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The Information
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The most authoritative publication covering tech that high-powered tech execs and founders read daily.

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Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
@Netflix CTO Elizabeth Stone discusses the “moments of truth” that drive engagement at The Information's WTF Summit.

"Vertical video is a canvas for that. It's not necessarily trying to repeat, we wanna have exactly the same content that other offerings might have, but it is an important canvas."
October 29, 2025 at 3:53 PM
The Information’s Anissa Gardizy on Nvidia’s complex and unique “circularity loop.”

"NVIDIA is, one, Lambda's most important supplier...NVIDIA is also a Lambda investor...and...NVIDIA is also a Lambda customer."

Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 11:16 PM
Rishi Jaluria from RBC Capital Markets on what he calls the "AI crowding out effect" and its impact on software spending.

Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 10:46 PM
Sam Lessin from Slow Ventures on product managers as entrepreneurs.

"A lot of PMs and engineers who worked at big companies...leave, and they're stunningly unsuccessful as entrepreneurs."

Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 10:15 PM
.@NewLimit's Jacob Kimmel on how GLP-1 drugs could be a model for a new class of medicines that add healthy years to our lives.

Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 9:45 PM
@theinformation’s @anngehan The Information’s Anne Gehan explains why people in the biohacking world are using GLP-1s for more than just weight loss.

Watch the full episode on https://bit.ly/4nfCDjZ
September 5, 2025 at 9:16 PM
.@boldstartvc's @edsim Boldstart Ventures Ed Sim on how AI is eating software and creating massive opportunities for new startups.

"There are inorganic opportunities, you don't have to swallow a whale to actually get value out of kind of AI."

Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 8:45 PM
Brian Sugar, Founder of Sugar Capital, explains how the GLP-1 surge is creating new market opportunities for consumer bands.

Watch the full episode on https://bit.ly/4nfCDjZ
September 5, 2025 at 8:18 PM
Our reporter Theo Wayt breaks down Elon Musk's "everything app" vision for X.

Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 11:01 PM
Rogo CEO Gabriel Stengel on why general foundation models are not enough for highly specialized work, like creating deep financial models.

Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 10:30 PM
SignalFire CEO Chris Farmer, explains why we’re in the "mystery phase” of AI, not the”puzzle phase.”

“I think we're all learning, and it's hard to see more than 10 feet in front of your face.”

Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 10:00 PM
Sanchan Saxena, Head of Product at Atlassian, on the difference between a "passive consumption" browser and a "work" browser for knowledge workers.

Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 9:30 PM
Sanchan Saxena, Head of Product at Atlassian on how The Browser Company has reimagined the browser for an AI-first era.

Watch the full episode on https://bit.ly/481ZyLg
September 4, 2025 at 8:49 PM
Replit CEO Amjad Masad has a strong warning for AI startups.

"I just think it's delusional to think you can compete with these companies that are putting billions of dollars behind training code models specifically."

Watch the full episode: https://bit.ly/4nbLaod
August 29, 2025 at 10:16 PM
Replit's strategy? Lose money on free users to make money on enterprise.

CEO Amjad Masad explains their product-led growth playbook.

"It's an age old plan in in tech where you're willing to lose money and free users... but you're making money on enterprise."

Full episode: https://bit.ly/4nbLaod
August 29, 2025 at 9:15 PM
Elastic CEO Ash Kulkarni didn’t mince words when asked about critics who think the company should be acquired.

"I think, fundamentally, those folks don't know what the hell they're talking about, just to be very blunt about it."

Watch the full episode: https://bit.ly/41uYnzZ
August 29, 2025 at 8:17 PM