The Information's TITV cover image

Inside Sora 2, Fast Money in AI, Fermi America’s IPO, Outdoor Voices’ New Collection | Oct 2, 2025

The Information's TITV

00:00

ARR vs. experimental revenue and retention signals

Akash asks about metrics; Jamin urges focus on gross retention, cohorts, and qualitative customer counterparty risk.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app