TI The Information's TITV

Podcast

The Information's TITV

The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.

Website ↗ Last published 2 November 2026 436 posts collected by Sputnik

Said on The Information's TITV

“TSMC says it's sold out until 2028, and NVIDIA is talking about the same thing. So the industry doesn't have enough, and it probably won't have enough even data center memory until 2030.” — Patrick Moorhead, The Information's TITV
Patrick Moorhead · 30 Oct 2026 Listen →
“The semiconductor business is a cruel business in that if you find yourself with the wrong architecture, you're literally going to have a hard time fighting back. It'll take you four years. You lose the recipe in a foundry, it could take you even longer. And then when you try to connect the two together, which Intel is doing between design and foundry, it is and continues to be a challenge.” — Patrick Moorhead, The Information's TITV
Patrick Moorhead · 30 Oct 2026 Listen →
“I am much more worried about the risk of underbuilding than overbuilding.” — Amanda Peterson Corio, The Information's TITV
Amanda Peterson Corio · 29 Oct 2026 Listen →
“What I think is inconsistent is if these SI mega corps say, hey, you have to stop me because I can be doing something dangerous. I'm a drunk driver in the car. You've got to pull me over. I can pull over myself, but you have to pull me over so the other guys don't get there first. That kind of thing doesn't make a lot of logical sense to me.” — Emil Michael, The Information's TITV
Emil Michael · 19 Oct 2026 Listen →

Hosts

The Information's TITV is hosted by Akash Pasricha , Cory Weinberg , Stephanie Palazzolo , Aaron Holmes , Jessica Lessin , Rocket Drew , Martin Peers , Theo Wayt , Anissa Gardizy , Catherine Perloff , Ann Gehan and Aaron Tilley .

Recent Episodes

  1. 2 Nov 2026

    Apple and Meta’s Robotics Pushes, Anthropic’s Nearly $900B Compute Commitments

    With Jyoti Mann and Saanya Ojha

  2. 30 Oct 2026

    Intel Shares Plunge 25%, Cohere Targets $5B Series E and Binance Hit by $6.3B Hack

    With Joelle Pineau , Patrick Moorhead , Ken Gawrelski and Nikhil Raghuveera

  3. 29 Oct 2026

    The Information’s Women in Tech, Media and Finance Summit 2026

    With Anne Wojcicki , Lori Goler , Amanda Peterson Corio , Nicole Su and Brittany Greenfield

  4. 28 Oct 2026

    OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products

    With Shiv Verma , Umesh Padval , Ben Pouladian and Gopal Srinivasan

  5. 27 Oct 2026

    Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B

    With Gil Luria , Charlie Gottdiener and Jason Goodison

  6. 26 Oct 2026

    Anthropic Files for IPO as OpenAI Cuts Prices, Stripe's AI Shopping Lead Challenges Card Networks

    With Tomasz Tunguz , CJ Gustafson and Edward Hu

  7. 23 Oct 2026

    1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1

    With David Faugno and Anusha Ramesh

  8. 22 Oct 2026

    Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow

    With Lloyd Walmsley , Seth Goldstein and Max Junestrand

  9. 21 Oct 2026

    Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform

    With Tim Farrar , Alicia Reese , Ajeet Singh and Alex Keeney

  10. 20 Oct 2026

    CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings

    With Dan Flax , Alexa von Tobel and Ivan Burazin

  11. 19 Oct 2026

    The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force

    With Meerah Rajavel , Erik Bernhardsson , Nick Del Deo and Emil Michael

  12. 16 Oct 2026

    OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers

    With Pat Kinsel and Brett Harrison

Guests

Grace Kay (14 episodes), Gil Luria (11 episodes), Juro Osawa (10 episodes), Phoebe Liu (9 episodes), Dallas Dolen (8 episodes), Jason Dean (8 episodes), Tomasz Tunguz (8 episodes), Dakin Campbell (6 episodes), Tim Farrar (6 episodes), Sam Lessin (6 episodes), Rishi Jaluria (6 episodes), Ross Gerber (6 episodes), and 575 more.