SpaceX's $5B Loss, OpenAI Stargate Shakeup, and Is OpenAI “Too Big to Fail?”
The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. We host a Bull vs. Bear debate with Martin Peers an...
10 Huhti 43min
OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI Model
The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to a...
9 Huhti 32min
Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More?
Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realistically surpass Nvidia’s market cap. We also talk w...
8 Huhti 44min
Anthropic’s $30B Revenue Surge, Amazon’s Supplies Crackdown, Tokenmaxxing Takeover
New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with ...
7 Huhti 39min
OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom
The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about the growing tension between Sam Altman and Sarah Friar over OpenAI’s IPO timeline and massive cloud spending. We also talk wi...
6 Huhti 30min
Inside OpenAI’s TBPN Deal, Mega IPO Update: SpaceX, OpenAI and Anthropic
Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capit...
3 Huhti 37min
Inside SpaceX’s Confidential IPO Filing, Blackstone’s Sell-off Opportunity, Prediction Market-Crypto Crash Theory
PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We ...
2 Huhti 43min
Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis
TITV Host Akash Pasricha talks with Anita Ramaswamy about Oracle’s massive layoffs and AI spend surge, and Catherine Perloff joins to discuss Amazon’s Rufus chatbot ads. He also speaks with Aaron Holm...
1 Huhti 47min
