The Information
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Search complete. 123 mentions across 41 episodes found for "The Information".
Nov 4, 2026
Akash PasrichaHOST
A reminder, we are on this between Monday through Friday at 10 a.m. Pacific, 1 p.m. Eastern.
Akash PasrichaHOST
If you can't make it then, episodes are available on theinformation.com, on our YouTube channel, or wherever you get your podcasts.
Akash PasrichaHOST
Make sure to follow us on social media, on X, on Instagram, on TikTok, and on LinkedIn.
Akash PasrichaHOST
I am already excited for our next show tomorrow.
Akash PasrichaHOST
Marvell agreed to buy Lumentum, a market leader in lasers and optics technology used in data centers.
Akash PasrichaHOST
Our read here at the information, the deal comes to around $80 billion.
Akash PasrichaHOST
Marvell shareholders will own two-thirds of the new company.
Akash PasrichaHOST
Lumentum shareholders will own one-third.
20 MINS LATER
Akash PasrichaHOST
Well, I want to thank you both for coming on.
Akash PasrichaHOST
Leo, stick around for a minute as well, because I want to talk about a story that you published as well today.
Akash PasrichaHOST
That is Shane Burke, our senior data journalist here at The Information, and Leo Schwartz, our tech and politics reporter here in our newsroom.
Shane BurkeCORRESPONDENT
Awesome.
Akash PasrichaHOST
Well, Aaron, I want to thank you for coming on.
Akash PasrichaHOST
That is Aaron Tilley, our Apple reporter here at The Information.
Akash PasrichaHOST
Meta is working on its own robot as well, and that too, a humanoid robot, according to exclusive reporting from the information.
Akash PasrichaHOST
The company is already working on its second prototype, and it is working with a China-based robotics company on all of this.
Akash PasrichaHOST
I want to bring on my colleague Jyoti Mann, who reported that story.
6 MINS LATER
Akash PasrichaHOST
Okay.
Akash PasrichaHOST
Well, Jyoti, I want to thank you for coming on.
Akash PasrichaHOST
That is Jyoti Mann, our Meta reporter here at The Information.
Akash PasrichaHOST
A reminder, we are on this stream Monday through Friday at 10 a.m. Pacific, 1 p.m. Eastern.
Akash PasrichaHOST
If you can't make it then, episodes are available on theinformation.com, on our YouTube channel, or wherever you get your podcasts.
Akash PasrichaHOST
Make sure to follow us on social media, on X, on Instagram, on TikTok, and on LinkedIn.
Akash PasrichaHOST
I am already excited for our next show on Monday.
Mikita BalesniSOUNDBITE_SPEAKER
But given that OpenAI continues to not be able to say anything that makes sense to me about our firings and keeps acting adversarially, e.g. claiming to journalists I wasn't on the Hugging Face investigation while there are a number of people who could confirm otherwise, it's hard to not become cynical.
Zvi MowshowitzHOST
The report tracks OpenAI's investigation to the information's September 1st story on Astra using recurrent depth.
Zvi MowshowitzHOST
Other than the strong implication that this was the triggering detail, which was already my main hypothesis, I will simply say that this new report does not contain information that was new to me, nor does it update my view of what happened and why.
Zvi MowshowitzHOST
The article is written in ways that imply we know more than we know, and that the information listed here is more complete than it is.
Zvi MowshowitzHOST
Peter Wildeford is one of many that draws exactly the conclusion that the article wants you to conclude, that the disappearing messages with Ryan Greenblatt and the suspicion of the leak were the only real evidence.
Zvi MowshowitzHOST
We don't know that.
Zvi MowshowitzHOST
Based on my experiences communicating with lab employees and others across the industry, I agree that such disappearing messages are common.
Ryan GreenblattSOUNDBITE_SPEAKER
Ryan Greenblatt Based on this article, OpenAI has made false accusations about me.
Bradley TuskHOST
I am your host, Bradley Tusk.
Bradley TuskHOST
My guest today is Akash Pasricha, and he is, for many of you who already know this, hosts TITV, which is the Information Daily News Show.
Bradley TuskHOST
I've been a guest a bunch of times, and he and I have become just friends along the way.
Bradley TuskHOST
And I think, I didn't realize this, but we've turned the tables on you.
Bradley TuskHOST
I feel like we've had a bunch of discussions about this.
Bradley TuskHOST
And so let's start with a few things.
Bradley TuskHOST
One would be, you know, the information didn't start out as a video network, right? It started out as an online digital publication and then has evolved.
Bradley TuskHOST
So one, Kind of how did that happen and kind of how did you enter the fray with all of that? And then two, you know, there is this sort of new form, whether it's you guys or TBPN or other things like that, that I think are really interesting.
AlexHOST
Back to Google and Microsoft.
AlexHOST
The information details how Alphabet's cloud division continues to close the revenue gap with Azure, even as Wall Street treats the two tech giants very differently.
AlexHOST
While Microsoft won the day on public stock markets with strong cloud margin execution, enterprise analysts point out that Google Cloud's aggressive infrastructure scaling is successfully capturing major enterprise AI workloads despite mounting CapEx scrutiny.
BrunsonHOST
Apple is one of the next of the Mag7 names set to report, and our deep dive today exposes a major structural power shift in consumer hardware supply chains, bringing together reporting from The Wall Street Journal and Reuters on the escalating cost of AI memory.
Akash PasrichaHOST
Welcome everyone to The Information's TITV.
Akash PasrichaHOST
My name is Akash Pasricha.
Akash PasrichaHOST
It is Wednesday, October 28th.
Akash PasrichaHOST
We've got a couple quick announcements for you.
Akash PasrichaHOST
Today is The Information's eighth annual WTF Summit.
Akash PasrichaHOST
We've got tech, finance, and media leaders on the ground in Napa Valley.
Akash PasrichaHOST
Barry Weiss will be there.
Akash PasrichaHOST
Whitney Wolf-Herd spoke last night.
BrunsonHOST
Credit strategists emphasize that institutional investors are demanding wider credit spreads and higher yields before absorbing tens of billions in new tech debt issuances.
AlexHOST
In AI and e-commerce news, the information reveals that Amazon has quietly indexed over 250 million products directly from rival retail websites in a strategic effort to train and feed its proprietary AI shopping agents.
AlexHOST
E-commerce directors note that as autonomous purchasing agents reshape online retail traffic, platform operators are racing to ensure their models control the primary product discovery and checkout interface.
BrunsonHOST
Complementing that story and the need for web transformation, TechCrunch reports that Google is opening deeper API access for Gemini and Google Search to third-party mobile and web applications.
BrunsonHOST
Developers observe that allowing autonomous agents to execute complex, multi-step search queries directly within third-party software marks a foundational shift toward agent-driven web navigation.
AlexHOST
On the enterprise software defense front, the information details how automated AI vulnerability discovery tools are triggering a massive corporate cybersecurity spending spree.
AlexHOST
Chief information security officers emphasize that as frontier AI models uncover foundational software bugs in real time, enterprise IT budgets are being aggressively redirected toward automated remediation tools to prevent exploit deployments.
BrunsonHOST
Looking internationally at China's automotive sector, the Wall Street Journal reports that domestic Chinese automobile sales have posted consecutive monthly declines as EV price wars squeeze domestic manufacturers.
Wes RothHOST
First and foremost, there has been some leaked information from OpenAI.
Wes RothHOST
I believe the original source was theinformation.com. And it informed us that the product that OpenAI is working on, the thing that we've all kind of been waiting for, is actually a pen.
Wes RothHOST
Something that looks like this.
Wes RothHOST
This is it.
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