AI Infrastructure IPOs: Capital Needs and Risks

The Information’s Cory Weinberg and Martin Peers talk with TITV Host Akash Pasricha about the 2026 IPO landscape, featuring SpaceX, Discord, and the potential pitfalls for "geriatric" startups. We also talk with The Information’s Rocket Drew about the "cracked engineer" phenomenon reshaping the AI labor market, and we get into the future of healthcare with Oura CEO Tom Hale and Chai Discovery co-founder Josh Meier.

Articles discussed on this episode: 

https://www.theinformation.com/articles/9-tech-ipo-contenders-watch-year

https://www.theinformation.com/articles/forget-vibe-coders-cracked-engineers-rage-tech

https://www.theinformation.com/articles/pocket-enterprise-software-investors-still-love

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