Tough capital decisions and planning for 2026

OpenAI reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's potential $750 billion valuation and the internal organizational tensions slowing down ChatGPT. We also talk with Robinhood’s Steve Quirk about the firm's new AI research tools and the surge in prediction markets interest, and The Information’s Anissa Gardizy about the financing hurdles facing Oracle’s newest data center. We also get into Lyft’s financial turnaround with CFO Erin Brewer and discuss the future of the media landscape with Axios CEO Jim VandeHei and The Information’s CEO Jessica Lessin. Lastly, the Tubi CEO Anjali Sud joins to announce its first-ever TikTok Awards.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openais-organizational-problems-hurt-chatgpt

https://www.theinformation.com/articles/openai-discussed-raising-tens-billions-valuation-around-750-billion

https://www.theinformation.com/articles/openais-chatgpt-problem

https://www.theinformation.com/briefings/youtube-will-broadcast-oscars-starting-2029

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to: 

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda