Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute Crunch

Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hardSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Robinhood Debuts Second Public Venture Fund06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices15:45 - WRITER Releases Flagship AI Model 'Palmyra X6'27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard