Cory Weinberg

Cory Weinberg, a finance expert, dives into Strava's confidential IPO and Lambda's impressive $350M raise. Dan Shipper, CEO of Every, reveals how AI is blurring lines between media and software, while offering insights on trust in AI agents. Zach Reitano, from Ro, discusses the launch of a new GLP-1 pill and how AI is reshaping healthcare delivery, emphasizing patient empowerment. The conversation also touches on Silicon Valley's obsession with biological age tests, contrasting hype with science, and examining the demand for anti-aging solutions.

Cory Weinberg, finance reporter covering defense startups and funding. Anita Ramaswamy, financial columnist on enterprise software and AI effects. Matt Bryson, semiconductor analyst tracking chip earnings and market dynamics. They dig into Amazon’s conditional $50B OpenAI deal, Nvidia’s huge quarter and stock drop, AI-driven reshaping of Salesforce and Snowflake, tech debt for AI capex, and autonomous warships and robot data infrastructure.

Cory Weinberg, deputy bureau chief covering Anduril’s Ohio factory and manufacturing strategy. Jackson Ader, KeyBanc MD tracking stock-based compensation trends at software firms. David Levy, Porch Capital partner and ex-AWS bizdev analyzing chip and memory shifts. They dig into OpenAI’s retreat from in-chat shopping, SRAM vs HBM memory choices for AI inference, and Anduril’s big manufacturing push in Ohio.

Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.

Corey Weinberg, finance reporter covering deal-making, breaks down Anduril’s $60B fundraising talks. Jim Lanzone, Yahoo CEO steering a turnaround, explains the new AI search Scout. Ann Guillen, e-commerce reporter, details Pinterest’s internal Code Red over ad revenue. Rocket Drew, AI and robotics reporter, reports on OpenClaw and OpenAI’s agent race. They dive into valuations, AI agents, ad fixes, and search monetization.