The Information's TITV

Jacob Kimmel, co-founder and president of New Limit, dives into the revolutionary world of longevity medicine, exploring the future of epigenetic reprogramming and its potential to enhance health and lifespan. Sam Lessin of Slow Ventures shares insights on OpenAI's competitive hiring platform, discussing the evolving skills needed in entrepreneurship and the tech landscape. The conversation also touches on the rising popularity of GLP-1 medications in Silicon Valley, highlighting not just weight loss benefits but broader lifestyle impacts, all set against the backdrop of the shifting enterprise software market.

Chris Farmer, a venture capital expert at SignalFire, shares insights on the data-driven approach reshaping startup investments in 2025. Sanchan Saxena, head of product at Atlassian, discusses the company's surprise $610 million acquisition of the Browser Company, focusing on innovative productivity features. The podcast also dives into Elon Musk's ambitious plans for X amidst regulatory hurdles and Google's strategy to take on Nvidia in the AI chip market, showcasing the competitive landscape of tech advancements.

Amir Efrati, co-executive editor at The Information, dissects Google's recent antitrust victory and its ramifications for the tech landscape. He sheds light on how AI informed the judge's decision and the impact on future antitrust cases. The conversation also dives into how AI agents, developed by Yutori's co-founders, are set to enhance digital assistance. Additionally, Rain's CTO discusses the revolutionary potential of stablecoin debit cards in simplifying transactions, especially in financial systems struggling with traditional banking.

Sylvia Varnham O'Regan, a D.C. correspondent, discusses the SEC's innovative use of AI for regulatory efficiency. Brendan Foody, CEO of Mercor, shares insights on how AI is reshaping recruiting processes. Marc Freed-Finnegan, CEO of Chalk, highlights his company's bold strategy to disrupt Databricks with dynamic data solutions. They explore the implications of AI in government, data ownership conflicts in the corporate landscape, and the evolving dynamics of AI usage that are shaping both employment and corporate strategies.

Amjad Masad, CEO of Replit, shares insights on the financial margins of AI, discussing its high costs and the impact on coding agents. Ash Kulkarni, CEO of Elastic, delves into the future of AI search and the competitive landscape. The conversation also touches on the legal clash between Elon Musk and Sam Altman, exploring Musk's evolving motivations in the AI arena, from philanthropy to potential self-interest. Together, they navigate the complexities shaping AI development and market dynamics.

Nuro's cofounder shares insights on Uber's ambitious robo-taxi mission. The discussion highlights NVIDIA's latest earnings and its strategic pivot toward complete customer solutions. Challenges with Blackwell GPU technologies are explored, shedding light on the competitive landscape. The rise of sovereign AI is examined as countries develop supercomputers for tighter control. Google faces potential antitrust hurdles as it navigates the complexities of its ad tech business, possibly reshaping the future of digital advertising.

Jamin Ball, a partner at Altimeter Capital, dives into the complexities of software valuations and the rise of quasi-public companies. Dan Porter, CEO of Overtime, discusses why Gen Z is steering away from watching live sports on TV, emphasizing shifts in content consumption. Kevin McLaughlin provides insights into VAST Data's role in the AI storage boom and NVIDIA’s ambitious 80-year strategy. The conversation reveals how tech giants challenge traditional media and reshape the landscape of enterprise SaaS, amidst evolving data management needs.

Jing Yang, Asia Bureau Chief at The Information, shares insights on Sequoia China's spinoff Hongshan and its $9 billion capital slow roll-out amid geopolitical shifts. Jesse Zhang, CEO of Decagon, reveals his vision for AI agents transforming customer service. The discussion digs into Apple's cautious approach to M&A in the AI landscape and the exciting shift from electronic to light-based AI chips, highlighting their energy efficiency and potential to revolutionize data processing in AI. Expect a blend of technology, investment strategies, and innovative ideas!

Mike Desjadon, CEO of Anomaly, dives into the rise of AI medical scribes and the intensifying competition in the healthcare tech arena. He shares insights on how startups are navigating challenges posed by industry giants like Epic. Brian Ryerson, from the USTA, highlights innovative AI-driven features at the U.S. Open that enhance fan engagement, such as the Match Chat and immersive gaming experiences aimed at younger audiences. Together, they tackle Silicon Valley's mixed emotions of excitement and anxiety amid the rapid advancement of AI technologies.

Josh Wolfe, managing partner at Lux Capital, dives into the future of venture capital and the ongoing hunt for AI talent. Jackson Ader, managing director at KeyBank, sheds light on software earnings and innovative metrics influencing investment decisions. The discussion touches on Snap's high-stakes AR gamble against rivals and OpenAI's intriguing reliance on Google’s search data, highlighting the shifting dynamics in tech investment and the challenges facing companies in maintaining relevance and growth.