The Information's TITV

Ben Bajarin, CEO and Principal Analyst of Creative Strategies, makes a strong case for NVIDIA's growth due to AI-driven demand, while Jay Goldberg from Seaport Research raises concerns over competition and market risks. Yueqi Yang, a crypto reporter, discusses Coinbase's upcoming prediction market collaboration with Kalshi, highlighting regulatory challenges. Paige Hendrix Buckner, CEO of All Raise, addresses the gender gap in venture capital, emphasizing the need for inclusive practices and measuring true influence in VC decision-making.

Ken Brown, finance editor at The Information, dives into AI-driven capital flows, discussing whether the current AI boom is a bubble and identifying potential financial risks. Shaown Nandi from Amazon Web Services explores how inference costs are set to drop significantly, reshaping AI economics for companies. Meanwhile, Caspar Lee, a former creator turned investor, highlights the transition in the creator economy towards interest-based algorithms, emphasizing the importance of audience ownership and diversifying revenue streams.

Jessica Lessin, Editor-in-Chief of The Information, dives into the major AI moves from Microsoft and NVIDIA, revealing a new partnership with Anthropic and discussing Jeff Bezos's AI startup, Prometheus. Erin Woo provides insights on Google’s Gemini 3.0, touching on its integration across platforms and user feedback. Catherine Perloff highlights Pinterest's cautious approach to generative AI and its impact on user experience. Lastly, Paul Kedrosky discusses the growing corporate debt in AI capital expenditure and the macro risks involved.

This week features Yueqi Yang, a crypto reporter, dissecting the recent Bitcoin plunge and the collapse of companies holding crypto treasuries. David Faugno, CEO of 1Password, discusses their $400M ARR and the implications of AI on enterprise security. Theo Waite reports on Elon Musk's ambitious plans for Tesla's 'superchips' to enhance Optimus robots. Finally, Tyler Denk, CEO of Beehiiv, shares insights on their new creator tools and the platform's impressive revenue growth, outlining future expansion in the creator economy.

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.

Anita Ramaswamy, a financial analysis columnist covering ride-hailing, discusses Lyft's surprising stock performance and its autonomous vehicle strategy. Jeff Hollan from Snowflake explains their innovative AI agents and how they differentiate in the enterprise market. Olga Shevorenkova, CEO of Loop Global, explores the challenges and dynamics of EV charging infrastructure in the U.S. Adrian Macneil, CEO of Foxglove, shares insights on the importance of data infrastructure for robotics and their recent funding success.

Join Circle CFO Jeremy Fox-Geen as he reveals impressive USDC growth and discusses potential native tokens for the ARC blockchain. AI reporter Stephanie Palazzolo dives into the rise of 'NeoLabs,' a new wave of AI startups raising $2.5 billion to challenge major players like OpenAI. Sam Lessin shares insights on his Etiquette Finishing School for founders, aiming to instill humility and cultural awareness. Finally, Aaron Holmes analyzes the competitive landscape of enterprise AI agents, highlighting emerging trends and market shifts.

Brett Winton, Chief Futurist at ARK Invest, argues that the AI bubble narrative is all wrong, predicting vast user growth and pricing power in the AI sector. Gil Luria from D.A. Davidson discusses Apple's shift to foldable devices amid an iPhone delay. Hannah McClellan Richards of Amazon Pharmacy reveals plans for kiosks and same-day delivery to boost patient access. Oscar Höglund, CEO of Epidemic Sound, shares insights on their new generative AI tool while navigating artist compensation and copyright issues.

Sri Muppidi, a reporter at The Information, breaks down Anthropic’s revenue projections and contrasts them with OpenAI's strategies. Harry Rein, CEO of ShopMy, explores the e-commerce platform's rapid growth and plans behind its $1.5 billion valuation. Stuart Landesberg of Seneca discusses their innovative drone technology aimed at reducing wildfire response times to under ten minutes. Shaown Nandi from AWS delves into the hurdles enterprises face with AI adoption. Lastly, Jemima McEvoy reveals the rise of red-team security consultants safeguarding data centers.

Ross Gerber, CEO of Gerber Kawasaki and Tesla investor, shares insights on Elon Musk's controversial $1 trillion pay package and the expectations riding on Musk for Tesla's stock. Rob O'Hare, CFO of Affirm, reveals the company's impressive 42% GMV growth while emphasizing their commitment to direct-to-consumer products and AI in lending. John Mern, CEO of Terra AI, discusses how AI is revolutionizing mineral discovery, faced with industry challenges. Natasha Mascarenhas analyzes the shifting landscape of venture capital and the emerging competition for Series A funding amid increased investor activity.