The Information's 411

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

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

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

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

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

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

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

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

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

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 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

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 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

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

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

AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech companies aren't buying social media platforms with Quartermaster Advisors' James Creech and the crypto IPO boom with Sapphire Ventures' Jai Das.Articles discussed on this episode: https://www.theinformation.com/articles/openai-microsoft-duel-agi-high-stakes-negotiation https://www.theinformation.com/articles/openais-microsoft-deal-ellisons-risky-businesshttps://www.theinformation.com/briefings/microsoft-openai-announce-tentative-deal-startup-aims-restructureTITV 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_con

The Information’s CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI’s impact on healthcare and the company's new wearables device. We also get into the future of logistics with Augment CEO Harish Abbott and AI valuations with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/oracle-frenzy-spreadshttps://www.theinformation.com/articles/ai-valuations-bonkersTITV 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=1The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Atlassian CEO Mike Cannon-Brookes talks with TITV Host Akash Pasricha about the corporate data wars and his company's recent acquisition of The Browser Company. We also talk with venture capitalist Mercedes Bent about the Klarna IPO and the Buy Now, Pay Later industry, and Aaron Holmes about Microsoft's new partnership with Anthropic. Finally, we get into Oracle's AI-driven surge with KeyBanc Capital Equity Researcher Jackson Ader as well as the Klarna IPO & broader IPO landscape with Katie Roof.Articles discussed on this episode: https://www.theinformation.com/articles/sequoia-poised-nearly-3-billion-gain-klarna-ipo https://www.theinformation.com/articles/microsoft-buy-ai-anthropic-shift-openai https://www.theinformation.com/articles/corporate-data-wars-intensify 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/@theinformation4080/?sub_confirmation=1Subscribe to The Informa

TITV Host Akash Pasricha talks with MercadoLibre CFO Martin De Los Santos about e-commerce growth and the company's massive fintech business. We also talk with Apple reporter Wayne Ma about whether AI matters for iPhone sales and reporter Natasha Mascarenhas about Andreessen Horowitz's crypto fund’s massive returns.Articles discussed on this episode: https://www.theinformation.com/articles/andreessen-horowitzs-investment-returns-show-strength-cryptoTITV 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

The Information’s OpenAI Reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's higher revenue projections and its even bigger cash burn. We also talk with Aalo Atomics CEO Matt Loszak about the future of nuclear energy and its role in the AI boom and GC AI CEO Cecilia Ziniti about the Anthropic lawsuit. Lastly, we get into Trump's White House tech dinner with The Information's DC Correspondent Sylvia Varnham O'Regan.Articles discussed on this episode: https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029https://www.theinformation.com/articles/can-tech-get-nuclear-power-to-move-at-ai-speedshttps://www.theinformation.com/articles/nuclear-investing-no-longer-radioactiveTITV 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