AI Video, VC Metrics, and Crusoe's Cloud Ambition | July 23, 2025

This episode kicks off with an exclusive interview featuring Cristóbal Valenzuela, CEO of AI video company Runway, who discusses their innovative enterprise sales strategy and the "forward-deployed technical artists" helping companies embrace non-traditional content creation. Our second guest, Tomas Tungus, General Partner at Theory Ventures, reveals the key metrics he's fixated on when assessing AI startups, offering a data-heavy dive into financial health, growth rates, and the nuances of revenue reporting in the fast-paced AI market. Finally, the episode concludes with an update on Crusoe, the data center company making a bold play in the cloud computing space. Reporter Anissa Gardezy details Crusoe's ambitious revenue projections for its AI cloud business and its role in major projects like Stargate, as it aims to compete with industry giants like Oracle and ultimately become a leading cloud provider.Articles discussed on this episode:https://www.theinformation.com/articles/how-runway-hopes-to-outrun-openai-google-in-the-ai-video-race https://www.theinformation.com/articles/upstart-crusoes-audacious-plan-take-cloud-giantshttps://www.theinformation.com/articles/inside-the-start-of-project-stargate-and-the-startup-powering-lt https://www.theinformation.com/articles/how-ai-can-upend-the-internet-ad-model