IPO Betting Boom on Prediction Markets, AI Increasing Workloads

May 27, 2026

Polymarket faces a regulatory crossroads, AI paradoxically increases workloads for IT, and prediction markets open a pre-IPO betting boom.

OpenAI’s Multi-Billion Ad Strategy, Modal Labs CEO on AI Infrastructure, Twilio’s Voice AI Surge

May 26, 2026

OpenAI targets SMB ads, Modal Labs builds AI's second cloud layer, and Twilio's AI stock surge faces scrutiny from analysts.

SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

May 22, 2026

TITV tackles SpaceX's true value, Microsoft's data war with Databricks over the semantic layer, and Mercury CEO on its $200M raise & AI.

Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO Filing

May 21, 2026

Anthropic eyes Microsoft chips, NVIDIA pivots to enterprise, SpaceX IPO filing reveals grand vision, and White House delays AI safety order.

Meta’s 8,000 Job Cuts, SpaceX’s IPO by the Numbers, Google's Universal Shopping Cart

May 20, 2026

This week: Google I/O's AI blitz, a deep dive into SpaceX's IPO numbers, Meta's strategic layoffs, and the fintech collapse of Parker.

Elon Musk Loses OpenAI Suit, Amazon Trainium Gaining Ground, Open Source AI Struggles

May 19, 2026

Musk loses to OpenAI. Amazon's Trainium chip gains on NVIDIA. Open-source AI struggles vs. frontier models. What's next for AI IPOs?

BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps

May 18, 2026

BlackRock eyes a $10B SpaceX IPO investment, Microsoft’s GitHub falters under AI strain, and new data shows OpenAI/Anthropic dominate AI revenue.

SpaceXAI Exodus, OpenAI’s Apple Partnership Sours, iPhone Engineer on Apple’s Roadmap & Steve Jobs

May 15, 2026

SpaceX AI talent exodus, OpenAI vs. Apple sours, and a nuclear startup's aggressive roadmap. Plus, an early iPhone engineer on Steve Jobs.

Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise

May 14, 2026

Apple eyes AI agents for the App Store, Cerebras IPO creates huge returns, Modal raises at a $4.5B valuation, and the Musk/OpenAI trial unfolds.

Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand

May 13, 2026

Ex-Alibaba researcher launches a $2B AI lab, Anthropic's customers accept rising costs, Altman testifies, and a critical crypto bill divides DC.

OpenAI to Save $97B in Microsoft Deal, Satya Nadella Testifies in Musk-OpenAI Trial

May 12, 2026

OpenAI's deals with Microsoft & Cerebrus reveal its market power. Nadella testifies in the Musk trial, & Thinking Machines unveils interaction models.

Box CEO on Layoffs & AI, Cerebras’ IPO Price Bump, Robinhood Co-founder’s New Company

May 11, 2026

Cerebras's IPO soars amid AI infra demand, tech earnings show margin pressures, and Box's CEO predicts a shift to usage-based pricing.

OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat

May 8, 2026

OpenAI's $18B chip deal faces a financing snag over a risky Microsoft commitment, as Microsoft cuts Copilot bloat due to user fatigue.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

May 7, 2026

Anthropic leases xAI's Colossus compute, Shivon Zillis testifies in the Musk v. OpenAI trial, and Kalshi outpaces Polymarket in funding.

AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk

May 6, 2026

AMD's revenue soars on AI CPU demand, a $200B Google-Anthropic deal reveals circular AI financing, & a new survey shows a tight race for AI chatbots.

Greg Brockman’s “Rough Day” in Court, Amazon’s Hybrid AI Search, SpaceX’s $60B Cursor Deal

May 5, 2026

Amazon's AI search plans, Greg Brockman's tough testimony, XAI's hidden data center costs, Coinbase's AI layoffs, and the AI coding race.

SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPO

May 4, 2026

SAP blocks AI agents, Anthropic eyes a UK chip startup, investors prep for the SpaceX IPO, and VCs await a new liquidity cycle.

Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions

May 1, 2026

Apple's earnings surge amid a CEO transition, a deep dive into the Musk v. Altman trial, and Shopify's strategic push into financial services.

Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer

April 30, 2026

Big Tech earnings diverge on AI ROI. Musk faces a tough OpenAI cross-examination. Starlink's user growth comes at a cost. GPUs are underutilized.

Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast

April 29, 2026

OpenAI pivots to ads & AWS, ending Microsoft exclusivity. Musk testifies in trial. Plus: crypto regulation & Maria Sharapova's new podcast.

OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements

April 28, 2026

OpenAI & Microsoft avert a legal fight, Google inks a new Pentagon deal, Musk vs. Altman trial begins, and the AI finance market hits a peak.

From the New York Stock Exchange: Financing the AI Revolution

April 27, 2026

Experts discuss financing the AI boom, from massive data center deals and IPOs to software's disruption and the US-China tech rivalry.

Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal

April 24, 2026

Nvidia's GPU crunch deepens, GPT-5.5 impresses in coding, Meta cuts staff to fund AI, and SpaceX eyes a $60B deal for startup Cursor.

Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance

April 23, 2026

Musk's high-risk Tesla vision, enterprise AI adoption hurdles at Google Cloud Next, and insurers preparing for AI-related claims.

SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains

April 22, 2026

DeepSeek's valuation doubles to $20B+, SpaceX eyes Cursor & racks up $23B debt, OpenClaw struggles, CoreWeave soars, & AI security breaches mount.

On the Ground at Adobe Summit 2026

April 21, 2026

Adobe Summit highlights AI's impact on marketing, as Apple names a new CEO, Amazon invests billions in AI, and SpaceX preps its IPO.

Google’s Strike Team for Coding Models, Anthropic’s Powerful CFO, Polymarket’s Raise

April 20, 2026

Google forms an AI coding strike team, Polymarket raises at a $15B valuation, and a deep dive on Anthropic's powerful CFO and AI control.

DeepSeek’s Potential $10B+ Valuation, LinkedIn’s AI Agent Win and the Risks of Anthropic’s Mythos

April 17, 2026

DeepSeek seeks a $10B+ valuation, Netflix navigates slowing growth, LinkedIn's AI agent thrives, and editors debate Anthropic's Mythos risks.

Google & the Pentagon Discuss a Classified AI Deal, Siri Team at a Coding ‘Bootcamp,’ OpenAI’s New Pricing for ChatGPT Ads

April 16, 2026

Google pursues a Pentagon AI deal, OpenAI revamps ChatGPT ad pricing, and Apple's Siri team attends a coding bootcamp ahead of a major launch.