Software earnings, GLP-1s, longevity medicine, OpenAI's hiring platform, & Nvidia's loop | Sep 5, 2025

The Information's TITV podcast for September 5th features a tech sector tour, beginning with a recap of recent enterprise software earnings with Rishi Jaluria from RBC Capital Markets and Ed Sim from Boldstart, discussing AI's impact and growth strategies for software companies. The podcast then explores the popularity and uses of GLP-1 drugs like Ozempic in Silicon Valley, featuring Ann Gehan from The Information and Brian Sugar from Sugar Capital, who share survey results and personal experiences. Jacob Kimmel, co-founder of New Limit, explains the company's longevity-focused biotech and epigenetic reprogramming science. Sam Lessin from Slow Ventures discusses OpenAI's new hiring platform and the broader trend of tech companies launching numerous experimental products. Finally, Anissa Gardizi from The Information details the complex relationship between Nvidia and GPU cloud provider Lambda, highlighting Nvidia's multifaceted role as a supplier, investor, and customer.