The Information's 411
The Information
A weekly podcast brought to you by The Information, an independent, highly regarded business news publication doing deep dives and investigative looks at how technology is transforming business and beyond. Each episode highlights some of the major happenings in the tech world, featuring the reporters at The Information. Interviews, analysis and behind-the-scenes info deliver insights into how the decision makers at the biggest companies in the industry think.
- 43 minutes 33 secondsInside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash Theory
PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.
Articles discussed on this episode:
https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picture
https://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signals
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2 April 2026, 6:16 pm - 47 minutes 36 secondsWhy Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis
TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s Rufus chatbot ads. He also speaks with Aaron Holmes about Anthropic’s embarrassing Claude Code leak and get into the state of AI investing and the shift from "bits to atoms" with Radical Ventures Partner Molly Welch. Lastly, Sebastian Mallaby, author of ‘The Infinity Machine’ talks with The Information’s Editor-in-Chief Jessica Lessin about the visionary mind of Demis Hassabis and the future of Google DeepMind.
Articles discussed on this episode:
https://www.theinformation.com/newsletters/ai-agenda/claude-code-leak-reveals-always-kairos-agent
https://www.theinformation.com/articles/amazons-ai-chat-ads-yield-data-sales
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1 April 2026, 8:52 pm - 38 minutes 38 secondsWHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer
WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech giants cut costs for AI. We also talk with The Information’s Senior Finance Editor Ken Brown about the "relative return" trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple’s escalating crackdown on vibe coding apps. Lastly, we get into Nvidia’s $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information’s Next GP list.
Articles discussed on this episode:
https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse
https://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdown
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31 March 2026, 6:42 pm - 44 minutes 24 secondsCrypto’s Nasty Downturn Worsens, SpaceX IPO Hype Halo Effect, Selling AI in Regulated Industries
The Information’s Yueqi Yang talks with TITV Host Akash Pasricha about crypto’s "crisis of faith" and why Bitcoin’s value has halved since October. We also talk with Elon Musk Reporter Theo Wayt about how the SpaceX IPO hype is boosting—and threatening—the space ecosystem, and Haystack Partner Aashay Sanghvi about the "Big Token" thesis for AI startup exits and making it onto The Information’s Next General Partners list. Lastly, we get into the complex world of FedRAMP and regulated AI with M12 Partner Cheryl Cheng.
Articles discussed on this episode:
https://www.theinformation.com/articles/cryptos-nasty-downturn-getting-worse
https://www.theinformation.com/articles/spacex-hype-boosts-stocks-crosshairs
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30 March 2026, 7:43 pm - 47 minutes 24 secondsTencent’s OpenClaw Obsession, The Information’s Next GP List, Former Tesla Exec on Elon’s Ideology
Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk’s management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft’s hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent’s aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week’s Editor’s Cut with Martin Peers and Ken Brown.
Articles discussed on this episode:
https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groups
https://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battle
https://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-deals
https://www.theinformation.com/projects/general-partners-venture-firms-2026
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27 March 2026, 7:03 pm - 42 minutes 21 secondsMeta & YouTube Liable in Landmark Case, OpenAI Shutters Sora, How Claude is Gaining on OpenClaw
Harvard Law’s Rebecca Haw Allensworth and Cato Institute’s Jennifer Huddleston talk with TITV Host Akash Pasricha about the landmark Meta and YouTube addiction ruling and its impact on Section 230. We also talk with Spotter CEO Aaron DeBevoise about OpenAI shutting down Sora and the rise of "Creator TV," and Alap Shah from LOTUS Management about policy solutions for AI-driven labor displacement, and we get into the rivalry between Anthropic’s Claude and OpenClaw with our AI Reporter Rocket Drew.
Articles discussed on this episode:
https://www.theinformation.com/newsletters/the-briefing/metas-future-value-social-media-verdict
https://www.theinformation.com/newsletters/ai-agenda/claude-gaining-openclaw
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26 March 2026, 6:47 pm - 19 minutes 8 secondsSpaceX’s IPO Filing Incoming, OpenAI Kills Sora, Arm Launches CPU Chip, Meta Layoffs
TITV Host Akash Pasricha tells you what you need to know about SpaceX's upcoming IPO filing. AI Reporter Stephanie Palazzolo then talks with Akash about OpenAI's massive product pivot and the shuttering of Sora. We also talk with Seligman Ventures’ Umesh Padval about Arm's bold entry into the CPU market and Co-Executive Editor Martin Peers about Meta’s recent layoffs and recent business plans.
Articles discussed on this episode:
https://www.theinformation.com/articles/spacex-aims-file-ipo-soon-week
https://www.theinformation.com/articles/meta-platforms-lay-hundreds
https://www.theinformation.com/articles/openai-ceo-shifts-responsibilities-preps-spud-ai-model
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25 March 2026, 7:56 pm - 38 minutes 32 secondsCisco President on Rogue AI Agents, AWS Internal AI Push After Staff Cuts, AI Coding Agent Personas
Cisco President Jeetu Patel talks with TITV Host Akash Pasricha about the shift from chatbots to autonomous AI agents and the security risks of agents going rogue. We also talk with The Information’s Kevin McLaughlin about AWS accelerating the use of internal AI agents following recent staff cuts, Deals Reporter Valida Pau about why data center deals are the only bright spot in a tech M&A slump, and we get into why AI coding agents are being assigned multiple personalities with AI Reporter Stephanie Palazzolo.
Articles discussed on this episode:
https://www.theinformation.com/articles/aws-accelerates-internal-ai-agents-following-staff-cuts
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24 March 2026, 8:28 pm - 58 minutes 39 secondsOpenAI’s Shopping U-Turn Complications, Nvidia’s Groq Chip, Synthesia’s AI Video for Enterprise
E-commerce Reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's sudden retreat from e-commerce integrations to focus on its core product. We also talk with Porch Capital’s David Levy about why Nvidia and AWS are pivoting to SRAM to solve the AI memory crunch and KeyBanc Capital Markets’ Jackson Ader about why software employees are demanding more stock-based compensation despite market volatility. Finally, we get into Anduril’s massive new manufacturing blitz in Ohio with Deputy Bureau Chief of Finance Cory Weinberg.
Articles discussed on this episode:
https://www.theinformation.com/articles/openais-shopping-u-turn-complicate-enterprise-playbook
https://www.theinformation.com/articles/inside-andurils-big-gamble-ohio-weapons-factory
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23 March 2026, 6:55 pm - 43 minutes 6 secondsAI Agents Helping Robots, Amazon Acquires Robotics Startup, White House Unveils AI Legislation
The Information’s Rocket Drew talks with TITV Host Akash Pasricha about Nvidia’s robotics chief and the future of AI agents in physical robotics. We also talk with Catherine Perloff about Amazon’s acquisition of Rivr, Editors Martin Peers and Laura Mandaro about the White House’s AI legislative framework and the Silicon Valley vs. "Real World" disconnect, and we get into Microsoft’s gaming future with Aaron Holmes as he profiles new Gaming CEO Asha Sharma.
Articles discussed on this episode:
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20 March 2026, 8:16 pm - 53 minutes 51 secondsNebius CRO on 2026 Strategy, Meta’s Rogue AI Security Breach, Ross Gerber on SaaS & AI
Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2026 strategy. Next, The Information’s Jyoti Mann talks about a rogue Meta AI agent triggering a major security alert. We also talk with Offline Ventures’ Brit Morin about AI agent workflows and security, Financial Analysis Columnist Columnist Anita Ramaswamy about why Canva was smart to delay its IPO, and we get into the $5 billion Qualtrics debt drama & AI with Ross Gerber of Gerber Kawasaki Wealth & Investment.
Articles discussed on this episode:
https://www.theinformation.com/articles/canva-smart-hold-ipo
https://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alert
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19 March 2026, 7:23 pm - More Episodes? Get the App