Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive CapEx spend on data centers is fundamentally irrational. We also talk with Jason Celino from KeyBanc about Atlassian’s 10% staff reduction and its pivot toward AI agents, and we get into the details of Microsoft’s new Texas data center deal with our reporter Anissa Gardizy. Finally, we look at Gemini & the Winklevosses’ attempt at a turnaround in the prediction market with reporter Yueqi Yang.

Articles discussed on this episode:

Subscribe:

YouTube: https://www.youtube.com/@theinformation
The Information: https://www.theinformation.com/subscribe_h

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Winklevoss Twins’ Big Miss on Crypto, Top VC Tech Sector Warning, Atlassian's 10% Staff Cut

The Information's TITV

Demand Signals and Industry Momentum

The AI-powered Podcast Player