Workday's AI Strategy, AI ‘Co-workers’, IPOs Are Back & The Future of Consumer Crypto | Sep 17, 2025

Workday CTO Peter Bailis talks with TITV Host Akash Pasricha about the company's $1.1 billion acquisition of Sana and their broader AI strategy. We also talk with The Information's Stephanie Palazzolo and Turing's Jonathan Siddharth about how labs are using "reinforcement learning gyms" to train AI models, and we get into the new era of consumer crypto and on-chain identity with Ty Haney of Try Your Best and Dave Morin from Offline Ventures. Lastly, we get an inside look at the IPO market with The Information's Katie Roof and Industry Ventures' Hans Swildens.Articles discussed on this episode: https://www.theinformation.com/articles/ventures-limited-partners-see-lifeline-ipo-wavehttps://www.theinformation.com/articles/anthropic-openai-developing-ai-co-workersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Practice Leader at UpperEdge Adam Mansfield and The Information's Kevin McLaughlin talk with TITV Host Akash Pasricha about Salesforce's challenges selling its AgentForce AI software and the murky ROI for customers. We also talk with The Information's Aaron Holmes and Adam Mansfield about Microsoft's new playbook for Copilot. We get into the evolving role of product management with Sahir Azam, the new partner at Index Ventures, and finally, we talk with Kareem Amin, CEO of Clay, about how his company is defining a new role in go-to-market.Articles discussed on this episode: https://www.theinformation.com/articles/marc-benioff-said-ai-easy-crazy-team-salesforce-proved-wronghttps://www.theinformation.com/articles/microsoft-hopes-hastened-ai-rollout-price-discounts-can-fuel-office-365-growthTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information’s Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.Articles discussed on this episode: https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-davidTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to:- The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

AlphaSense CEO Jack Kokko talks with TITV Host Akash Pasricha about using AI to take on Bloomberg and what it means for Wall Street. We also talk with The Information's Aaron Holmes about the tentative Microsoft-OpenAI deal and Martin Peers about the future of media with the Paramount-Warner Bros. Discovery merger. Finally, we get into why tech companies aren't buying social media platforms with Quartermaster Advisors' James Creech and the crypto IPO boom with Sapphire Ventures' Jai Das.Articles discussed on this episode: https://www.theinformation.com/articles/openai-microsoft-duel-agi-high-stakes-negotiation https://www.theinformation.com/articles/openais-microsoft-deal-ellisons-risky-businesshttps://www.theinformation.com/briefings/microsoft-openai-announce-tentative-deal-startup-aims-restructureTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to:The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information’s CEO Jessica Lessin speaks with Eventbrite's Julia Hartz about the upcoming StubHub IPO, San Francisco's live event scene, and Eventbrite's new subsidiary Bright House. TITV Host Akash Pasricha talks with Hinge Health CEO Dan Perez about AI’s impact on healthcare and the company's new wearables device. We also get into the future of logistics with Augment CEO Harish Abbott and AI valuations with our Senior Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/oracle-frenzy-spreadshttps://www.theinformation.com/articles/ai-valuations-bonkersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to:The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Atlassian CEO Mike Cannon-Brookes talks with TITV Host Akash Pasricha about the corporate data wars and his company's recent acquisition of The Browser Company. We also talk with venture capitalist Mercedes Bent about the Klarna IPO and the Buy Now, Pay Later industry, and Aaron Holmes about Microsoft's new partnership with Anthropic. Finally, we get into Oracle's AI-driven surge with KeyBanc Capital Equity Researcher Jackson Ader as well as the Klarna IPO & broader IPO landscape with Katie Roof.Articles discussed on this episode: https://www.theinformation.com/articles/sequoia-poised-nearly-3-billion-gain-klarna-ipo https://www.theinformation.com/articles/microsoft-buy-ai-anthropic-shift-openai https://www.theinformation.com/articles/corporate-data-wars-intensify TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV Host Akash Pasricha talks with MercadoLibre CFO Martin De Los Santos about e-commerce growth and the company's massive fintech business. We also talk with Apple reporter Wayne Ma about whether AI matters for iPhone sales and reporter Natasha Mascarenhas about Andreessen Horowitz's crypto fund’s massive returns.Articles discussed on this episode: https://www.theinformation.com/articles/andreessen-horowitzs-investment-returns-show-strength-cryptoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information’s OpenAI Reporter Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI's higher revenue projections and its even bigger cash burn. We also talk with Aalo Atomics CEO Matt Loszak about the future of nuclear energy and its role in the AI boom and GC AI CEO Cecilia Ziniti about the Anthropic lawsuit. Lastly, we get into Trump's White House tech dinner with The Information's DC Correspondent Sylvia Varnham O'Regan.Articles discussed on this episode: https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029https://www.theinformation.com/articles/can-tech-get-nuclear-power-to-move-at-ai-speedshttps://www.theinformation.com/articles/nuclear-investing-no-longer-radioactiveTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Rishi Jaluria and Ed Sim talk with TITV Host Akash Pasricha about enterprise software. The Information’s Ann Gehan and Brian Sugar discuss GLP-1s, and we get into longevity with Jacob Kimmel. Sam Lessin also joins to discuss OpenAI's new hiring platform, and our reporter Anissa Gardizy explains NVIDIA's circular business operations.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-quietly-boosts-cloud-ally-1-5-billion-deal-rent-ai-chipsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Information's Theo Wayt talks with TITV Host Akash Pasricha about Elon Musk's challenges with financial regulators over his X "everything app" plans. We also talk with SignalFire's Chris Farmer about his firm's data-driven VC approach and Rogo's Gabriel Stengel about the acquisition of Subset. We get into Atlassian's surprise acquisition of The Browser Company with Sanchan Saxena and Google's race to produce its own AI chips with Anissa Gardizy.Articles discussed on this episode: https://www.theinformation.com/articles/antitrust-judge-bars-google-exclusive-deals-require-chrome-saleTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda