Best Cloud Comms Summit Podcasts (2025)

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Robotics for Logistics Startup, Harvard Professor on AI Chip Wars, OpenAI Commerce | Nov 5, 2025 34:26

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17h ago34:26

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Equity Research Analyst John Vinh talks with TITV Host Akash Pasricha about AMD's latest earnings, particularly its strong data center revenue and how it stacks up against Nvidia and Intel. We also talk with Advertising Reporter Catherine Perloff about Pinterest's earnings, the drop in share price, and the company's AI focus. Then, Catherine and E-…

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Cavell Enable 2025 Preview - Join Us In London 15:40

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Send us a text See our faces! Watch this episode on YouTube. In this special episode of Cavell Cloud Conversations, hosts Patrick Watson and Finbarr Begley dive into what’s ahead for Cavell Enable in London on December 2025 - a leading industry event focused on telephony enablement and the evolving cloud communications landscape. They explore: - Th…

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BlackRock’s Tony Kim on AI Deals, Goldman Sachs Economist’s AI Report, AI Accounting | Nov 4, 2025 39:37

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The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue project…

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Tubi CEO on Streaming Landscape, Google’s AI Strategy, Starcloud’s Space GPUs | Nov 3, 2025 37:22

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Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Th…

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Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025 38:13

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Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data cente…

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Big Tech Earnings Analysis, Media Startup Fact-Checking AI, and Grammarly’s Rebrand | Oct 30, 2025 59:17

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The Information’s Erin Woo and Aaron Holmes talk with TITV Host Akash Pasricha about Google and Microsoft's accelerating cloud growth and soaring CapEx spending. We also talk with Theory Ventures’ Tomasz Tunguz about Mark Zuckerberg's aggressive AI investment mode and the lack of predictability in ad revenue, and Bloomberg Beta’s Roy Bahat about ho…

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WTF Summit 2025: Paris Hilton on Social Media Strategy, Netflix CTO on AI Approach | Oct 29, 2025 55:33

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In this special edition of TITV, Reporter Natasha Mascarenhas takes over hosting at The Information’s annual WTF Summit (Women in Tech, Media and Finance). Natasha talks with Aparna Chennapragada, Chief Product Officer at Microsoft, about why "yesterday's magic is today's commodity in AI" and the rush to build resilient agents at the "speed of trus…

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On the Ground at Adobe MAX 2025 | Oct 28, 2025 43:13

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TITV Host Akash Pasricha is on the ground at Adobe MAX 2025 speaking with Adobe executives about their AI models, marketing tech, forward deployed engineers and the future of creative work. Akash speaks with Rachel Thornton, CMO at Adobe Enterprise, about what is on the minds of CMOs worldwide, including the shift from SEO to LLMs, the need for con…

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OpenAI’s Music Race, Inside the Growing Secondary Market, AI for Mental Healthcare | Oct 27, 2025 41:06

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Industry Ventures’ Hans Swildens and Caplight’s Javier Avalos talk with The Information’s Deputy Bureau Chief of Finance Cory Weinberg about the growing secondary venture market and the rise of continuation funds. We also talk with Phin Barnes, Co-Founder of The General Partnership, about the VC fund concentration, splitting firms into "Alpha VC" a…

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Crusoe CEO’s Space Data Center, The “Meta-fication” of OpenAI, Future of Wearables | Oct 24, 2025 44:57

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Crusoe CEO Chase Lochmiller talks with TITV Host Akash Pasricha about Crusoe's $1.3 billion funding and the company's ambition to take cloud computing into outer space. We also talk with The Information Reporters Stephanie Palazzolo, Kalley Huang, and Erin Woo about why OpenAI employees are calling the company's culture shift "Facebookification." N…

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Bain Capital Partner on Modern Marketing, Apple-SpaceX Deal Discussion, AI Staffing | Oct 23, 2025 45:21

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The Information's Aaron Tilley and TMF Associates’ Tim Farrar talk with TITV Host Akash Pasricha about a potential Apple and SpaceX satellite deal and Globalstar's rumored $10 billion sale. We also talk with Katie Roof’s scoop that Adobe considered a $3 billion acquisition of AI video company Synthesia and Mike Shebat about how his company, Traba, …

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Vinod Khosla on AI’s High Costs, Circular Financing, and Massive Energy Needs | Oct 22, 2025 48:01

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Khosla Ventures' Vinod Khosla talks with TITV Host Akash Pasricha about AI's high costs, the risks in circular financing deals like those involving NVIDIA and Oracle, and the energy solutions to AI. We also talk with The Information's Ann Gehan about creator reaction to TikTok Shop's new advertising tool. Li Haslett Chen, Founder of Howl, discusses…

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Cavell Summit NA – What You Need to Know 16:19

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Send us a text See our faces! Watch this episode on YouTube. In this episode, Patrick Watson and Finbarr Begley look back at the Cavell Summit North America. They talk about how AI is changing the cloud communications space and how customer experience (CX) is becoming a top priority for service providers. They also share where listeners can find fu…

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Baby Wellness AI, Turo CEO on Car Ownership Crisis, The AI Search & Revenue Enigma | Oct 21, 2025 32:14

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The Information’s Catherine Perloff talks with TITV Host Akash Pasricha about AI chatbots reshaping website traffic. We also talk with Anissa Gardizy about data center financing concerns, including NVIDIA's involvement, and signs of a possible funding bubble. Anushka Salinas, CEO of Nanit, and The Information’s Meredith Mazzilli discuss baby health…

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Crypto’s Hottest Startup, Upgrade CEO on Future IPO, Questions Ahead of Nvidia GTC | Oct 20, 2025 29:27

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The Information's Yueqi Yang talks with TITV Host Akash Pasricha about Hyperliquid and crypto's Wild West. We also talk with Moor Insights & Strategy’s Patrick Moorhead about Nvidia's GTC announcements and competition, and Upgrade CEO Renaud Laplanche about their big funding and future IPO. Lastly, we get into personalized medicine and healthcare's…

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Apple-F1 Media Deal, Moneyball for Minors, Oracle's AI Margin Worries, AI Rollup Boom | Oct 17, 2025 34:30

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The Information’s Anissa Gardizy and TD Cowen’s Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial’s Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information’s Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 bi…

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Microsoft CPO on AI Strategy, Anthropic’s Acquisition Plans, Gaming Startup Trains AI | Oct 16, 2025 32:32

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Microsoft's Aparna Chennapragada talks with TITV Host Akash Pasricha about Microsoft's new "learn-it-all" AI product development cycle. We also talk with The Information's Miles Kruppa and Theo Wayt about the complex, GPU-backed debt financing behind xAI's huge "Colossus 2" data center, and Valida Pau about why Anthropic is quietly positioning itse…

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Dreamforce 2025, AI Challenges in Healthcare, Pushback on AI Coding Tools | Oct 15, 2025 32:50

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The Information’s Reporters Erin Woo and Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's Dreamforce conference. We also talk with Second Opinion Media’s Christina Farr about the challenges of new tech in healthcare, and the “Cursor Resistance" with The Information’s Rocket Drew. Lastly, we speak with Decart CEO Dean Leitersdo…

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Future of Health Tech with Oura CEO, Brex CEO on Fintech’s Growth, AI for Scientific Discovery | Oct 14, 2025 34:38

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Oura CEO Tom Hale talks with TITV Host Akash Pasricha about raising $900M at an $11B valuation and the company's AI-driven plans for the future of health tech. We also talk with Brex CEO Pedro Franceschi about the company's "unconstrained ambition" and how they're competing with incumbents. The Information's Stephanie Palazzolo explains the rise of…

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AWS’ New Enterprise AI Push, OpenAI Deal with Broadcom, Big Tech AI Ad Planning | Oct 13, 2025 39:13

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The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI's ambitious plan to deploy 10 gigawatts of custom AI chips in partnership with Broadcom. We also talk with AWS CMO Julia White about the company's new suite of enterprise AI tools, QuickSuite, and the growing traction of its in-house Trainium chips. We get into how te…

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Qualtrics’ $6.75B Acquisition, E-comm Startup Revival, Reflection AI Raises $2B | Oct 10, 2025 40:32

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Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with …

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AI Umpires in the MLB, Base Power Updating American Power, Trump & Big Tech | Oct 9, 2025 37:02

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Justin Lopas, COO of Base Power, talks with TITV Host Akash Pasricha about the company's recent $1B funding round and how they are addressing rising energy demands from AI data centers. We also talk with The Information's Sara Germano about AI's impact on sports, and also get into the future of fintech with Sheel Mohnot, a Co-Founder of Better Tomo…

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AI Profitability Problem, Silicon Valley Longevity Boom, MeritFirst’s Hiring Strategy | Oct 8, 2025 41:18

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SignalFire's Ilya Kirnos and The Information's Aaron Holmes talk with TITV Host Akash Pasricha about AI's profitability problem. We also talk with Ema CEO Surojit Chatterjee about his new AI agent employee company, and we get into the longevity movement with DOC Co-Founder John Battelle & Dr. Jordan Shlain of Private Medical. Lastly, we do a pulse …

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Oracle’s Shockingly Small Cloud Margins, OpenAI ‘Super App’ Goal, AI Copyright | Oct 7, 2025 39:30

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AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025 32:39

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Anduril CEO on the Business of Defense, AI Predictions for 2026, Steve Jobs’ Son | Oct 3, 2025 43:45

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The Information’s CEO & Editor-In-Chief Jessica Lessin speaks with Anduril CEO Brian Schimpf about the company’s incredible growth, defense tech, and the future of geopolitics. TITV Host Akash Pasricha talks with Semafor's Reed Albergotti and The Information's Stephanie Palazzolo about their AI predictions for 2026, and we also get into a rare prof…

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Inside Sora 2, Fast Money in AI, Fermi America’s IPO, Outdoor Voices’ New Collection | Oct 2, 2025 43:25

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Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about the strategic genius behind the launch of OpenAI Sora 2 and the complex copyright issues it raises. We also talk with The Information's Miles Krupa about Fermi America's head-scratching IPO. Jamin Ball from Altimeter Capital tells us why fast-growing AI companies need a re…

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DeepSeek’s New Model, Potential TikTok US CEO, Microsoft CEO News, AI Agenda Live NYC | Oct 1, 2025 35:53

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The Information’s Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information’s AI Agenda Live conference and Nick Patience from The Futuru…

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Claude Sonnet 4.5 Review, AWS Director on AI Agents, Vercel’s $9B Valuation | Sep 30, 2025 39:31

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Vercel's COO Jeanne DeWitt Grosser, talks with TITV Host Akash Pasricha about the company's $300M series F funding round and its aspirations to become the "AWS of AI." We also talk with Warp's Zach Lloyd and Zencoder's Andrew Filev about their first reactions to the new Claude Sonnet 4.5 model. The Information's Theo Wayt breaks down the latest xAI…

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EA’s $55B Buyout, Snowflake’s AI Data Strategy, Humanoid Robots Learning Dexterity | Sep 29, 2025 34:17

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The Information’s Cory Weinberg talks with TITV Host Akash Pasricha about EA's $55 billion takeover and the private equity firms behind it. We also talk with Snowflake's Josh Klahr about the company's new consortium to end the AI data wars and The Information’s Anissa Gardizy about why "fear" is fueling NVIDIA's spending spree. Lastly, we get into …

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TikTok’s Shocking $14B Valuation, Google Antitrust Case, $10B Enigma of Mira Murati | Sep 26, 2025 35:50

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Katie Roof talks with TITV Host Akash Pasricha about the surprising $14 billion valuation of TikTok’s US business and what it means for the company's future. We also talk with Cathy Perloff about the ongoing Google antitrust case, Stephanie Palazzolo about Ex-OpenAI Mira Murati’s mysterious new $10 billion AI company, Thinking Machine Labs. Lastly,…

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AI Changing Consumer Investing, Asana’s AI Agents, The Digital Health Revolution | Sep 25, 2025 36:33

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Forerunner Ventures' Kirsten Green talks with TITV Host Akash Pasricha about the future of AI in consumer tech and The Information's Anita Ramaswamy discusses the risks inherent in Oracle's recent debt offering. We also talk with Sword Health's ‘V’ Bento about building an AI healthcare platform and Asana's Anne Raimondi about the company's new AI a…

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Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025 46:15

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General Catalyst CEO Hemant Taneja talks with TITV Host Akash Pasricha about the AI sector's "peak ambiguity" and how a new focus on labor budgets is justifying massive investments. We also talk with Atlassian's Jamil Valliani about why AI is helping individuals but not teams. Articles discussed on this episode: https://www.theinformation.com/artic…

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OpenAI’s & Nvidia Close Ties, Distyl AI’s $1.8B Valuation, The Climate Week Pivot | Sep 23, 2025 37:36

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The Information's Cloud Reporter Anissa Gardizy, Hydra Host CEO Aaron Ginn & Seaport Research's Jay Goldberg talk with TITV Host Akash Pasricha about NVIDIA's unprecedented investment in OpenAI's data center plans. We also talk with The Information's Miles Krupa about the biggest lenders in the AI data center boom and get into the role of clean ene…

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Nvidia Challenger Cerebras’ Funding, TikTok Update, Navan’s Signal About Tech IPOs | Sep 22, 2025 27:13

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The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market.…

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Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025 59:22

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Meta VP of Wearables Alex Himel talks with TITV Host Akash Pasricha about their new wearable AI display glasses. We also talk with our reporter Theo Wayt about the ex-oilman Brent Mayo who is key to Elon Musk’s data center ambitions. We discuss NVIDIA’s monumental $5B investment in Intel with our panel of experts: Anissa Gardizy, Aaron Ginn and Jay…

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Meta’s New AR Glasses, Docusign & CLEAR Partnership, Rent the Runway’s Future | Sep 18, 2025 52:06

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Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham O'Regan about the ongoing TikTok-US deal, and we get an exclusive with the CEOs of DocuSign and CLEAR as they announce a new partnership. Lastly, we ge…

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Workday's AI Strategy, AI ‘Co-workers’, IPOs Are Back & The Future of Consumer Crypto | Sep 17, 2025 37:44

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Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer cr…

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Salesforce & Microsoft’s AI Sales Challenges, AI’s Impact on Product & Sales Teams | Sep 16, 2025 40:40

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Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolvi…

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China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025 39:54

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The Information’s Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menl…

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AI for Wall Street, Gemini IPO Signal, Paramount’s Bet on Warner Bros. Discovery | Sep 12, 2025 35:21

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AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech com…

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Eventbrite CEO Julia Hartz on Live Events, AI in Logistics & Healthcare, AI Euphoria | Sep 11, 2025 47:09

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The Information’s CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI’s impact on healthcare and the company's new wearables device. We also get into the future o…

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Atlassian CEO on Data Wars, Klarna IPO, Oracle’s Surge, Microsoft’s Anthropic Deal | Sep 10, 2025 49:57

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Atlassian CEO Mike Cannon-Brookes talks with TITV Host Akash Pasricha about the corporate data wars and his company's recent acquisition of The Browser Company. We also talk with venture capitalist Mercedes Bent about the Klarna IPO and the Buy Now, Pay Later industry, and Aaron Holmes about Microsoft's new partnership with Anthropic. Finally, we g…

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Apple’s New iPhone, “The Amazon of Latin America”, and a16z’s Crypto Returns | Sep 9, 2025 34:54

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TITV Host Akash Pasricha talks with MercadoLibre CFO Martin De Los Santos about e-commerce growth and the company's massive fintech business. We also talk with Apple reporter Wayne Ma about whether AI matters for iPhone sales and reporter Natasha Mascarenhas about Andreessen Horowitz's crypto fund’s massive returns. Articles discussed on this episo…

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OpenAI's $115B Cash Burn, Nuclear Energy for AI & Trump's Tech Dinner | Sep 8, 2025 32:15

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The Information’s OpenAI Reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's higher revenue projections and its even bigger cash burn. We also talk with Aalo Atomics CEO Matt Loszak about the future of nuclear energy and its role in the AI boom and GC AI CEO Cecilia Ziniti about the Anthropic lawsuit. Lastly, we get into Trump's…

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Software earnings, GLP-1s, longevity medicine, OpenAI's hiring platform, & Nvidia's loop | Sep 5, 2025 48:16

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Rishi Jaluria and Ed Sim talk with TITV Host Akash Pasricha about enterprise software. The Information’s Ann Gehan and Brian Sugar discuss GLP-1s, and we get into longevity with Jacob Kimmel. Sam Lessin also joins to discuss OpenAI's new hiring platform, and our reporter Anissa Gardizy explains NVIDIA's circular business operations. Articles discus…

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Musk’s X Money Plans, Atlassian Buys The Browser Company, Google AI Chips vs. Nvidia | Sep 4, 2025 37:49

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The Information's Theo Wayt talks with TITV Host Akash Pasricha about Elon Musk's challenges with financial regulators over his X "everything app" plans. We also talk with SignalFire's Chris Farmer about his firm's data-driven VC approach and Rogo's Gabriel Stengel about the acquisition of Subset. We get into Atlassian's surprise acquisition of The…

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Cloud Comms Market Penetration Quiz 30:55

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Send us a text In a podcast twist, Patrick steps into the host’s seat and puts Finbarr on the spot with a quiz on cloud penetration rates across global communications markets. With Cavell’s deep expertise in market data and insights, Patrick leverages Cavell's data to test Finbarr’s grasp of how mature different countries are in adopting cloud-base…

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Google's Huge Antitrust Win, AI Agents, and Stablecoins | Sep 3, 2025 37:26

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The Information editors Jessica Lessin and Amir Efrati discuss Google's decisive antitrust win and how AI factored into the judge's decision. TITV Host Akash Pasricha talks with Antitrust Attorney Joel Thayer about what this ruling could mean for other antitrust cases. We also talk with Yutori Co-CEOs Devi Parikh and Abhishek Das about AI agents an…

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DOGE’s AI for SEC Rule Cuts, AI Recruiting, Cursor’s Data, and Databricks Disruptor | Sep 2, 2025 35:37

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The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the SEC's use of AI. We also talk with Mercor CEO Brendan Foody about how AI could overhaul recruiting and Chalk CEO Marc Freed-Finnegan about his company's strategy to take on Databricks. Lastly, we get into AI data licensing with Reporter Natasha Mascarenhas. Artic…