The Information's TITV Tech Deep Dive: IPOs, Enterprise AI Agents, Creator Economy, & The AI Search War | Aug 13, 2025
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Aug 13, 2025 
Ahad Khan, CEO of Kajabi, discusses empowering creators in today's economy, emphasizing subscription models that benefit high earners. Rich Heitzman from FirstMark Capital analyzes recent IPO trends and the impact of big tech's investments in AI. May Habib highlights the potential of enterprise AI agents to revolutionize business processes. Lastly, James Cadwallader from Profound delves into the competitive AI search landscape, showcasing how marketing strategies are adapting to this evolving technology.
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Be Ready Before The IPO Window Opens
- Prepare for the IPO window before it opens so you can act quickly when demand returns.
- Be ready operationally and financially, because the market often chooses the timing, not you.
The New Normal: Fewer Public Debuts
- The IPO market may never return to an avalanche; expect a steady trickle with a few mega exits.
- Private liquidity options let select companies avoid public markets, changing the long-term IPO landscape.
AI Capex Needs Visible Returns
- Massive AI infrastructure spending is like past big buildouts (bandwidth, railroads) and investors will expect returns.
- Early returns may show up in automation-driven cost reductions and targeted revenue gains within 12–18 months.