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AI's Impact on Advertising, Enterprise, and Software | July 29, 2025

July 29, 2025

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Groq's Revenue Woes, Waabi's Driverless Trucks, AI Healthcare & E-com Agent Wars | July 30, 2025

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Episode Description

Joe Marchese, Co-Founder of Human Ventures, talks with Jessica Lessin, our founder, CEO, and editor-in-chief, about AI's effect on ad businesses. Shaown Nandi, Director of Technology at Amazon Web Services, discusses the Chief AI Officer role. Kashish Gupta and Harsha Kapre join to discuss Snowflake’s investment in Hightouch, and our reporter Aaron Holmes breaks down AI’s impact on lowering software switching costs.

Articles discussed on this episode:

https://www.theinformation.com/articles/cursors-global-success-lifted-china

https://www.theinformation.com/articles/ai-cloud-startup-fireworks-discusses-4-billion-valuation-deal-lightspeed-index

https://www.theinformation.com/articles/microsofts-rivals-lean-ai-pry-away-longtime-customers

https://www.theinformation.com/articles/spotify-is-booming-except-for-its-ad-business

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