The Information's TITV Software earnings, GLP-1s, longevity medicine, OpenAI's hiring platform, & Nvidia's loop | Sep 5, 2025
19 snips
Sep 5, 2025 
Jacob Kimmel, co-founder and president of New Limit, dives into the revolutionary world of longevity medicine, exploring the future of epigenetic reprogramming and its potential to enhance health and lifespan. Sam Lessin of Slow Ventures shares insights on OpenAI's competitive hiring platform, discussing the evolving skills needed in entrepreneurship and the tech landscape. The conversation also touches on the rising popularity of GLP-1 medications in Silicon Valley, highlighting not just weight loss benefits but broader lifestyle impacts, all set against the backdrop of the shifting enterprise software market.
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Software Is Far From Dead
- Enterprise software remains valuable, with infrastructure names like MongoDB and Snowflake showing strong results.
- But concerns over seat-based models, PLG top-funnel changes, and SEO/AI search disruptions are creating broad headwinds.
Why Big SaaS Growth Is Slowing
- Big incumbents face secular slowing from post-COVID spend digestion and an 'AI crowding out' of attention and time.
- Rishi expects incumbents to respond by building AI-native products and pursuing AI-focused M&A over years, not quarters.
Cannibalize And Acquire To Win AI
- Build AI-native offerings even if it cannibalizes existing products to capture future TAM.
- And pursue targeted AI M&A to quickly acquire capabilities and go-to-market distribution.