<p>The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a &quot;Code Red&quot; at OpenAI and what deprioritizing ads and agents means for the company&#39;s strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea&#39;s departure, Cloud reporter Anissa Gardizy about Marvell&#39;s advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI&#39;s impact on advertising with Highbeam CEO Sameer Shergill. </p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort"><u>https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort</u></a></p><p><a href="https://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-deal"><u>https://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-deal</u></a></p><p><a href="https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains"><u>https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains</u></a></p><p><br></p><p>TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Subscribe to: </p><p>- The Information on YouTube: <a href="https://www.youtube.com/@theinformation"><u>https://www.youtube.com/@theinformation</u></a></p><p>- The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p><p><br></p><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p>

The Information's TITV

The Information

Code Red at OpenAI, Apple’s AI Talent Shakeup, New Golden Age for Ads? | Dec 2, 2025

DEC 2, 202535 MIN
The Information's TITV

Code Red at OpenAI, Apple’s AI Talent Shakeup, New Golden Age for Ads? | Dec 2, 2025

DEC 2, 202535 MIN

Description

<p>The Information’s Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a &quot;Code Red&quot; at OpenAI and what deprioritizing ads and agents means for the company&#39;s strategy. We also talk with The Information’s Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea&#39;s departure, Cloud reporter Anissa Gardizy about Marvell&#39;s advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI&#39;s impact on advertising with Highbeam CEO Sameer Shergill. </p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort"><u>https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort</u></a></p><p><a href="https://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-deal"><u>https://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-deal</u></a></p><p><a href="https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains"><u>https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains</u></a></p><p><br></p><p>TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Subscribe to: </p><p>- The Information on YouTube: <a href="https://www.youtube.com/@theinformation"><u>https://www.youtube.com/@theinformation</u></a></p><p>- The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p><p><br></p><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p>