“We are very much focused on Nvidia. This is our key partner.”

Nebius Co-Founder Roman Chernin remains bullish on their Nvidia partnership amid intense competition from other chipmakers.

Full episode: https://thein.fo/48ESX9z. Supported by Nebius.

Nebius Co-founder Roman Chernin on the future of AI models:

"The landscape will be more complex than one model wins all... I think about it as…[a] triangle."

Full episode: https://thein.fo/3MCaSFk. Supported by Nebius.

@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."

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

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

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

.@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

@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

.@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

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

Our reporter Theo Wayt breaks down Elon Musk's "everything app" vision for X.

Watch the full episode on https://bit.ly/462ZJn0

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

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

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

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