The Information's TITV Future of Health Tech with Oura CEO, Brex CEO on Fintech’s Growth, AI for Scientific Discovery | Oct 14, 2025
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Oct 14, 2025 
Tom Hale, CEO of Oura, discusses the company’s recent $900M funding for AI-driven health tech innovations and its FDA strategy for medical devices. Pedro Franceschi, CEO of Brex, shares insights on their successful turnaround and ambitious plans in the fintech space, including their focus on automation and market expansion. Joseph Krause, CEO of Radical AI, reveals how AI-powered robotic labs are revolutionizing materials discovery, targeting high-entropy alloys for extreme environments. Expect a deep dive into the future of health tech and fintech!
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Fintech Still Has Massive Headroom
- Fintech in the U.S. remains nascent: modern solutions serve only ~1% of corporate card spend.
- Building in-house financial rails and deep partner integrations creates differentiation for broad adoption.
Target Incumbents, Not New Rivals
- Compete with incumbents by focusing on underserved customers and superior product experience.
- Use competition from new players as a forcing function to drive industry change and awareness.
NeoClouds Move Toward Owning GPUs
- NeoClouds are newer cloud providers that rent or buy GPUs to sell AI-focused compute and host open models.
- Together AI is shifting from GPU reseller to owning hardware and operating its own cloud to improve margins.