Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy.

Articles discussed on this episode:

• https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses

• https://www.theinformation.com/articles/openai-challenging-google-using-search-data

• https://www.theinformation.com/articles/funny-math-behind-key-software-metric

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