Ken Brown
Senior finance editor at The Information who explained IPO dynamics and the 'relative return' pressures facing investors in large listings such as SpaceX.
Top 5 podcasts with Ken Brown
Ranked by the Snipd community
44 snips
Feb 4, 2026 • 44min
Exclusive Interview with Uber’s Incoming CFO, OpenAI-Amazon Weigh Deal, US-China Chip Trade War
Balaji Krishnamurthy, incoming CFO of Uber, outlines mobility, delivery growth and autonomy plans. Chris Miller, author of Chip War, analyzes NVIDIA, AMD, TSMC and US‑China chip tensions. Ken Brown, finance editor, breaks down the software stock sell-off and investor shifts. Short, sharp conversations on autonomy’s TAM, GPU export headaches, and why software face fresh valuation pressure.
38 snips
Dec 17, 2025 • 28min
OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025
Anissa Gardizy, a cloud and compute reporter, dives into Amazon's potential $10 billion investment in OpenAI and the proposed use of AWS Trainium chips. Katie Roof reveals Waymo's early $100 billion fundraising talks and the challenges of its profitability against high R&D costs. Valida Pau and Stephanie Palazzolo discuss AI labs' hunt for specialized data with dwindling public sources, emphasizing the complexities of pricing and privacy. Meanwhile, Ken Brown analyzes the 'scarcity premium' risks for significant upcoming IPOs, drawing intriguing historical parallels.
22 snips
Dec 3, 2025 • 35min
Microsoft Lowers AI Sales Growth Targets, AI’s Impact on Venture Capital & Travel | Dec 3, 2025
Aaron Holmes, a Microsoft reporter, discusses the company's decision to lower AI agent sales quotas due to client hesitations and industry-wide adjustments. Finance editor Ken Brown analyzes the increasing role of credit ratings agencies in overseeing AI debt, highlighting potential risks. Nnamdi Okike of 645 Ventures shares insights on declining venture capital fundraising and the challenges of venture debt. Lastly, Johannes Reck, CEO of GetYourGuide, explores the competitive landscape of the travel experiences market and the implications of European regulation.
21 snips
Jan 7, 2026 • 50min
China Halts Nvidia H200 Chips, Discord's Confidential IPO File, AI Developer Platform | Jan 7, 2025
Sarah Guo, founder of Conviction, discusses the challenges in AI adoption, highlighting the gap between productivity and ROI. Ken Brown, finance editor, warns retail investors about the pitfalls of AI funds. Mercedes Bent from Premise breaks down Discord's monetization strategies and the impact of its international user base. Woodson Martin, CEO of OutSystems, shares insights on AI-generated code in production and the importance of governance and model orchestration for successful development.
7 snips
Mar 31, 2026 • 39min
WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer
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.
