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Replit CEO's Contrarian AI Bet, Elastic's Search Moat & Musk's OpenAI Suit | Aug 29, 2025

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Manage episode 504022435 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://ppacc.player.fm/legal.

Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.

Articles discussed on this episode:

https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents

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

147 episodes

Artwork
iconShare
 
Manage episode 504022435 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://ppacc.player.fm/legal.

Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.

Articles discussed on this episode:

https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents

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

147 episodes

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