"The Information" Profiles TBPN, AI Ups and Downs, Nuclear Regulation | Zach Weinberg, Leigh Marie Braswell, Stephen Balaban, Sam Lessin, Bobby Goodlatte, Auren Hoffman, Doug Bernauer, Isaiah Taylor

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May 23, 2025

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Zach Weinberg, a healthcare tech mogul and co-founder of Flatiron Health, joins a powerhouse lineup of tech experts including Stephen Balaban of Lambda, AI investor Leigh Marie Braswell, and nuclear innovator Doug Bernauer. They explore the ups and downs of AI, dissect Apple’s struggles, and delve into exciting advancements in nuclear energy. There’s also a compelling discussion on the latest trends in biotech and the importance of regulatory shifts in energy solutions. Together, these innovators illuminate the future of technology and its impact on society.

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INSIGHT

Biotech's High-Risk Investment Reality

Biotech investments are negative expected value at seed and Series A stages due to high risks and costs.
High drug development difficulty means substantial capital losses are common before successful launches.

INSIGHT

Drug Discovery's 'Better Than the Beatles' Challenge

Drug discovery difficulty increases as existing treatments improve, raising the bar for new drugs.
Cheaper but less effective drugs rarely succeed because patients and regulators demand best available options.

INSIGHT

AI Cloud Evolution Towards Inference

AI cloud providers like Lambda reinvent cloud specifically for AI training and inference.
Revenue is shifting from training to predominantly inference as AI model usage grows rapidly.

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(05:41) - The Information Profiles TBPN
(39:44) - Apple's AI Struggles
(41:22) - Sam Altman's Trillion Dollar AI Device
(46:15) - Jori Lallo. Jori is the co-founder of Linear, a streamlined product management tool used by top startups and engineering teams. He previously co-founded Coinbase and has a background in building elegant, fast, and developer-centric software products.
(01:01:43) - Zach Weinberg. Zach is a co-founder and general partner at Operator Partners and previously co-founded Flatiron Health, which was acquired by Roche for $1.9 billion. He is an active seed investor and operator across healthcare and software startups.
(01:31:50) - Leigh Marie Braswell. Leigh Marie is a partner at Founders Fund, focused on early-stage AI and infrastructure companies. She previously worked at Scale AI and has a background in electrical engineering and machine learning.
(02:00:19) - Stephen Balaban. Stephen is the co-founder and CEO of Lambda, a company building high-performance GPU infrastructure for training AI models. He’s been at the forefront of deep learning hardware and computer vision since the early days of modern AI.
(02:31:06) - Sam Lessin. Sam is a general partner at Slow Ventures and a former VP of product at Facebook. He writes The Information’s Private Tech column and invests across consumer, media, and frontier tech.
(02:59:35) - Bobby Goodlatte. Bobby is an early-stage investor and designer, known for his early role at Facebook and his investments in companies like Coinbase and Lambda School. He is a founding partner at Form Capital.
(03:14:47) - Auren Hoffman. Auren is the CEO of SafeGraph and previously founded LiveRamp, which was acquired by Acxiom. He is an expert in data infrastructure and frequently writes about technology, policy, and markets.
(03:31:04) - Doug Bernauer. Doug is the founder and CEO of Radiant Industries, a company developing portable nuclear reactors to power remote locations and space missions. He previously worked at SpaceX and is focused on building scalable, clean energy infrastructure.
(03:47:28) - Isaiah Taylor. Isaiah is the founder of Valar Atomics, a company focused on developing advanced nuclear technologies. He previously advised leading AI labs on public policy and now works at the intersection of energy, national security, and deep tech innovation.