The Information's TITV

Rocket Drew, an AI and robotics reporter, profiles Boris Cherney and Claude Code. Cory Weinberg, finance reporter, unpacks SpaceX’s consolidated finances and losses tied to xAI. Jason Dean, San Francisco bureau chief, and Martin Peers, co-executive editor, spar over OpenAI’s leadership and market position. Anissa Gardizy, cloud and compute reporter, reveals Stargate departures and the fierce fight for data-center talent.

Gil Luria, D.A. Davidson tech analyst, breaks down Meta’s new models and its $21B CoreWeave compute move. Laura Bratton, Applied AI writer, covers ServiceNow’s agentic context engine and customer-data monetization. Sri Muppidi, tech reporter, walks through OpenAI’s surprising $102B ad projection and how the ad product and growth challenges could play out.

Tomasz Tunguz, venture investor focused on AI startups, on Anthropic’s Claude Mythos, security risks and when it might rival Nvidia. Ken Brown, senior finance editor, on a cash-based Holt valuation that puts Nvidia’s price in perspective. Aaron Holmes, Microsoft reporter, on AI agents flooding GitHub and causing outages. Yueqi Yang, crypto reporter, on Polygon Labs’ potential $100M pivot into stablecoin payments.

Mustafa Neemuchwala, NEA partner and AI/enterprise investor, discusses Anthropic’s $30B run rate and compute partnerships. Ann Gehan, e-commerce reporter, explains Amazon’s pressure on suppliers amid tariffs and oil costs. Stephanie Palazzolo, AI reporter, covers Anthropic’s OpenClaw pricing change and developer backlash. Rapid growth, compute crunches, supplier margins and token-driven productivity trends come up in lively turns.

Anissa Gardizy, The Information reporter on OpenAI and cloud-spend, Theo Waite, SpaceX and Starlink reporter, and Rex Woodbury, VC and startup talent specialist. They unpack internal tensions at OpenAI over IPO timing and massive compute costs. They reveal Starlink’s surprisingly small T-Mobile deal and the scale challenge for mobile. They also explore why storytelling and brand are winning strategies for early-stage startups.

Martin Peers, executive editor with a knack for tech narratives; Corey Weinberg, finance analyst tracking IPO mechanics; Rak Garg, Bain Capital Ventures partner focused on tech-enabled services and security; Mitchell Green, Lead Edge Capital founder investing in growth-stage tech. They debate mega-IPO narratives versus fundamentals, SpaceX’s towering valuation, OpenAI funding signals and proxy questions, and security challenges from low-code and agent identity.

Ken Brown, senior finance editor tracking prediction markets and crypto regulation. Yazan El-Baba, Emergence Capital partner focused on enterprise AI efficiency. Anita Ramaswamy, financial columnist covering asset managers and private credit. Franco Granda, PitchBook analyst modeling aerospace and satellite valuations. They dig into SpaceX’s valuation math, Starlink growth assumptions and Starship risks. They also debate Blackstone’s private credit exposure, AI firms’ need for efficiency, and the regulatory squeeze on prediction markets.

Sebastian Mallaby, author who interviewed Demis Hassabis about DeepMind; Molly Welch, Radical Ventures partner focused on AI investing and physical-world AI; Catherine Perloff, Amazon reporter covering Rufus chatbot ads. They discuss Oracle’s cuts and AI spending. They unpack Amazon’s sponsored prompts and ad tradeoffs. They review Anthropic’s Claude code leak and risks around AI-generated code and security.

Will Ahmed, WHOOP founder and CEO, on the company’s $10.1B valuation, global expansion, and shift from fitness to medical-grade health monitoring. Mustafa Nimuchwala, NEA partner, on NVIDIA’s strategic investments and AI infrastructure financing. Ken Brown, senior finance editor, on IPO dynamics and the pressure of relative returns for big listings. Aaron Tilley, Apple reporter, on Apple’s crackdown and control over vibe-coding apps.

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.