The Information's TITV

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.

In this discussion, technology reporter Theo Wayt reveals Elon Musk’s ambitious strategy to replace X staff with xAI's Grok and introduces the Siboleyev twins driving this initiative. Zack Lloyd, CEO of Warp, shares findings showing Google’s Gemini 3.0 outperforms OpenAI in coding tasks. Jackson Ader, a software equity analyst, provides insights on how AI could shape future earnings for companies like Zoom and Salesforce, while also highlighting NVIDIA’s soaring cash flow and strategic investments to maintain its market edge.

In this engaging discussion, guests include Erica Brescia, managing director at Redpoint Ventures, who shares insights on investing in AI and the importance of cybersecurity. Glenn Fogel, CEO of Booking Holdings, reveals how AI is enhancing customer experiences in travel and their partnerships with frontier players like OpenAI. Amir Efrati debates the defining factors in the AI race, examining which companies may prevail amid financial realities, while also touching on the high-stakes lawsuit Elon Musk has filed against OpenAI.

Ben Bajarin, CEO and Principal Analyst of Creative Strategies, makes a strong case for NVIDIA's growth due to AI-driven demand, while Jay Goldberg from Seaport Research raises concerns over competition and market risks. Yueqi Yang, a crypto reporter, discusses Coinbase's upcoming prediction market collaboration with Kalshi, highlighting regulatory challenges. Paige Hendrix Buckner, CEO of All Raise, addresses the gender gap in venture capital, emphasizing the need for inclusive practices and measuring true influence in VC decision-making.

Ken Brown, finance editor at The Information, dives into AI-driven capital flows, discussing whether the current AI boom is a bubble and identifying potential financial risks. Shaown Nandi from Amazon Web Services explores how inference costs are set to drop significantly, reshaping AI economics for companies. Meanwhile, Caspar Lee, a former creator turned investor, highlights the transition in the creator economy towards interest-based algorithms, emphasizing the importance of audience ownership and diversifying revenue streams.

Jessica Lessin, Editor-in-Chief of The Information, dives into the major AI moves from Microsoft and NVIDIA, revealing a new partnership with Anthropic and discussing Jeff Bezos's AI startup, Prometheus. Erin Woo provides insights on Google’s Gemini 3.0, touching on its integration across platforms and user feedback. Catherine Perloff highlights Pinterest's cautious approach to generative AI and its impact on user experience. Lastly, Paul Kedrosky discusses the growing corporate debt in AI capital expenditure and the macro risks involved.