The Information's TITV

Martin Peers, co-executive editor at The Information, offers editorial context on AI industry shifts. Laura Mandaro, managing editor, tracks startups nearing IPOs. Peter Deng, former OpenAI product VP, talks consumer AI product strategy and taste. Rocket Drew, AI reporter, covers the $109B legal claim and courtroom developments. They discuss Musk vs Altman legal stakes, xAI’s hiring and coding push, consumer AI design, IPO dynamics, and Meta’s model delays.

Yueqi Yang, crypto reporter who covered Gemini’s struggles and the Winklevosses’ pivot. Anissa Gardizy, cloud reporter tracking Microsoft’s Texas data-center talks. Jason Salino, equity analyst decoding Atlassian’s 10% cut and AI shift. Josh Wolfe, Lux Capital partner warning of macro risks and irrational data-center CapEx. They discuss crypto pivots, hyperscaler capacity questions, Atlassian’s AI bet, and big CapEx concerns.

Tomasz Tunguz, venture investor focused on SaaS and cloud infrastructure; Tyler Radke, Citi software equity analyst; Anne Guillen, e‑commerce reporter on ChatGPT apps; Dallas Dolan, PwC tech leader on AI-driven SaaS sales. They unpack Nvidia’s big Nebius bet and NeoCloud strategies. They dig into Oracle’s cloud rebound and margins. They explore ChatGPT apps, Sora video integration, commerce friction, and outcome-based AI selling.

Aditya Agarwal, former Dropbox CTO turned investor, reflects on the vibe-coding paradigm shift. Jing Yang, Asia bureau reporter, breaks down Tencent’s push to link WeChat agents to mini programs. Aaron Holmes, Microsoft reporter, covers Office plus Copilot bundling and regulatory risk. Venky Ganesan, Menlo Ventures partner, discusses Nvidia’s Thinking Machines tie-up and broader chip-and-AI deal dynamics.

Stephanie Palazzolo, AI reporter covering model releases and legal fights; Anita Ramaswamy, financial analyst who parses valuations and investor sentiment; Anissa Gardizy, cloud and compute reporter tracking data centers and chip supply chains. They discuss Anthropic’s lawsuit with the Pentagon, developer reaction to GPT‑5.4 and BIDAI audio, OpenAI’s lofty IPO valuation and investor skepticism, and Nvidia, Groq and TPU moves in data center deals.

Amy Dockser Marcus, health and science reporter who covered 23andMe’s nonprofit pivot. Chenna Liu, Asia reporter tracking China’s memory-chip shift. Shiv Verma, Robinhood CFO explaining a new public venture fund and prediction markets. Laura Mandaro, managing editor adding industry context. They discuss Anthropic’s DoD spat and Silicon Valley fallout. OpenAI narrowing its shopping and ads focus. China’s domestic memory chip surge. Anne Wojcicki’s plan for 23andMe.

Alexa Liautaud, General Catalyst partner investing in defense and space startups. Theo Waite, reporter on Starlink’s push into European mobile partnerships. Tristan Guerra, Baird semiconductor analyst on Broadcom’s AI chip ramps. Catherine Perloff, ad-tech and Amazon reporter on OpenAI’s ad talks. Anne Guillen, e-commerce reporter on OpenAI’s shift from in-chat checkout to app-based shopping. They discuss OpenAI’s commerce pivot, ad partnerships, Starlink’s telco hurdles, and Broadcom’s AI momentum.

Juro Osawa, Asia reporter who covered China’s OpenClaw frenzy. James Everingham, Guild.ai CEO and former Meta engineering lead. Aaron Holmes, tech reporter focused on Microsoft and dev tools. They discuss OpenAI building a GitHub alternative and how it might integrate with coding AIs. They cover China’s rapid adoption of OpenClaw and the agent-driven startup rush. They unpack shifting dynamics in the AI chip supply chain.

Stephanie Palazzolo, AI policy reporter covering the OpenAI–Anthropic–Pentagon talks and talent shifts. Catherine Perloff, Amazon ad and product reporter, on chatbot ad plays. Matt Harp, CEO of Basis, on building AI accounting agents and fundraising. Tom Schmidt, partner at Dragonfly Capital, on a new crypto fund and crypto–AI overlap. Steve Koenig, Macquarie analyst, on MongoDB results and enterprise AI trends.

Erin Woo, reporter on AI and defense, breaks down Anthropic’s clash with the Pentagon and OpenAI’s different DoD approach. Ethan Choi, investor at Khosla Ventures, weighs contract language, risk and investment stakes in frontier models. Aaron Tilley, Apple reporter, explains Apple’s talks with Google for Siri and cloud limits. Ann Davis Vaughn, AI infrastructure columnist, maps a $75B extra high-voltage buildout and China’s ultra high-voltage lead.