The Information's 411

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 80:56:03
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Sinopsis

A weekly podcast brought to you by The Information, a subscription tech news site doing deep dives and investigative looks at the tech and media industries. Each episode highlights some of the major happenings in tech business world, featuring the reporters at The Information. It's interviews, analysis, and wrap-ups to help give you insights into what the biggest companies in the industry are thinking.

Episodios

  • Qualtrics’ $6.75B Acquisition, E-comm Startup Revival, Reflection AI Raises $2B | Oct 10, 2025

    10/10/2025 Duración: 40min

    Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with our Reporter Ann Gehan and investor Michael Duda.Articles discussed on this episode:https://www.theinformation.com/articles/e-commerce-startups-back-deadTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • AI Umpires in the MLB, Base Power Updating American Power, Trump & Big Tech | Oct 9, 2025

    09/10/2025 Duración: 37min

    Justin Lopas, COO of Base Power, talks with TITV Host Akash Pasricha about the company's recent $1B funding round and how they are addressing rising energy demands from AI data centers. We also talk with The Information's Sara Germano about AI's impact on sports, and also get into the future of fintech with Sheel Mohnot, a Co-Founder of Better Tomorrow Ventures. Lastly, we get into Trump's evolving relationship with big tech with our D.C. correspondent Sylvia Varnham O'Regan.Articles discussed on this episode:https://www.theinformation.com/articles/can-microsoft-resist-trumps-call-execs-firing-tech-bends-willTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • AI Profitability Problem, Silicon Valley Longevity Boom, MeritFirst’s Hiring Strategy | Oct 8, 2025

    08/10/2025 Duración: 41min

    SignalFire's Ilya Kirnos and The Information's Aaron Holmes talk with TITV Host Akash Pasricha about AI's profitability problem. We also talk with Ema CEO Surojit Chatterjee about his new AI agent employee company, and we get into the longevity movement with DOC Co-Founder John Battelle & Dr. Jordan Shlain of Private Medical. Lastly, we do a pulse check on anxious tech founders with Pendo's Todd Olson and talk about merit-based hiring with MeritFirst CEO Zach Ganieany.Articles discussed on this episode:https://www.theinformation.com/articles/ai-profit-fantasyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Oracle’s Shockingly Small Cloud Margins, OpenAI ‘Super App’ Goal, AI Copyright | Oct 7, 2025

    07/10/2025 Duración: 39min

    Otherside AI CEO Matt Shumer and The Information’s AI Reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI's developer day and its plans to become a “super app.” We also talk with The Information’s Anissa Gardizy and Anita Ramaswamy about the new reporting on Oracle's razor-thin cloud margins. Runway CEO Cristobal Valenzuela joins to discuss AI copyright, and The Information's Theo Wayt talks about the challenges facing Tesla's Optimus robot. Lastly, we get into WHOOP's new blood test product with Head of Healthcare Product Alex Vannoni.Articles discussed on this episode:https://www.theinformation.com/articles/ai-creates-art-need-rethink-copyright-protects-artistshttps://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chipshttps://www.theinformation.com/articles/how-whoop-made-its-wearables-a-hit-among-athletes-and-survived-a-race-against-the-apple-watchhttps://www.theinformation.com/articles/elon-musk-preps-teslas-optimu

  • AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025

    06/10/2025 Duración: 32min

    Austin Lyons, Senior Analyst at Creative Strategies, talks with TITV Host Akash Pasricha about OpenAI's new deal with AMD and what it means for other AI chip companies. We also talk with M13 Partner Anna Barber about where startups can still succeed in a world dominated by OpenAI, and we get into Founders Fund's surprisingly bullish stance on AI with Reporter Miles Kruppa. Lastly, we discuss the business of AI rollups and AI customer service with Crescendo Founder and CEO Matt Price.Articles discussed on this episode:https://www.theinformation.com/articles/founders-fund-shifts-caution-concentrated-bets-aihttps://www.theinformation.com/briefings/openai-strikes-six-gigawatt-compute-deal-amdTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://

  • Anduril CEO on the Business of Defense, AI Predictions for 2026, Steve Jobs’ Son | Oct 3, 2025

    03/10/2025 Duración: 43min

    The Information’s CEO & Editor-In-Chief Jessica Lessin speaks with Anduril CEO Brian Schimpf about the company’s incredible growth, defense tech, and the future of geopolitics. TITV Host Akash Pasricha talks with Semafor's Reed Albergotti and The Information's Stephanie Palazzolo about their AI predictions for 2026, and we also get into a rare profile of Reed Jobs, Steve Jobs’ son with The Information’s Jemima McEvoy.Articles discussed on this episode:https://www.theinformation.com/articles/can-reed-jobs-son-steveTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Inside Sora 2, Fast Money in AI, Fermi America’s IPO, Outdoor Voices’ New Collection | Oct 2, 2025

    02/10/2025 Duración: 43min

    Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about the strategic genius behind the launch of OpenAI Sora 2 and the complex copyright issues it raises. We also talk with The Information's Miles Krupa about Fermi America's head-scratching IPO. Jamin Ball from Altimeter Capital tells us why fast-growing AI companies need a reality check. Lastly, we get into Outdoor Voices' comeback with Ty Haney and her new "community commerce" model.Articles discussed on this episode:https://www.theinformation.com/briefings/fermi-soars-nearly-22-billion-valuation-trading-debutTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • DeepSeek’s New Model, Potential TikTok US CEO, Microsoft CEO News, AI Agenda Live NYC | Oct 1, 2025

    01/10/2025 Duración: 35min

    The Information’s Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information’s AI Agenda Live conference and Nick Patience from The Futurum Group about the new DeepSeek model. Lastly, we get into the corporate data wars with ClickUp CEO Zeb Evans and the potential TikTok US CEO with DC Correspondent Sylvia Varnham O'Regan.Articles discussed on this episode:https://www.theinformation.com/articles/tiktok-insiders-bet-2-adam-presser-will-run-new-venturehttps://www.theinformation.com/briefings/microsoft-ceo-relinquishes-duties-focus-technologyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformati

  • Claude Sonnet 4.5 Review, AWS Director on AI Agents, Vercel’s $9B Valuation | Sep 30, 2025

    30/09/2025 Duración: 39min

    Vercel's COO Jeanne DeWitt Grosser, talks with TITV Host Akash Pasricha about the company's $300M series F funding round and its aspirations to become the "AWS of AI." We also talk with Warp's Zach Lloyd and Zencoder's Andrew Filev about their first reactions to the new Claude Sonnet 4.5 model. The Information's Theo Wayt breaks down the latest xAI org chart shake-ups, and we also get into AI agents with AWS's Director of Technology, Shaown Nandi.Articles discussed on this episode:https://www.theinformation.com/articles/people-running-elon-musks-xaiTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • EA’s $55B Buyout, Snowflake’s AI Data Strategy, Humanoid Robots Learning Dexterity | Sep 29, 2025

    29/09/2025 Duración: 34min

    The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about EA's $55 billion takeover and the private equity firms behind it. We also talk with Snowflake's Josh Klahr about the company's new consortium to end the AI data wars and The Information’s Anissa Gardizy about why "fear" is fueling NVIDIA's spending spree. Lastly, we get into humanoid robots with Rodney Brooks, creator of the Roomba, who gives a reality check on their dexterity.Articles discussed on this episode:https://www.theinformation.com/articles/jensen-huang-using-nvidia-cash-rule-ai-economyTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • TikTok’s Shocking $14B Valuation, Google Antitrust Case, $10B Enigma of Mira Murati | Sep 26, 2025

    26/09/2025 Duración: 35min

    Katie Roof talks with TITV Host Akash Pasricha about the surprising $14 billion valuation of TikTok’s US business and what it means for the company's future. We also talk with Cathy Perloff about the ongoing Google antitrust case, Stephanie Palazzolo about Ex-OpenAI Mira Murati’s mysterious new $10 billion AI company, Thinking Machine Labs. Lastly, we get into the Trump Administration's new investment strategy—taking equity stakes in critical minerals companies—with our Editor Steve LeVine. Articles discussed on this episode:https://www.theinformation.com/articles/10-billion-enigma-mira-muratihttps://www.theinformation.com/articles/exclusive-electric-trump-administration-seeking-stakes-critical-minerals-companieshttps://www.theinformation.com/briefings/google-considered-selling-part-ad-tech-unit-last-year-google-executive-saysTITV 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/@thei

  • AI Changing Consumer Investing, Asana’s AI Agents, The Digital Health Revolution | Sep 25, 2025

    25/09/2025 Duración: 36min

    Forerunner Ventures' Kirsten Green talks with TITV Host Akash Pasricha about the future of AI in consumer tech and The Information's Anita Ramaswamy discusses the risks inherent in Oracle's recent debt offering. We also talk with Sword Health's ‘V’ Bento about building an AI healthcare platform and Asana's Anne Raimondi about the company's new AI agents.Articles discussed on this episode:https://www.theinformation.com/articles/magical-thinking-behind-oracles-valuationTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025

    24/09/2025 Duración: 46min

    General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams.Articles discussed on this episode: https://www.theinformation.com/articles/can-afford-aiTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • OpenAI’s & Nvidia Close Ties, Distyl AI’s $1.8B Valuation, The Climate Week Pivot | Sep 23, 2025

    24/09/2025 Duración: 37min

    The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean energy with Bracewell's Frank Maisano and Climactic's Raj Kapoor. Lastly, we get into AI consulting and their recent $1.8 billion valuation with Distyl AI CEO Arjun Prakash.Articles discussed on this episode: https://www.theinformation.com/articles/ai-data-center-lenders-watchTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Nvidia Challenger Cerebras’ Funding, TikTok Update, Navan’s Signal About Tech IPOs | Sep 22, 2025

    22/09/2025 Duración: 27min

    The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras’ CEO Andrew Feldman about their delayed IPO and rivalry with NVIDIA.Articles discussed on this episode: https://www.theinformation.com/briefings/trump-sign-executive-order-week-details-tiktok-dealTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025

    19/09/2025 Duración: 59min

    Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay Goldberg, and we get into OpenAI poaching Apple’s hardware talent with our Reporter Aaron Tilley.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-introduces-new-smart-glasses-displayhttps://www.theinformation.com/articles/metas-ar-presencehttps://www.theinformation.com/briefings/nvidia-hire-networking-startup-enfabricas-ceo-license-technologyhttps://www.theinformation.com/projects/the-information-50https://www.theinformation.com/articles/openai-raids-apple-hardware-talent-manufacturing-partnersTITV 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 Y

  • Meta’s New AR Glasses, Docusign & CLEAR Partnership, Rent the Runway’s Future | Sep 18, 2025

    18/09/2025 Duración: 52min

    Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham O'Regan about the ongoing TikTok-US deal, and we get an exclusive with the CEOs of DocuSign and CLEAR as they announce a new partnership. Lastly, we get into Rent the Runway’s big comeback strategy with CEO Jennifer Hyman.Articles discussed on this episode: https://www.theinformation.com/articles/know-tiktok-dealTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Workday's AI Strategy, AI ‘Co-workers’, IPOs Are Back & The Future of Consumer Crypto | Sep 17, 2025

    17/09/2025 Duración: 37min

    Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer crypto and on-chain identity with Ty Haney of Try Your Best and Dave Morin from Offline Ventures. Lastly, we get an inside look at the IPO market with The Information's Katie Roof and Industry Ventures' Hans Swildens.Articles discussed on this episode: https://www.theinformation.com/articles/ventures-limited-partners-see-lifeline-ipo-wavehttps://www.theinformation.com/articles/anthropic-openai-developing-ai-co-workersTITV 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/@theinformation4080/?sub_confirmation=1- The Informa

  • Salesforce & Microsoft’s AI Sales Challenges, AI’s Impact on Product & Sales Teams | Sep 16, 2025

    16/09/2025 Duración: 40min

    Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolving role of product management with Sahir Azam, the new partner at Index Ventures, and finally, we talk with Kareem Amin, CEO of Clay, about how his company is defining a new role in go-to-market.Articles discussed on this episode: https://www.theinformation.com/articles/marc-benioff-said-ai-easy-crazy-team-salesforce-proved-wronghttps://www.theinformation.com/articles/microsoft-hopes-hastened-ai-rollout-price-discounts-can-fuel-office-365-growthTITV 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/@theinformation4080/?sub_confirmatio

  • China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025

    15/09/2025 Duración: 39min

    The Information’s Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.Articles discussed on this episode: https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-davidTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

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