The Information's TITV DeepSeek’s V4 Coding Leap, Strava’s IPO Move & Silicon Valley’s Aging Craze | Jan 9, 2026
50 snips
Jan 9, 2026 
Cory Weinberg, a finance expert, dives into Strava's confidential IPO and Lambda's impressive $350M raise. Dan Shipper, CEO of Every, reveals how AI is blurring lines between media and software, while offering insights on trust in AI agents. Zach Reitano, from Ro, discusses the launch of a new GLP-1 pill and how AI is reshaping healthcare delivery, emphasizing patient empowerment. The conversation also touches on Silicon Valley's obsession with biological age tests, contrasting hype with science, and examining the demand for anti-aging solutions.
AI Snips
Chapters
Transcript
Episode notes
DeepSeek's Open-Source Coding Edge
- DeepSeek's V4 prioritizes coding ability and may outperform Western open models on developer tasks.
- Its open-source strategy reshaped China's model landscape and pushed other firms to release open models.
Treat Strava As Fast-Growing But Trendy
- Expect Strava's S-1 to reveal strong growth despite modest revenue scale.
- Evaluate consumer-stickiness risk: rapid growth can reverse if the trend fades.
Neo-Clouds Trade On GPU Access
- Neo-cloud providers like Lambda scale by owning GPU supply and catering to model training demand.
- Their business durability depends on differentiating beyond chip access.