Theory Ventures' thesis on AI ads

Better Tomorrow Ventures GP Sheel Mohnot talks with TITV Host Akash Pasricha about who could acquire PayPal and why Stripe, Apple, Amazon and the card networks might want it. We also talk with The Information’s Ann Gehan about the shift from agentic commerce to checkout buttons inside AI chat products and Stephanie Palazzolo about the language and data challenges facing AI audio models and OpenAI’s push into India, and we get into AI advertising economics and inference costs with Koah Co-founder Nic Baird and Theory Ventures GP Tomasz Tunguz.

Articles discussed on this episode: 

https://www.theinformation.com/articles/17-people-crucial-ai-shopping

https://www.theinformation.com/newsletters/ai-agenda/chatgpt-faces-language-barriers

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