The Information's TITV

Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance

The Information's Phoebe Liu talks with TITV Host Akash Pasricha about Nvidia AI chip price hikes and exclusive reporting on a potential $30B Perplexity deal. We also talk with Starcloud CEO Philip Johnston about their $250M raise for orbital data centers and Catherine Perloff about Amazon becoming a vital outlet for independent merchants.Articles discussed on this episode: https://www.theinformation.com/articles/amazon-becomes-vital-sales-outlet-independent-merchantshttps://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-dealSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Nvidia AI Chip Prices to Rise About 17%05:49 - Exclusive: Nvidia Weighs Perplexity Investment at $30B+ Valuation12:35 - Starcloud Raises $250M at $2.3B Valuation for Orbital Data Centers24:24 - Amazon Becomes Vital Sales Outlet For Independent Merchants

Ranking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter

In this week’s Editor’s Cut, Martin Peers and Meredith Mazzilli talk with guest TITV Host Rocket Drew about Stripe's acquisition of OpenRouter and potential PayPal moves. We also talk with Aaron Holmes about AT&T using open-source models to curb Anthropic and OpenAI costs, and we get into AI safety standards and frontier company scorecards with Steven Adler, Co-Founder and Chief Scientist at Guidelight AI Standards.Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/t-using-open-source-models-curb-anthropic-billshttps://www.theinformation.com/articles/new-robotics-arms-race-can-craziest-hype-videoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Stripe Acquires OpenRouter for $7.5B10:05 - Stripe’s Potential PayPal Deal12:30 - AT&T Cuts AI Bills with Open Source21:29 - Assessing Security Practices of AI Labs

Anthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen.Articles discussed on this episode: https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancyhttps://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuationhttps://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-designSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Anthropic's JV Acquires Casper Studios08:12 - Nvidia In Talks for $20B Mercor Round10:25 - Robinhood-Backed Prediction Exchange Rothera19:38 - SEC's First Crypto Token Rule Proposal22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins

OpenAI Slows Model Development After AI Hack, Anthropic Founders Grab Voting Power Ahead of IPO

AI and Robotics Reporter Rocket Drew talks with TITV Host Akash Pasricha about OpenAI pausing model training after its AI hack incident. We also talk with Leo Schwartz about unanswered White House AI plans and Cory Weinberg about Anthropic founders grabbing voting power. Lastly, we get into voice-to-text AI models with Wispr CEO Tanay Kothari.Articles discussed on this episode: https://www.theinformation.com/articles/ai-companies-unanswered-questions-white-house-model-testing-planhttps://www.theinformation.com/articles/anthropic-prepares-supervoting-power-founders-readies-mega-ipoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:12 - OpenAI Pauses Astra Model Training Over Cyber Risks10:58 - White House AI Framework Leaves Valley in Limbo20:10 - Anthropic Founders Grab Voting Power Ahead of IPO30:22 - Wispr CEO Tanay Kothari on $2B Valuation & AI Voice

Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business

The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell.Articles discussed on this episode: https://www.theinformation.com/articles/uber-bears-taken-wrong-turnSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom