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Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025

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Manage episode 516987617 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.

Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Reporter Yueqi Yang joins to discuss Kraken's soaring $20 billion valuation and the boom in crypto private markets, followed by Maven AGI Founder & CEO Jonathan Corbin, who talks about the crowded AI customer support space and his three-to-five-year timeline for AGI. Lastly, Venture Capital Reporter Natasha Mascarenhas breaks down Benchmark's "anti-Andreessen Horowitz" strategy and the implications of its new General Partner. The episode also features clips from The Information's WTF Summit with YouTube's Chief Business Officer Mary Ellen Coe and Tubi's CEO Anjali Sud.

Articles discussed on this episode:

https://www.theinformation.com/articles/benchmarks-ai-pressure-test-high-prices-smaller-stakes-poached-star

https://www.theinformation.com/articles/stock-markets-crypto-rally-boosts-private-companies

https://www.theinformation.com/articles/amazons-cloud-lifts

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/@theinformation4080/?sub_confirmation=1

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

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

  continue reading

192 episodes

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iconShare
 
Manage episode 516987617 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.

Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Reporter Yueqi Yang joins to discuss Kraken's soaring $20 billion valuation and the boom in crypto private markets, followed by Maven AGI Founder & CEO Jonathan Corbin, who talks about the crowded AI customer support space and his three-to-five-year timeline for AGI. Lastly, Venture Capital Reporter Natasha Mascarenhas breaks down Benchmark's "anti-Andreessen Horowitz" strategy and the implications of its new General Partner. The episode also features clips from The Information's WTF Summit with YouTube's Chief Business Officer Mary Ellen Coe and Tubi's CEO Anjali Sud.

Articles discussed on this episode:

https://www.theinformation.com/articles/benchmarks-ai-pressure-test-high-prices-smaller-stakes-poached-star

https://www.theinformation.com/articles/stock-markets-crypto-rally-boosts-private-companies

https://www.theinformation.com/articles/amazons-cloud-lifts

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/@theinformation4080/?sub_confirmation=1

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

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

  continue reading

192 episodes

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