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BlackRock’s Tony Kim on AI Deals, Goldman Sachs Economist’s AI Report, AI Accounting | Nov 4, 2025
Manage episode 517727653 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.
The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock’s Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.
Articles discussed on this episode:
https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025
https://www.theinformation.com/articles/information-50s-top-performers-2024
https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costs
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
192 episodes
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Manage episode 517727653 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.
The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock’s Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.
Articles discussed on this episode:
https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025
https://www.theinformation.com/articles/information-50s-top-performers-2024
https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costs
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
192 episodes
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Similar to The Information's TITV
Welcome to the Healthy Spaces podcast, where we explore how climate technology and innovation are transforming the spaces where we live, work, learn, and play. This season, we’ll explore how technology and AI can drive business growth, and help the planet breathe a little bit easier.
…
continue reading
The avforums podcast brings you the latest tech, movie and gaming news, plus special features, interviews and show reports from the world of audio visual home entertainment
…
continue reading
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry.
…
continue reading
Technical interviews about software topics.
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 19:00 UTC.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
Industry expert Mikah Sargent, brings you interviews from tech journalists who make or break the top stories of the week. Get the freshest perspective and in depth insight into the fast-paced world of technology from Tech News Weekly. Records every Thursday at 2:00pm Eastern / 11:00am Pacific / 19:00 UTC.
…
continue reading
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
…
continue reading
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