<p>WHOOP CEO Will Ahmed talks with TITV Host Akash Pasricha about the company’s $10.1 billion valuation and why he is hiring 600 people while other tech giants cut costs for AI. We also talk with The Information’s Senior Finance Editor Ken Brown about the &quot;relative return&quot; trap for SpaceX IPO investors and Reporter Aaron Tilley about Apple’s escalating crackdown on vibe coding apps. Lastly, we get into Nvidia’s $2 billion investment in Marvell and the state of AI infrastructure with NEA Partner Mustafa Neemuchwala—who was selected for The Information’s Next GP list. </p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse"><u>https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse</u></a></p><p><a href="https://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdown"><u>https://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdown</u></a></p><p><br></p><p>Subscribe: </p><ul><li><p>YouTube:<a href="https://www.youtube.com/@theinformation"> <u>https://www.youtube.com/@theinformation</u></a> </p></li><li><p>The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u><br></a></p></li></ul><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p>X: <a href="https://x.com/theinformation"><u>https://x.com/theinformation</u></a></p><p>IG: <a href="https://www.instagram.com/theinformation/"><u>https://www.instagram.com/theinformation/</u></a></p><p>TikTok: <a href="https://www.tiktok.com/@titv.theinformation"><u>https://www.tiktok.com/@titv.theinformation</u></a></p><p>LinkedIn: <a href="https://www.linkedin.com/company/theinformation/"><u>https://www.linkedin.com/company/theinformation/</u></a><br></p>