The Information's 411

Overtime CEO Dan Porter talks with TITV Host Akash Pasricha about the future of sports media and why Gen Z will never watch live games on TV. We also talk with Altimeter Capital's Jamin Ball about software valuations and the rise of "quasi-public" companies , and The Information's Kevin McLaughlin about the AI data storage boom and NVIDIA's 80-year bet on VAST Data.Articles discussed on this episode: 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/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics.Articles discussed on this episode: - https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china- https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push- https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronicsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check

Anomaly's Mike Desjadon talks with TITV Host Akash Pasricha about AI healthcare startups. We also talk with The Information's Natasha Mascarenhas about Silicon Valley's AI anxiety and The Information's Ann Gehan about Faire's potential funding , and we get into the US Open's tech push with the USTA's Brian Ryerson.Articles discussed on this episode: https://www.theinformation.com/articles/ai-forces-silicon-valley-confront-moment-ecstasy-agony 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/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy.Articles discussed on this episode:• https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses• https://www.theinformation.com/articles/openai-challenging-google-using-search-data• https://www.theinformation.com/articles/funny-math-behind-key-software-metric 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/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Protege CEO Bobby Samuels and Footwork's Nikhil Basu Trivedi talk with TITV Host Akash Pasricha about the booming business of AI training data and the $25 million investment to build a data marketplace. We also talk with The Information's Yueqi Yang about Solana's comeback and push for a mainstream ETF, and we get into the future of automated consumer fintech and agentic commerce with Accrual Capital's Lauren Kolodny.Articles discussed on this episode:https://www.theinformation.com/articles/solana-gets-respectable-sets-sights-wall-streethttps://www.theinformation.com/articles/one-year-old-startup-notching-data-deals-model-makersTITV 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

Bret Taylor, CEO and Co-Founder at Sierra, and Winston Weinberg, CEO and Co-Founder of Harvey, discuss the capabilities of AI agents and the evolving market with our founder and editor-in-chief Jessica Lessin. Garrett Lord, CEO of Handshake, shares insights on the future of work in the AI era. We also speak with Aaron Holmes from The Information, who uncovers why the cost of AI models is rising.Articles discussed on this episode:https://www.theinformation.com/articles/cost-buying-ai-creeping-boosting-microsoft-sellershttps://www.theinformation.com/articles/character-ai-talks-sell-raise-money-year-founders-departTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The InformationSign up for the AI Agenda newsletter

Raptive's Paul Bannister and The Information’s Cathy Perloff talk with TITV Host Akash Pasricha about publishers' changing demands for AI content licensing. We also talk with Ultra Robotics' Jon Miller Schwartz & Reporter Rocket Drew about human-robot collaboration and Beehiiv's Tyler Denk about democratizing creator monetization. Lastly, we get into Eight Sleep's $100 million raise with CEO Matteo Franceschetti.Articles discussed on this episode:https://www.theinformation.com/articles/behind-robots-human-operator-toilshttps://www.theinformation.com/articles/news-publishers-shift-ai-licensing-focus-usage-based-dealshttps://www.theinformation.com/articles/the-co-founders-of-eight-sleep-want-to-optimize-your-performance-in-bedTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information. Sign up for the AI Agenda newsletter.

Grammarly CEO Shishir Mehrotra talks with TITV Host Akash Pasricha about new AI agents for students. We also talk with The Information's Anne Gehan about Walmart's e-commerce fight with Amazon and Kalley Huang about Meta's AI team restructuring. Finally, we get into the ongoing chip war with author Chris Miller.Articles discussed on this episode:https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The InformationSign up for the AI Agenda newsletter

Kathy Perloff, Theo Wayt, and Shweta Khajuria talk with TITV Host Akash Pasricha about the ad tech rivalry between Amazon and The Trade Desk. We also talk with Theo Wayt about Elon Musk’s xAI and its unique talent pool, Jake Loosararian, CEO of Gecko Robotics, explains how his company’s robots are used across different sectors, and Lin Qiao, CEO of Fireworks AI, details how her company helps application developers with quality, speed, and cost for their AI products.Articles discussed on this episode:https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information.Sign up for the AI Agenda newsletter

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

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

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.

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.

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

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 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.

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 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.

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 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