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China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025

September 15, 2025

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Episode Description

The Information’s Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.

Articles discussed on this episode:

https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-david

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