The Information's TITV

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.

Join Roman Chernin, Co-founder of Nebius, an AI-focused cloud provider, as he dives into the evolving landscape of AI infrastructure. He reveals how open-source models can drive performance while discussing the trade-offs between closed and open-source systems. Roman also highlights Nebius' dynamic pricing strategies and the emphasis on total cost of ownership for customers. With ambitious goals for 2026, he outlines how specialization can outshine universal cloud solutions in the competitive AI sector.

Juro Osawa, Asia correspondent, reveals Tencent's aggressive poaching of ByteDance researchers as China's AI talent war heats up. Rishi Jaluria from RBC Capital Markets discusses Oracle's staggering $10 billion cash burn and the investor concerns surrounding its AI cloud expansion. Navin Chaddha of Mayfield introduces the concept of 'cognition as a service', highlighting potential new markets. Lastly, Sandy Hawkins, CEO of TalkShop Live, shares insights on live-stream commerce and how TikTok's strategies influence her platform's growth.

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.