The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchants

https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal

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Chapters:

00:00 - Introduction

01:13 - Nvidia AI Chip Prices to Rise About 17%

05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation

12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers

24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-bills

https://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-video

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Chapters:

00:00 - Introduction

01:13 - Stripe Acquires OpenRouter for $7.5B

10:05 - Stripe’s Potential PayPal Deal

12:30 - AT&T Cuts AI Bills with Open Source

21:29 - Assessing Security Practices of AI Labs

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy

https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation

https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design

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Chapters:

00:00 - Introduction

01:13 - Anthropic's JV Acquires Casper Studios

08:12 - Nvidia In Talks for $20B Mercor Round

10:25 - Robinhood-Backed Prediction Exchange Rothera

19:38 - SEC's First Crypto Token Rule Proposal

22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari.

Articles discussed on this episode: 

https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-plan

https://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipo

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Chapters:

00:00 - Introduction

01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks

10:58 - White House AI Framework Leaves Valley in Limbo

20:10 - Anthropic Founders Grab Voting Power Ahead of IPO

30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice

The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell.

Articles discussed on this episode: 

https://www.theinformation.com/articles/uber-bears-taken-wrong-turn

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Chapters:

00:00 - Introduction

01:13 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued

13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents

29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom

Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia’s $100B OpenAI backing for an Ohio Data Center. We also talk with Elon Musk reporter Grace Kay about Tesla’s radical flying Roadster and Leo Schwartz, Tech and Politics reporter, about Dario Amodei defending Anthropic against regulatory capture claims.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidia-talks-invest-3-billion-sb-energy-part-openai-data-center-deal

https://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadster

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Chapters:

00:00 - Introduction

01:13 - Nvidia Backs OpenAI's $100B Lease

13:26 - Tesla's Radical "Flying" Roadster

22:24 - Dario Amodei Responds to AI Backlash

In this week’s Editor’s Cut, The Information’s Jason Dean & Laura Mandaro discuss OpenAI CRO Denise Dresser’s departure after eight months. We also talk with Lovable CEO Anton Osika about their $400M raise at a $13.3B valuation, Dropbox co-CEO Ashraf Alkarmi about returning to growth with AI search, and Coursera CEO Greg Hart about their $100M bet on LearnVector, and we get into the secret influence of Anthropic CEO Dario Amodei’s wife, Cami Clark, with reporters Cory Weinberg and Jemima McEvoy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/anthropics-first-lady-took-winding-road-top

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Chapters:

00:00 - Introduction

01:13 - OpenAI CRO Denise Dresser Exits After 8 Months

13:48 - Lovable CEO Anton Osika on $13.3B Valuation & Vibe Coding

20:30 - Dropbox Co-CEO Ashraf Alkarmi on AI Search & Growth

30:20 - Coursera CEO Greg Hart on $100M Bet on AI Startup LearnVector

40:32 - Inside the Life of Cami Clark, Wife of Anthropic CEO Dario Amodei

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hard

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Chapters:

00:00 - Introduction

01:13 - Robinhood Debuts Second Public Venture Fund

06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices

15:45 - WRITER Releases Flagship AI Model 'Palmyra X6'

27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard

Crypto reporter Yueqi Yang talks with TITV Host Akash Pasricha about Kalshi topping $4B in annualized revenue and seeking a $40B valuation. We also talk with Eliyan co-founders Ramin Farjadrad and Patrick Sohelli about AI chiplet interconnects and competing with Broadcom, Leo Schwartz about David Sacks returning to Craft Ventures to target a new $1B fund, and we get into the USDA trimming its Salesforce footprint for C3 AI with Laura Bratton.

Articles discussed on this episode: 

https://www.theinformation.com/articles/kalshi-tops-4-billion-annualized-revenue-seeks-40-billion-valuation

https://www.theinformation.com/articles/sacks-craft-targets-1-billion-first-fund-since-white-house-stint

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Chapters:

00:00 - Introduction

01:13 - Kalshi Tops $4B In Annualized Revenue, Seeks $40B Valuation

08:59 - Chip Infrastructure Startup Eliyan Hits Unicorn Status

19:38 - Sacks’ Craft Targets $1B For First Fund Since White House

25:35 - USDA Taps C3 AI to Trim Salesforce Footprint

OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more. 

The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader.

Articles discussed on this episode: 

https://www.theinformation.com/articles/onlyfans-new-investor-reveals-financials-ipo-ambitions-rare-interview

https://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-models

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Chapters:

00:00 - Introduction

00:01 - Architect Capital Takes 16% Stake in OnlyFans

00:29 - Nvidia Debuts Nemotron 3.5 Lightning

00:38 - Menlo Ventures Raises $3B for AI

00:49 - State of Software: SaaS M&A and Salesforce Shakeup

Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-start

https://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nears

https://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunch

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Chapters:

00:00 - Introduction

02:08 - SpaceX Nears $60B Acquisition of Cursor

06:55 - Meta Bets Big on Open-Source Models

20:25 - Microsoft Ramps Up Homegrown AI Chips

28:45 - AWS Tells Engineers to Cut CPU Waste