Episode Description

The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents are impacting communications, and we get into new spending data on the AI infrastructure boom with Brex President Ben Gammell.

Articles discussed on this episode:

https://www.theinformation.com/articles/uber-bears-taken-wrong-turn

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Chapters:

00:00 - Introduction

01:13 - Uber Bears Have Taken a Wrong Turn: Why Uber is Undervalued

13:33 - Twilio CEO Khozema Shipchandler on Business Reacceleration & AI Agents

29:57 - Brex President Ben Gammell on AI Infrastructure Spending Boom