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

  • Bryan Johnson’s Don't Die Movement, SoftBank's AI Gamble & Perplexity's Browser Bids | Aug 14, 2025

    14/08/2025 Duración: 42min

    Bryan Johnson talks with TITV Host Akash Pasricha about his audacious "Don't Die" movement and the growing business behind his longevity programs. We also talk with Cory Weinberg about SoftBank's massive $9.7 billion investment in OpenAI and the unique financial arrangement benefiting CEO Masayoshi Son, Sri Muppidi details Perplexity's surprising acquisition bids for various internet browsers, and Rodrigo Liang, CEO of SambaNova, explains how his company's power-efficient AI chips are challenging NVIDIA's dominance.Articles discussed on this episode:https://www.theinformation.com/articles/openai-starts-look-like-masas-savior https://www.theinformation.com/articles/wild-chrome-bid-perplexity-hunting-browsers https://www.theinformation.com/articles/introducing-the-informations-ai-chip-database 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: https://www.theinformation.com/subscribeSign up for the

  • Tech Deep Dive: IPOs, Enterprise AI Agents, Creator Economy, & The AI Search War | Aug 13, 2025

    13/08/2025 Duración: 41min

    FirstMark Capital's Rich Heitzman talks with TITV Host Akash Pasricha about the IPO market & big tech's AI investments. We also talk with Writer's May Habib about enterprise AI agents and Kajabi's Ahad Khan about the creator economy, and we get into the AI search wars with Profound's James Cadwallader.Articles discussed on this episode:https://www.theinformation.com/articles/people-power-sap-remakes-ai-eraTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Circle’s Earnings with CEO Jeremy Allaire, Crypto Treasury Stocks and Xero’s Growth | Aug 12, 2025

    12/08/2025 Duración: 38min

    CEO Jeremy Allaire talks with TITV Host Akash Pasricha about Circle's Q2 Earnings. We also talk with Yueqi Yang about crypto treasury stocks, Xero CEO Sukhinder Singh Cassidy discusses the company's growth strategy, and we get into GPU code generation with Waleed Atallah, CEO of Mako.Articles discussed on this episode:https://www.theinformation.com/articles/cryptos-red-hot-stock-trade-shows-signs-cooling https://www.theinformation.com/briefings/crypto-exchange-bullish-seeks-990-million-upsized-ipoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter.

  • AI Ignites VC Frenzy, Unpacking Shifting Founder Dreams & Investment Strategies | Aug 11, 2025

    11/08/2025 Duración: 37min

    Host Akash Pasricha dives into the unprecedented boom in venture capital fueled by AI, joined by Natasha Mascarenhas and Jon Sakoda. Bain Capital Ventures' new partners, Abby Meyers and Ron Miasnik, reveal their focus on "physical work" tech and traditional industries benefiting from AI. Finally, Sam Lessin of Slow Ventures shares his candid thoughts on founders seeking "optionality" and how VCs are "subsidizing" AI products, drawing parallels to the early consumer internet era.Article discussed on this episode:https://www.theinformation.com/articles/unsolicited-term-sheets-declining-dry-powder-inside-ai-deal-rushTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter.

  • GPT-5 Analysis, Brex Growth, Maven's Fertility Tech & NVIDIA Family Dynasty | Aug 8, 2025

    08/08/2025 Duración: 40min

    Siqi Chen, Matt Shumer, and Stephanie Palazzolo talk with TITV Host Akash Pasricha about OpenAI GPT-5 and AI Benchmarking. We also talk with Art Levy about Brex's growth & global payments, Kate Ryder about Maven's fertility tech, and we get into NVIDIA's family dynasty with Anissa Gardizy.Article discussed on this episode:https://www.theinformation.com/articles/nvidias-quiet-rising-stars-son-daughter-billionaire-founder-jensen-huanghttps://www.theinformation.com/articles/meta-acquires-ai-audio-startup-waveformshttps://www.theinformation.com/articles/brex-a-year-after-turmoil-has-profits-in-sightTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  • Keith Rabois on AI's Startup Shakeup, Ben Smith on the Paramount Merger & More | Aug 7, 2025

    07/08/2025 Duración: 42min

    The Information’s CEO Jessica Lessin speaks with Keith Rabois, Managing Director at Khosla Ventures, about AI's impact on startups and Ben Smith about the Skydance-Paramount merger. TITV Host Akash Pasricha talks with Joshua Meier & Greg Yap about AI drug discovery, and we also get into Baiju Bhatt's new space business with Steve LeVine.Article discussed on this episode:https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agentsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter to stay ahead of the tech breakthroughs, startups and leaders in AI.

  • Uber CEO Dara Khosrowshahi’s Autonomous Bet, Apple's AI Threat & Overhyped AI Startups | Aug 6, 2025

    06/08/2025 Duración: 39min

    Uber CEO Dara Khosrowshahi with Jessica Lessin about their autonomous future. We also talk with Sasha Kaletsky about Snap earnings and Adrian Aoun about OpenAI's new model. We get into AI coding startup valuations with The Information's Reporter, Anita Ramaswamy.Articles discussed on this episode: https://www.theinformation.com/articles/ai-coding-startups-like-cursor-gotten-richhttps://www.theinformation.com/articles/runway-luma-talks-multibillion-dollar-fundraises-revenue-pickshttps://www.theinformation.com/articles/snaps-earnings-show-stalled-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

  • AI's Power Demand: Fusion Energy, Palantir’s Record Earnings & Investment Banking M&A | Aug 5, 2025

    05/08/2025 Duración: 43min

    David Kirtley, CEO of Helion Energy, talks with TITV Host Akash Pasricha about fusion power. We also talk with Brent Thill, Tech Sector Leader at Jefferies, about Palantir's earnings and AI's job impact, Merrill Lutsky, CEO of Graphite, about AI code review, Catherine Perloff about Google's "love-hate" ad relationship, and we get into AI's effect on investment banking with Aaron Holmes.Articles discussed on this episode: https://www.theinformation.com/articles/advertisers-quit-google-despite-complaints-traffic-adshttps://www.theinformation.com/articles/reflection-ai-targets-1-billion-take-meta-deepseek-open-sourcehttps://www.theinformation.com/articles/chatbots-eating-m-advisory-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

  • Electric Air Taxis, Crypto AI Bets, AI Copyright Wars | Aug 4, 2025

    04/08/2025 Duración: 29min

    Electric Air Taxis, Crypto AI Bets, AI Copyright Wars | Aug 4, 2025 Eric Allison, Chief Product Officer of Joby Aviation, talks with TITV Host Akash Pasricha about Joby's acquisition of Blade and the future of electric air taxis. We also talk with Paul Veradittakit, Managing Partner of Pantera Capital, about crypto's intersection with AI and robotics, and Sylvia Varnham O'Regan about the White House's mixed messaging on AI copyright.Articles discussed on this episode: https://www.theinformation.com/articles/electric-surprising-acquisition-lets-electric-taxi-startup-joby-commercialize-earlyhttps://www.theinformation.com/articles/behind-white-houses-mixed-messages-ai-copyrighthttps://www.theinformation.com/briefings/tesla-board-grants-elon-musk-23-7-billion-stock-awardhttps://www.theinformation.com/articles/inside-openais-rocky-path-gpt-5 TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

  • Figma's Blockbuster IPO, Tech IPOs Heat Up & Silicon Valley's New Obsession | Aug 1, 2025

    01/08/2025 Duración: 38min

    Sapphire Ventures' Jai Das and WndrCo's Jeff Nykun talk with TITV Host Akash Pasricha about Figma's monster IPO and what it means for the market. We also talk with The Information's Cory Weinberg about whether the IPO window is truly open for other tech companies and Evan Tana from South Park Commons about "negative one to zero" seed investing. Finally, we get into Silicon Valley's new wellness obsession—microplastics—with our reporter Ann Gehan.Articles discussed on this episode: https://www.theinformation.com/articles/figmas-shares-soar-250-ipo-making-hottest-string-tech-dealshttps://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-nameshttps://www.theinformation.com/articles/microplastics-became-silicon-valleys-big-new-worryhttps://www.theinformation.com/articles/figma-ipo-dylan-field-bounces-back-adobe-fiascohttps://www.theinformation.com/articles/krakens-15-billion-price-tag-dylan-fields-unusual-powerhttps://www.theinformation.com/projects/tech-

  • Glean's AI Data Wars, Serena Ventures' New Fund, and Google's New AI "Fixer" | July 31, 2025

    31/07/2025 Duración: 34min

    Glean Founder & CEO Arvind Jain talks with TITV Host Akash Pasricha about the "gloves are off" phase of the AI data wars. We also talk with Beth Ferreira, General Partner at Serena Ventures, about her fund's unique strategy and plans to raise a new, larger fund, and Gorkem Yurtseven, Co-Founder of fal.ai, about his company's explosive growth to a $95 million revenue run rate. Lastly, we break down the profile of Google's new Chief AI Architect with our reporter Erin Woo.This episode also covers OpenAI hitting $12 billion in annualized revenue, Figma's IPO debut, and the latest earnings from Meta and Microsoft.Articles discussed on this episode: https://www.theinformation.com/articles/googles-new-ai-architect-plans-spread-gemini-everywhere https://www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-usershttps://www.theinformation.com/articles/microsoft-meta-bonanza-june-quarterTITV airs on YouTube, X and LinkedIn at 10

  • Groq's Revenue Woes, Waabi's Driverless Trucks, and AI Healthcare & E-commerce Agent Battles | July 30, 2025

    30/07/2025 Duración: 44min

    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-agentshttps://www.theinformation.com/articles/ai-chipmaker-groq-slashes-projections-soon-sharing-investorsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

  • AI's Impact on Advertising, Enterprise, and Software | July 29, 2025

    29/07/2025 Duración: 45min

    Joe Marchese, Co-Founder of Human Ventures, talks with Jessica Lessin, our founder, CEO, and editor-in-chief, about AI's effect on ad businesses. Shaown Nandi, Director of Technology at Amazon Web Services, discusses the Chief AI Officer role. Kashish Gupta and Harsha Kapre join to discuss Snowflake’s investment in Hightouch, and our reporter Aaron Holmes breaks down AI’s impact on lowering software switching costs.Articles discussed on this episode: https://www.theinformation.com/articles/cursors-global-success-lifted-chinahttps://www.theinformation.com/articles/ai-cloud-startup-fireworks-discusses-4-billion-valuation-deal-lightspeed-indexhttps://www.theinformation.com/articles/microsofts-rivals-lean-ai-pry-away-longtime-customershttps://www.theinformation.com/articles/spotify-is-booming-except-for-its-ad-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

  • Figma IPO, Earnings & OpenAI's GPT-5 Breakthrough | July 28, 2025

    28/07/2025 Duración: 25min

    The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about Figma IPO winners. We also break down the busy earnings week ahead, with four of the Magnificent Seven – Meta, Microsoft, Apple, and Amazon – with our co-executive editor Martin Peers. And AI reporter Stephanie Palazzolo discusses OpenAI's GPT-5.Articles discussed on this episode:  https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-nameshttps://www.theinformation.com/briefings/samsung-make-tesla-chips-16-5-billion-dealhttps://www.theinformation.com/articles/ramp-talks-raise-21-billion-valuation-30-june-financinghttps://www.theinformation.com/articles/openais-gpt-5-shines-coding-tasksThe Information’s TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. 

  • Ōura's Health Vision, Tesla's Optimus Robots, and Sports Tech Investments | July 25, 2025

    28/07/2025 Duración: 38min

    Tom Hale, CEO of Ōura, talks with our Founder and Editor-in-Chief Jessica Lessin about the future of health tracking. We also talk with our reporter Theo Wayt about Tesla's Optimus robot and our weekend sports reporter Sarah Germano about sports league investments and AI's impact on sports.Articles discussed on this episode: https://www.theinformation.com/articles/openais-gpt-5-shines-coding-taskshttps://www.theinformation.com/articles/elad-gil-plots-1-5-billion-fund-stretching-definition-solo-gphttps://www.theinformation.com/articles/inside-teslas-secretive-optimus-robot-programhttps://www.theinformation.com/articles/sports-leagues-hunt-startup-investments-chummy-style-venture-capitalThe Information’s TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. 

  • Tech Giants, AI, and Big Money: Earnings, Funding, and Policy Shifts | July 24, 2025

    25/07/2025 Duración: 41min

    Host Akash Pasricha discusses Vanta’s new funding round and growth in security and compliance software with CEO, Christina Cacioppo. We also talk with Amber Venz Box, co-founder of LTK, who explains their creator commerce marketplace, revenue streams, and perspective on AI's impact, emphasizing human-generated content. The Information reporter Sri Muppidi breaks down OpenAI's record-breaking $40 billion funding round and its complex governance. And lastly, insights into the Trump administration's new AI action plan, focusing on deregulation and ideological bias in AI development from our reporter Sylvia Varnham O'Regan. Articles discussed on this episode: A New AI Startup Takeover ListFounders Fund, Dragoneer Each Commit $1 Billion–Plus to OpenAI DealMusk Giggles as Tesla TanksBots or Bust: ServiceNow’s Bill McDermott Makes an All-In Bet on AIThe Information’s TITV airs on YouTube, X, Facebook and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. 

  • AI Video, VC Metrics, and Crusoe's Cloud Ambition | July 23, 2025

    23/07/2025 Duración: 38min

    This episode kicks off with an exclusive interview featuring Cristóbal Valenzuela, CEO of AI video company Runway, who discusses their innovative enterprise sales strategy and the "forward-deployed technical artists" helping companies embrace non-traditional content creation. Our second guest, Tomas Tungus, General Partner at Theory Ventures, reveals the key metrics he's fixated on when assessing AI startups, offering a data-heavy dive into financial health, growth rates, and the nuances of revenue reporting in the fast-paced AI market. Finally, the episode concludes with an update on Crusoe, the data center company making a bold play in the cloud computing space. Reporter Anissa Gardezy details Crusoe's ambitious revenue projections for its AI cloud business and its role in major projects like Stargate, as it aims to compete with industry giants like Oracle and ultimately become a leading cloud provider.Articles discussed on this episode:https://www.theinformation.com/articles/how-runway-hopes-to-outrun-open

  • Apple's AI Talent Crisis, Robotaxis, and Stargate’s Slow Progress | July 22, 2025

    22/07/2025 Duración: 32min

    This episode features interviews about critical developments in artificial intelligence. Our Apple reporter, Aaron Tilley, discusses the brand’s struggle to keep top AI talent. Steve Jang, Founder and Managing Partner at Kindred Ventures, discusses the future of ride-sharing with robotaxis and the ongoing "browser wars" between Perplexity's Comet and OpenAI. Our cloud reporter, Anissa Gardizy provides updates on OpenAI's significant data center expansion with Oracle and the evolving Stargate project. Additionally, Dani Yogatama, CEO of Reka, shares insights on his company's recent funding, efficient multimodal AI models, and strategies for attracting talent. Articles discussed on this episode:Why Apple Is Losing Ground in the AI Talent War (It’s Not Just Money)OpenAI, SoftBank at Odds Over Data Center ProjectOpenAI Greatly Expands Data Center Deal With Oracle

  • Beyond the Hype: The Real Stakes in AI, IPOs, and Cyber Attacks | July 21, 2025

    21/07/2025 Duración: 34min

    Today’s episode features Box CEO Aaron Levie, who discusses how AI is transforming enterprise software and whether it's a threat or an opportunity. We also analyze Figma's highly anticipated IPO valuation with our financial columnist Anita Ramaswamy, discussing its impressive growth and the impact of AI. Finally, cybersecurity and enterprise tech reporter Aaron Holmes unpacks the recent Microsoft SharePoint hack, its implications for government and businesses, and the ongoing cybersecurity challenges for Microsoft, including how CEO Satya Nadella's pay is now linked to security improvements.Articles discussed on this episode: Figma’s IPO May Be Hot, but Its Outlook Is MurkyFigma Sets Tentative IPO Pricing RangeHackers Exploit Microsoft Flaw in File-Sharing Software

  • A Stablecoin Future, Netflix is "Boring,” and Flying Cars | July 18, 2025

    18/07/2025 Duración: 37min

    We hear from Tom Schmidt of Dragonfly Capital about what the stablecoin legislation means for startups and why crypto M&A is so hot right now. Co-executive editor talks about how Netflix has matured over the years, Weekend editor Abe Brown goes into detail about our flying cars story, and our CEO Jessica Lessin gets into our Vibe Coding survey results. Hosted by Akash Pasricha. Articles discussed on this episode: A Flying Taxi Finally Nears Takeoff With an Unlikely Boost From ToyotaAs Crypto Bill Passes, Bank Bosses Feel HeatThe Education of Roku’s Anthony Wood25 Great Books for Summer 2025The Information Survey: Nearly 75% of Respondents Are Vibe Coding

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