Snap's AR Bet, OpenAI's Google Dependence & VC Predictions | Aug 22, 2025

Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy. Articles discussed on this episode: • https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses • https://www.theinformation.com/articles/openai-challenging-google-using-search-data • https://www.theinformation.com/articles/funny-math-behind-key-software-metric 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: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda