The Information's TITV

Yueqi Yang, crypto reporter covering market dynamics and regulatory risks, discusses crypto’s prolonged downturn and shifting startup strategies. Theo Waite, SpaceX reporter focused on the space industry, explores how SpaceX IPO hype reshapes stocks and rivals. Cheryl Cheng, M12 partner investing in regulated-industry AI, breaks down FedRAMP, data readiness, and controls needed to sell AI into finance and healthcare.

Jon McNeill, ex-Tesla president turned VC and author, reflects on Elon Musk’s management style and Tesla’s shift to humanoid robots. Julia Hornstein, VC reporter, explains how The Information picked the 2026 Next General Partners and trends shaping new GPs. They dive into Tencent’s OpenClaw push, Microsoft’s AI hiring moves, and private equity’s AI playbook in rapid-fire segments.

Rocket Drew, AI reporter who tracked Claude vs OpenClaw features. Alap Shah, policy thinker proposing centrist fixes for AI-driven job loss. Aaron DeBevoise, creator-economy CEO explaining creator TV and Sora’s shutdown. Jennifer Huddleston, tech policy expert on liability and Section 230 risks. They discuss a landmark social-media liability verdict, creator-economy shifts after Sora’s closure, AI labor policy proposals, and Claude closing feature gaps with OpenClaw.

Umesh Padval, a venture capitalist focused on chip startups, and Stephanie Palazzolo, an AI reporter covering OpenAI, join the conversation. They discuss SpaceX’s planned IPO filing and what it could mean. Stephanie explains OpenAI killing Sora and the shift toward world models and robotics. Umesh breaks down Arm’s leap into selling full CPUs and the competitive fallout for cloud players.

Jeetu Patel, Cisco president leading product and security, on autonomous AI agents, rogue-agent risks, and networking strategy. Kevin McLaughlin, enterprise software reporter, on AWS ramping internal agents to aid sales and partners. Valida Pau, deals reporter, on data-center M&A as a rare bright spot. Stephanie Palazzolo, AI reporter, on assigning multiple personas to coding agents to improve outputs.

Cory Weinberg, deputy bureau chief covering Anduril’s Ohio factory and manufacturing strategy. Jackson Ader, KeyBanc MD tracking stock-based compensation trends at software firms. David Levy, Porch Capital partner and ex-AWS bizdev analyzing chip and memory shifts. They dig into OpenAI’s retreat from in-chat shopping, SRAM vs HBM memory choices for AI inference, and Anduril’s big manufacturing push in Ohio.

Aaron Holmes, Microsoft reporter profiling Asha Sharma and Xbox strategy. Laura Mandaro, managing editor tracking AI adoption and industry reactions. Rocket Drew, robotics reporter covering NVIDIA GTC and field demos. They discuss AI agents aiding robot development and fleet coordination. Amazon’s acquisition of Rivr and its delivery robots. The White House’s new AI legislative framework and tensions between federal aims and state rules.

Ross Gerber, CEO of Gerber Kawasaki, offers market and SaaS investing perspective. Marc Boroditsky, Nebius CRO, discusses a $4B convertible raise and partnerships with Nvidia and Meta. Brit Morin, Offline Ventures co-founder, explores AI agents, creator economics, and consumer workflows. They dive into Meta’s rogue AI security scare, Nebius’s 2026 strategy, and SaaS debt drama in short, punchy conversations.

Yueqi (Yuechi) Yang, crypto reporter covering payments and blockchain, discusses Coinbase’s push to build payment rails for AI agents. Jake Loosararian, CEO of Gecko Robotics, talks about deploying inspection robots under a $71M Navy deal. Stephanie Palazzolo, technology reporter, explains vibe coding apps and Apple’s crackdown. The conversation jumps between AI payments, app-store friction, and robots for critical infrastructure.

Dan Rogers, Asana CEO, on AI Teammates for collaborative work. Sri Muppidi, reporter on AI deals, on OpenAI’s AWS-Pentagon arrangement. Aaron Ginn, Hydra Host CEO, with on-the-ground perspective from NVIDIA’s GTC and infrastructure competition. They discuss Nvidia’s GTC reveals, government AI contracts and cloud carve-outs, and Asana’s agent strategy for teamwork.