Episode Description

OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more.

The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader.

Articles discussed on this episode:

https://www.theinformation.com/articles/onlyfans-new-investor-reveals-financials-ipo-ambitions-rare-interview

https://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-models

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Chapters:

00:00 - Introduction

00:01 - Architect Capital Takes 16% Stake in OnlyFans

00:29 - Nvidia Debuts Nemotron 3.5 Lightning

00:38 - Menlo Ventures Raises $3B for AI

00:49 - State of Software: SaaS M&A and Salesforce Shakeup