Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions
UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We also talk with UBS’ Gary Marcus about his takeaways f...
1 Maj 38min
Meta Raises CapEx up to $145B, Microsoft Copilot Sales Up 33%, Elon Musk Battles OpenAI Lawyer
Jefferies Senior Analyst Brent Thill joins Senior Finance Editor Ken Brown to break down Meta’s massive $145 billion CapEx forecast and why Mark Zuckerberg’s monetization plan is rattling Wall Street....
30 Apr 37min
Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast
The Information’s Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some customers are underwhelmed. We also talk with Sri Muppid...
29 Apr 29min
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements
The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo a...
28 Apr 40min
From the New York Stock Exchange: Financing the AI Revolution
At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is c...
27 Apr 30min
Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal
The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We al...
24 Apr 33min
Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance
Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also ta...
23 Apr 34min
SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains
The Information’s Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with report...
22 Apr 52min
