ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025

Episode Description

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-sales

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

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