The Information's TITV WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer
7 snips
Mar 31, 2026 
Will Ahmed, WHOOP founder and CEO, on the company’s $10.1B valuation, global expansion, and shift from fitness to medical-grade health monitoring. Mustafa Nimuchwala, NEA partner, on NVIDIA’s strategic investments and AI infrastructure financing. Ken Brown, senior finance editor, on IPO dynamics and the pressure of relative returns for big listings. Aaron Tilley, Apple reporter, on Apple’s crackdown and control over vibe-coding apps.
AI Snips
Chapters
Transcript
Episode notes
Apple Removes Vibe Coding App To Preserve App Store Control
- Apple views vibe coding as a loss of control over the App Store ecosystem.
- Aaron Tilley explains Apple cited guideline 2.5 about apps rewriting code and removed a popular anything/vibe coding app after thousands of apps were published through it.
Relative Return Pressure Could Inflate SpaceX IPO
- Institutional investors face a relative return pressure when deciding whether to buy SpaceX in the IPO.
- Ken Brown says NASDAQ's faster index inclusion (15 days post-IPO) intensifies pressure because index funds will buy and drive prices up quickly.
Small Float Can Supercharge IPO Volatility
- A small float relative to valuation can create extreme demand volatility in an IPO.
- Ken Brown notes roughly $75 billion offered against a >$1 trillion valuation squeezes many buyers into a narrow supply, risking a price spike then collapse.