The Information's TITV

Bill Ready, CEO of Pinterest, navigates the AI landscape, emphasizing open-source models to revolutionize e-commerce and advertising. Miles Kruppa highlights the UAE fund MGX’s significant role in financing U.S. data centers, while Shaown Nandi of AWS unveils the Nova model family, focusing on customization for enterprises. The conversation touches on China’s urgent Nvidia H200 chip meetings and DeepSeek's innovative chip sourcing. Together, they explore how AI is reshaping shopping, advertising, and data infrastructure.

Sylvia Varnham O'Regan, Washington D.C. correspondent for The Information, delves into how the AI backlash, fueled by fears of job loss and rising data center costs, could significantly influence the 2026 midterm elections. Ann Gehan, an e-commerce reporter, discusses the implications of Instacart's new ChatGPT integration, exploring how it could reshape advertising and commerce strategies. The conversation also touches on NVIDIA's chip sales to China, as well as IBM's $11 billion acquisition of Confluent and its impact on real-time data streaming.

Martin Peers, Co-executive Editor at The Information, dives into Paramount's audacious $30 tender offer for Warner Bros. Discovery, exploring its strategic edge over Netflix. Paul Meeks analyzes IBM's $11 billion acquisition of Confluent, revealing its integral role in IBM's AI ambitions. Sri Muppidi sheds light on OpenAI's 'Code Red' and the pivotal role of ChatGPT's leader, Nick Turley. Yueqi Yang discusses the fierce competition in prediction markets, spotlighting Kalshi’s remarkable $11 billion valuation and the evolving landscape.

Martin Peers criticizes Netflix's $82.7 billion acquisition of Warner Bros., calling it a major blunder due to regulatory challenges and strategic missteps. Jemima McEvoy highlights Broadcom's emergence as a leader in AI chips under CEO Hock Tan, known for his frugal management style. Jessica Lessin discusses the intensifying rivalry between OpenAI and Google, while Andrew Yaffe shares insights into Dude Perfect's successful expansion from YouTube into a multifaceted media and consumer products empire.

Catherine Perloff, a tech reporter focused on bot detection, discusses the confusion web publishers face over traffic sources and emerging solutions to combat AI scraping. Steven Ehikian, CEO of C3 AI, shares insights from his first 90 days, detailing revenue challenges and a renewed focus on enterprise AI. Stephanie Palazzolo explores OpenAI's new 'Garlic' model designed to counter Google’s Gemini 3, while discussing the 'split brain' issue affecting model training. Finally, Rocket Drew analyzes the latest in robotics policy and the rising costs from tariffs.

Aaron Holmes, a Microsoft reporter, discusses the company's decision to lower AI agent sales quotas due to client hesitations and industry-wide adjustments. Finance editor Ken Brown analyzes the increasing role of credit ratings agencies in overseeing AI debt, highlighting potential risks. Nnamdi Okike of 645 Ventures shares insights on declining venture capital fundraising and the challenges of venture debt. Lastly, Johannes Reck, CEO of GetYourGuide, explores the competitive landscape of the travel experiences market and the implications of European regulation.

Jessica Lessin, Editor-in-Chief of The Information, shares insights on OpenAI's 'Code Red' declaration, emphasizing the trade-off between focusing on ChatGPT improvements versus ad revenue. Anissa Gardizy discusses Marvell's strategic talks to acquire Celestial AI amid challenges in AI data center construction. The conversation also dives into Apple's AI leadership troubles following major departures and the potential for a new advertising boom driven by AI platforms, raising questions about user experience and monetization timing.

Kevin McLaughlin, an enterprise software reporter, dives into AWS re:Invent and Amazon's new Nova AI model, detailing the competition with Bedrock. Qianer Liu discusses China's ambitious push to curb NVIDIA reliance and promote its domestic chip industry, while exploring the implications for the US-China tech rivalry. Ryan Jones shares insights on Flighty's accurate flight-tracking using pilot-grade data, and Bianca Gates reveals Birdies' unique holiday sales strategy in the footwear market, blending style and comfort.

Sri Muppidi, a tech reporter at The Information, discusses OpenAI's ambitious goal of achieving 220 million paid ChatGPT users by 2030, emphasizing competition with Google's Gemini. Nancy Tengler, CEO of Laffer Tengler Investments, analyzes market movements in big-tech stocks and debates if the AI sector is in a bubble. Ken Brown, a finance editor, unpacks crypto market dynamics, focusing on stablecoin risks and potential contagion impacts. Finally, sports reporter Sara Germano reveals how AI-generated music is shaping figure skating amid complex licensing challenges.

This discussion features Erin Wu, a technology reporter focused on Google’s TPU strategy, who explains how Google aims to compete with NVIDIA by pitching TPU chips to major players like Meta. Stephanie Palazzolo, an AI reporter, reveals concerns around Google's pretraining advantages with Gemini 3. Finance reporter Miles Kruppa discusses rising debt linked to Oracle’s data centers, while Ron Bencer analyzes the IPO outlook for 2026. Lastly, Chaz Englander, CEO of Model ML, shares insights on automating financial workflows with AI and their recent funding success.