The Information's TITV

Dave Morin, founder of Offline Ventures and OpenClaw board member, talks about stewarding the OpenClaw open-source project. James Cadwallader, CEO of Profound, explains AI marketing and agent-based brand tools. Darrin Peller, fintech analyst at Wolf Research, discusses Block’s 40% cuts and company finances. They cover layoffs vs bloat, cloud and chip alliances, OpenAI/Amazon deals, Netflix-WBD bidding fallout, Anthropic-Pentagon tensions, and AI answer-engine marketing.

Cory Weinberg, finance reporter covering defense startups and funding. Anita Ramaswamy, financial columnist on enterprise software and AI effects. Matt Bryson, semiconductor analyst tracking chip earnings and market dynamics. They dig into Amazon’s conditional $50B OpenAI deal, Nvidia’s huge quarter and stock drop, AI-driven reshaping of Salesforce and Snowflake, tech debt for AI capex, and autonomous warships and robot data infrastructure.

Sheel Mohnot, fintech investor weighing who might buy PayPal and why. Ann Gehan, e-commerce reporter tracking the move from agentic shopping to in-chat checkout buttons. Stephanie Palazzolo, AI audio reporter on language gaps and OpenAI’s push into India. Nick Baird, Koa co-founder building ad infrastructure to help AI apps monetize and cover inference costs. They discuss potential acquirers, commerce UX shifts, multilingual audio hurdles, and AI ad economics.

Bradley Tusk, startup investor and regulatory strategist; Rocket Drew, AI and robotics reporter; Sarah Sachs, Notion’s AI lead; Austin Lyons, AI hardware analyst. They discuss Meta’s six-gigawatt AMD compute deal and its market implications. Notion’s launch of custom agents, integrations, governance and usage-based pricing. Anthropic’s wide-ranging research into rogue agents and safety testing.

Sam Liang, CEO of Otter AI, leads a meeting-intelligence company with 30M users. Gil Luria, tech analyst at DA Davidson, covers Nvidia, chip demand, and AI infrastructure. Anissa Gardizi, cloud reporter, explains OpenAI’s Stargate compute pivot and partner hassles. Theo Waite, SpaceX reporter, breaks down Starlink’s $50 plans, retail push, and telecom challenge. Multiple short conversations on competition, compute, and chips.

Stephanie Palazzolo, AI reporter covering OpenAI’s device efforts; Evan Skorpen, public-equity partner focused on software valuations; Amy Dockser Marcus, health reporter tracking longevity experiments. They discuss OpenAI’s hush-hush smart speaker and related device plans. They debate why software multiples look cheap and where AI fits for SaaS. They explore mitochondrial transplants and Silicon Valley’s rush into longevity treatments.

Dallas Dolan, PwC tech leader on enterprise AI and shifting software models; Myles Krupa, AI and finance reporter on chip financing and AMD’s backstop; Avery Marquez, Renaissance Capital IPO strategist on investor appetite for AI listings; Anne Guillen, e-commerce reporter tracking consumer IPOs. They discuss OpenAI’s massive funding and IPO timing. They cover Hungryroot and consumer IPO quality. They unpack AMD’s chip-financing play and the evolving SaaS spending model.

Sri Muppidi, tech reporter on Anthropic/OpenAI deals; Anissa Gardizi, cloud and compute reporter on data-center strategy; Reed Duchscher, founder of Night Media on creator-economy growth; Stephanie Palazzolo, AI reporter on continual learning. They discuss Anthropic’s massive revenue-share deals with cloud providers. They unpack Meta and Nvidia’s big partnership. They cover soaring paychecks and talent driving AI data-center buildouts.

Corey Weinberg, finance reporter covering deal-making, breaks down Anduril’s $60B fundraising talks. Jim Lanzone, Yahoo CEO steering a turnaround, explains the new AI search Scout. Ann Guillen, e-commerce reporter, details Pinterest’s internal Code Red over ad revenue. Rocket Drew, AI and robotics reporter, reports on OpenClaw and OpenAI’s agent race. They dive into valuations, AI agents, ad fixes, and search monetization.

Miles Kruppa, AI and finance reporter covering Groq’s $7.6B payout and data-center financing. Anastasios Angelopoulos, CEO of Arena, expert on live AI benchmarking and leaderboards. Nick Wingfield, features editor analyzing orbital data centers and Starship’s role. They debate Musk’s orbital data center push, how live model rankings work, Groq’s licensing payout and finance strategies for hyperscale data centers.