Context graphs vs systems of record

Rich Greenfield, Co-founder of LightShed Partners, talks with TITV Host Akash Pasricha about Netflix's quarterly results and why a Warner Brothers acquisition is a long-term strategic win. We also talk with Ex-OpenAI Head of Sales Aliisa Rosenthal about the shift from traditional SaaS sales to AI-native selling, and Foundation Capital's Ashu Garg and Jaya Gupta about "context graphs" becoming the new moat for enterprise software. Lastly, we get into the rising costs of data center buildouts and copper inflation with our finance editor Ken Brown, and our CEO Jessica Lessin checks in from Davos with Handshake's Garrett Lord and DCVC's Zach Bogue on the future of AI staffing and nuclear energy.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-information-finance/data-center-inflation

https://www.theinformation.com/briefings/chatgpt-checkouts-take-4-cut-shopify-merchant-sales

https://www.theinformation.com/newsletters/the-briefing/andy-jassy-davos-netflixs-q4

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