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Why Sequoia's China Spinoff is Struggling, Plus Apple's AI M&A Strategy | Aug 26, 2025

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Manage episode 502605881 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.

The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics.

Articles discussed on this episode:

- https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china

- https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push

- https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronics

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: https://www.theinformation.com/subscribe_h

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

  continue reading

312 episodes

Artwork
iconShare
 
Manage episode 502605881 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.

The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics.

Articles discussed on this episode:

- https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china

- https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push

- https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronics

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: https://www.theinformation.com/subscribe_h

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

  continue reading

312 episodes

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