The Information's TITV

Cory Weinberg, Deputy Bureau Chief of Finance at The Information, dives into the buzz around Figma's upcoming IPO and the hefty returns anticipated for venture capitalists. The conversation shifts to the chaos of earnings week, highlighting key players and the impact of AI on their strategies, while discussing Apple's challenges. Additionally, Weinberg unveils new insights into OpenAI's GPT-5, focusing on its superior coding abilities and how it's reshaping the competitive landscape in generative AI.

Tom Hale, CEO of Ōura, shares insights on the promising future of health tracking and AI, emphasizing the advantages of the Oura Ring in health monitoring. Sarah Germano, a weekend sports reporter, dives into the growing investments by sports leagues in technology and the transformative impact of AI on the industry. They discuss Tesla's ambitious plans for its Optimus robots amid production challenges and explore how technology is reshaping personal health and sports experiences, highlighting the interconnectedness of these advancements.

Join Christina Cacioppo, CEO of Vanta, as she dives into the explosive growth of security and compliance software following a recent funding round. Amber Venz Box, co-founder of LTK, shares her insights on their creator commerce marketplace and the transformative role of AI in enhancing creator experiences. Meanwhile, hear about OpenAI's staggering $40 billion funding endeavor and the Trump administration's new AI action plan aimed at deregulation and addressing bias in AI development.

Cristóbal Valenzuela, CEO of Runway, shares insights on their innovative sales strategy and the role of 'forward-deployed technical artists' in content creation. Tomas Tungus, General Partner at Theory Ventures, dives into essential metrics for gauging AI startups, focusing on financial health and revenue nuances. The discussion wraps up with an update on Crusoe's strategic pivot to the cloud, highlighting ambitious revenue projections and plans to compete against industry giants like Oracle.

Steve Jang, Founder of Kindred Ventures, dives into the fast-evolving world of AI. He explores Apple’s struggle to retain top talent and how it impacts innovations like Siri. Jang also discusses the future of ride-sharing with robotaxis and contrasts it against evolving competition in the browser market, highlighting Perplexity's Comet. Insights on funding strategies for innovative AI startups and the broader tech landscape reveal the competitive nature of attracting skilled engineers in this dynamic field.

Box CEO Aaron Levie shares his enthusiasm for AI's transformative power in enterprise software, debating its potential as a threat versus an opportunity. Aaron Holmes, a cybersecurity expert, dives into the alarming implications of the recent Microsoft SharePoint hack, stressing the need for robust security measures. The discussion also touches on Figma's impressive IPO prospects and how AI influences market valuations. Together, they explore the evolving landscape of cybersecurity and the balance between innovation and risk.

Tom Schmidt, a partner at Dragonfly Capital, dives into the shifting landscape of stablecoin legislation, emphasizing its impact on startups and the current boom in crypto mergers and acquisitions. Meanwhile, Abe Brown discusses the latest fashion trends from Sun Valley, highlighting chunky sunglasses and power colors. The conversation touches on Netflix's transformation into a 'boring' but stable entity in the streaming wars, and intriguingly explores the future of flying taxis, fueled by innovative partnerships and technology enhancements.

The Information’s Asia Bureau Chief Jing Yang gives us a view from the ground on the AI startup scene in China, diving deep into DeepSeek’s challenges, Manus, and the hurdles humanoid robotics companies are facing there. Plus, banking reporter Michael Roddan shares his findings from an investigation into quantum and AI company SandboxAQ, and TITV host Akash Pasricha speaks with Slow Ventures General Partner Sam Lessin about why seed investing is a tale of two cities right now. Articles discussed on this episode: DeepSeek’s Progress Stalled by U.S. Export ControlsWhy Humanoid Robots Are the Latest Front in America’s Tech War With ChinaLavish Spending and Weak Growth Engulf Billionaire-Backed AI Startup SandboxAQThe Information’s Creator Economy Database

Christine Tsai, the CEO and founding partner of 500 Global, shares her insights on venture capital strategies, particularly in the AI sector. She discusses OpenAI's innovative tools aiming to transform productivity software to compete with Microsoft Office. The conversation also dives into the IPO landscape, highlighting blockchain lending company's upcoming IPO and the burgeoning tech scene in Korea. Tsai reveals which international markets she’s targeting for investments, showcasing her commitment to a diverse global portfolio.

Mark Zuckerberg, CEO of Meta and a pioneer in AI, joins Jessica Lessin to reveal his vision for personal superintelligence designed to enhance everyday life. They dive into Meta's ambitious plans for innovative data centers to support this vision and discuss the urgency of attracting top talent in the competitive AI landscape. Zuckerberg also shares insights on capital allocation and recruitment strategies that set Meta apart, hinting at the transformative potential of AI tools like augmented reality glasses.