The Information's TITV

In this engaging discussion, Patrick Moorhead, CEO of Moor Insights & Strategy, delves into NVIDIA's GTC announcements, exploring competition and the future of AI. Sunita Mohanty, CEO of Vibrant, shares insights on AI's role in personalized medicine and the necessity for clinician reskilling. They also tackle the rising crypto platform Hyperliquid, discussing its decentralized model and the regulatory landscape ahead. From fintech innovations at Upgrade to the evolving healthcare tech, this conversation is packed with future-forward insights!

Vinay Iyengar, managing partner at Anansi Capital, shares insights on AI roll-ups, emphasizing a shift away from traditional SaaS models to consolidate small businesses using AI for better margins. Sara Germano, a sports business reporter, sheds light on Apple's exclusive five-year F1 media deal and the rapidly growing youth sports tech market, projected to reach $12 billion. They discuss the major players in youth sports tech and how this trend is reshaping family and community engagement in sports.

Aparna Chennapragada, Microsoft's Chief Product Officer for AI, shares insights on their innovative AI-at-Work strategies and the importance of building trust in AI tools. She discusses the evolution from instruction-following to reasoning agents capable of synthesizing workplace communication. The conversation also explores Anthropic’s shift towards acquisition strategies in response to competitive pressures and the unique financing behind xAI's massive Colossus 2 data center. Lastly, find out how General Intuition utilizes gaming data to train AI, capitalizing on the nuances of gameplay for model improvement.

Joining the conversation are Christina Farr, a healthcare-focused investor and CEO of Second Opinion Media, and Dean Leitersdorf, CEO of AI video company Descartes. Christina dives into the complexities of AI in healthcare, emphasizing its potential to aid rather than replace doctors, and warns about the dual healthcare systems complicating cost reduction. Dean discusses the innovative realm of real-time video generation and the measures Descartes is taking to combat deepfake risks, all while unraveling the excitement and challenges of new tech adoption.

Tom Hale, CEO of Oura, discusses the company’s recent $900M funding for AI-driven health tech innovations and its FDA strategy for medical devices. Pedro Franceschi, CEO of Brex, shares insights on their successful turnaround and ambitious plans in the fintech space, including their focus on automation and market expansion. Joseph Krause, CEO of Radical AI, reveals how AI-powered robotic labs are revolutionizing materials discovery, targeting high-entropy alloys for extreme environments. Expect a deep dive into the future of health tech and fintech!

Julia White, CMO of Amazon Web Services, leads the charge in discussing AWS's innovative suite of enterprise AI tools, including QuickSuite and Trainium chips. She highlights how QuickSuite streamlines access to data from major platforms like Salesforce and Microsoft. The conversation also delves into the rising competition in ad tech as Salesforce and others challenge Google and Amazon. Additionally, Securitize CEO Carlos Domingo explores the benefits of tokenizing real-world assets, emphasizing improved market accessibility and faster transactions.

Zig Serafin, CEO of Qualtrics, shares insights on their $6.75 billion acquisition of Press Ganey Forsta, emphasizing healthcare analytics and AI strategies. Misha Laskin, CEO of Reflection AI, discusses their $2 billion funding round, exploring the advantages of open AI models for enterprises. Meanwhile, Aaron Dignan reflects on winding down his AI startup Plum, addressing the challenges of market timing and monetization. The episode also delves into the revival of e-commerce, highlighting successful new brands and evolving strategies in a shifting landscape.

Justin Lopas, COO of Base Power, shares insights on their recent $1 billion funding round and how distributed batteries can tackle rising energy demands from data centers. Sara Germano, a sports business reporter, discusses the game-changing automated ball-strike system in MLB, alongside fan-driven AI-generated content transforming viewer engagement. Sheel Mohnot from Better Tomorrow Ventures dives into his firm's new $140 million fintech fund, revealing market trends and pressures shaping the industry, including the evolving dynamics with big tech and Trump's influence.

Todd Olson, Founder and CEO of Pendo, shares insights into the heightened anxiety among tech founders in the thriving AI market. He emphasizes the importance of staying focused on fundamentals, despite the excitement surrounding AI advancements. Olson notes a shift in software usage patterns, with AI acting as a co-pilot, yet highlights more cautious growth forecasts. In addition, the conversation touches on merit-based hiring strategies from MeritFirst, aimed at reducing bias and validating candidates through real work assessments.

Join Alex Vannoni, Head of Healthcare Product at Whoop, as he dives into the exciting launch of the Advanced Labs blood-test product. This innovative service offers a comprehensive 65+ biomarker panel integrated with Whoop's wearables. Alex discusses the value of personalized insights over generic lab services and the importance of licensed clinician reviews. He also shares Whoop's vision for combining non-invasive data with intermittent blood tests, pushing the boundaries of health tracking.