SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It
The Information’s Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision ...
5 Kesä 29min
Meta’s $200 AI Agent ‘Hatch’, Sam Altman-back Helion Valuation Hits $15.5B, Snowflake’s New AI Tools
The Information’s San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta's internal plans to charge up to $200 a month for its premium AI agent, Hatch. We also talk with ...
4 Kesä 41min
Microsoft’s Homegrown AI Models, Trump’s AI Executive Order, OpenAI to Merge Codex & ChatGPT
TITV Host Akash Pasricha talks with Aaron Holmes about Microsoft’s new Scout agent, Dev Box hardware, and seven custom AI models designed to undercut OpenAI. KeyBanc’s John Vinh joins to discuss Marve...
3 Kesä 46min
Why Alphabet Wants $80 Billion for AI, Twitch’s Ad Plan & Self-Aware AI Models
The Information’s Akash Pasricha breaks down Amazon's shifting ad strategy with Catherine Perloff and its increasing reliance on third-party firms to scale ads on Twitch, Goodreads, and IMDb. Mostly M...
2 Kesä 50min
Anthropic Confidentially Files for IPO, Nvidia’s New Chip for PCs, Ex-Meta CTO on their AI Playbook
Breaking News: Anthropic files confidentially for an IPO following a $900 billion pre-investment valuation round, intensifying pressure on OpenAI to expedite its public market timeline. We also look a...
1 Kesä 34min
Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI Risk
Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Lau...
29 Touko 38min
Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump
D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk wit...
28 Touko 32min
Polymarket’s Regulatory Hurdles, Pre-IPO Betting Boom on Prediction Markets, AI Increasing Workloads
Finance reporter Michael Roddan joins TITV Host Akash Pasricha to discuss the global regulatory hurdles and strict customer identification questions facing Polymarket. Crypto reporter Yueqi Yang break...
27 Touko 43min
