ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay

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The Information's TITV

The Information

200 episodes

19 hours ago

The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.

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ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025

The Information's TITV

46 minutes 16 seconds

1 week ago

ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025

D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information’s Miles Kruppa provides exclusive details on Blue Owl’s $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.

Articles discussed on this episode:

https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-sales

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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