AI's Power Demand: Fusion Energy, Palantir’s Record Earnings & Investment Banking M&A | Aug 5, 2025

David Kirtley, CEO of Helion Energy, talks with TITV Host Akash Pasricha about fusion power. We also talk with Brent Thill, Tech Sector Leader at Jefferies, about Palantir's earnings and AI's job impact, Merrill Lutsky, CEO of Graphite, about AI code review, Catherine Perloff about Google's "love-hate" ad relationship, and we get into AI's effect on investment banking with Aaron Holmes. Articles discussed on this episode:  https://www.theinformation.com/articles/advertisers-quit-google-despite-complaints-traffic-ads https://www.theinformation.com/articles/reflection-ai-targets-1-billion-take-meta-deepseek-open-source https://www.theinformation.com/articles/chatbots-eating-m-advisory-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.