What is a context graph?

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

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

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

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

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

Follow us:

X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/