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.
The Information's free live shows are built as an extension of its paywalled professional coverage, and most viewing comes not from the live stream but from social clips cut afterward, chief advertising officer Lindsay Meech told Axios. TBPN draws about 70,000 viewers per episode, yet as the channel where Zuckerberg, Nadella and Altman appear, it became an acquisition estimated at $100 million (about 140 billion won) or more.
TBPN: 70,000 viewers per episode, $5 million in ads… acquired by OpenAI in April, ad business to wind down
TBPN (Technology Business Programming Network) was founded in 2024 by former investors and entrepreneurs Jordi Hays and John Coogan and began its live show in March 2025. It streams three hours on weekdays, 11 a.m. to 2 p.m. PT, on X, YouTube and LinkedIn.
Axios on April 2 described it as a daily program covering tech and finance in the style of ESPN's "SportsCenter," with guests including Meta CEO Mark Zuckerberg, Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman.
Variety reported the same day, citing The Wall Street Journal, that TBPN has 11 employees and averages around 70,000 viewers per episode across platforms. TBPN's own about page calls it "Technology's Daily Show" and lists distribution on Spotify, Apple Podcasts, LinkedIn, Instagram and Substack in addition to X and YouTube, plus a morning newsletter.
Its selected-press list includes The New York Times, The Wall Street Journal, Fast Company, Bloomberg and The Hollywood Reporter, along with an Adweek story on its Super Bowl commercial and a Hollywood Reporter story on its deal with CAA.
Revenue came from advertising. Axios, citing The Wall Street Journal, reported that TBPN expected about $5 million (about 7 billion won) in ad revenue in 2025, was profitable with no outside investors, and had hired former Postmates and HQ Trivia executive Dylan Abruscato to grow that to $15 million (about 21 billion won) in 2026. Variety reported that TBPN said it expected more than $30 million (about 42 billion won) in 2026; the figures differ by outlet.
OpenAI announced the acquisition on April 2, 2026, its first acquisition of a media company. Terms were not disclosed. Fidji Simo, OpenAI's CEO of applications, said TBPN would keep independence over programming and guest selection, and the show reports to chief global affairs officer Chris Lehane.
The Wall Street Journal reported that the advertising business will wind down under the new structure.
Altman wrote on X that "TBPN is my favorite tech show" and that he did not expect the show to go easier on OpenAI; Coogan said on the day's broadcast that "TBPN is not going away" and that being live means nothing has to be run past anyone.
Axios noted it is unclear whether the show can keep booking OpenAI's competitors and that it could come to resemble owned content featuring OpenAI's partners and investors. Media advisory firm RockWater estimated in an April 10 analysis that the deal was worth $100 million or more.
The Information's second live show… TITV reaches 1.2 million social followers in a year, video revenue pacing to eight figures by 2027
The Information's "AI Deep Dive" will consist of interviews and live conversations about the harder technical problems behind the AI boom, such as robotics, and will air Mondays at noon PT. EY Consulting is sponsoring the entire first season. Host Rocket Drew came to journalism via MATS, a mentorship program for AI safety researchers, and trading firm Jane Street, and also covers robotics.
The basis for a second show is the performance of the first, "TITV." According to Axios, The Information has gained more than 1.2 million social followers since launching TITV in July 2025 and has conducted more than 1,000 interviews.
Meech said the video business is pacing to reach eight-figure annual revenue—$10 million (about 14 billion won) or more—by 2027. TITV is a daily show hosted by reporter Akash Pasricha at 1 p.m. ET; per Axios's July 14, 2025 report, it opens with segments on the top stories followed by guests from the newsroom and its source rolodex, and runs up to an hour.
It streams live on YouTube, X and the site, then goes out on demand and through the outlet's existing podcast feeds, with vertical clips cut for TikTok, Instagram and X. Studios in San Francisco and New York are joined remotely by correspondents in places such as Hong Kong; five people worked on it at launch, and Amazon Web Services was the launch sponsor.
Co-founder and CEO Jessica Lessin said at the time that the series "could become a very significant part of our business." Meech added that TITV is the first of more shows to come and that finance is the next area.
CNBC anchor goes independent after 15 years… the announcement came on X, not on air
Bosa said on X on Aug. 7 that "AI is no longer a segment. It's a whole show," and that she would leave CNBC at the end of August to build an AI live show with Jas Wu. She joined CNBC in 2012 and anchored "Squawk Box Asia" and "TechCheck." The name, platform and launch date of the new show have not been disclosed, though the contact domain is dbosalive.com.
The announcement post is a one-minute-one-second video that opens with the question of what to build, set against an AI-assistant screen listing prompts such as launching a live show, forming a Delaware LLC and finding studio space in San Francisco.
The post drew more than 400,000 views, and TBPN carried it as breaking news, with Bosa replying that TBPN walked so the rest could livestream. A network anchor's new-show announcement took place on X rather than on air.
NYSE: an hour of live morning TV from the trading floor… simulcast on Cheddar, YouTube and Roku
The NYSE, part of Intercontinental Exchange (ICE), launched "NYSE TV Live" on Oct. 1, 2024. Per the press release (Business Wire, Oct. 1, 2024), the show airs weekdays from 9 to 10 a.m. ET live from the trading floor at 11 Wall Street, anchored by Kristen Scholer, a broadcast journalist who helped launch Cheddar and is a veteran of The Wall Street Journal and CNBC, joined by NYSE TV anchor Trinity Chavez.
It features interviews with market and industry experts and with business and political leaders visiting the exchange, and streams on Cheddar and NYSE TV's website and app across YouTube, Apple TV, Roku, fireTV and mobile, with replays available on the app. Chris Taylor, NYSE's global head of listings, said everything from the opening bell to the newsmakers who visit happens at the NYSE and the show leverages that position at the center of the markets. It is a case of an exchange, not a broadcaster, hiring anchors and scheduling its own news show.
Fortune and Morning Brew air daily video shows (Axios, Sept. 1). Axios itself ran a five-episode "The Axios Show" on YouTube and X in September 2025 with Uber as presenting sponsor (Variety, Sept. 8, 2025). According to Axios, fintech Plaid acquired the newsletter This Week in Fintech in March 2026, Robinhood launched its own outlet Sherwood in 2023, and HubSpot acquired Starter Story in February 2026 (eMarketer, April).
Axios characterized the purpose of such deals as shaping perception and deepening customer relationships.
What this means for Korean broadcasters
Bosa announced her new show on X, not on air, after 15 years at CNBC, and the post drew more than 400,000 views. TBPN's two hosts were not network employees, yet they booked Zuckerberg, Nadella and Altman, and those relationships plus 70,000 viewers per episode led to OpenAI's acquisition at an estimated $100 million (about 140 billion won) or more.
In both cases the booking power and the audience accumulated with the individual host rather than a broadcaster. More anchors and reporters at Korean terrestrial and news channels now run personal YouTube channels, so the first item for a broadcaster to settle is the contract and revenue-sharing terms under which the audience and guest relationships a host builds under their own name stay inside the organization.
The unit of scheduling also differs. Bosa's new show is defined by a subject (AI) rather than a time slot; The Information put a weekly subject show (AI Deep Dive) next to its daily general show (TITV) and named finance as the next subject. Korean broadcasters' YouTube live output is still largely a simulcast of their news channels.
Subject-based live shows hosted by the beat reporter (AI, semiconductors, content, real estate), scheduled separately from broadcast programming, are closer to the model in the cases above.
Revenue and distribution sit apart from broadcast advertising. The Information's Meech said most viewing comes from social clips rather than the live stream, and TITV was designed from launch to cut vertical clips for TikTok, Instagram and X after each show. Revenue is booked through a single season sponsor (EY Consulting for AI Deep Dive, AWS for TITV, Uber for The Axios Show) rather than per-episode ads.
A Korean broadcaster attempting the format would need to measure the live show by clip output and social followers rather than ratings, and sell it as a season sponsorship product separate from scheduled advertising.
The last point is the acquisition market. OpenAI bought TBPN, Plaid bought This Week in Fintech, HubSpot bought Starter Story, and Robinhood built Sherwood itself.
The pattern of companies owning the channel where industry conversation happens has widened from fintech to AI. Korean AI, tech and finance companies can make the same choice outside broadcasters, and broadcasters will then have to decide whether to supply hosts and production to those channels or compete with them.
As Axios noted about TBPN, whether a company-owned channel can keep booking competitors' executives is the condition that decides its credibility after a deal.
Sources
Axios Media Trends newsletter, "Scoop: New live tech show", Sara Fischer, Sep. 1, 2026; Axios, "The Information bets bigger on video with new AI show", Sep. 1, 2026. https://www.axios.com/2026/09/01/the-information-ai-live-show
Axios, "The Information launches new video product called TITV", Sara Fischer, Jul. 14, 2025.
Axios, "OpenAI acquires tech talk show TBPN", Kerry Flynn·Eleanor Hawkins, Apr. 2, 2026 (ad revenue and wind-down cited via The Wall Street Journal).
Variety, "OpenAI Buys TBPN, a Daily Tech Talk Show…", Apr. 2, 2026 (viewer and revenue figures cited via The Wall Street Journal). https://variety.com/2026/digital/news/openai-buys-tbpn-talk-show-1236705671/
OpenAI, "OpenAI acquires TBPN", Apr. 2, 2026. https://openai.com/index/openai-acquires-tbpn/
EMARKETER, "OpenAI's TBPN talk show deal adds media muscle to encourage AI discourse", Apr. 2026.
TBPN, About page. https://www.tbpn.com/about
RockWater, "OpenAI Buys TBPN // $100M+ for a Podcast Makes Sense When You Do the Math", Apr. 10, 2026.
Deirdre Bosa, post on X, Aug. 7, 2026 (https://x.com/dee_bosa/status/2085732536366321764); Barrett Media, "CNBC's Deirdre Bosa Exiting to Launch AI-Focused Video Show", Aug. 10, 2026.
Business Wire (NYSE press release), "New York Stock Exchange Launches the NYSE TV Live Weekday Morning Show", Oct. 1, 2024. https://www.businesswire.com/news/home/20241001334766/en/; NYSE TV on YouTube, NYSE TV Live episode. https://www.youtube.com/watch?v=l_AYidKw1dY
Variety, "'Axios Show,' Featuring One-on-One Newsmaker Interviews, Set to Debut", Sep. 8, 2025.
The Information, Rocket Drew reporter profile. https://www.theinformation.com/u/rocket