Unit Economics and Profitability on Hardware

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 gadgets and the Nanit smart monitor, and we get into the car ownership crisis with Turo CEO Andre Haddad.

Articles discussed on this episode:

https://www.theinformation.com/articles/ai-enigma-search-traffic-drops-sites-revenue-yet

https://www.theinformation.com/articles/data-center-boom-enters-speculative-era

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to: 

- The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda