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Replit CEO's Contrarian AI Bet, Elastic's Search Moat & Musk's OpenAI Suit | Aug 29, 2025

Author
The Information
Published
Tue 02 Sep 2025
Episode Link
https://podcasters.spotify.com/pod/show/the-informations-titv/episodes/Replit-CEOs-Contrarian-AI-Bet--Elastics-Search-Moat--Musks-OpenAI-Suit--Aug-29--2025-e37ld8s

Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents 

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