New IPOs, CapEx and unit economics

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI's 200-person team working on smart speakers, glasses, and lamps. We also talk with Lead Edge Capital Evan Skorpen about whether the software sector is currently oversold and why it's trading at a discount to the S&P 500 for the first time, and we get into the movement in social media stocks with editors Martin Peers and Meredith Mazzilli. Lastly, we wrap with health reporter Amy Dockser Marcus on the Silicon Valley obsession with mitochondrial transplants for longevity.

Articles discussed on this episode: 

https://www.theinformation.com/articles/longevity-treatments-91-year-old-bold-bet-silicon-valleys-immortality-race

https://www.theinformation.com/articles/inside-openai-team-developing-ai-devices

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