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Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?

July 02, 2026

Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.Articles discussed on th...

Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle

July 01, 2026

Bradley Tusk, CEO of Tusk Ventures, talks with TITV Host Akash Pasricha about AI regulation and the OpenAI & Anthropic playbooks. We also talk with Leo Schwartz about the White House lifting export controls on Anthropic’s Fable 5 model, Aaron Holmes about Anthropic prepping a Claude agent inside Microsoft Teams, and we get into Elon Musk's secret $55 billion "Terrafab" chip project at Tesla with Grace Kay.Articles discussed on this episode: https://www.theinformation.com/art...

Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs

June 30, 2026

Dakin Campbell, AI Finance Reporter, talks with TITV Host Akash Pasricha about the former AWS chief taking the helm of Helix Infrastructure Partners, a $10 billion data center company aiming to compete in the AI infrastructure race. We also talk with The Information's Catherine Perloff about Anthropic shifting its pricing model with Amazon to tokens, which will increase costs for the tech giant. We then chat with Laura Bratton about how Anthropic’s new Claude integration for Slack is spar...