The Information's TITV

Join AI reporter Stephanie Palazzolo as she unpacks Meta's $2 billion acquisition of Manus, an innovative browser-controlling AI agent. Willy Lee discusses the rise of neoclouds like CoreWeave, highlighting their potential in AI infrastructure. Aaron Tilley predicts how Apple plans to rebound from its AI slump in 2026, including a Siri overhaul using external models. Theo Waite delves into Elon Musk's ambitious 2025 targets, assessing where Tesla and other ventures fell short. A spirited discussion on the future of AI and tech investments awaits!

Join finance experts Cory Weinberg, Paul Meeks, Anita Ramaswamy, and Ken Brown as they delve into the game-changing $20 billion deal between NVIDIA and Groq. Discover the implications for the AI chip market and why Waymo's potential $100 billion valuation could be justified through innovative revenue paths. The panel also discusses the burgeoning prediction markets, their regulatory challenges, and how political connections could influence their growth. Exciting insights that underscore the intersection of technology, finance, and regulation!

Sri Muppidi, a reporter focused on OpenAI, reveals plans for integrating ads in ChatGPT to target a $110 billion revenue goal by 2030. Amir Efrati, with extensive expertise in tech finance, discusses OpenAI's ambitious $100 billion fundraising strategy and its implications for investors. Laura Mandaro emphasizes the shift towards equity to manage cash burn. Theo Waite highlights local backlash against XAI's presence in Memphis, linking it to SpaceX's IPO ambitions. Together, they explore the intersection of technology, community reactions, and financial markets.

Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.

Merrill Lutsky, Co-founder and CEO of Graphite, shares insights on selling to Cursor and the importance of unbiased code review. Matt McIlwain from Madrona Ventures discusses predictions for private-to-private mergers in AI software and market durability challenges. Rocket Drew, a robotics expert, warns about safety issues with humanoid robots, citing early incidents. Steve LeVine analyzes Ford's strategic withdrawal from EV production in favor of AI data centers, reflecting a significant industry shift.

Jessica Lessin, Founder and CEO of The Information, shares bold predictions for 2026, including significant tech layoffs and the rise of Google Gemini in specialized AI applications. Dallas Dolen from PwC discusses the necessity of consolidation in streaming media and the emergence of agentic commerce driven by AI. Tether's plans for going public and a record-breaking second half for IPOs, led by SpaceX, are also highlighted. Plus, insights into how AI will reshape job descriptions and accountability in the workplace.

Steve Quirk, Chief Brokerage Officer at Robinhood, discusses the firm's innovative AI tools designed to enhance trading and their new focus on prediction markets. Aaron Brewer, Lyft's CFO, delves into the company’s financial turnaround and future plans for autonomous vehicles. Jim VandeHei, co-founder of Axios, explores the shifting media landscape and the challenges of the 'post-news' era. Finally, Anjali Sood, CEO of Tubi, shares insights on their collaboration with TikTok for the upcoming TikTok Awards, integrating AI for enhanced user experience.

Anissa Gardizy, a cloud and compute reporter, dives into Amazon's potential $10 billion investment in OpenAI and the proposed use of AWS Trainium chips. Katie Roof reveals Waymo's early $100 billion fundraising talks and the challenges of its profitability against high R&D costs. Valida Pau and Stephanie Palazzolo discuss AI labs' hunt for specialized data with dwindling public sources, emphasizing the complexities of pricing and privacy. Meanwhile, Ken Brown analyzes the 'scarcity premium' risks for significant upcoming IPOs, drawing intriguing historical parallels.

Kevin McLaughlin discusses Databricks' staggering $4 billion funding round and the growing concerns around corporate chatbots. Yueqi Yang sheds light on LeadBank's tighter controls in the stablecoin market. Rajeev Dham shares bold predictions for AI convergence by 2026 and the future of customer support. Rocket Drew explores SETI's ambitious plan for AI-powered telescopes, aiming to land funding from Jensen Huang. Prithivi Pradeep emphasizes Centific's role in data labeling and the rapid advancements expected in humanoid robots.

Nick Wingfield, a technology reporter specializing in space, and Tim Farrar, president of TMF Associates and satellite industry expert, dive into the intriguing potential of space data centers powered by solar energy. Wingfield discusses how these centers could tackle power and cooling challenges, while Farrar analyzes the implications of a $1.5 trillion IPO for SpaceX, emphasizing its reliance on Starlink's success. Together, they explore the intricacies of SpaceX’s business model and the future of the satellite industry.