Episode Description

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hard

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Chapters:

00:00 - Introduction

01:13 - Robinhood Debuts Second Public Venture Fund

06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices

15:45 - WRITER Releases Flagship AI Model 'Palmyra X6'

27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard