Competition and WHOOP's subscription advantage

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 "relative return" 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. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse

https://www.theinformation.com/articles/apple-kicks-vibe-coding-app-app-store-escalating-crackdown

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