SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush
TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starl...
5 Elo 34min
Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives
Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The...
4 Elo 39min
Claude Hacked Real Companies During Tests, AWS Revenue Growth Accelerates, What’s Next for Apple?
Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple’s supply chain constrai...
31 Heinä 56min
Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits
Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Ja...
30 Heinä 37min
ChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ
The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about ChatGPT nearing 1 billion weekly active users and Stripe's $10 billion OpenRouter acquisition. We also talk with Rocket ...
29 Heinä 46min
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King
TITV Host Akash Pasricha talks with Leo Schwartz about the White House finalizing its voluntary AI safety framework for frontier model labs. We also talk with Aaron Holmes about Microsoft’s new AI sec...
28 Heinä 36min
Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy
Jeff Barg, Head of AI at Clay, talks with TITV Host Akash Pasricha about Anthropic’s Opus 5 release and Clay’s approach to open-source. We also talk with Theresa Payton, former George W. Bush CIO and ...
28 Heinä 44min
Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI
Sapphire Ventures’ Jai Das talks with TITV Host Akash Pasricha about the big tech pushback against open-weight AI regulation and OpenAI’s recent sandbox exploit. We also talk with Runway Chief Product...
24 Heinä 41min
