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AI Video, VC Metrics, and Crusoe's Cloud Ambition | July 23, 2025

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Manage episode 496145792 series 108316
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.

This episode kicks off with an exclusive interview featuring Cristóbal Valenzuela, CEO of AI video company Runway, who discusses their innovative enterprise sales strategy and the "forward-deployed technical artists" helping companies embrace non-traditional content creation. Our second guest, Tomas Tungus, General Partner at Theory Ventures, reveals the key metrics he's fixated on when assessing AI startups, offering a data-heavy dive into financial health, growth rates, and the nuances of revenue reporting in the fast-paced AI market. Finally, the episode concludes with an update on Crusoe, the data center company making a bold play in the cloud computing space. Reporter Anissa Gardezy details Crusoe's ambitious revenue projections for its AI cloud business and its role in major projects like Stargate, as it aims to compete with industry giants like Oracle and ultimately become a leading cloud provider.

Articles discussed on this episode:

https://www.theinformation.com/articles/how-runway-hopes-to-outrun-openai-google-in-the-ai-video-race

https://www.theinformation.com/articles/upstart-crusoes-audacious-plan-take-cloud-giants

https://www.theinformation.com/articles/inside-the-start-of-project-stargate-and-the-startup-powering-lt

https://www.theinformation.com/articles/how-ai-can-upend-the-internet-ad-model

  continue reading

312 episodes

Artwork
iconShare
 
Manage episode 496145792 series 108316
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.

This episode kicks off with an exclusive interview featuring Cristóbal Valenzuela, CEO of AI video company Runway, who discusses their innovative enterprise sales strategy and the "forward-deployed technical artists" helping companies embrace non-traditional content creation. Our second guest, Tomas Tungus, General Partner at Theory Ventures, reveals the key metrics he's fixated on when assessing AI startups, offering a data-heavy dive into financial health, growth rates, and the nuances of revenue reporting in the fast-paced AI market. Finally, the episode concludes with an update on Crusoe, the data center company making a bold play in the cloud computing space. Reporter Anissa Gardezy details Crusoe's ambitious revenue projections for its AI cloud business and its role in major projects like Stargate, as it aims to compete with industry giants like Oracle and ultimately become a leading cloud provider.

Articles discussed on this episode:

https://www.theinformation.com/articles/how-runway-hopes-to-outrun-openai-google-in-the-ai-video-race

https://www.theinformation.com/articles/upstart-crusoes-audacious-plan-take-cloud-giants

https://www.theinformation.com/articles/inside-the-start-of-project-stargate-and-the-startup-powering-lt

https://www.theinformation.com/articles/how-ai-can-upend-the-internet-ad-model

  continue reading

312 episodes

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