Cory Weinberg

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.

Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.

Cory Weinberg, finance deputy bureau chief, and Martin Peers, tech co-executive editor, dive into the 2026 IPO prospects for SpaceX and Discord, highlighting the challenges of aging startups. Rocket Drew discusses the 'cracked engineers' trend reshaping the AI labor market, emphasizing how demanding AI standards are influencing talent acquisition. Oura CEO Tom Hale shares insights on FDA guidance for wearables and the potential future of healthcare, while Joshua Meyer outlines exciting advancements in AI drug discovery at the JPMorgan health conference.

Parag Agrawal, former CEO of Twitter and now founder of Parallel Web Systems, shares insights on building AI web infrastructure and the future evolution of AI agents. Sid Sheth, CEO of d-Matrix, discusses their innovative inference chip challenging the GPU market, while Cory Weinberg reveals the boardroom turmoil at Grindr amid a takeover offer. The conversation also touches on Waymo's freeway expansion and its implications for autonomous vehicles, emphasizing the shift in public acceptance and safety perceptions.

Join finance experts Cory Weinberg, Paul Meeks, Anita Ramaswamy, and Ken Brown as they delve into the game-changing $20 billion deal between NVIDIA and Groq. Discover the implications for the AI chip market and why Waymo's potential $100 billion valuation could be justified through innovative revenue paths. The panel also discusses the burgeoning prediction markets, their regulatory challenges, and how political connections could influence their growth. Exciting insights that underscore the intersection of technology, finance, and regulation!