Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by The Information. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Information or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025

46:16
 
Share
 

Manage episode 518964439 series 2796533
Content provided by The Information. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Information or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-sales

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to:

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  continue reading

196 episodes

Artwork
iconShare
 
Manage episode 518964439 series 2796533
Content provided by The Information. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Information or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-sales

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to:

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

  continue reading

196 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play