The Information's TITV Eventbrite CEO Julia Hartz on Live Events, AI in Logistics & Healthcare, AI Euphoria | Sep 11, 2025
Sep 11, 2025
Julia Hartz, CEO of Eventbrite, shares insights on transforming live events and the buzz around the upcoming StubHub IPO. Dan Perez, from Hinge Health, discusses AI’s role in revolutionizing healthcare, especially for musculoskeletal disorders through innovative wearables. Harish Abbott, CEO of Augment, dives into overcoming logistics challenges with AI tools to enhance productivity. Together, they explore the future of live experiences, blending technology with cultural shifts, particularly the demand for immersive and engaging events post-pandemic.
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AI Hype Can Decouple Prices From Reality
- Market reactions to AI promises can create massive valuation jumps detached from current fundamentals.
- Ken Brown warns that energy, funding, and timing could expose these mismatches and trigger a reckoning.
Energy Is A Key Constraint On AI Growth
- AI demand is racing far faster than power infrastructure can scale, creating a real bottleneck.
- Renewables help but face policy and supply headwinds that slow immediate capacity build-out.
Watch Debt Timelines In Capital-Intensive AI Bets
- Monitor debt loads and repayment timelines for capital-intensive AI and data-center businesses.
- Watch who can service debt because financing constraints can force a rapid slowdown.