The Information's TITV

Yevgeny Dibrov, CEO who sold Armis to ServiceNow to speed cybersecurity integration. Ross Gerber, investor and Tesla commentator weighing Tesla’s shift to robots and the robo-taxi race. Tomasz Tunguz, VC tracking cloud, earnings, and enterprise SaaS trends. They discuss a possible $60B+ investment in OpenAI, cloud capacity and compute pressures, robo-taxi economics, and why Armis chose acquisition over IPO.

Ken Brown, finance editor who tracks SPACs and speculative listings; Ann Guillen, e-commerce reporter who covers Amazon retail moves; Aaron Holmes, Microsoft reporter focused on strategy and product responses; Josh Beck, Raymond James AI and cloud lead offering investment perspective. They discuss Amazon’s big layoffs and grocery-store shutdowns. Microsoft’s reaction to Anthropic’s Cowork and desktop AI tools. The return of speculative SPAC activity.

Jessica Lessin, veteran tech journalist, Josephine Woo, social media litigation reporter Erin Woo, and David Levy, cloud and AI infrastructure investor, join the conversation. They tackle Silicon Valley’s political fallout and internal company impacts. Dario Amodei’s AI essay and Anthropic’s ideas are debated. NVIDIA’s tie-up with CoreWeave and the rise and limits of edge inference are explained. Major trials over social platform addiction and Pinterest’s AI-driven shift are discussed.

Anissa Gardizy, cloud reporter covering data-center finance and NVIDIA–CoreWeave ties. Victor Riparbelli, CEO of Synthesia building AI-native video at scale. Ann Gehan, e-commerce reporter on premium ChatGPT ad pricing. Kevin McLaughlin, enterprise reporter on OpenAI vs Anthropic enterprise battle. They discuss OpenAI’s enterprise push and branding, a $60 CPM ad pilot, Synthesia’s $4B raise and AI video vision, and NVIDIA’s CoreWeave investment.

Laura Mandaro, Dealmaker columnist who tracks fintech M&A, and Mike Belshe, BitGo CEO who led its public listing. They dig into Capital One’s $5.15B purchase of Brex and what it means for fintech valuations. They also discuss BitGo’s IPO timing, retail allocations and tokenized shares. Short, sharp takes on consolidation, fundraising pain and how public markets are changing tech finance.

Join Apple reporter Aaron Tilley as he reveals Apple's plans for an AI wearable pin, discussing its potential features and the cautious strategy of Craig Federighi. Smooth Media's Josh Kaplan predicts TikTok's evolution in the creator economy. AI reporter Stephanie Palazzolo shares insights on OpenAI's restructuring. Kieley Taylor talks about brands navigating the risks of AI advertising. Finally, General Fusion CEO Greg Twinney unveils their ambitious $1 billion IPO and future clean energy goals.

Rich Greenfield, co-founder of LightShed Partners, sheds light on Netflix's ambitious strategy to acquire Warner Bros. as a long-term play to outperform linear TV. Alisa Rosenthal, former head of sales at OpenAI, discusses the transition to AI-native selling, emphasizing the need for transparency in ROI and integration timelines. They also dive into the concept of context graphs as a new competitive advantage for enterprises, while exploring rising data center costs and the importance of maintaining user trust in AI-driven advertising.

Andy Jassy, CEO of Amazon, shares insights on the company’s collaboration with OpenAI and their innovations in custom AI chips. He discusses the implications of AI in commerce and the sustainability of data centers. CJ Desai, CEO of MongoDB, reveals his 100-day plan and voices concerns about AI's impact on enterprise software. Erin Wu highlights the rapid adoption of Google's Gemini API and its potential to transform cloud consumption, despite some lingering product issues. Together, they explore the future of AI and technology at Davos.

Cory Weinberg, finance deputy bureau chief, and Martin Peers, tech co-executive editor, dive into the 2026 IPO prospects for SpaceX and Discord, highlighting the challenges of aging startups. Rocket Drew discusses the 'cracked engineers' trend reshaping the AI labor market, emphasizing how demanding AI standards are influencing talent acquisition. Oura CEO Tom Hale shares insights on FDA guidance for wearables and the potential future of healthcare, while Joshua Meyer outlines exciting advancements in AI drug discovery at the JPMorgan health conference.

Join Channer Liu, an Asia reporter focused on the semiconductor industry, as he discusses TSMC's record $56 billion capital spending and its dominance in advanced chipmaking. Stephanie Palazzolo dives into the drama at Thinking Machines Lab as co-founders return to OpenAI, stirring investor concerns. Analyst Gil Luria highlights Meta's heavy investment in Reality Labs amidst skepticism about its profitability. Lastly, Anita Ramaswamy sheds light on ByteDance's undervalued $330 billion, while Rocket Drew explores how companies are hiring and training AI-native talent.