Episode Description

Venture Capital Reporter Julia Hornstein talks with TITV Host Akash Pasricha about Anthropic’s JV acquiring Casper Studios. We also talk with Julia about Nvidia’s potential investment in Mercor as well as Yueqi Yang about Robinhood-backed prediction market Rothera. Lastly, we get into Fortune 500 AI ROI with PwC’s Dallas Dolen.

Articles discussed on this episode:

https://www.theinformation.com/articles/anthropics-enterprise-ai-venture-buys-consultancy

https://www.theinformation.com/articles/nvidia-discusses-funding-ai-data-supplier-mercor-20-billion-valuation

https://www.theinformation.com/newsletters/the-information-finance/hot-new-prediction-exchange-never-heard-design

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Chapters:

00:00 - Introduction

01:13 - Anthropic's JV Acquires Casper Studios

08:12 - Nvidia In Talks for $20B Mercor Round

10:25 - Robinhood-Backed Prediction Exchange Rothera

19:38 - SEC's First Crypto Token Rule Proposal

22:53 - PwC on Fortune 500 AI Model ROI & SaaS Margins