Media Industry | Live Video

After OpenAI's TBPN deal, The Information, a CNBC anchor, the NYSE and a16z launch live shows… podcast habits, scarcity and human expertise as the underpinnings

Live tech talk shows are launching one after another in Silicon Valley. The Information will start "AI Deep Dive," a weekly live show hosted by AI reporter Rocket Drew, on Sept. 14, Axios reported on Sept. 1, citing the outlet's executives.

CNBC anchor Deirdre Bosa is leaving the network at the end of August to build a daily AI live show; the New York Stock Exchange has aired a weekday morning show, "NYSE TV Live," from its trading floor since October 2024; and smaller shows such as "Stabledash" for investors and "MTS Live," an X-based show backed by venture firm a16z, are showing up in the social feeds of prominent investors and tech professionals.

The starting point is TBPN, the daily live show OpenAI acquired in April. Axios's analysis is that TBPN's success has inspired Silicon Valley news personalities and investors to launch their own shows.

Axios traced the growth of live shows to podcasts and to AI: years of podcast momentum have trained Silicon Valley audiences to consume long-form video and candid conversation, and live broadcasts create scarcity while showcasing human expertise in the AI era. The business structures are similar as well.